[moneydance] nagging little problem

Sean Reilly sreilly at seanreilly.com
Fri Oct 27 07:37:18 EDT 2006


OK, I see the problem now.  I've fixed it in the code which will be  
available as a preview release for MD 2007 soon.  I can give you a  
workaround involving exporting to an XML file, modifying the XML a  
bit, and then loading the file back into Moneydance if you like.  Let  
me know what you would prefer.

Thanks!
Sean

On Oct 26, 2006, at 6:16 PM, Christopher Le Dantec wrote:

> it hasn't worked that way for me. i've successsfully downloaded  
> account into
> into both accounts for at least a month and it keeps the inccorrect  
> auto
> association.
>
> On 10/26/06, Sean Reilly <sreilly at seanreilly.com> wrote:
>>
>> 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

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