tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/22851-reset-downloaded-ofx-associationInfinite Kind: Discussion 2022-06-28T08:38:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T13:51:00Z2022-06-27T13:51:00ZReset Downloaded OFX Association<div><p>I've accidentally imported and remembered the assocation of a file to the wrong account. In the past, I could go in and delete the association and try again.<br>
Now, when I click on "match online acconts" it only loads MD+. This is the same action that happens when I click on "set up MD+." Why do both menu options do the same thing? How can I reassociate a downloaded file's info with the correct account? I don't see anything in the toolbox that will do this either.</p></div>Roger Ricetag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T13:57:57Z2022-06-27T13:57:57ZReset Downloaded OFX Association<div><p>Hi Roger,<br>
Thank you for contacting Moneydance support.</p>
<p>Navigate to <strong>Extensions->Manage Extensions</strong> and install the <strong>Toolbox</strong>.</p>
<ul>
<li>Launch <strong>Toolbox</strong>, navigate to ToolBox Options (on top left corner) and select - 'Update Mode'->Yes->Do Back Up Now</li>
<li>Navigate to Menu: Online Banking (OFX) Tools (2nd tab down) In the resulting window, under <strong>Update Functions</strong> you should select <strong>Forget OFX Banking File Import Link (remove_ofx_account_bindings.py)</strong>.<br>
Finally, click "Proceed" to select the account you need.<br>
Restart Moneydance.</li>
</ul>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T16:17:19Z2022-06-27T16:17:19ZReset Downloaded OFX Association<div><p>Maddy,<br>
I've entered updated mode but that option is still greyed out.</p></div>Roger Ricetag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T16:35:38Z2022-06-27T16:35:38ZReset Downloaded OFX Association<div><p>What version are you one? This toolbox option is not supposed to be used on MD2022 with MD+ capability; hence it's greyed out....</p>
<p>You need to use the Online > Match Online Accounts feature..</p>
<p>Can you try rebooting and try again... The menu should appear...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T16:39:34Z2022-06-27T16:39:34ZReset Downloaded OFX Association<div><p>Oh, I get what's happening.. You need to select a NON md+ account on the left side bar BEFORE trying this menu... If you are on a MD+ account, then you get the MD+ setup window.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T16:42:06Z2022-06-27T16:42:06ZReset Downloaded OFX Association<div><p>I'm on build 4087 on a linux desktop.</p>
<p>I've restarted the application several times. I can't do a full system restart for the next few hours due to an important, unrelated background process that I have running.</p>
<p>if I click on "match online accounts" it no longer pulls up the correct popup. It instead pulls up the 'setup moneydance +" popup (as does selecting "set up moneydance+.")</p>
<p>I'll be able to try a full system restart later today (but probably after normal business hours in the UK.)</p></div>Roger Ricetag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T16:43:14Z2022-06-27T16:43:14ZReset Downloaded OFX Association<div><p>Forget the restart... Select a NON md+ account on the left sidebar first then try the menu</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/548059222022-06-27T16:47:45Z2022-06-27T16:47:45ZReset Downloaded OFX Association<div><p>Stuart, in response to your 9:39 AM PST post suggesting that i have to chose a non plaid account to get the right menu which came in while i was typing my previous response.....</p>
<p>Yes!That made a difference... Luckily, I still have a couple of non plaid accounts so that I can do this and it worked.</p>
<p>This may be a bad use scenario for someone who does not have a non plaid account remaining... My use case is that I have a plaid enabled account but sometimes, I can't wait for the delay that plaid puts on to transactions and I go to the website to download a manual fie. That's what happened this morning. Plaid didn't have the transactions available yet so I was manually importing them.</p>
<p>So, I'm set for now, but this is not very intuitive and may cause issues for others with a similar use case.</p>
<p>Thank you!</p></div>Roger Rice