Ethan on 03 Jan, 2019 10:38 PM
In case the above comment doesn't address your issue, can you clarify a bit about what you mean when you say "nothing saves?" Do you mean the transaction appears in your register, but when you close and open the program it no longer appears to be there? Or that it doesn't appear at all? Or something else?
(Things got complicated for me trying to sort that problem out and I went
to bed having somehow made my program on my new Mac and old Mac vanish. I
had already spent at least five hours during the day trying to figure it
out so called it a day) . Will try again today.
I HAD managed to download my file from moneydance onto new mac....matched
data on old Mac. When I added a new transaction, everything went in as it
should as normal, but after the ‘ka-ching’ the line wasn’t there. Nothing
of the new transaction stayed. I don’t know if it was because ‘ All’ had
not been selected.
Maybe that was problem. Otherwise there will be more emails from me later
Ethan on 04 Jan, 2019 03:36 PM
Ok, let us know if the 'All' filter doesn't solve this issue. If not, also try adding a new transaction to a different account, and see if that one appears. If it does, that would narrow down the issue to something with this one account, as opposed to the program as a whole.
I am looking to download this but have two simple questions - 1) does MD syn my accounts directly from my Chase bank accounts? 2) In those synced accounts, would I still be able to add transactions manually. For example, I want the system to automatically import transactions from my synced account, but if I write a check, I want to add it in manually (before it clears my bank) to make sure I have an accurate snapshot of my available $$. Thanks.
The Moneydance confirmation process has been designed to be able to deal with the mixing of manually entered and imported transactions by having a merge option that combines the data from the two entries into a single entry - this is important to preserve what you have entered but also to bring in the bank specific data like the transaction Id so that the software will not try to import the same transaction again, the next time a download occurs.