[moneydance] Newbie Questions

[Brett Russ]

On Jan 14, 2008 10:38 PM, Sean Wells <sljwells at gmail.com> wrote:
> 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?

If you go into your CC account first, then use the File -> Import ->
OFX menu I believe that will solve your problem.

> 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...

If you enter the account you're trying to import to, there should be a
link in the lower right of the screen saying something like "Show
Uncleared Transactions" which will bring up the dialog you're
referring to without doing a new import.  Before this was consistently
there, I used to have a dummy QIF file I would import which had one
null transaction which would get me into that dialog.  Since then, the
link has been added to save the extra step.

HTH,
BR