moneydance+
is there a list of banks / credit cards that can be accessed thru moneydance +?
or is there a website where i can enter the name of a bank or credit card and see if they can be accessed by moneydance+ ?
thank you
Ed
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1 Posted by derekkent23 on 29 Mar, 2022 08:03 AM
I am not support staff, just a user.
Hi Ed
Sean the Moneydance developer has considered a way of seeing all the banks supported by Moneydance+ which uses the third-party Plaid without signing up to the free 14-day trial, but it’s not been implemented.
As an alternative to using the 14-day free trial I 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. At this point, you can back out and exit. You don’t have to continue the process which would take you to your banks web site to set up a link with Plaid and allow you in future to see all your transactions from all your banks via plaid in one place.
At least that's how it worked for me.
Hope this helps.
Maddy closed this discussion on 01 Apr, 2022 10:40 AM.