Moneydance & Plaid

John Corridan's Avatar

John Corridan

18 Dec, 2022 03:33 PM

I have just purchased a license for Moneydance and would like to know where I can get information on how to connect my bank accounts. I tried connecting through the 'Download' button however Plaid is asking for a Company ID, what is that?
John Corridan
[email blocked]

  1. 1 Posted by derekkent23 on 19 Dec, 2022 09:06 AM

    derekkent23's Avatar

    I am not support staff, just a user,
    Hi John

    These are the articles covering how to obtain transactions from your bank

    Hope this helps.

  2. Support Staff 2 Posted by Maddy on 19 Dec, 2022 01:34 PM

    Maddy's Avatar

    Hi John,

    Thank you for trialing Moneydance 2022 and Moneydance +.

    After subscribing to Moneydance+ you'll need to connect your accounts as outlined in this article of the Knowledge base.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  3. 3 Posted by taradoridy on 27 Feb, 2023 04:16 PM

    taradoridy's Avatar

    Maybe there's a video on YouTube of how to do it.

  4. System closed this discussion on 29 May, 2023 04:20 PM.

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