moneydance+ setup error

ED HAREN's Avatar

ED HAREN

30 Mar, 2022 04:27 PM

trying to set up MD+ but got into trouble and can't go forward or back out to try again.
can you assist?
tks Ed

  1. Support Staff 1 Posted by Maddy on 31 Mar, 2022 12:51 PM

    Maddy's Avatar

    Hi Ed,

    We are sorry to hear about the problem you have encountered.

    Generally, when you see "no name" listed, you should disconnect it and restart Moneydance.

    Also, we've recently released Moneydance 2022.3 (4068) and we recommend installing this version. It's 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

  2. 2 Posted by edharen on 01 Apr, 2022 03:11 AM

    edharen's Avatar

    Upgraded to 2022.3 with no problem.

    But clicking on Online > Set Up Online Banking gives the screen shot below – there is no DISABLE button.

    Please advise. Tks / Ed

    ======

     

    Ed Haren

    Christi crux est mea lux

    The cross of Christ is my light

  3. 3 Posted by Stuart Beesley ... on 01 Apr, 2022 06:27 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    If you see that screen then it’s already disabled on that account (you had highlighted on the left side bar).

  4. System closed this discussion on 01 Jul, 2022 06:30 AM.

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