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13 Nov, 2021 02:34 PM
Long time Moneydance user who's been generally happy with the online workings.
I do have Capital One accounts though, so I'm mildly interested in the Plaid functionality of +
I'm not going to upgrade without understanding what happens behind the scene though.
Do I need to delete my existing online setup before beginning to use +?
As I am current with online accounts, how many duplicate transactions will I see when I change methods?
What if I don't like it and wish to return to the existing method?
Finally, what's to become of the existing method now that Plaid is available?
Stuart Beesley ...
on 13 Nov, 2021 02:41 PM
1/ if you’re happy with the current OFX DC method, then I wouldn’t bother changing. There is no real difference (but it costs you more).
2/ yes you have to delete / disable existing OFX DC connections for any accounts you want to use md+
3/ not sure about the duplicates question on your first md+ download.
4/ yup - you can just delete the md+ setup and revert to OFX DC at any time. However, as of yet I’m not entirely sure there is a way to stop your subscription.
5/ I believe you can test all this on a backup/test copy of your dataset and use the 15-day free trial.
6/ IK have stated they will support OFX DC until there are no more banks that offer it.
(Not support, just a fellow user)
on 13 Nov, 2021 03:21 PM
Thank you. I'll just stay with what I'm used to for now.
I also would like to have the pricing info before signing up for a trial.
No point trying if it is more than I'd be willing to pay.
Stuart Beesley ...
on 13 Nov, 2021 03:26 PM
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