Matching accounts with Moneydance+
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Millard Taylor
There does not seem to be a way to match accounts. I have 3 different credit cards at Chase and they just show up as "Credit Card" and I can only guess which entry goes with which account. This is a bit ridiculous and makes setup needlessly error prone.
How can this be straightened out?
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1
dtd
on 01 Nov, 2022 02:31 AM
just a user
Login to chase, and give a nickname to each credit card. Chase is the one that is simply saying "CREDIT CARD" - not Moneydance or Plaid. Once you give a nickname, these names will be provided by Chase to Plaid/MD+.
You MAY have to disconnect and reconnect to make the nicknames appear, but I'm not sure of that step, they may just appear.
2
Millard Taylor
on 03 Nov, 2022 03:04 PM
Thanks for the pointer, "dtd". Nicknames helped clear up the confusion but not before littering my accounts with the wrong transactions. I wish the instructions from Infinite Kind were clearly about this up front.
3
TonyRI
on 03 Nov, 2022 04:09 PM
Definitely agree that the instructions should mention the issues that you may encounter when setting up MD+. Some accounts show the last digits when setting up and others, such as Chase, don't. Not that it helps you at this point, but I believe that IK intends to have all accounts show the last digits on the setup screen. I know that Stuart Beesley has added a function in the Toolbox preview version that presents the information. I would expect future MD preview builds to incorporate the information/change.
Toolbox preview build (1055)
MENU: Online Banking Tools > View online banking configuration/connection data (OFX/DC and MD+) > Look under MD+ CONNECTIONS, ACCOUNT MAPPING, (last digits: ...)
Tony (Fellow user, Not IK Support)
System closed this discussion on 02 Feb, 2023 04:10 PM.