starting a new bank account

Dov Jaron's Avatar

Dov Jaron

09 Nov, 2021 12:53 AM

I started a new account and encountered 2 problems:
1) Moneydance initiated it as a sub account to an existing account (which I have had for a long time) rather than a unique account. I want it to be a unique account in the same bank.
2) I was able to link it to the bank. However, I am unable to download the transactions. When I try to download transactions, nothin happens. No response and no error message.

This discussion was closed! See this FAQ for more information:

  1. Create a Loan Account

    When creating a loan you may enter payments manually, or choose to schedule a recurring transaction reminder which will allow Moneydance to track how many payments have been made on your loan, how many are left, and the interest to principal ratio.

    Most financial institutions use slightly different methods of calculating the interest on a per-payment basis, so you should verify these amounts again...

    See more..

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