Disabled account in the online set up but Moneydance keeps trying to download
I clicked on disable in the OFX Moneydance online area but Moneydance keeps try to download transactions from the bank. The account is closed with the bank so it gives an error.
How can I actually disable the sync in Moneydance?
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1 Posted by Stuart Beesley ... on 03 Mar, 2022 04:28 PM
Click the account on left sidebar. Then menu online, setup online banking. Then disable.
2 Posted by Tristan on 03 Mar, 2022 04:30 PM
I did exactly that, it still keeps trying to download though.
3 Posted by Stuart Beesley ... on 03 Mar, 2022 04:42 PM
Try this. Load Toolbox extension. Advanced Mode. Online Banking Tools Menu. Cleanup missing online banking links.... and try again..
If that fails, the 100% way is to zap the OFX connection profile (for all accounts in that bank) and then recreate the profile and link just the accounts required...
Toolbox extension, same menu, Delete OFX Banking Service / logon profile.
Then recreate the OFX connection and link just the accounts you want...
4 Posted by Tristan on 03 Mar, 2022 04:53 PM
The second solution worked, thanks!
5 Posted by Stuart Beesley ... on 03 Mar, 2022 05:01 PM
Toolbox 🧰 +1 😃
Mr Toolbox
6 Posted by Tristan on 03 Mar, 2022 05:03 PM
BTW, this was on the new 4066 preview release (it worked with the new version).
7 Posted by Stuart Beesley ... on 03 Mar, 2022 05:37 PM
Do you mean that Toolbox worked ok on the new version of MD?
8 Posted by Tristan on 03 Mar, 2022 05:39 PM
"Do you mean that Toolbox worked ok on the new version of MD?"
Yes, even though it said MD version was never than Toolbox.
9 Posted by Stuart Beesley ... on 03 Mar, 2022 05:44 PM
👍 Thx.... I need to test out the preview build before I "authorise" it as OK...
10 Posted by Tristan on 03 Mar, 2022 05:46 PM
Well I take that back, the process didn't actually work. After quitting and restarting MD, the issue remains. That account is still trying to download, even though it's closed. I have another open account with that bank but for some reason, I cannot get MD to disable sync on the closed account.
11 Posted by Stuart Beesley ... on 03 Mar, 2022 05:58 PM
Do you have two accounts in MD with the same account number set or something like that?
12 Posted by Tristan on 03 Mar, 2022 06:00 PM
Nope. Just two accounts with the same bank, and one of them is closed. Oddly, I can disable the active one and it resets and doesn't try to download transactions.
But, the closed account I click on Disable and it still tries to download transaction.
13 Posted by Stuart Beesley ... on 03 Mar, 2022 06:02 PM
How do you know it's trying to download?
Run toolbox, online banking tools menu, view your installed service logon profiles... Look through that data.. Can you see where your account is referenced..?
14 Posted by Tristan on 03 Mar, 2022 06:04 PM
"How do you know it's trying to download?"
MD prompts for 'this is your first time' and do you want to download all transactions. I select all and then get an error, because the account is closed.
System closed this discussion on 02 Jun, 2022 06:10 PM.