Account Misclassification

Andreas's Avatar

Andreas

20 May, 2022 10:46 PM

Some of the accounts that come from Banktivity have been misclassified. In particular, I have a couple of mortgage accounts that were imported as liability accounts. I set up a new loan account, but I am not able to choose my new load account to import transactions. Is there a way to get around this, or can I change the nature of an account after it has been set up?
Many thanks. So far, this is going really well!
Andreas

  1. 1 Posted by dwg on 20 May, 2022 11:08 PM

    dwg's Avatar

    I'm a fellow user.

    A loan account in Moneydance is designed and intended to work as an automatic account with payments made via a special type of transaction reminder. This account type you cannot import data into.

    If you have a loan that you want to work more like a traditional account that you want to make entries in, import data etc you would set it up as a liability account, as a loan is just a specific type of liability.

    You can read more about Moneydance loan accounts at:

    https://infinitekind.tenderapp.com/kb/loan-accounts

  2. 2 Posted by Andreas Loeffle... on 21 May, 2022 12:01 AM

    Andreas Loeffler's Avatar

    Great. Many thanks!

    Andreas

  3. 3 Posted by Andreas Loeffle... on 21 May, 2022 05:15 AM

    Andreas Loeffler's Avatar

    Many thanks!

    Regards,
    Andreas

    13479 Fielding Road
    Lake Oswego, OR 97034

    Cell: 503.869.8038

  4. System closed this discussion on 20 Aug, 2022 05:20 AM.

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