Moneydance 2022

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Doug King

27 Oct, 2022 01:38 PM


I have purchased Moneydance 2022 three days ago and would appreciate help
in setting it up properly so that account transfer activity is properly
recorded, and without duplication.

Currently there are four accounts in a new Moneydance file: an investment
account, another investment account, a credit card account, and a '.daily
cash' account (a "." is in the name to keep it on the top of the list) ..
I have used moneydance+ to download transactions to the first investment

Below is a description of the issue.

   - Payments were made from the first investment account to the credit
   card account. When downloading transactions from the first investment
   account the payment is noted as "MiscExp" in the ACTION field, shows the
   credit card information in the DESCRIPTION field, with no information
   listed in the TRANSFER field.
   - I have changed "MiscExp" to "Xfr" and entered the credit card account
   in the TRANSFER field, and the payment now appears in the credit card
   - *What actions should be taken to avoid double entries?* I'm also
   using an older version of MD and when I have downloaded transactions for
   the credit card account, a corresponding transaction is downloaded from
   their records as well - creating two transactions in the credit card
   account. I currently need to manually delete each duplicate transaction.

Thank you

  1. System closed this discussion on 26 Jan, 2023 01:40 PM.

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