tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/19675-moneydance-problemquestionInfinite Kind: Discussion 2022-05-30T22:25:14Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-10-20T04:36:00Z2021-10-20T04:36:00ZMoneyDance+ Problem/Question<div><p>@JB - you are connecting to something... These are the lines: it took 0.0 seconds to eliminate 0 duplicates from 0 downloaded transactions<br>
it took 0.126 seconds to eliminate 2 duplicates from 2 downloaded transactions<br>
This implies there was nothing new - but I have no idea which accounts you were trying..</p>
<p>You are also still downloading from via OFX Direct Connection:<br>
ofx.chase.com<br>
mobilesoa.citi.com</p>
<p>Do any of these overlap with md+?</p>
<p>Perhaps reset the sync date on the md+ accounts?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-10-20T18:39:56Z2021-10-20T18:39:56ZMoneyDance+ Problem/Question<div><p>CITI and Chase are credit card accounts that still download with regular MD. I've been trying to use MD+ for my Schwab banking and brokerage accounts only. Will that work, or should I be using MD+ for all accounts?</p></div>JBtag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-10-20T18:53:03Z2021-10-20T18:53:03ZMoneyDance+ Problem/Question<div><p>It’s fine to mix as long as an account only has one path to md+ or ofx.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-10-20T19:46:26Z2021-10-26T12:50:04ZMoneyDance+ Problem/Question<div><p>JB -- MD+ does NOT support investment accounts yet so if that is what you<br>
are executing from Schwab, you have to wait.<br>
Watch the threads and see when they are supported, then you can subscribe to<br>
Schwab and have them downloaded.<br>
I sure hope they get this working by the end of October since I have a LOT<br>
of Schwab transactions and cannot reconcile my monthly statement until this<br>
feature works. But as of now, they do not have a date when PAID will<br>
support investment accounts.</p>
<p>Bill</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-10-20T19:47:31Z2021-10-20T19:47:31ZMoneyDance+ Problem/Question<div><p>Is it still doing this?</p>
<p>‘Then tried downloading again and it takes me to the Schwab log on page.’?</p>
<p>If so, have you edited the account in tools/accounts and cleared the web links/urls? It should NOT bring up a banking login page in a browser when you download …</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-10-20T20:07:15Z2021-10-20T20:07:15ZMoneyDance+ Problem/Question<div><p>Stuart, I have deleted the web url's and no lomger get the Schwab log in page.</p>
<p>Bill, so the problem is with MD+/Schwab, and not with my setup. Good to know. I'll watch the threads.</p></div>JBtag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-11-22T23:19:06Z2021-11-22T23:19:06ZMoneyDance+ Problem/Question<div><p>It's now been SIX WEEKS since bank accounts started working using MD+. What can be so hard about investment accounts? MD was able to load the transactions before, so what is the issue with getting this capability, that so many MD users need, working?<br>
Why no status updates for nearly ONE MONTH???<br>
I really REALLY need to get my Schwab investment account transactions loaded!!<br>
Please - can you post some response about getting investment accounts working thru Plaid???</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-11-23T02:05:52Z2021-11-23T02:05:52ZMoneyDance+ Problem/Question<div><p>I share bschottmi's frustration with lack of investment transactions download, but am a bit more sympathetic to the difficulty of those versus banking transactions. I often had to tweak investment downloads to "fit" MD registers. However, I do believe there should be REGULAR updates of the status, and there should, by now, be a realistic implementation date to share with us.</p></div>davet65tag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-12-02T15:50:01Z2021-12-02T15:50:01ZMoneyDance+ Problem/Question<div><p>Can we hope for a Christmas Present? MD+ working for investment accounts?<br>
I cannot balance my October or November Schwab statements until those transactions download.<br>
Any status or word to break this multi-week silence would be greatly appreciated!</p>
<p>I keep watching the change log for signs that<br>
investment account are being worke d on and will downlaod the first Beta release that have them.<br>
<a href="https://infinitekind.com/previewdl/current/changelog.txt">https://infinitekind.com/previewdl/current/changelog.txt</a></p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-12-02T16:34:06Z2021-12-02T16:37:54ZMoneyDance+ Problem/Question<div><p>just a user - I echo your concern about the silence.</p>
<p>"But my words like silent raindrops fell And echoed in the wells of silence."<br>
- Simon and Garfunkel</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-12-05T22:35:21Z2021-12-05T22:35:21ZMoneyDance+ Problem/Question<div><p>I'm sorry for the lack of updates on this recently. It is in progress and I do <em>hope</em> to have it by the end of the year, but I really can't guarantee it. I'm sorry, I really do wish I could give more information.</p>
