BMO USA Plaid connection not working
The two BMO cards I connected 'expire' frequently. Normally I can refresh and get them back. Now however when I refresh they say connected, but they no longer show connected to their respective accounts within MD. When I go to confirm the connection via Plaid I get the login box, and then after submitting the login info I get the 'Couldn't connect to your institution message'. This has been going on for two days now.
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Support Staff 1 Posted by Maddy on 22 Jan, 2025 03:19 PM
Hi Will,
Thank you for contacting Moneydance support.
Unfortunately this is a known issue with BMO (US) requiring to recreate the connection each time.
Plaid support are aware of the issue and they are currently working on a solution. We will post any updates on this thread.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
2 Posted by willphule on 05 Feb, 2025 09:28 PM
There is a new/different issue. When I went to confirm my connection, it had me log in and get the code from BMO. That was successful, but it made a new BMO connection in the list. I connected it to the right account, but when I hit download, it does nothing.
I am also wondering how I get rid of the duplicate, now unassigned connection.
Support Staff 3 Posted by Maddy on 06 Feb, 2025 10:45 AM
You could install the Toolbox extension via Extensions->Manage Extensions.
Launch the Toolbox and select Update modethen choose:
Online banking tools->Cleanup missing Banking links
This should remove the multiple listing.
You might need to repeat this procedure, allow a little time and recreate the connection as required.
--
Maddy, Infinite Kind Support
4 Posted by willphule on 06 Feb, 2025 09:57 PM
When I launched toolbox I received the attached message. I closed it and selected update mode. It proceeded to ask me if I wanted to continue, I said yes, it then asked if I wanted to back up first and I did. Now The toolbox window is open, but it will not do anything. I can move the window around but I cannot click on anything in it, I can't scroll through the log, and I can't close it. I even tried to kill it in task manager but it just reappears. I also can't close MD, I assume the db is locked or something. Any suggestions?
.
5 Posted by Stuart Beesley ... on 06 Feb, 2025 10:29 PM
It sounds like toolbox has crashed if you cannot click the X to close. Are you sure there’s not some question buttons hidden off screen at the bottom? Shrink the window and drag up.
Or kill MD then find errlog.txt file on disk and upload that here.
6 Posted by willphule on 06 Feb, 2025 10:43 PM
Thanks, Stuart, apparently the backup t took a long time? I now have a "Your data was exported successfully!" message.
7 Posted by Stuart Beesley ... on 07 Feb, 2025 07:36 AM
… and … ?
Support Staff 8 Posted by Maddy on 07 Feb, 2025 11:34 AM
Would you be able to send us a copy of your Moneydance error logs? The logs should include information on what might be causing the issue.
Please, can you navigate to Help->Console Window and click the arrow (at the bottom left). Select Copy to Clipboard and attach or paste the full content in your next reply.
Alternatively, can you navigate to:
Local Disk(C:)>Users>Your Name>.moneydance>errlog.txt ?
Finally, copy the full content of your errlog.tx into your next reply here.
Thank you
--
Maddy, Infinite Kind Support
9 Posted by willphule on 07 Feb, 2025 03:32 PM
@Stuart I closed the dialog box and then followed the instruction Maddy gave me - I ran the Cleanup missing Banking links - it found one (it didn't say which one), but the one I am trying to remove remains in the list.
@maddy log is attached as requested
Support Staff 10 Posted by Maddy on 07 Feb, 2025 03:44 PM
Let's try a different approach!
You may want to install the latest update.
Moneydance 2024.3 (5217) is available to download from this page.
For a full list of improvements in the preview version, please refer to this page.
We recommend overwriting or manually removing the older version.
Then, navigate to Online->Set up Moneydance +->Accounts and you'll see "Connected" on the right of each bank name.
Select this on the duplicate listing and choose "Disconnect" to remove the connection.
Then restart Moneydance!
Please keep us posted on your progress, Thank you!
--
Maddy, Infinite Kind Support
11 Posted by willphule on 07 Feb, 2025 04:51 PM
Everything is working great now - duplicates are gone, and BMO is fully downloaded. The upgrade to the latest ver did the trick. The funny thing is every time I started MD before today when I clicked on check for updates, it always said I had the latest build already.
Thanks again! Please feel free to mark this closed.
Support Staff 12 Posted by Maddy on 07 Feb, 2025 04:57 PM
Thank you for reporting back.
I'm glad it worked.
I'll close this discussion for now, but please don't hesitate to get back in touch, if you need further assistance.
--
Maddy, Infinite Kind Support
Maddy closed this discussion on 07 Feb, 2025 04:57 PM.