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Moneydance & Plaid

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John Corridan

18 Dec, 2022 03:33 PM

Hi,
I have just purchased a license for Moneydance and would like to know where I can get information on how to connect my bank accounts. I tried connecting through the 'Download' button however Plaid is asking for a Company ID, what is that?
Regards,
John Corridan
[email blocked]

1. 1 Posted by derekkent23 on 19 Dec, 2022 09:06 AM

   

   I am not support staff, just a user,
   Hi John

   These are the articles covering how to obtain transactions from your bank
   https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay
   and
   https://infinitekind.tenderapp.com/kb/moneydance

   Hope this helps.

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2. Support Staff 2 Posted by Maddy on 19 Dec, 2022 01:34 PM

   

   Hi John,

   Thank you for trialing Moneydance 2022 and Moneydance +.

   After subscribing to Moneydance+ you'll need to connect your accounts as outlined in this article of the Knowledge base.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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3. 3 Posted by taradoridy on 27 Feb, 2023 04:16 PM

   

   Maybe there's a video on YouTube of how to do it.

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4. System closed this discussion on 29 May, 2023 04:20 PM.