Downloaded to wrong account.

pbirkby001's Avatar

pbirkby001

Jan 21, 2022 @ 04:22 PM

I wasn't payment attention and I downloaded my checking account into my savings account I've check past discussions , I haven't been able to fix it I am running MD 2021 (2006). I haven't' gotten around to downloaded 2002, but I am entitled to. I'm afraid to now.

Thanks,
Paul

  1. 1 Posted by pbirkby001 on Jan 21, 2022 @ 04:23 PM

    pbirkby001's Avatar

    Sorry for all the typos.

  2. Support Staff 2 Posted by Maddy on Jan 21, 2022 @ 04:40 PM

    Maddy's Avatar

    Hi Paul,
    Thank you for contacting Moneydance support.

    Moneydance contains a feature called "Batch Change", which allows you to make changes to a single transaction, or multiple transactions at once.

    Batch Change allows you to make changes to the Description, Check#, Memo, Tags, Category, and Account fields in the register.

    For further details about this function, please refer to this article in the Knowledge Base.

    When using the Batch Change option, the accounts list will show only accounts containing the same currency as the account you want to move transactions from.

    To highlight the relevant transactions in the register, click on the first transaction, hold down SHIFT, then click on the last transaction, this will select multiple transactions, at once.
    To highlight non-contiguous transactions, hold down CTRL.
    Once the desired transactions are highlighted, right-click (CTRL-click for Mac) on any of them and from the resulting context menu, select Batch Change->Account.


    Finally, I've checked our records using your email address and I can confirm that your license key is valid for use with Moneydance 2021 and 2022.

    If you wish to upgrade to Moneydance 2022.3 (4063), you can download it here.
    In the new version you can navigate to Online->Match Online Accounts.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  3. System closed this discussion on Apr 22, 2022 @ 04:50 PM.

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