tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/6471-anything-happening-to-get-charles-schwab-to-download-this-yearInfinite Kind: Discussion 2022-06-14T14:40:17Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/495834502022-01-05T20:32:00Z2022-01-05T20:32:00Zanything happening to get Charles Schwab to download this year<div><p>I'm a fellow user.</p>
<p>The Moneydance+ solution (Plaid) is being worked on. TIK have just received approval from Plaid to download Investment transactions using their system - They class this as a different service with different billing and different API.</p>
<p>At the moment we have been told that the programming required in Moneydance to get this working is being carried out, after that it will go into a testing phase before being released.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/495834502022-01-05T21:08:24Z2022-01-05T21:08:24Zanything happening to get Charles Schwab to download this year<div><p>DWG</p>
<p>Thank you for the update!</p>
<p>I am sure I will learn how it will work later but curious minds want to<br>
know.... Is this Plaid something I will need to purchadse or is it something<br>
Moneydance does and I just subscribe to a different Moneydance?</p>
<p>Roy</p>
<hr>
<p>From: dwg [mailto:<a href="mailto:tender+d7a980c7e5@tenderapp.com">tender+d7a980c7e5@tenderapp.com</a>]<br>
Sent: Wednesday, January 5, 2022 12:32 PM<br>
To: <a href="mailto:roy@artechweb.com">roy@artechweb.com</a><br>
Subject: Re: anything happening to get Charles Schwab to download this year<br>
[Investments #6471]</p></div>roytag:infinitekind.tenderapp.com,2009-01-14:Comment/495834502022-01-05T21:13:23Z2022-01-05T21:13:23Zanything happening to get Charles Schwab to download this year<div><p>Hi Roy,</p>
<p>This will require a Moneydance+ subscription, which is the only subscription thing we offer. It is $2/month if you've already purchased Moneydance, or $5/month if you want the simplicity of being subscription only.</p>
<p>Thank you DWG for posting the info. We're working on the investment account support and will have it finished ASAP!</p>
<p>Thanks,<br>
Sean</p>
<p>-- Sean Reilly<br>
Director/Developer, The Infinite Kind<br>
infinitekind.com</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/495834502022-01-05T21:17:54Z2022-01-05T21:17:54Zanything happening to get Charles Schwab to download this year<div><p>Moneydance+ is new feature in Moneydance 2022. It is an optional download service that uses Plaid as the service provider. As it is a paid for service it requires a small monthly subscription in order to use it, you sign up for this service through Moneydance.</p>
<p>There are some articles in the Knowledge Base about Moneydance+</p>
<p><a href="https://infinitekind.tenderapp.com/kb/moneydance">https://infinitekind.tenderapp.com/kb/moneydance</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/495834502022-01-06T01:40:03Z2022-01-06T01:40:03Zanything happening to get Charles Schwab to download this year<div><p>Sean,</p>
<p>I look forward to hearing you got this working and Gladly pay $2 ( I already<br>
purchased Moneydance) to get the downloads back.</p>
<p>When working will it download the actions etc so I don't have to correct<br>
things like xtransfer to mis expense or mis income for items like foreign<br>
taxes and broker charges?</p>
<p>Will you email or make an announcement when all this gets working to those<br>
of us that have had the program for years and want to upgrade?</p>
<p>Hang in there. I think it is terrible what Charles Schwab did to you had<br>
have called them and my money management company many time to log complaints<br>
about it. Figure they should know we customers did not appreciate that they<br>
let the big guys like intuit get the connection and smaller companies get<br>
shut out.</p>
<p>Roy</p></div>roytag:infinitekind.tenderapp.com,2009-01-14:Comment/495834502022-01-06T04:26:33Z2022-01-06T04:26:33Zanything happening to get Charles Schwab to download this year<div><p>Moneydance can only work with the data it is given and TIK have no control of the data that is provided. So it boils down to how good is the data that the Institution/Plaid provide as to what you may have to do.</p>
<p>I have not seen TIK make announcements via email. There may well be an announcement in a Blog post when it is released, or staff may make posts to relevant forum topics. Users that track the software will see when the capability is added through the software change log, this will be at a pre-release (preview) stage so there will be information when it is getting close to release.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/495834502022-03-15T14:33:18Z2022-03-15T14:33:18Zanything happening to get Charles Schwab to download this year<div><p>Hi Roy,</p>
<p>We've just released Moneydance 2022.3 (4068). Running this version you should be able to connect to Investment accounts using Moneydance + now.</p>
<p>You can download it from <a href="https://infinitekind.com/preview">this page</a>.</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy