[moneydance] OFX file import

[David Carlson]

Patrick wrote:
> Thanks Bruce but my loan account does not appear in the list of accounts 
> to import the OFX to.
> Only my bank accounts appear in the drop-down list.
>
> Bruce Marshall wrote:
>   
>> On Tuesday 10 March 2009, Patrick Williams wrote:
>>   
>>     
>>> I downloaded an OFX file from my bank's website for my loan account but
>>> I can't find a way to upload it into Moneydance
>>>     
>>>       
>> Go into your account...  (checking or whatever)  and then:
>>
>> file -->  import -->   select your OFX file  --->  select the proper account 
>> to go with it (you're already there)  and then it will show the transactions 
>> at the bottom of the register page.
>>
>> You can record - delete  transactions...   go slow the first time so you don't 
>> get duplicates but it usually makes some smart choices for you.
>>
>> In any event, OFX files work like a charm  (at least with my bank)
>>
>> __________
(snip)

Try creating a test liability account and see if that appears as an 
account in the download list.  If that doesn't work, use a credit card 
account type.  They definitely work.

I personally do not use loan accounts because they are so restrictive.  
I use liability accounts.
I either put the payment split between prin, int, escrow, & late charges 
on the bank account side or create separate transactions for those items 
in the liability account.
I have not tried downloading OFX into a liability account.

Have fun.

Dave