3/17/2023 0 Comments Banktivity 7 manualIf you bypass this window - your Moneydance Account will map to the first account on this list. You need to see a window that will display - "Please choose the account you wish to use" - which are your accounts listed in a drop down list. Once you have entered your ID and Password click Ok and wait (do not click next). To fix this, disable the Online Set-up for the problem accounts. Your accounts are not mapped properly (in other words, one account is pointing to each of your Moneydance accounts). It is likely that this is a mapping issue. Regarding the checking and savings downloading the same information: Thank you for updating and recreating the accounts, I am very sorry to see that this version is not it yet. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect. Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Continue with the setup process, entering your username/password.Click the "New Connection" button and select your bank and hit OK.Select the Online->Setup Online Banking button/menu (again).Repeat the previous steps for any additional accounts at the same institution.If you don't see a disable button, just close the setup window. Select the Online->Setup Online Banking button/menu.You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. With the import method being updated with the 2019 version, there seemed to be an issue with some imports, looking at the logs of the new version, those issues shouldn't present difficulties anymore.Īfter updating your version would it be possible for you try re-creating your connection with BECU and see if that fixes the issue that you're seeing? We've just released a new version that includes bug fixes for QIF imports, would it be possible for you to update your version to the new one from here: You can find the Moneydance knowledge base here which will be useful if you're using the program for the first time. If you decide to purchase the program at a later date you can keep all data you have entered during the trial period. The Microsoft Store version is also fully functional, and has a trial limited to 30 days. We've also just released the program on the Microsoft Store, so if you're using Windows, you can download the trial from there if you prefer. It is highly recommended to export all data into a single QIF file, as doing so makes the import process much smoother. You can find the steps for importing your data outlined in this article. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software. The trial version from our site is fully functional and allows you to manually enter 100 transactions. You can download the trial version of Moneydance from our website on this page. If you haven't already, I encourage you to download our free trial version and experiment with the program.
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