categorizing transactions/ account info in wrong accounts/ cannot reconsile

donna's Avatar


05 Mar, 2011 05:22 PM

Firstly, I jumped onto moneydance trial the day before an important legal conference on fiscal issues. I had been using for a year, and after much much much frustration, and in the 12th hour, decided to scrap Mint and try something new.
I quickly downloaded my accounts onto Moneydance and spent at least 12 hours categorizing expenses dating back to 2009.
I was happy enough with the reports I was able to generate for the trial, however, now, a day later, I realize that I could have downloaded seperate financial accounts into separate accoounts on Moneydance. In other words, I downloaded three checking accounts into one moneydance checking accounts and found I had to finagle alot with all the transfer debits and credits.
I tried fixing it this morning by deleting the mondo checking account and re-importing the data, but that deleted all the transaction categorizing i had done. I need to be able to delete the data, while keeping the account open with all it's memorized transaction categorizing so that the new data will filter in properly when imported.
or should i delete the data and then try to reconsile it????
(I am one of those pesky Citibank users and as such, was not able to get Moneydance to direct connect for reconsilliation purposes and can only import downloaded data)

I was so frustrated with Mint, I would like to finally be satisfied with this new program.

Please help.

  1. 1 Posted by Ben Spencer on 05 Mar, 2011 05:50 PM

    Ben Spencer's Avatar

    If I understand you correctly you have imported 3 transaction files into a single Checking account in Moneydance and you would like to move those transactions into 3 separate checking accounts.

    The first thing I would do would be to create the other checking accounts in Moneydance.

    Then go into the checking account that contains the transactions. Select all the transactions that should go into account A. You can select Multiple transactions by holding down ctrl while you select transactions. Then right click on the select transactions and select Batch Change->Account then select the account you want to move these transactions into from the popup list. repeat for the other accounts.

    Ben Spencer
    Moneydance Support

  2. System closed this discussion on 31 Mar, 2015 03:32 PM.

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