Errors
Hello, I purchased your program and signed up for Money Dance+
Tried to connect to Wells Fargo. Went and entered all info on
https://www.wellsfargo.com/fmssetup
Then to connect using Plaid and receive a message that my account is incopatible.
Set up a sync with my Americal Express. No errors, but no transactions are being downloaded
Any ways to fix it ?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
Support Staff 1 Posted by Maddy on 29 Mar, 2022 12:35 PM
Hi Alex,
Thank you for contacting Moneydance support.
We've recently released Moneydance 2022.3 (4068) including a feature that will allow you to connect to investment accounts using Moneydance + now. Also, it includes other fixes.
This version is now available to download from this page.
This is relevant for your Amex accounts but unfortunately it may not work for Wells Fargo, as it seems this bank is not supported via Plaid. However, you could use the OFX service method to obtain automatic downloads for this financial institution.For further information, please refer to this article of the Knowledge Base.
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
Maddy closed this discussion on 30 Mar, 2022 11:25 AM.