Can't revert back to pre-Moneydance+ days

Michael J Lantz's Avatar

Michael J Lantz

09 Dec, 2022 02:19 AM

I decided that Moneydance+ was a little more than I needed (Chase accounts won't download the old ways anymore). When I try to disconnect my other accounts (that still authorize the old transfer methods) I get an error message "I'm sorry, Moneydance was unable to remove the connection". How do I remove Moneydance+ entirely from my updated Moneydance. Seems like I cannot go back to the old system transfers.

Thanks

  1. 1 Posted by dtd on 09 Dec, 2022 02:26 AM

    dtd's Avatar

    just a user - just a start.

    Have you unenrolled from Moneydance+ yet? You may not want to totally blow away MD+ until you do so.

    It sounds like you moved all your accounts to MD+ - there was no need to do so, you could have left the accounts still using OFX with OFX. There was no requirement to move everything over.

    And yes, you can get rid of MD+ entirely by using the Toolbox Extension. I assume you are using 2022.5(4091)?

    I don't have the exact steps necessary to do this, but I'm sure someone will step in (either IK support or another user) to help.

  2. 2 Posted by Michael Lantz on 09 Dec, 2022 02:42 AM

    Michael Lantz's Avatar

    Thanks for your response.

    1) Have the latest version (although I can't seem to find the version
    number anymore).
    2) Did unenroll from Moneydance+, but the setup screen still shows up when
    I try to "disconnect"or connect to online transactions.
    3) How/Where is the Toolbox extension that allows me to drop Moneydance+

    Thanks again

  3. 3 Posted by dtd on 09 Dec, 2022 02:51 AM

    dtd's Avatar

    just a user - You can find the version under Moneydance/About Moneydance. It should be 2022.5(4091) - report back on this to ensure that the next responder knows this.

    The Toolbox extension can be installed under Extensions/Manage Extensions

    As to specifically removing Moneydance+ so you can use OFX direct connect again (won't work for Chase, of course), rather than try to walk you through it (I haven't done it myself since I have my "mix" (some OFX, some MD+) working), I'll defer to others to tell you what parts of Toolbox to use.

    Realize help from I/K support is U.K. based, so they are still in the middle of their night. Help from the Toolbox author Stuart often comes, but he is U.K. based as well. Others might jump in, but more responses may come in their morning.

  4. 4 Posted by Michael Lantz on 09 Dec, 2022 03:13 AM

    Michael Lantz's Avatar

    I do have 2022.5(4091) and I have installed the Toolbox.

    I will wait to hear from someone tomorrow. Thanks again for your help.

    Mike

  5. 5 Posted by Stuart Beesley ... on 09 Dec, 2022 07:27 AM

    Stuart Beesley (Mr Toolbox)'s Avatar
    1. Toolbox, advanced mode, online banking tools, force disconnect md+ connection. Do this on each md+ connection. You only need backup once/the first time

    2. Unsubscribe from md+

    3. Toolbox, same menu, zap md+ license

    That’s it.

  6. 6 Posted by dtd on 09 Dec, 2022 07:46 AM

    dtd's Avatar

    He already unsubscribed from MD+ - does that make a difference?

  7. 7 Posted by Stuart Beesley ... on 09 Dec, 2022 08:50 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Dunno. Will be interesting to find out how good my coding is!!

  8. 8 Posted by Michael Lantz on 09 Dec, 2022 02:38 PM

    Michael Lantz's Avatar

    Ok, running Mac version of system (not sure if that makes a difference).
    When I go into Toolbox, Advanced Mode, none of the fields are selectable. I
    do have selectable fields when going into Menu: Online Banking Tools but
    only have access to the "Readonly" tools.

    Mike

  9. 9 Posted by Stuart Beesley ... on 09 Dec, 2022 02:39 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You have to click toolbox options, top left, and enable advanced mode first.

  10. 10 Posted by Michael Lantz on 09 Dec, 2022 02:45 PM

    Michael Lantz's Avatar

    That worked!

    Thanks so much. Had no idea how much goes on behind the scenes.

    Mike

  11. 11 Posted by Stuart Beesley ... on 09 Dec, 2022 03:19 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    To Captain dtd - it worked!!

    Toolbox 🧰 +1 😃

  12. Ethan closed this discussion on 12 Dec, 2022 03:09 AM.

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