Moneydance+ account management

mustang's Avatar


04 Jun, 2022 08:09 PM

I signed up for Moneydance+ today so I could sync some accounts that don't support other methods for downloading transactions. I then connected Moneydance+ to three accounts. When I try to download transactions from one of then, I'm given the choice of connecting using Moneydance+ or Connect to OFX Service. I selected the former and the next window says I'm fully connected so I click Next>> and I get a list of three accounts, all of which say they're "connected." All three are labeled as "no name." (See attached screen shot.) How am I supposed to figure out which is which?

I thought I'd work around this problem by delinking all of them and starting over. I left clicked on where they say "connected" and selected "Delink no name" from the menu that popped up. In all three cases, I got an error dialog saying "I'm sorry, Moneydance was unable to remove the connection."

I'm stuck. I don't know what to do at this point. The Moneydance+ service seems like a good idea but it's so far been completely unhelpful for me.

  1. 1 Posted by Stuart Beesley ... on 04 Jun, 2022 08:17 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Delink them all... Click refresh... Restart MD...
    Run toolbox extension. Enable update mode. Online Banking Tools. Cleanup banking links..

    now go to MD+ and link ONE account..... Click refresh.... wait until you see the name of the bank and the account... perhaps restart MD.... when it appears, click the right hand side of that row (or just below) and in the popup link the MD account to the MD+ account... Usually, after some time, refreshes, a restart, the details appear.. When you have one... Go to the next...

    As for the old OFX DC links.. Use toolbox Online banking tools, Delete OFX Banking Service to remove old OFX profiles...

  2. 2 Posted by mustang on 04 Jun, 2022 08:50 PM

    mustang's Avatar

    Thanks for the clue of restarting Moneydance. I was stuck on your step 1 because it wasn't allowing me to delink any accounts (as I mentioned in my first message). After I restarted, I was able to delink them but also "no name" had been replaced by the actual names. I'm getting errors trying to connect three accounts but I have three working now. This feature seems to still be in early days with some bugs to work out.

  3. System closed this discussion on 03 Sep, 2022 09:00 PM.

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