Moneydance 2019

j.cattell's Avatar

j.cattell

20 Mar, 2019 03:19 PM

I recently upgraded to 2019 and on the whole it looks pretty similar to my previous version. There is one small thing I cannot sort out though and that relates to transaction entry. In the column headed Cheque# on my old version I had direct debit, ATM etc. I cannot work out how to add these descriptions to the systemm. I looked at the manual I have (2015 I think) and what it says in there does not seem to work. Do you have a new manual or can you tell me how to do it

  1. 1 Posted by TonyRI on 20 Mar, 2019 03:31 PM

    TonyRI's Avatar

    Hi,

    Albeit not that intuitive, if you click on "Summary" and then click on Account > Edit Account, you will see the options for adding, or removing the entries that become available in the Check # column.

    There isn't a new manual, but a list of Knowledge Base articles can be obtained from:

    http://help.infinitekind.com/kb/

    Hope that this helps,

    Tony (Not from MD Support)

  2. 2 Posted by j.cattell on 20 Mar, 2019 03:38 PM

    j.cattell's Avatar

    Thanks a lot. I wonder why I couldn’t see that!

  3. 3 Posted by TonyRI on 20 Mar, 2019 03:42 PM

    TonyRI's Avatar

    You're welcome. Haha, right? That one had me confused for the longest time!

    Glad that you're all set.

    Take care and thanks for reporting back :)

  4. 4 Posted by j.thomas on 22 Mar, 2019 11:28 PM

    j.thomas's Avatar

    I am also unable to import OFX files from my Citizens One credit card. It just says "There was an error importing the file".

    I updated from 2017.10 as that was giving me a different error
    "Error reading file: java.lang.NullPointerException"

    Opening file in text editor states that it is a

    OFXHEADER:2.0
    VERSION:220

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