Bank account imports go to wrong account

Bank account imports go to wrong account

Post by YmZyNT » Sat, 12 Dec 2009 13:11:02


Using Money 2004. One of the imports for a savings account automatically
goes to the wrong account. How do I change the account in Money where the
import goes?
 
 
 

Bank account imports go to wrong account

Post by Cal Learne » Sat, 12 Dec 2009 14:39:35


If OFX Web statements are placed in the wrong account, blank the
Financial Institution (FI) for the *wrong* account in account
settings. Do that in the Account Settings/Details, which you can
reach by right-clicking the account name on the Account List. Don't
just change the FI. Blank it.

On the Account List, if there are transactions to read for the
wrong account, right-click TransactionsToRead, and then click
Delete Statement.

Import the OFX file. Money should ask which account to use. Tell
Money the statement should go onto the right account.

Put the FI for the *wrong* account back.


If that does not fix it, see method 2 of
http://www.yqcomputer.com/
change the currency of the wrong account.