Moneydance+/Plaid List of Institutions?
Is there a list somewhere of the supported financial institutions?
I did a cursory search and can find nothing.
I don't want to setup a 30 day trial of the + just to find that my banks aren't supported.
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Support Staff 1 Posted by Maddy on 18 Sep, 2024 07:31 PM
Hi Gary,
Thank you for contacting Moneydance support.
Although the development team is considering implementing a way of seeing all the banks supported by Moneydance+ via Plaid without signing up to the free 14-day trial on Plaid's website, for the time being this is the only option.
Using the 14-day trial you can 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.
Additionally, Moneydance supports automatic downloads using Direct Connect or Moneydance +.
You can choose to use one or the other service, as long as your bank/s support it, but you cannot use both with the same (one) financial institution.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
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Maddy, Infinite Kind Support
2 Posted by gary.hammer on 18 Sep, 2024 07:52 PM
Thanks, I'll give it a look.
If I do the 2 factor with Plaid, will moneydance work with it?
Gary Hammer
Support Staff 3 Posted by Maddy on 18 Sep, 2024 07:57 PM
You should navigate to the bank's website to check that your accounts are individually enabled for third party access and they do not require a one-time authorization password, for instance.
You should also ensure that your accounts are assigned as described in this article.
Finally, if you have a firewall, VPN, antivirus software or any other software that might be blocking Moneydance's access to the internet, you could try disabling it and see if you're able to connect then.
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Maddy, Infinite Kind Support
4 Posted by gary.hammer on 18 Sep, 2024 08:55 PM
Thanks again for your help.
Close this please, I have my answer.
Gary
Support Staff 5 Posted by Maddy on 19 Sep, 2024 08:48 AM
You are welcome!
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.
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Maddy, Infinite Kind Support
Maddy closed this discussion on 19 Sep, 2024 08:48 AM.