Switch accounts from Moneydance+ to OFX

mike.westseattle's Avatar

mike.westseattle

03 May, 2023 10:34 PM

I'm trying to switch a few accounts from Moneydance+ back to OFX.  I've deleted the institution from the Moneydance+ Accounts tab.  When I use the Online > Set Up Online Banking menu for each of the accounts, though, I don't get the "Connect using Moneydance+/Connect to OFX Service" dialog, instead it brings up the "Set Up Moneydance+" dialog box.  How can I reset the accounts so I can choose OFX?
Thanks

  1. 1 Posted by dtd on 04 May, 2023 01:10 AM

    dtd's Avatar

    just a user

    I think you can do this with the Toolbox extension - but it is sleep time in UK right now - but I have a feeling Stuart will answer you in his tomorrow.

  2. 2 Posted by dwg on 04 May, 2023 02:45 AM

    dwg's Avatar

    I suspect it will be the Toolbox option, "Force Disconnect an MD+ Connection", but I have limited notes on this option so I cannot be 100% certain.

  3. 3 Posted by Stuart Beesley ... on 04 May, 2023 07:10 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Try toolbox. Update mode. Online banking tools.Then:
    Cleanup missing Online Banking Links.

    Let us know?

  4. 4 Posted by mike.westseattl... on 04 May, 2023 12:08 PM

    mike.westseattle's Avatar

    Using Toolbox, Cleanup missing Online Banking Links fixed the issue, I'm able to connect using OFX. Thanks for all the help.

  5. mike.westseattle closed this discussion on 04 May, 2023 12:08 PM.

  6. Stuart Beesley (Mr Toolbox) re-opened this discussion on 04 May, 2023 01:24 PM

  7. 5 Posted by Stuart Beesley ... on 04 May, 2023 01:24 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox 🧰 +1 😃

  8. Maddy closed this discussion on 04 May, 2023 02:26 PM.

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