can't see all my checking accounts in sidebar
Hi,
I have one bank with 3 checking accounts and 1 saving account. In the sidebar I can see one of my checking accounts and my savings account. When I select Setup moneydance+ all 4 of my accounts show up but only 1 shows in the sidebar. I hit the + key in the sidebar and advance but none of the other accounts show up to be added.
What am I doing wrong?
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1 Posted by dwg on 28 Feb, 2024 12:54 AM
Have you created accounts in Moneydance for each of the banking accounts?
Moneydance+ does not create accounts in Moneydance it can only associate accounts at the institutions with those already created in the software and then facilitate the transaction downloads.
2 Posted by dtd on 28 Feb, 2024 02:30 AM
Do you have accounts named
Bank Chking Acct 1
Bank Chking Acct 2
Bank Chking Acct 3
Bank Savings Acct
? - That way, as dwg says, you can link the 4 accounts show in MD+ to an appropriate one in the sidebar. If you have only one, and link all three to that one account, they will be comingled and confusing.
Support Staff 3 Posted by Maddy on 28 Feb, 2024 10:31 AM
After creating your local accounts as outlined here, you can proceed to connecting your financial institutions as indicated in this article and to assign your accounts.
You should navigate to the bank's website to check that your accounts are individually enabled for third party access and they do not require a on-time authorization password.
Please keep us posted on your progress, Thank you!
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Maddy, Infinite Kind Support
4 Posted by dwilson on 01 Mar, 2024 02:23 AM
Thx Guys for your help. Maddy, that did it for me!
THX!!!
- Dave
On Wed, Feb 28, 2024 at 5:31 AM Maddy <[email blocked]>
wrote:
Support Staff 5 Posted by Maddy on 01 Mar, 2024 10:51 AM
I'm very pleased to hear that, Dave!
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.
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Maddy, Infinite Kind Support
Maddy closed this discussion on 01 Mar, 2024 10:51 AM.