Changing account type

Jacque's Avatar


05 Jun, 2009 08:03 PM

Somehow, one of my credit card accounts has decided that it is the root account. i looked up changing account types up in the knowledge base and it tells me to do all kinds of exports to xml files. Is that right???

  1. 1 Posted by jacque on 06 Jun, 2009 01:05 AM

    jacque's Avatar

    for as much help as moneydance has been, i might as well have stuck with quicken

  2. 2 Posted by Ben Spencer on 06 Jun, 2009 06:56 PM

    Ben Spencer's Avatar

    Hi Jacque

    Did this happen during the import process from a QIF file or at some later stage when you were using moneydance? If this happened later do you recall what you were doing when this occured? Do you by any chance have a backup created from before this happened?

    I am afraid the user interface does not let you change an account type once it has been created. The account type is not really intended to be changed by the user. However it is possible to edit the XML as a work around. Given the unusual nature of this problem I will have to check in with the lead developer after the weekend and seek his advice.

    If you would prefer to return to Quicken I can authorise a refund on your Moneydance purchase.


    Ben Spencer

  3. 3 Posted by John Selden on 07 Jun, 2009 12:46 AM

    John Selden's Avatar

    Since the Moneydance staff is far too polite to say it, I'll just say it: Jacque, your expectations for response time in this forum are ridiculous and unreasonable and completely immature. So you didn't get a response within 5 hours on a Friday night and you want to go back to Quicken? Is there any product in the world where the official forums guarantee you a sub-5-hour response time?? Go into the Quicken forums and see how quickly you get an official response from Intuit (if ever). I notice that you haven't responded within 5 hours to Ben's followup questions. Hmm, what does that tell you?

    Sorry for venting, but this kind of juvenile behavior has been happening a lot lately and it is frustrating for those of us who know how hard the Moneydance folks work and how good the customer service ethic is at the company.

  4. 4 Posted by Jackie Blundell on 07 Jun, 2009 11:34 AM

    Jackie Blundell's Avatar

    Re: Changing account type [Problems]

  5. 5 Posted by Brian Adler on 10 Jun, 2009 06:30 PM

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    It seems that the content of your last message was lost. Could you resend it please?

  6. 6 Posted by Corey on 19 Feb, 2010 02:30 AM

    Corey's Avatar

    I need to know how to change the account type. I imported my MS money file and it apparently had all of my accounts attached, when i though it was only my checking.

  7. 7 Posted by Ben Spencer on 19 Feb, 2010 03:22 PM

    Ben Spencer's Avatar

    Hi Corey

    When you import a qif file that contains a single account that includes transfers to other accounts moneydance has to create those other accounts to enter the balancing entries for the transfers. This is the correct behaviour.

    What account do you need to change the account type of?


    Ben Spencer

  8. Angie Rauscher closed this discussion on 24 Jul, 2011 07:26 PM.

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