Multiple credit cards same Bank
I am having the same problem I have read other are experiencing. I have a VISA and Mastercard from Chase. When I downlaod the transactions they all load to the Mastercard account rather than to each specific account. I must them manually move them to the next account. I am running MD2010r3(751).
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1 Posted by -Kevin N. on 16 Sep, 2010 06:52 PM
Hi davier12,
There are others who have had success with this type of issue by resetting the mapping to their accounts.
The following was copied from another thread, posted by forum member Oilcan. Replace E*Trade with your particular account names.
Your accounts are not mapped properly (in other words, one E*Trade account is pointing to each of your Moneydance accounts).
Disable the Online Set-up for the three problem accounts. Then you will need to re-enable them. Once you have entered your ID and Password click Ok and wait (do not click next). You need to see a window that will display - "Please choose the account you wish to you" - which are your E*Trade accounts listed in a drop down list. If you bypass this window - your Moneydance Account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds. If you click next you will likely bypass this important window. Believe me I am speaking from experience.
Oilcan
HTH -Kevin N.
2 Posted by Angie Rauscher on 16 Sep, 2010 11:32 PM
Davier,
Kevin's advice is exactly what I suggest. I have attached a screenshot of the "Please choose the account" window he is referencing. Good luck with the remapping, and please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
3 Posted by davier12 on 17 Sep, 2010 11:58 AM
Thanks, that seemed to work. I will have to say that my conversion from
Quicken to MD has been arduous at best. There are so many things that are
not in the users guide. I have to wonder if the long conversion period (two
weeks and still not finished) is worth it. I hope that once I am reconciled
and get more experience that the effort will be worth it. I have to admit I
am not too sure. While Quicken has many many problems, I find MD is not too
pure either. I will say that your support is outstanding. I never got a
reply from Quicken in 10 years.
Dave
----- Original Message -----
From: "Angie Rauscher"
<[email blocked]>
To: <[email blocked]>
Sent: Thursday, September 16, 2010 7:34 PM
Subject: Re: Multiple credit cards same Bank [Problems]
4 Posted by Angie Rauscher on 17 Sep, 2010 01:13 PM
Dave,
We know that making the transition to a new personal finance program can be tough, and I hope the process smooths out for you soon. We're in the first editing stages of a new and very improved User Guide, so I would love to know the specific issues which came up for you and were not available in the guide. Thanks for the kudos on support, we've done a lot of work in the past year to improve our support systems, so I'm glad to hear it's working for you!
Please let me know if I can be of further assistance in your transition, and thanks for trying Moneydance!
Angie Rauscher
Moneydance Support
5 Posted by davier12 on 23 Sep, 2010 11:56 PM
The resetting of the mapping resolved this issue.
Thanks
Dave
Angie Rauscher closed this discussion on 24 Sep, 2010 01:25 PM.