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USAA

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monty

02 Dec, 2021 06:13 PM

I could not find the answer in the forum, and apologize if it is there and I missed it. Does MD 2022 allow downloads from USAA, either via the Moneydance+ or via the OFX service? I know the previous solution no longer works, so looking for a new solution.

1. 1 Posted by Stuart Beesley ... on 02 Dec, 2021 06:25 PM

   

   My latest update works using OFX to fix the USAA connection

   https://infinitekind.tenderapp.com/discussions/online-banking/18363...

   https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/c...

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2. 2 Posted by monty on 02 Dec, 2021 06:55 PM

   

   topic was dated Feb 2021 which was well before MD2022, so I didn’t know it was still valid. I will review the details.

   Monty

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3. 3 Posted by dtd on 02 Dec, 2021 08:35 PM

   

   @Stuart - you still point to the old solution via links in your first link. (Yes, earlier in the text you modified it to say use toolbox, but the old links might be the first think someone goes to, rather than rereading it all.)

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4. 4 Posted by dtd on 02 Dec, 2021 08:40 PM

   

   just a user

   Monty, I'd recommend either the second link Stuart posted, or Version 9 of the documentation.

   • ofx_create_new_usaa_bank_custom_profile_v9.pdf 292 KB
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5. 5 Posted by dtd on 02 Dec, 2021 08:41 PM

   

   Also USAA should work with MD+ as well, but I prefer OFX myself.

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6. 6 Posted by monty on 02 Dec, 2021 10:02 PM

   

   Excellent! That worked! Appreciate Stuart immensely and dtd (and others for assisting).

   Monty

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7. 7 Posted by Stuart Beesley ... on 02 Dec, 2021 10:54 PM

   

   Toolbox 🧰 +1 😃

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