Moneydance+ and Schwab - unexpected results

gary_reiner's Avatar


10 May, 2022 08:33 PM does not correspond with what I see. I followed the instructions under "Connect with your financial institution" and it appears to have worked because when I go to Online > Set Up Moneydance+ and select the 'Accounts' tab, I see the accounts. What I don't see is the "On the right you should see which account the transactions will download into.
If you see 'None', click on this..." described in this article. It does not list an account nor does it say "None" and there's nothing here to click on.
When I follow the "Download your transactions" instructions and choose Online > Download AccountName Transactions, I am not "asked how much transaction history..." I see 3 options: 1. "Open <web URL> in browser"; 2. "Download from <web URL>"; 3. "Set up online banking". None of these options results in downloading anything.

  1. 1 Posted by gary_reiner on 10 May, 2022 09:09 PM

    gary_reiner's Avatar

    I figured it out. It would be clearer to edit this article to replace "None" with the actual text (I think it said something like "Click here to select account"). "None" does not appear on the screen in question. It would also be clearer if the text itself appeared as a link label (i.e. underlined and a different color) so nitwits like me don't assume you can click anywhere on that row, which does not work.

  2. gary_reiner closed this discussion on 10 May, 2022 09:10 PM.

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