Thanks Kevin, I figured it out now and it works. The account number was the same, the type was different. I manually changed the type because MoneyWell thinks it is a Savings Account and it is actually a Chequing account - so I changed the type to Chequing because I didn't want the piggy bank symbol besides a savings account (nothing against the symbol though). It would be nice if the "account type" requirement was optional; is there ever a case where someone has two accounts with the same number and the "account type" was the deciding factor?
Best, Greg On Nov 19, 7:06 pm, Kevin Hoctor <[EMAIL PROTECTED]> wrote: > On Nov 18, 2008, at 10:28 PM, Greg wrote: > > > I'm sure there is a way to do this but I can't find it searching the > > FAQ's, movies and the google groups. When I import a bank statement, > > it creates a new bank but I want it to take the transactions from that > > merged statement and add them to the existing account. The import > > worked great the first time, it creates a new account with all the > > transactions - the second time, I need it to import only those > > transactions that are not duplicates. > > MoneyWell looks at the account number of an imported account and if it > doesn't match an existing one, it will create a new account for the > import. The exception to this is if you have an account with no > account number assigned and it's the same type as the account being > imported and it's the selected account. Then MoneyWell will import > into that account and update the account number. > > Check to make sure your account number match and also your account > types. Let me know if this helps. > > Peace, > > Kevin Hoctor > [EMAIL PROTECTED] > No Thirst Software LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [EMAIL PROTECTED] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
