Passwords
I have an account that I don't want to close but to be inactive. I cannot for the life of me, find how to get it to stop trying to download from the account when I ask Moneydance to upfdate all accounts. Where are the passwords stored?
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1 Posted by -Kevin N. on 21 Mar, 2019 03:48 PM
Hi M Castle,
The procedure is slightly unintuitive...
Open Moneydance to the account in question.
From the Moneydance menu bar, go to Online > Set Up Online Banking.
In the resulting form, click on 'Disable'.
Click 'Done'.
Doing so disables Moneydance's ability to connect to your financial institution's OFX server. If your financial institution charges a fee for this service, you will need to contact them to stop the service so as to avoid the fee. (BTW, if my bank charged me to access my own data, I would change banks.)
-Kevin N. (not a member of MD support)
2 Posted by mc43rd on 21 Mar, 2019 04:05 PM
Thank you, Kevin. The problem is I took the Account off the summary page so I can’t do what would have been obvious if I hadn’t. How do I put the account back on the summary page if it has a 0 balance?
Thanks again-
Marc
3 Posted by -Kevin N. on 21 Mar, 2019 04:31 PM
Hi Marc,
If you just want to access the account for the purpose of disabling online banking; the easiest way to access it would be from the left sidebar.
If the account in question is not visible on the left sidebar, click the (+) plus sign at the bottom of the left side bar (in the lower margin).
In the resulting form you can add the account back to the left sidebar so as to access it.
-Kevin N. (not a member of MD support)
4 Posted by mc43rd on 22 Mar, 2019 03:16 PM
Thank you so much. Never noticed the plus sign!!
5 Posted by -Kevin N. on 22 Mar, 2019 03:54 PM
Hi Marc,
You're welcome. I'm glad to hear that you were able to get this sorted.
Thank you for reporting back with your results.
-Kevin N. (not a member of MD support)
System closed this discussion on 21 Jun, 2019 04:00 PM.