[moneydance] nagging little problem

Sean Reilly sreilly at seanreilly.com
Thu Oct 26 11:10:31 EDT 2006


Hi Christopher,

This should resolve itself the first time you successfully import a  
downloaded OFX file into the other account.  The link to the online  
account number (which is contained in the OFX file) is stored behind  
the scenes in the Moneydance account.  So, you just need to import a  
file into the Moneydance account that is being auto-selected  
incorrectly.

Cheers,
Sean

On Oct 25, 2006, at 4:49 PM, Christopher Le Dantec wrote:

> hey folks,
>
> i've got a niggling little problem w/ md. i'll walk through what i  
> did wrong
> and see if anyone knows how to rectify.
>
> -created two accounts, savings #123 and checking #321
> -imported an ofx file from my bank.
> -on this first ofx import mistakenly switched the savings and checking
> numbers (imported 321 to 123). no big deal, i fixed the problem.
> -every time i import an ofx file md suggests the 321 to 123 match  
> and i'd
> like to fix that so it correctly suggests the 123 to 123 match.
>
> it seems that the 'best guess' match is set the first time you  
> import and
> doesn't account for a couple of months of selecting something other  
> than the
> best guess. is there a way to fix this wrong association? it's not  
> a huge
> problem bcs i can / do manually select the right account but it  
> would be
> nice to not have to do that each time i import an ofx from my bank.
>
> thanks,
> cL

-------------- next part --------------
A non-text attachment was scrubbed...
Name: smime.p7s
Type: application/pkcs7-signature
Size: 2560 bytes
Desc: not available
Url : http://moneydance.com/pipermail/moneydance-info/attachments/20061026/f527597b/smime.bin


More information about the moneydance-info mailing list