Import of Files

Stephen Gardner's Avatar

Stephen Gardner

24 Aug, 2016 02:56 PM

When I import files to Moneydance and use the "another file" option to retain categories, transfer into other accounts such as credit cards or loans create their own account. This duplicates the new account I created and establishes this account under one account type instead of my desired. Is there a way to avoid this?

  1. 1 Posted by dwg on 24 Aug, 2016 09:15 PM

    dwg's Avatar

    If the name in Moneydance is not identical to the name in the imported data file a new account will be created, so I would check the names as a first step.

  2. System closed this discussion on 23 Nov, 2016 09:20 PM.

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