Transaction Download

Jim Rodgers's Avatar

Jim Rodgers

01 May, 2022 12:59 PM

I updated to the newest version of Moneydance and completed the setup process to download transactions directly from USBank via Plaid. It went through and I was billed my first $2 monthly fee, but when I select download all accounts, I receive the following: The given customer ID or PIN is not valid. For more information, contact your financial institution. I don't know why I am receiving this considering I received an email from USBank verifying that "you successfully added or edited data sharing preferences with The Infinite Kind, connected by Plaid". Any help would be appreciated.

  1. System closed this discussion on 31 Jul, 2022 01:00 PM.

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