MoneyDance+ Banklist
Is there a bank list for MoneyDance+ anywhere? It says they support thousands of banks, so far my main bank doesn't seem to be supported by literally ANYONE but Mint. I've no idea why, but Mint, so far, seems to be the only tool which can import their transactions.
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1 Posted by dwg on 17 Nov, 2023 09:32 PM
I'm a fellow user.
There is no external list, the institutions supported by Plaid can only be looked up if you have access to Plaid or to them through Moneydance+.
While the Moneydance team is considering implementing a way of seeing all the banks supported by Moneydance+ via Plaid without signing up with Moneydance+ or Plaid in any way, for the time being the only options are:
1. Create a free 14 day trial account at Plaid and use this to search for your institutions.
2. Take advantage of the free trial period for Moneydance+
3. Post your bank names to the forum and an existing user may have a look for you.
Using the 14-day trial you can create a free account at: https://my.plaid.com by clicking GET STARTED at that link. This Plaid account has nothing to do with Moneydance, but it enables you to see the banks supported by Plaid. As part of creating a Plaid account you provide a phone number so that when you sign into Plaid it can use two step verification.
Once signed into your Plaid account you can then click the link to Add an Account.
You get the same screen as if you were in Moneydance+ and you can check the list to see if your Banks are supported.
For Moneydance+ follow the instructions detailed in the Moneydance Knowledge Base.
2 Posted by webmattr on 17 Nov, 2023 09:38 PM
Oh, it's just a plaid connection? I'll check. I think they used to support that. Hopefully they still do. I think it's one of the other main financial connectors (Yodlee?) that doesn't.
3 Posted by dtd on 18 Nov, 2023 01:37 AM
Can you name the bank? Some users here might have experience with the bank you are asking about.
System closed this discussion on 17 Feb, 2024 01:40 AM.