Importing QIF: Accounts are not showing up in the sidebar.

Kathy H's Avatar

Kathy H

19 Jan, 2021 08:29 PM

Trying to figure out how to get my imported accounts, ie ckg, svgs, credit card, to show up in the side bar. Right now I can only click the drop-down arrow at the top to see them or click on summary.

  1. 1 Posted by dwg on 19 Jan, 2021 08:33 PM

    dwg's Avatar

    I'm a fellow user.

    For some unknown reason imported accounts sometimes do not appear in the side bar. Fortunately it is pretty easy to fix.

    At the bottom of the side bar you should see a plus sign (+). Click on this and you should get a screen that will allow you to add any account to the side bar.

  2. 2 Posted by Kathy H on 19 Jan, 2021 08:34 PM

    Kathy H's Avatar

    Disregard... I quit out and relaunched and they popped into the correct place. :)

  3. 3 Posted by Kathy H on 19 Jan, 2021 08:35 PM

    Kathy H's Avatar

    Thanks dwg! Just saw your message. I was able to get them to show by quitting and relaunching.

  4. Support Staff 4 Posted by Jenny on 02 Feb, 2021 01:12 PM

    Jenny's Avatar

    Hi Kathy,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and it appears you’ve got this resolved!

    Don’t hesitate to get back in touch if you have further questions or need any assistance.

    Jenny, Infinite Kind Support

  5. Jenny closed this discussion on 02 Feb, 2021 01:12 PM.

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