Wells Fargo Downloads

John's Avatar


15 Jul, 2018 10:43 PM

I'm using the preview build (2017.8) and it's downloading transactions from the wrong WF account. Under Account|Edit, I've entered the account number for the account I want to download but when I set up online banking and then download, it's downloading the wrong account and changing the Account and Routing to the account number it's downloading rather than the one i've previously entered.

  1. Support Staff 1 Posted by Ethan on 15 Jul, 2018 11:40 PM

    Ethan's Avatar


    It is likely that this is a mapping issue. Your accounts are not mapped properly (in other words, one or more online accounts are pointing to your accounts in Moneydance incorrectly).

    To fix this, open the affected account, go to Online -> Set Up Online Banking, and click on the Disable button. Repeat for all other affected accounts. Then you will need to re-enable them one by one using the same menu. Once you have entered your ID and Password for an account, click Ok and wait (do not click next). 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. If you bypass this window - your Moneydance account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds.

    Please let me know if I can be of further assistance,

    Moneydance Support

  2. 2 Posted by John Lotz on 16 Jul, 2018 12:00 AM

    John Lotz's Avatar

    Thank you but I already did those exact steps. It’s pulling a business account that is not and has never been in MD.

    Sent from my mobile

    On Jul 15, 2018, at 16:40, Ethan <[email blocked]<mailto:[email blocked]>> wrote:

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