What am I doing wrong? Moneydance+ and Schwab

Vondy's Avatar

Vondy

06 Nov, 2021 04:06 PM

I recently upgraded to Moneydance 22 and signed up for + so I could download my Schwab Checking and Savings. Setup everything, hit download all accounts, the pop-up ask how far back I would like to download and I click all available. Nothing downloads. Nothing updates. It shows it working in the status bar but I see nothing new in my registers.

Am I missing something? It prompts me each time I download that it's my first time doing it.

  1. 1 Posted by dtd on 06 Nov, 2021 05:52 PM

    dtd's Avatar

    just a user

    Did you have it setup for OFX download before Schwab stopped working?

    OFX has precedence over MD+ --- so if you did, you have to disable Schwab OFX before MD+ will start to work.

  2. 2 Posted by Scott Bains-Jor... on 06 Nov, 2021 07:46 PM

    Scott Bains-Jordan's Avatar

    I want to echo the problem with Schwab. I also have Moneydance 2022.2 (4060), OFX is disabled, and I get the "Downloading transactions..." with nothing returned. In the setup --> accounts tab, the online Schwab accounts are recognized and tied to existing accounts in the software. Other threads have stated that this is an issue on Schwab's end, can this be confirmed and is there any progress on a resolution if so?

    Thanks!

  3. 3 Posted by dtd on 06 Nov, 2021 07:59 PM

    dtd's Avatar

    just a user - I assume you are trying to setup Moneydance+ with Schwab.

    are you talking banking accounts or investment accounts?

    Investment accounts are not working yet with Moneydance+

    Banking accounts should work with Moneydance+ once OFX is disabled for those accounts.

  4. 4 Posted by Scott Bains-Jor... on 06 Nov, 2021 11:13 PM

    Scott Bains-Jordan's Avatar

    Yes, I meant to mention that like the user Vondy, I have Moneydance+ setup and is working for other accounts except for Schwab 401k and 457b retirement accounts, and OFX is disabled for them. Thanks for confirming that Investment accounts don't work yet.

    Do you know if there is a ticket for this issue, or if support is aware of the problem?
    Thanks!

  5. 5 Posted by dtd on 06 Nov, 2021 11:15 PM

    dtd's Avatar

    Support is definitely aware of the issue - they have been talking about getting investment accounts to work with Plaid for a couple of weeks, at least. No estimate yet of timing other than "as soon as possible".

  6. 6 Posted by Scott Bains-Jor... on 06 Nov, 2021 11:21 PM

    Scott Bains-Jordan's Avatar

    Thank you for your fast reply. I will wait for the update!
    ~ Scott

  7. 7 Posted by dtd on 06 Nov, 2021 11:27 PM

    dtd's Avatar

    As I am as well - I'm waiting to use MD+ until my Schwab investment accounts start working (Schwab is the only thing I need from MD+, the rest of my accounts work well with OFX)

  8. 8 Posted by Vondy on 07 Nov, 2021 02:28 PM

    Vondy's Avatar

    Got it to work by removing the OFX setup. Thanks for the help, works great!

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