Can't disable Moneydance+ for account
I had a couple fidelity accounts syncing with Moneydance+, but Plaid sync has been so unreliable, I want to go back to OFX direct connect for those accounts. I can't figure out how to do this though. When I select the account and then select Online->Setup Online Banking it always opens the Moneydance+ screen. When I do the same thing with an account that was never connected to Moneydance+ it opens the online bank sign-up screen where I can decide to use OFX or MD+.
How do I reset the Fidelity account so that I can enter my OFX information again (without having to delete and reimport all the transactions for the account)?
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1 Posted by pappas on 09 Dec, 2023 05:52 PM
I have the same problem setting up direct connect for Discover Card. It seems that if you remove a direct connect it can't be setup again without running into the Moneydance+ setup which I prefer not to use. This problem started for me after updating to your most recent update.
2 Posted by Stuart Beesley ... on 09 Dec, 2023 05:56 PM
After you have disconnected from MD+, then install/run toolbox extension. Online Banking Tools. Cleanup banking links...
3 Posted by natonic on 09 Dec, 2023 06:06 PM
Toolbox did it. Thanks @MrToolbox!
4 Posted by Stuart Beesley ... on 09 Dec, 2023 06:07 PM
Toolbox 🧰 +1 😃
5 Posted by pappas on 09 Dec, 2023 07:06 PM
I don't fully understand how to use Toolbox. All I want to do is setup Direct Connect for my Discover Card. I don't want to risk breaking my still working account downloads.
6 Posted by Stuart Beesley ... on 09 Dec, 2023 07:37 PM
You won’t break anything.
In MD using the online menu / md+ setup. Make sure the bank you want to disconnect is disconnected.
Then launch toolbox. Update mode. Online banking tools. Cleanup banking links. That’s it.
System closed this discussion on 09 Mar, 2024 07:40 PM.