Moneydance+ & Schwab BANK account

layer's Avatar


09 Jan, 2022 08:19 PM

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.


  1. 1 Posted by layer on 09 Jan, 2022 08:25 PM

    layer's Avatar

    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. 2 Posted by layer on 09 Jan, 2022 08:50 PM

    layer's Avatar

    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. 3 Posted by layer on 09 Jan, 2022 08:59 PM

    layer's Avatar

    I'm an idiot. The "Set Up Moneydance+" dialog didn't have associations. There was "None" in the right column. :'(

    Sorry for the noise!

  4. layer closed this discussion on 09 Jan, 2022 09:00 PM.

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