Connect Accounts with Moneydance+

You can follow the steps in this article to subscribe to use Moneydance+.

If you were previously downloading transactions using OFX Direct Connect, you should remove the OFX connections to the banks before connecting these same banks your accounts with Moneydance+.
To do this, open Moneydance, and select the relevant account in the side bar. Then choose Online > Set Up Online Banking. Select the "Disable" button to remove the OFX connection. Then restart Moneydance.

Connect With Your Financial Institution

Once you have subscribed, you should connect with your banks.

To do this, open Moneydance and select Online > Set Up Moneydance+.

Select the "Accounts" tab.

Then select "Connect More Accounts" (as shown below).

A web browser window will open, allowing you to access the Plaid Link interface.
Select "Continue" then "Allow" to authorize communication between Moneyance and Plaid.

Then use the search box to search for the financial institution you want to connect with.


 

Select your bank or credit card company, and you'll be directed to their website.

Then follow the prompts to log in (using your regular online banking credentials) and authorize access to your accounts.

You may need to grant third-party access for each account type individually.
e.g. If you have a credit card and a bank account with the same financial institution, they may require you to go through this process twice, as though they are two separate banks.
 

Assign Your Moneydance Account

Once you've authorized access to your accounts, open Moneydance again.

Select Online > Set Up Moneydance+.
Then select the "Accounts" tab.

You'll see a list of any accounts you've connected with.
If no accounts are displayed, select "Refresh".

The name of the financial institution will be displayed.
On the right of the account, you'll see "Connected".

Below this, you'll see your account information and the currency your account uses.

On the right, you will see which account the transactions will download into.

If you see "None" or "Click to Select Account", select this.
Then you can specify which account in your Moneydance data file you'd like to use.

Download your transactions

To begin downloading, select your Moneydance account in the side bar.
Then choose Online > Download YourAccountName Transactions.

To download all accounts, select Online > Download All Accounts.
This will also download transactions into accounts using OFX Direct Connect.
 

As this is the first download, you'll be prompted to specify how much transaction history you would like to download into Moneydance.

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

You can change the transaction history date range at any time.
To do this, select Online > Set Up Moneydance+ and select the "Accounts" tab.
Select the relevant account and choose "Reset Sync Date".
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.

Remove a connection

You can stop downloads for a specific account at any time.
To do this, select Online > Set Up Moneydance+ and select the "Accounts" tab.
Select the relevant account and choose "Don't Download".
This will remove the associated Moneydance account.

You can also remove a bank connection completely.
To do this, select Online > Set Up Moneydance+ and select the "Accounts" tab.
You'll see "Connected" on the right of each bank name.
Select this and choose "Disconnect" to remove the connection with your bank.

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