Importing Account Data with different Currency

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rluise

25 Feb, 2020 02:15 AM

I have imported data manually for several Australian bank accounts with their data, Australian Dollars is my default currency. Next I tried importing my New Zealand bank accounts.
I set up an account in the correct currency, but when I went to import the data the account did not show as an option to import into (only the accounts in Aus Dollars were listed).
So I imported from the Summary screen so that I would get the "Imported Bank Account" option listed, but when I click the currency tab to change the currency, NZ dollars is not listed (and the "currency" option is greyed out).
How do I either get the account to appear as an option in the import account list, or get the NZ currency to appear in the drop-down list?

  1. 1 Posted by dwg on 25 Feb, 2020 02:39 AM

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    I'm a fellow user.

    During testing of the import capability users identified that the currency window did not work properly, it would not scroll correctly. It appears the "fix" was to limit the currencies shown, not overly impressive if you do not use one of those currencies! I'm also an Australian.

    The solution it to pre-create the account. Within Moneydance use the menu option Account --> Create Account and go through the dialogues to create the account correctly. You then use this account when you go through the import process.

  2. 2 Posted by rluise on 25 Feb, 2020 02:49 AM

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    Thanks. Yes I did create the account first, but it did not appear in my list as an option when I imported (only my Australian accounts were listed.)

  3. 3 Posted by dwg on 25 Feb, 2020 02:54 AM

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    I've create a new test file with AUD as the base, create an account in NZD. During import it showed as one of the account and I was able to import into it. The only way I could make it not appear was if the account was set to inactive. Hence I would be inclined to check the account settings.

  4. 4 Posted by rluise on 25 Feb, 2020 03:08 AM

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    I installed the Quotes and Exchange Rates extension, and I now get the NZ dollar on the currency list for "Imported Bank Account". The file I created is still not on the list if I try adding the data from my created account, but at least I can upload the data.
    Yes that could be the problem with my account.

  5. 5 Posted by dwg on 25 Feb, 2020 03:23 AM

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    That is an interesting finding in relation to the currency list, I have not heard of that before.

  6. 6 Posted by dwg on 25 Feb, 2020 03:27 AM

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    It looks likes Moneydance will pick the 6 "base" currencies - for want of a better word, and ones that are set to display on the summary page.

  7. 7 Posted by rluise on 25 Feb, 2020 04:28 AM

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    Thanks, for some reason the inactive tick was a default or I accidentally
    set it somehow

    On Tue., 25 Feb. 2020, 4:27 pm dwg, <[email blocked]> wrote:

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