How Do I to Migrate to Moneydance+

gary.hammer's Avatar

gary.hammer

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?

  1. 1 Posted by Stuart Beesley ... on 13 Nov, 2021 02:41 PM

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

    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)

  2. 2 Posted by gary.hammer on 13 Nov, 2021 03:21 PM

    gary.hammer's Avatar

    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.

  3. 3 Posted by Stuart Beesley ... on 13 Nov, 2021 03:26 PM

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

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