Moneydance+
While trying to set up Moneydance+ the Plaid interface asked for a phone number. What phone number is this? The on-line instructions don't mention supplying a phone number.
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Support Staff 1 Posted by Maddy on 15 Jul, 2025 03:02 PM
Hi Tom,
Thank you for contacting Moneydance support.
No, Plaid does not require you to supply a phone number when linking your bank accounts through Moneydance+.
When you set up Moneydance+ (which uses Plaid to connect to your bank), you’ll typically be asked for:
Your bank login credentials
Possibly multi-factor authentication (MFA) like a code sent via email or SMS (depending on your bank)
Your email address (for Moneydance+ subscription management)
Plaid may offer a field for a phone number in some contexts (e.g., contacting support or sales), but it’s not required for linking accounts via Moneydance+.
Firstly, you should navigate to the bank's website to check that your accounts are individually enabled for third party access and they do not require a one-time authorization password, for instance.
Also, please ensure that your accounts are assigned as described in this article.
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 Tom Knox on 15 Jul, 2025 03:34 PM
It will not allow me to “Continue” unless I supply a phone number. Are you recommending to Continue as guest?
3 Posted by Tom Knox on 17 Jul, 2025 02:17 PM
Still waiting for reply...
4 Posted by jonathan on 17 Jul, 2025 03:29 PM
My experience with Plaid and other similar 3rd party services is that they use your (mobile) phone to verify your identity—they send you a text with a code that you enter to be able to connect to your accounts.
System closed this discussion on 16 Oct, 2025 03:30 PM.