Moneydance+ connecting bank accounts to MD accounts

timothyannis's Avatar

timothyannis

12 Oct, 2021 10:54 PM

Thanks for the great update in MD 2022! USAA accounts now download! Yea.

Problem: In the SET UP MONEYDANCE+ window, using the ACCOUNTS tab, and clicking on the right side of the displayed bank accounts creates a pop up window of my local accounts for matching. The pop up window is very long for two reasons, 1. I have a lot of accounts and 2. all of my inactive accounts are also showing up. This list is so long it continues beyond the top and bottom of screen window and IT DOES NOT SCROLL! I have no way to access all the accounts. Any help would be great. Suggestion: Don't list inactive accounts.

By the way: The bank's naming convention led to vague account identification. The accounts which I had given NICKNAMES to were clearly identified by those nicknames in the SET UP MONEYDANCE+ window. This came up in some of the discussions. It may be helpful.

  1. System closed this discussion on 11 Jan, 2022 11:00 PM.

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