Maddy on 18 May, 2022 03:20 PM
We are sorry to hear about the problem you have encountered.
Firstly, when you see "no name" listed, you should disconnect it and restart Moneydance.
In addition, upgrading to the latest preview version should hopefully fix the problem for you. Moneydance 2022.4 (4078) is now available to download from this page.
Then, in the Set Up Moneydance+ window, you'll need to click on the "None" label in order to select which account in Moneydance corresponds to the account names and numbers on the left side of the window. After doing that and selecting the Moneydance account from the menu, using the ⌘D keyboard shortcut or clicking the Download button when the account is selected will cause Moneydance to download the transactions for that account.
Finally, the Match Online Accounts feature is not relevant to Moneydance +.
Its function is to remembered account number links for manually imported files.
Unfortunately Moneydance+ can only display the information that is sent to it from your bank, so I don't think there's more details for the program to give. One thing some customers seem to be able to do is log into their bank's website and change the name of their accounts, for banks that allow either changing the name, or assigning nicknames. This sometimes seems to be transferred over into Plaid and the Moneydance+ setup.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
Deleted my existing moneydance files with the prior attempts.
Upgraded to version 4080.
Started moneydance, let it create a new account set. ("Trial++")
Online/Set Up Moneydance+/Confirm email/Purchase/Purchase completed.
Return to Set Up Moneydance+ window.
Connect Accounts/Activate/Sync accounts.
Enter the name of my credit union. Enter credentials.
Browser responds with "Authorizing with our servers", and sits on that page for a very long time, eventually (timeout?) responding with "Something went wrong. You can try again later or find another bank to continue." No diagnostically useful error message presented to the user, but maybe your logs will have something informative.
I can try Activating again later today, but ... for a system which is supposed to be a higher-quality replacement for Quicken's kluges, this is not encouraging.