Null Account

glmsrphd's Avatar

glmsrphd

22 Mar, 2016 09:08 PM

When I exported from Quicken into MoneyDance, MD created a (null_) account which has old transactions, primarily transfers between my savings and checking accounts.
In can't find any information on (null) in the knowledge base that helps solve the problem.
Why did MoneyDance do that? Can I delete it?
Thank you!

  1. 1 Posted by Ian L on 24 Mar, 2016 02:18 PM

    Ian L's Avatar

    When you export from Quicken, you need to make sure you have re-opened all closed account first. You can mark them as inactive once they are in Moneydance, but the historical information needs to transfer correctly. Not doing this is probably what caused the null account.

    We have detailed instructions on transferring from Quicken on our website here. There are some errors that can happen in the importing process that are prevented by following the instructions on that page.

    Ian L
    Infinite Kind Support

  2. 2 Posted by glmsrphd on 24 Mar, 2016 03:15 PM

    glmsrphd's Avatar

    thank you, Ian.
    I thought I followed all the directions but maybe not.
    Can I delete that account? If so, h ow?
    Thank you.

    Dr. Greg Mathison, Sr.
    [email blocked]
    407.484.4588

  3. 3 Posted by Ian L on 25 Mar, 2016 11:51 AM

    Ian L's Avatar

    You can delete the account by clicking on it and then selecting the "Account->Delete Account" menu option. However, if the account has any transfer transactions in it, that will throw off the balances of your other accounts. You should check carefully before deleting it.

    Ian L
    Infinite Kind Support

  4. 4 Posted by glmsrphd on 25 Mar, 2016 12:25 PM

    glmsrphd's Avatar

    Thank you, Ian. I deleted it. It did through off my balances but I just adjusted them. So good to go.
    Thanks.

    Dr. Greg Mathison, Sr.
    [email blocked]
    407.484.4588

  5. 5 Posted by glmsrphd on 25 Mar, 2016 12:38 PM

    glmsrphd's Avatar

    Thank you, Ian. I deleted it. It did throw off my balances but I just adjusted them. So good to go.
    Thanks.

    Dr. Greg Mathison, Sr.
    [email blocked]
    407.484.4588

  6. 6 Posted by Ian L on 25 Mar, 2016 12:41 PM

    Ian L's Avatar

    Great, glad things are working again. Please let me know if I can be of any further assistance, and thanks for using Moneydance.

    Ian L
    Infinite Kind Support

  7. Ian L closed this discussion on 25 Mar, 2016 12:41 PM.

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