how much is the ee to use moneydance to download from prime source credit union

Keith Zornes's Avatar

Keith Zornes

06 Jun, 2022 04:55 AM

I could not find the schedule for downloading banking information and I have no way of even knowing if I could download from Prime source credit union.

  1. Support Staff 1 Posted by Maddy on 06 Jun, 2022 03:18 PM

    Maddy's Avatar

    Hi Keith,
    Thank you for contacting Moneydance support.

    Although the development team is considering implementing a way of seeing all the banks supported by Moneydance+ via Plaid without signing up to the free 14-day trial, for the time being this is the only option.
    Using the 14-day trial you can create a free account at: https://my.plaid.com by clicking GET STARTED at that link. This Plaid account has nothing to do with Moneydance, but it enables you to see the banks supported by Plaid. As part of creating a Plaid account you provide a phone number so that when you sign into Plaid it can use two step verification.
    Once signed into your Plaid account you can then click the link to Add an Account.
    You get the same screen as if you were in Moneydance+ and you can check the list to see if your Banks are supported.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. System closed this discussion on 05 Sep, 2022 03:20 PM.

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