tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/20352-what-am-i-doing-wrong-moneydance-and-schwabInfinite Kind: Discussion 2022-02-06T14:30:18Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-06T17:52:05Z2021-11-06T17:52:05ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>just a user</p>
<p>Did you have it setup for OFX download before Schwab stopped working?</p>
<p>OFX has precedence over MD+ --- so if you did, you have to disable Schwab OFX before MD+ will start to work.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-06T19:46:44Z2021-11-06T19:46:45ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>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?</p>
<p>Thanks!</p></div>Scott Bains-Jordantag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-06T19:59:36Z2021-11-06T19:59:36ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>just a user - I assume you are trying to setup Moneydance+ with Schwab.</p>
<p>are you talking banking accounts or investment accounts?</p>
<p>Investment accounts are not working yet with Moneydance+</p>
<p>Banking accounts should work with Moneydance+ once OFX is disabled for those accounts.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-06T23:13:31Z2021-11-06T23:13:33ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>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.</p>
<p>Do you know if there is a ticket for this issue, or if support is aware of the problem?<br>
Thanks!</p></div>Scott Bains-Jordantag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-06T23:15:49Z2021-11-06T23:16:48ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>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".</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-06T23:21:24Z2021-11-06T23:21:25ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>Thank you for your fast reply. I will wait for the update!<br>
~ Scott</p></div>Scott Bains-Jordantag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-06T23:27:08Z2021-11-06T23:27:08ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>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)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494753542021-11-07T14:28:59Z2021-11-07T14:29:00ZWhat am I doing wrong? Moneydance+ and Schwab<div><p>Got it to work by removing the OFX setup. Thanks for the help, works great!</p></div>Vondy