Removing Accounts from Online Banking

richard's Avatar

richard

04 Jul, 2018 08:53 PM

I've used Moneydance for many years. I've also used Online Banking for much of that time to download (some strange version of) transactions from several bank accounts and two credit card account.

That still mostly works, but I have had to move banks and there are a number of accounts at the old bank which have been closed. I get (innocuous) error messages about them but can't figure out how to remove those accounts from "Download All Accounts". Can you instruct me how to get to those accounts and deactivate them (without messing up the other valid accounts).

Please help.

--RK

  1. 1 Posted by -Kevin N. on 04 Jul, 2018 10:47 PM

    -Kevin N.'s Avatar

    Hi --RK,

    Safe computing 101 dictates that before making any critical changes, make a copy or backup of your data file.

    Open Moneydance to one of the accounts in question.
    From the Moneydance menu bar, go to Online > Set Up Online Banking.
    In the resulting 'Online Banking Services' form, click on 'Disable'.

    Repeat for any other accounts that you wish to disable.

    -Kevin N. (not a member of MD support)

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