Moneydance +

Ricardo Montiel's Avatar

Ricardo Montiel

18 Dec, 2021 03:50 PM

I subscribed to Moneydance + and connected one of the accounts for testing. It brings the data but it doesn't ask me for how old the data I want to sync, so it duplicates my existing transactions.

I love this functionality but this behavior doesn't work for me. A lot of cleaning will have to take place after first sync.

Help so that I can use Moneydance +

  1. Support Staff 1 Posted by Jenny on 20 Dec, 2021 10:58 AM

    Jenny's Avatar

    Hi Ricardo,

    Sorry to hear about the problems you've encountered.

    The first time you attempt to download your transactions using Moneydance+, you'll be asked how much transaction history you would like to download.

    You can choose 'All Available' to download all available transaction history.
    Or select the 1st of the month, with the last 12 months to choose from.

    To fix this, choose Online > Set Up Moneydance+ and select the 'Accounts' tab.
    Click on the relevant account and choose 'Reset Sync Date' from the drop-down menu.

    The next time you download transactions for this account, you'll be asked how much transaction history you would like to download as if it is the first time.

    --
    Jenny, Infinite Kind Support

  2. 2 Posted by Ricardo Montiel on 20 Dec, 2021 02:16 PM

    Ricardo Montiel's Avatar

    Thanks Jenny

    The first time I downloaded the information, it didn’t ask me how much transaction history to download. For one account I’m testing, it downloaded 885 transaction. After the first download, if I follow your instructions, it does show me the reset Sync Date, but it is too late, all those unwanted transaction are in.

    What could be happening that the first time it is not asking me? I have. Version 2022.2 (4060). I really love to have this working…

    Thanks,
     
    Ricardo Montiel
    [email blocked]
    (713) 855-4682

  3. 3 Posted by Ricardo Montiel on 25 Dec, 2021 03:13 PM

    Ricardo Montiel's Avatar

    Any comments, suggestions from my last email below?
    BTW, I just received the first monthly charge for Moneydance +, $2.16, but is not even working for me. I don’t mind the cost, I just need this to work as expected.

    Thanks,

    Ricardo Montiel
    [email blocked]
    (713) 855-4682

  4. 4 Posted by derekkent23 on 25 Dec, 2021 05:28 PM

    derekkent23's Avatar

    I am no support staff, just a user,
    Hi Ricardo

    I don’t know if this will help with your issue but you are not using the last build of Moneydance.
    Some changes have been made since then regarding Moneydance+
    Try this build from https://infinitekind.com/preview

    Have Fun, Stay Safe.

  5. 5 Posted by Ricardo Montiel on 25 Dec, 2021 09:45 PM

    Ricardo Montiel's Avatar

    I installed the latest build but no change,

    Ricardo Montiel
    [email blocked]
    (713) 855-4682

  6. System closed this discussion on 26 Mar, 2022 09:50 PM.

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