[moneydance] nagging little problem

[Lanse Stover]

Hi Sean,
I just came across this thread, and wanted to add my 2c.  I track  
several accounts with Moneydance, and import OFX files into each of  
them.  From the start, the OFX files have associated with the correct  
accounts, with one exception.  When I open an OFX file for that  
account, I get the dialog box for selecting the account but it lists  
"Null" as the choice every time.  So I click on the drop-down and  
choose the correct account.  Not a big deal, as Christopher noted,  
but I'd love to have it work correctly.

thanks,
Lanse
(and if this is addressable in the 2007 release, I'm happy to wait)

On Oct 27, 2006, at 7:37 AM, Sean Reilly wrote:

> 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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