[moneydance] Newbie Questions

Sean Wells sljwells at gmail.com
Mon Jan 14 22:38:49 EST 2008


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?

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...

So, bug or user error (being a developer myself I'm inclined to think user
error here).

Please send help!

Sean


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