<p>Thanks,<br>
Sean</p>
<p>--<br>
Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="https://infinitekind.com">https://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-12-05T23:28:25Z2021-12-05T23:28:25ZMoneyDance+ Problem/Question<div><p>Thanks for the update. At least it breaks the silence.<br>
Bill</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-12-28T20:16:22Z2021-12-28T20:16:22ZMoneyDance+ Problem/Question<div><p>I was hoping for a beta release to test, but no new releases since Dec 5.<br>
Maybe it'll be an early January gift!<br>
Thanks for all your work, Sean. Let me know if you want a beta tester for Schwab investment transactions.</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762021-12-29T19:12:40Z2021-12-30T11:25:10ZMoneyDance+ Problem/Question<div><p>Not only investment accounts but mortgages too, please. Moneydance+ connects to my bank but the mortgage account I have with them does not download anything.</p></div>IXOtag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-01-10T17:53:54Z2022-01-10T17:53:54ZMoneyDance+ Problem/Question<div><p>No new Beta releases since Dec 5.<br>
Sean -- How is progress coming with MD+ and investment accounts?<br>
I have not been able to upload transactions and balance my Schwab statements for the past 3 months. As soon as you have a beta available, I will reinstate my MD+ subscription and give it a try.</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-01-18T16:02:17Z2022-01-18T16:02:17ZMoneyDance+ Problem/Question<div><p>Any updates/timelines from MD team on availability of investment accounts in MD+ would be very welcome here.<br>
There is a bunch of people paying 100% price for MD+ subscription for the privilege to test it and have access to 50% of the features.</p></div>vbtrader62tag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-01-23T21:20:11Z2022-01-23T21:20:12ZMoneyDance+ Problem/Question<div><p>I can not get my banking information to download after the initial load. two days ago. It continues to inform me that I am connected but nothing is downloading. Very frustration.</p></div>orangemadelinetag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-02-03T15:28:30Z2022-02-03T15:28:30ZMoneyDance+ Problem/Question<div><p>Sean - can we get an update? This is becoming a MAJOR issue for me, not being able to download investment transactions for 4 months now.<br>
I am puzzled by why this is so much harder than banking transactions which have been working since October. Last updated said "hope by the of 2021". Well, it's Feb 2022 now. Some communication about status of this major issue would be greatly appreciated!!</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-03-08T16:12:57Z2022-03-08T16:12:57ZMoneyDance+ Problem/Question<div><p>FYI Preview build MD 2022.3 4067 is now available and reportedly handles MD+ and investment accounts. You can find this at <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-03-08T16:36:57Z2022-03-08T16:36:57ZMoneyDance+ Problem/Question<div><p>I am not support staff, just a user.<br>
Hi</p>
<p>Best not to upgrade to 2022.3 (4067) as Sean the Moneydance developer has acknowledged Moneydance+ still have major issues as well as this build breaking other non-Moneydance+ features.</p>
<p>Have Fun, Stay Safe.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-03-08T20:59:27Z2022-03-08T20:59:27ZMoneyDance+ Problem/Question<div><p>bschottmi - other than simply getting connected properly, I'd wait for the next update (due soon) to download anything. Also, given this is really a preview/beta vs. a preview/bug fixes - I recommend testing on a copy of your data vs. your actual data.</p>
<p>For example, I'm running my real data with Moneydance 4063, and testing with the current preview.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-03-15T16:33:54Z2022-03-15T16:33:54ZMoneyDance+ Problem/Question<div><p>@All</p>
<p>Moneydance 2022.3 (4068) was released earlier today. This is now available to download from <a href="https://infinitekind.com/preview">this page</a>.<br>
Upgrading to this version should allow you to connect to Investment accounts using Moneydance +.</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-03-15T16:41:35Z2022-03-15T16:49:36ZMoneyDance+ Problem/Question<div><p>Screen shots attached. Note: a corner size grabber does show in 4068 ration settings - it just doe not do horizontal adjusts.</p></div>avp2tag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-03-17T01:59:40Z2022-03-17T01:59:40ZMoneyDance+ Problem/Question<div><p>Good News! I used build 4068 on a new, blank MD file and was able to download transactions from Schwab into an empty investment account. So this build DOES WORK.</p></div>bschottmitag:infinitekind.tenderapp.com,2009-01-14:Comment/494185762022-03-17T03:23:33Z2022-03-17T03:23:33ZMoneyDance+ Problem/Question<div><p>bschottmi - yes, it does, with a few caveats.</p></div>dtd