Moneydance Interface to my Schwab Investment Accounts using Plaid
I have been a Moneydance user for many years and am running Version 2024.4 (5253) how am I able to move to Moneydance+ so I can use the Plaid Interface to my Schwab Investment accounts
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1 Posted by dtd on 21 Feb, 2025 10:32 PM
Are you asking how to sign up for MD+/Plaid, or saying that you are no longer able to use MD+?
If you have been using MD+ before, the update should not change anything as to your MD+ usage abilities.
2 Posted by Vernon Dosch on 21 Feb, 2025 11:42 PM
I have been using regular MoneyDance and would like to upgrade to MoneyDance + so I can sync my Schwab investments accounts.
Vern
Vern Dosch
7120 Olive Tree Place
Bismarck, ND 58503
[email blocked]<mailto:[email blocked]>
701.226.1385
From: dtd <[email blocked]>
Date: Friday, February 21, 2025 at 3:33 PM
To: [email blocked] <[email blocked]>
Subject: Re: Moneydance Interface to my Schwab Investment Accounts using Plaid [Investments #9258]
// I have been using regular MoneyDance and would like to upgrade to MoneyDance + so I can sync my Schwab investments accounts.
Vern reply above this line
3 Posted by dtd on 21 Feb, 2025 11:56 PM
This should get you started....
https://infinitekind.tenderapp.com/kb/moneydance