"Upgraded" Moneydance, now downloads to wrong accounts

zwayne's Avatar

zwayne

12 Jul, 2022 06:00 PM

Recently upgraded my old Moneydance version. So far, I haven't found any benefit to doing so; was really hoping that certain outdated interface elements were updated but nada (eg, all of the "edit options - like Edit Categories - still require scrolling to find what you are looking for rather than being able to match what is typed. C'mon guys!)

The big problem is that now MD is importing transactions to the wrong account. Downloading my "Checking" transactions updates my "Savings" account.

The same exact thing is happening for another bank - the downloaded checking file updates the savings account!

This never happened in my previous version.

How do I fix this? Thanks much!

  1. 1 Posted by Stuart Beesley ... on 12 Jul, 2022 06:09 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Menu online. Online Match Accounts.. Select imported OFX.. Correct the account mapping(s).

  2. 2 Posted by zwayne on 12 Jul, 2022 08:50 PM

    zwayne's Avatar

    Thanks for the quick response! All fixed!

  3. System closed this discussion on 11 Oct, 2022 08:50 PM.

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