Downloading from

Beth Kevles's Avatar

Beth Kevles

01 Dec, 2020 04:48 PM

Hi --

Has Moneydance yet signed the agreement that will permit users to download transactions from If you haven't, you need to go to But in the more-likely case that you have, can you please let me know what the status is? I was hoping to download my year-to-date transactions today, but not dice.

Thanks very much for your help,
--Beth Kevles

  1. 1 Posted by derekkent23 on 01 Dec, 2020 04:57 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Beth

    see the following post and the ones before.

    Hope this helps

  2. 2 Posted by Beth Kevles on 01 Dec, 2020 06:11 PM

    Beth Kevles's Avatar

    Thanks, Derek, for the pointer. And thanks, Moneydance, for working so hard
    at the fix! I'll be sure to give Schwab feedback about that. Although, I
    suspect that a major change of that nature, handed down with no warning,
    suggests that they found a major security hole in their own software and
    just didn't want to own up to it.

    --Beth Kevles

  3. Melissa closed this discussion on 17 Dec, 2020 06:54 PM.

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