Moneydance+ and USAA

Gina's Avatar

Gina

21 May, 2022 08:42 PM

My USAA account has been connected via MD+ for some time, but recently, Plaid required me to re-verify my login credentials. After doing so, my USAA savings account no longer shows up in Plaid to be able to associate it with its corresponding account in MD. I have tried re-linking the USAA account through MD+, but get the same message. Since my USAA account automatically downloads, also get a MD message for the same reason. I signed into my USAA account, and it shows Plaid is connected with permissions for bank account numbers and details along with account owner information. Did something change between the time I previously connected this account to MD+ and the recent re-verification? I stay current with updates to MD. I am currently running Version 2022.4 (4080)

  1. 1 Posted by rdmyers.42 on 21 May, 2022 09:40 PM

    rdmyers.42's Avatar

    I still using the older method to access my USAA checking, savings, and
    credit card

    On 5/21/22 16:44, Gina wrote:

  2. 2 Posted by dtd on 21 May, 2022 11:34 PM

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    USAA is the one who presents the accounts to you, so all I can guess is for some reason USAA no longer presents the savings account. I suspect even if you moved back to OFX, (as rdmyers.42 mentions) you would probably not see it.

    Rather than look to Plaid, or Moneydance, it would probably be useful to look at the savings account itself (since others still work). Has anything changed with the saving account recently? If you can't determine anything, a call to USAA might be in order.

    EDIT: Looking closer, it looks like the ONLY account you have with USAA is a savings account. That's a different can of worms. I'd still call USAA, but ask them if permissions are not being passed on for some reason.

    In this case, it might be useful to reactivate OFX and see if Quicken permissions are still being granted.

  3. 3 Posted by Gina on 22 May, 2022 12:58 AM

    Gina's Avatar

    Thanks.

  4. 4 Posted by Gina on 22 May, 2022 01:04 AM

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    I only have the one account. I did look at that savings account when I signed in to USAA, and it looked the same to me. I’ll try calling them on Monday. Thanks!

  5. 5 Posted by dtd on 22 May, 2022 01:13 AM

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    Realize that the level one support will probably have no idea what you are talking about (well maybe they will) and it may have to be elevated to someone more techy.

    They'll ask questions like "have you authorized Quicken" as that will be one of their scripts and such like that.

    so, it will be frustrating. sorry. The real question, that you'd LIKE answered,

    "I was able to download my savings account information until recently. Now, it no longer shows up as an option to download. Did anything change?"

  6. 6 Posted by Gina on 22 May, 2022 01:31 AM

    Gina's Avatar

    Got it. Thanks!

  7. Gina closed this discussion on 27 May, 2022 01:57 AM.

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