Account Misclassification
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
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on 20 May, 2022 11:08 PM
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 Posted by Andreas Loeffle... on 21 May, 2022 12:01 AM
Great. Many thanks!
Andreas
3 Posted by Andreas Loeffle... on 21 May, 2022 05:15 AM
Many thanks!
Regards,
Andreas
13479 Fielding Road
Lake Oswego, OR 97034
Cell: 503.869.8038
System closed this discussion on 20 Aug, 2022 05:20 AM.