setup money dance plus window shows duplicates of my bank accounts

bruce's Avatar

bruce

06 Feb, 2025 09:00 PM

I set up my accounts in the setup money dance plus window
My issue is I see duplicates of my bank account.

How t o I fix?
See image
Thanks for a great program

Bruce
(user for 2 months)

  1. 1 Posted by bruce on 06 Feb, 2025 09:10 PM

    bruce's Avatar

    I read the article
    I do not see the "Disable" button to remove the OFX connection.

     
    "If you were previously downloading transactions using OFX Direct Connect, you should remove the OFX connections to the banks before connecting these same banks your accounts with Moneydance+.
    To do this, open Moneydance, and select the relevant account in the side bar. Then choose Online > Set Up Online Banking. Select the "Disable" button to remove the OFX connection. "

  2. 2 Posted by Stuart Beesley ... on 06 Feb, 2025 10:26 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You need to click on the duplicate entries / row above and disconnect them. Or it might be right click.

  3. 3 Posted by bruce on 06 Feb, 2025 10:52 PM

    bruce's Avatar

    Thank you Mr Toolbox,
    The manual is wrong.
    It says click the "disable button”
    What I see is a link in the pull down menu that says “Don’t Connect”
    I clicked don’t connect…

    Then on the bank name I clicked “Disconnect …”

    my duplicated accounts are gone.
    Bruce

    [image.png]

    [image.png]

    From: Stuart Beesley (Mr Toolbox) <[email blocked]>
    Date: Thursday, February 6, 2025 at 2:26 PM
    To: [email blocked] <[email blocked]>
    Subject: Re: setup money dance plus window shows duplicates of my bank accounts [Online Banking #1250547]

    // Please reply

  4. Support Staff 4 Posted by Maddy on 12 Feb, 2025 02:19 PM

    Maddy's Avatar

    Hi Bruce,
    I'm sorry for the confusion but the instruction you were trying to follow refer to the OFX service, please see here and not to Moneydance +.

    The steps to remove a Moneydance + connection are 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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