tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/9865-removing-accounts-from-online-bankingInfinite Kind: Discussion 2019-03-02T20:00:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/456232952018-07-04T22:47:09Z2018-07-04T22:47:09ZRemoving Accounts from Online Banking<div><p>Hi --RK,</p>
<p>Safe computing 101 dictates that before making any critical changes, make a copy or backup of your data file.</p>
<p>Open Moneydance to one of the accounts in question.<br>
From the Moneydance menu bar, go to Online > Set Up Online Banking.<br>
In the resulting 'Online Banking Services' form, click on 'Disable'.</p>
<p>Repeat for any other accounts that you wish to disable.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/456232952018-12-01T19:20:34Z2018-12-01T19:20:34ZRemoving Accounts from Online Banking<div><p>Kevin N-</p>
<p>Thanks so much. That did what I needed.</p>
<p>I'm going to be pushy enough to ask you another question (but feel free to<br>
tell me to post to the forum instead):</p>
<p>Since about the time of our exchange, some of the transactions from one<br>
account (checking) have ended up in the Moneydance account for one of my<br>
credit cards. There ensues a flurry of moving the transactions manually to<br>
the correct Moneydance account. Since there are already deactivated<br>
accounts lurking about I'm inclined to nuke all online banking, and then<br>
setup the existing correct accounts again from square one.</p>
<p>Is there a danger in taking this approach? If I "Export backup" will the<br>
export contain the "online banking" info in case I have to revert. And how<br>
do I completely zero out the current Online Banking numbers, passwords,<br>
settings etc?</p>
<p>Thanks,</p>
<p>--RK</p></div>richardtag:infinitekind.tenderapp.com,2009-01-14:Comment/456232952018-12-01T19:55:58Z2018-12-01T21:16:31ZRemoving Accounts from Online Banking<div><p>Hi Richard,</p>
<p>I'm not sure that you need to take such drastic measures as nuking all of your online banking setups.</p>
<p>From your description of transactions from a checking account landing into a credit card account, it sounds like a simple mapping problem.</p>
<p>I'll assume that the checking account and the credit card account in question are held at the same financial institution. Correct?</p>
<p>If so, simply disable online banking for those two accounts then rerun the Set Up Online Banking routine for each account again.</p>
<p><strong>Take your time</strong> and make sure when presented with a drop-down list of account numbers that you select the appropriate account number for the account that you are setting up online banking for.</p>
<p>Again, take you time with this. There are some prompts that may take a moment or two to appear. If you skip over any of them, your account will likely map to the first account in the drop-down list.</p>
<p>There is no room for error in running the routine.</p>
<p>I'm not 100% sure if an exported backup contains online banking info. I would assume so but it's been too long since I've resorted to recovering from a backup so I can't remember. :(</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.