Improper data input.
Trying to migrate my data to Moneydance, and I have a couple problems.
First, one of my credit card accounts gets imported into Bank accounts. While editing the account type might be nice, an easy workaround would be the capability to copy transactions from one account, and paste into another.....that does not seem possible. Further, if I export the account in Moneydance, then import it into the proper place, it will not import the file Moneydance exported!
Secondly, all credit card accounts are imported with duplicate transactions, every transaction is recorded twice. This really complicates things not only for that account, but all linked accounts.
Are there any fixes for either of those problems?
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1 Posted by dwg on 24 Aug, 2025 01:16 AM
You do not say how you are migrating the data so it is hard to know what is happening in that process.
There are a number of tools and processes to change account types and move transactions.
To change account types, there is an option to do this in the Toolbox extension - This is installed through the Extension => Manage Extensions interface.
Some information on the Toolbox extension can be found at:
https://infinitekind.tenderapp.com/kb/extensions-2/toolbox-extension
To move transactions, select the transaction(s) you wish to move then right click and choose batch change, then choose Account, you will then be given the option of what account to move them to.
Some information on Batch Change can be found at:
https://infinitekind.tenderapp.com/kb/register-and-transactions/batch-change
System closed this discussion on 23 Nov, 2025 01:20 AM.