tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/20382-bug-report-online-banking-silently-takes-precedence-over-moneydanceInfinite Kind: Discussion 2022-02-09T00:10:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494811292021-11-09T23:48:22Z2021-11-09T23:48:22ZBug report: Online banking silently takes precedence over Moneydance+<div><p>I have a Discover credit card.</p>
<ul>
<li>At some point in the past, they supported direct OFX connections, and I had connected my Discover account in Moneydance to Discover with the old online banking tool.</li>
<li>At some point in the more recent past (<a href="https://infinitekind.tenderapp.com/discussions/online-banking/14291-discover">https://infinitekind.tenderapp.com/discussions/online-banking/14291...</a>), Discover stopped supporting direct OFX connections entirely, so I switched to downloading my statements online and importing them manually.</li>
<li>With Moneydance+ coming out, I connected my Discover account in Moneydance to Discover through Plaid. This month, I realized that none of my transactions had been getting automatically downloaded to my Discover account in Moneydance</li>
<li>I opened a bug report with Plaid, and they were able to confirm that the transactions were in their system</li>
</ul>
<p>Apparently, I never cleared out the old online banking set up. In the Online > Set Up Online Banking menu, I still had an option to disable the old direct OFX connection that stopped working a while ago. I clicked that button, and suddenly the Moneydance+ connection started working again.</p>
<p>It looks like the Online Banking connection was being used instead of the Moneydance+ connection. That's pretty surprising behavior to me (I thought there was a bug in plaid's system).</p></div>Jefftag:infinitekind.tenderapp.com,2009-01-14:Comment/494811292021-11-10T00:02:43Z2021-11-10T00:02:43ZBug report: Online banking silently takes precedence over Moneydance+<div><p>just a user</p>
<p>OFX setups override MD+<br>
If you have both, OFX wins.<br>
As you say, you have to disable the old OFX connection for an account you want to work with MD+.</p>
<p>Great message as it indeed describes the process you need to take.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494811292021-11-10T00:08:23Z2021-11-10T00:08:23ZBug report: Online banking silently takes precedence over Moneydance+<div><p>I'm a fellow user.</p>
<p>It has been mentioned a number of times in the forums but it does not hurt restating.</p>
<p>If you have configured both Online Banking (OFX Direct Connect) and Moneydance+ then Direct Connect will always take precedence and Moneydance+ will never be used - even if Direct Connect should error. In other words out of the two methods Direct Connect is the default.</p>
<p>If you wish to use Moneydance+ then any Direct Connect configuration must be removed for that connection.</p>
<p>The Download button has a default use list as well:</p>
<p>Use Direct Connect if configured, if not configured use Moneydance+, it Moneydance+ is not configured and there is a URL in the Bank info start the Internal Browser, otherwise do nothing.</p></div>dwg