Moneydance+ & Schwab BANK account
I connected my Schwab bank account (not investment). Nothing at all happens when I select "Download ACCOUNTNAME transactions"... nothing at all.
I realize maybe I should have disconnected the old OFX downloading first, but I didn't. Now, I see no way to do it.
HELP!
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1 Posted by layer on 09 Jan, 2022 08:25 PM
And I did disable online banking for my Citibank account before connecting to Moneydance+ and it, too, does nothing when I download transactions.
Admittedly, I have no new transactions to download, so maybe it's working for that?
However, for Schwab checking/bank there definitely are transactions...
2 Posted by layer on 09 Jan, 2022 08:50 PM
OK, I found the toolbox method of removing ofx account details.
Now, when I "Download all accounts" I see in the status line: There are no accounts to be downloaded.
I see a bunch of connected accounts in "Setup Moneydance+" and the "Match Online Accounts" dialog seems to have all the right connections.
What am I missing?
3 Posted by layer on 09 Jan, 2022 08:59 PM
I'm an idiot. The "Set Up Moneydance+" dialog didn't have associations. There was "None" in the right column. :'(
Sorry for the noise!
layer closed this discussion on 09 Jan, 2022 09:00 PM.