Can I setup OFX in MD+

Jennifer Blanchard's Avatar

Jennifer Blanchard

15 Nov, 2021 09:37 PM

It seems like the option to setup OFX is no longer a thing in MD+. I'm following the instructions to get USAA going again. But I need to setup the traditional OFX, and not through Plaid. Should I go back to the previous version of MD?

  1. 1 Posted by dwg on 15 Nov, 2021 09:43 PM

    dwg's Avatar

    Moneydance 2022 still supports traditional OFX (Diect Connect) there should be no difference to previous versions overall in this area. Some options may provide a choice between using Moneydance+ and OFX during the set up, for example when you choose Set up online banking under the Online menu you get a question on which to use, but that should be all.

  2. 2 Posted by Stuart Beesley ... on 15 Nov, 2021 09:47 PM

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

    Usaa using ofx works. But you have to follow our updated instructions
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/c...

  3. 3 Posted by Stuart Beesley ... on 15 Nov, 2021 09:48 PM

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

    And yes this works on the latest MD2022.
    Did by any chance you try to setup md+ first? This may be blocking you.

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