Plaid/MD+ missing institutions
HI,
I am interested in finding out if there is a process for end users of MD+ like myself whom would like to provide feedback to Plaid. Specifically about missing institutions (e.g. TIAA Bank) or non-working integrations (e.g. Marcus CC by Goldman Sachs). I realize if it isn't there -- it isn't there, but I like MD+ and missing some institutional integrations is something I would like to fix or get a status on. In the case of the Marcus card, the service is listed, I get a message that the login is successful, but there are accounts to access. There are, but I don't know how to fix it.
-Mike
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Support Staff 1 Posted by Maddy on 23 Mar, 2022 11:09 AM
Hi Mike,
Thank you for contacting Moneydance support.
Generally, you can submit your feedback to Plaid from this page.
Also, we've recently released Moneydance 2022.3 (4068) including a feature that will allow you to connect to investment accounts using Moneydance + now.
This version is now available to download from this page.
You might be required to disable your current connection on the Online Banking Setup screen first, in order to stop the OFX method (if you were using this previously) to take over Moneydance + and allow your transactions to download as expected . To remove the connection, open Moneydance, select your account, then choose Online > Set Up Online Banking and select the "Disable" button to remove the connection.
Then, in the Set Up Moneydance+ window, you'll need to click on the "None" label in order to select which account in Moneydance corresponds to the account names and numbers on the left side of the window. After doing that and selecting the Moneydance account from the menu, using the ⌘D keyboard shortcut or clicking the Download button when the account is selected will cause Moneydance to download the transactions for that account.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
System closed this discussion on 22 Jun, 2022 11:10 AM.