[moneydance] Newbie Questions

[Sean Reilly]

On Jan 15, 2008, at 4:38 AM, Sean Wells wrote:

> Hi,
>
> I'm new to money dance and I've run into a few issues I'm looking  
> for help
> with.
>
> First, when I try to import a OFX or a OFC document I can only  
> select my
> checking or savings accounts and not my Credit Card account.  If I  
> get a qif
> file instead I can import information into my credit card account.  Is
> importing to a CC account form OFX or OFC format blocked for some  
> reason or
> is this a bug?

This is because Moneydance obeys the account type information in the  
OFX/OFC/QFX file.  It seems like your bank may be declaring your CC  
account to be something other than a credit card in the OFX file.   
Would it be possible to send a copy of the file to sreilly at moneydance.com 
  so that I can verify the cause and hopefully fix it?

> Second,  being a new I started messing around while importing banking
> information I downloaded from my bank.  When I went back to the  
> account the
> import panel was gone (that's the panel showing transactions in the  
> import
> file that need to be processed).  I went to import again but all the
> transactions were duplicated.
>
> After some experimenting I realized that each time I did an import any
> previously un-cleared transactions would show up. Even quitting and  
> going
> back into the app wouldn't clear the un-processed transactions.  This
> wouldn't be a bad thing but I can't figure out how to get the import  
> panel
> to appear without going to File -> Import...

You should be able to re-display the import panel by clicking the "you  
have pending transactions" link at the bottom of the register or by  
selecting the Online->Show Downloaded Transaction button/menu.  The  
transactions shouldn't have been duplicated however, except for  
possibly if you were importing from QIF.  I would recommend importing  
from OFX, OFC or QFX files as they have transaction identifiers that  
allow Moneydance to filter duplicate downloaded transactions.

Thanks,
Sean