Moneydance+ fails after switching moneydance files

Dave Eisler's Avatar

Dave Eisler

01 Nov, 2021 07:47 PM

Moneydance+ worked great for my personal accounts, but after switching to my business moneydance file, it reports "Moneydance was unable to authenticate the connection from". The last word in the error message is "from". Restarting Moneydance and restarting the computer doesn't fix it. Using the latest Moneydance 2022.2(4060) licensed in Windows 8.1.

  1. 1 Posted by derekkent23 on 01 Nov, 2021 10:33 PM

    derekkent23's Avatar

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

    The following was posted by a expert user Stuart.

    - you can register / activate up to 3 datasets with one md+ subscription. Each dataset will maintain its own separate md+ authorised links (you set them up again). Or
    you can use the toolbox extension to transplant (export/import) a working md+ license into extra datasets. These will then reuse the already setup authorised md+ links.
    Either way is no extra cost.

    TOOLBOX PROCESS

    In your data set where you have already set up Moneydance+ run the extension Toolbox.
    Under TOOLBOX Options select ADVANCED MODE then HACKER MODE in each case follow the on screen prompts.

    Then under MENU: Online Banking (OFX) Tools select Export your Moneydance+ (Plaid )settings to a file (for transplant). Click PROCEED and follow-on screen prompts.

    In your data set that has not had Moneydance+ set up run the extension Toolbox.
    Under TOOLBOX Option select ADVANCED MODE then HACKER MODE in each case follow the on-screen prompts.
    Then under MENU: Online Banking (OFX) Tools select Import (‘transplant’) your Moneydance+ (Plaid) settings from a file (exported by Toolbox). Click PROCEED and follow-on screen prompts.

    Now both data sets have Moneydance+ set up,

    Hope this helps

  2. 2 Posted by Stuart Beesley ... on 01 Nov, 2021 10:39 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    … what dk23 said!

    It’s not clear if you are trying to get new md+ connections working in your business dataset - or something else. So perhaps you can expand?

  3. 3 Posted by paul on 08 Nov, 2021 10:06 PM

    paul's Avatar

    I am having this same issue. Like Dave, I have two Moneydance files - one for business and one for personal use. I got the very same error message when I tried to setup md+ for the second file after successfully setting up and using md+ with the first file.

    In my case, the accounts are distinct between the two files so I am interested in the first of derekkent23's options:

    you can register / activate up to 3 datasets with one md+ subscription. Each dataset will maintain its own separate md+ authorised links (you set them up again)

    I would like to know how to do this. When I tried myself by:

    1. switching datasets
    2. clicking on menu > Online > Set Up Moneydance+
    3. selecting "connect accounts"

    to setup md+ for the second file/dataset I got the same error that Dave saw (attached).

    What am I missing?

    Thanks, Paul

  4. 4 Posted by dave.moneydance on 08 Nov, 2021 11:03 PM

    dave.moneydance's Avatar

    Woohoo, that worked perfectly derekkent23! Thank you and Stuart! I had no idea about the Toolbox extension, it opens a whole new world of information and tinkering :-)

    Dave

  5. 5 Posted by dave.moneydance on 08 Nov, 2021 11:10 PM

    dave.moneydance's Avatar

    Paul,

    derekkent23's solution worked perfectly for me. To do it, you need to install a Moneydance extension called "Toolbox".

    1 Click Extensions / Manage Extensions
    2 Click the Available tab.
    3 Scroll to the bottom where it lists Toobox.
    4 Click Install.
    5 Follow derekkent23's instructions.

    Dave

  6. 6 Posted by paul on 08 Nov, 2021 11:50 PM

    paul's Avatar

    Thanks for clarifying Dave. That works wonderfully.

    I had misinterpreted the instructions, assuming that the Toolbox was only if you wanted the very same account connections, not that it would clone the connections and you could then edit at will in the second dataset.

    derekkent23 you are a hero - suffice it to say that I wouldn't have worked this out for myself ::wink

  7. 7 Posted by Stuart Beesley ... on 09 Nov, 2021 07:13 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Toolbox 🧰 +1 😃

  8. Maddy closed this discussion on 09 Nov, 2021 11:18 AM.

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