click download...enter credentials...loading loading loading and never opening the sight
click download...enter credentials...loading loading loading and never opening the sight. Brings up what looks like the exact log in page on Chrome Opened Chrome enter info and it goes right into banking. Any help?
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1 Posted by dwg on 12 Mar, 2022 07:16 AM
I'm a fellow user.
If you are clicking on the download button at the top of the transaction page you would be starting the internal browser. This is more of an Alpha level feature and it is known to not works with many banks.
You should use your system browser to login and download the transaction files. Holding down the CTRL/Command Button when clicking on the download button should start your system browser. Or you can use the menu option to Open the banks web site.
2 Posted by shoppercous on 12 Mar, 2022 07:39 AM
Hey thanks,
I thought Moneydance+ automatically downloaded the transactions once I
entered the id and password. I really don't want to manually download
them by login into the bank myself.
Im using Quicken and it downloads all the accounts when I open the program.
Hope this explains better,
Steven
3 Posted by derekkent23 on 12 Mar, 2022 08:54 AM
I am not support staff, just a user.
Hi Steven
From your original post it sounds like you were trying to use Moneydance’s internal browser to manually download and then import into Moneydance, hence dwg advice to use you system browser.
The second option is to use Direct Connect if your bank supports that see https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...
Finally the third option Moneydance+ the subscription serving supported by the third party Plaid is covered in this set of articles https://infinitekind.tenderapp.com/kb/moneydance
Hope this helps
4 Posted by shoppercous on 12 Mar, 2022 10:38 PM
When I click on Download All Accounts from the menu the bar on the
bottom of the page says "there are no accounts to be downloaded"
As you can see I have linked accounts setup with Moneydance+
So...why aren't these accounts downloading from the bank? Thanks again
for all your help,
Steven
5 Posted by dtd on 13 Mar, 2022 12:00 AM
just a user - you have to click on the "none" label to tie that account to the matching account within moneydance.
Yes, i missed it as well - I think MD should make it clearer that it is a button you need to click.
6 Posted by derekkent23 on 13 Mar, 2022 08:10 AM
I am not support staff, just a user.
Hi shoppercous
dtd has hit the nail on the head. You have set up all the accounts in plaid you want to download but you have yet to associate any of these to your accounts in Moneydance. This is indicated by the NONE following each plaid account name in the window in your screen shot. Click the NONE buttons in turn and from the window that appears select the associated account. Then you can go to each account register and click the DOWNLOAD button and follow the one time process to set an initial download date. Following which hopefully the download will work.
And yes the need to click the None button is not intuitive.
Hope this helps
7 Posted by shoppercous on 18 Mar, 2022 05:22 AM
Hey thanks for help! UP and working great. Soooooo much faster than
Quickens' constant issues...
8 Posted by derekkent23 on 18 Mar, 2022 07:32 AM
I am not support staff, just a user.
Hi shoppercous
Glad we were able to help.
Have Fun, Stay Safe.
Maddy closed this discussion on 18 Mar, 2022 03:29 PM.
shoppercous re-opened this discussion on 12 Aug, 2022 09:24 PM
9 Posted by shoppercous on 12 Aug, 2022 09:24 PM
Re: Bank downloads are creating duplicate entries in Moneydance...
Guys! Can't use the online banking download option I am paying a monthly
fee for ALL this time!
I've tried everything. I have accounts with thousands of transactions. I
even went through and deleted the Mondeydance download duplicate
transactions 5 years back. Moneydance downloads duplicates whether I use
ofx or qfx!!
Anyway paying for something that SHOULD WORK VERY FRUSTRATED!!!
System closed this discussion on 11 Nov, 2022 09:30 PM.