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set up Mondeydance+ issues

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Greg

08 Feb, 2022 02:21 AM

Hi,
I have successfully signed up my 3 accounts (bank, & 2 credit cards) with Moneydance+. (see photo)
Having trouble with Moneydance+ syncing any of my accounts with Moneydance. I can't get it to work.
Please help the rookie. (me)

Thanks
Greg

• IMG_5961.jpg 680 KB

1. 1 Posted by dtd on 08 Feb, 2022 03:19 AM

   

   just a user - you need to click the None fields to link what you've signed up to to the particular accounts you want them to connect to in Moneydance.

   The key here is the verbiage "and the local accounts to which they are connected".

   Also - another tip - if these worked previously with the OFX method, you have to disconnect that as OFX always comes first.

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2. 2 Posted by dtd on 08 Feb, 2022 03:26 AM

   

   also - I am unsure if the TD Canada Trust (or President's Choice?) will work (yet). Hopefully it will, but MD is still working with Plaid to properly connect investment accounts and non-US accounts.

   (For example, I can connect Schwab to MD+, but even when I connect the investment accounts to accounts in moneydance - nothing downloads (yet)).

   Report back - I'd love to hear that it works.

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3. 3 Posted by Greg Gandza on 08 Feb, 2022 12:53 PM

   

   Hi

   Thanks, that worked. looks like i should have read the instructions
   slower.... lol

   Those accounts all work. The only one I have that doesn't work (not on the
   list) is my MBNA Amazon Mastercard?
   Any ideas on that one?

   Thanks
   Greg

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4. 4 Posted by dtd on 08 Feb, 2022 08:01 PM

   

   Great to hear some canada banks are supported by MD+

   As for the MBNA Amazon (Canada, right?), has that ever downloaded before? Some banks require you to ask for permission setup to "Quicken" in order to work.

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5. System closed this discussion on 10 May, 2022 08:10 PM.