Transfer
When I import a .qfx file everything works fine except when the transaction is a XFR. Then, an arbitrary account is placed into the "Transfer" field and all of those transactions get entered erroneously into the other account. This can't be changed in batch mode. Each transaction must be manually changed - major pain. How can I set the default "Transfer" field?
Screen_Shot_2012-05-26_at_1.27.15_PM.png
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1 Posted by -Kevin N. on 26 May, 2012 06:04 PM
Hi PKD,
From what I understand, Moneydance defaults to the first listed Bank account when it comes to XFR txns.
Granted this is a kludge but you could rename the desired XFR account in such a way that it becomes the first listed Bank account. Possilby by preceeding the name of the account with a numeral.
For Example (1) Desired Account
You may need to Save and restart Moneydance for the changes to take effect.
HTH -Kevin N.
System closed this discussion on 31 Mar, 2015 03:49 PM.