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"Online Banking Signup" dialog does not appear

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cocobanderos

11 Jun, 2022 02:44 PM

I'm trying to move my American Express accounts from MDP+ back to Direct Connect.

The instructions at "https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d..." (updated May 11, 2022) state that I should click "Online ->Set Up Online Banking->Connect to OFX Service".

When I click "Online ->Set Up Online Banking", the "Connect to Moneydance+" dialog is shown, not the "Online Banking Signup" dialog as shown on the instructions page. Screenshot attached of the dialog title.

Is there a way to use BOTH MDP+ and OFX (as in, some accounts download via MDP+, and others download via Direct Connect)?

Using 2022.4 (4087) on MacBook Pro.

• Screen_Shot_2022-06-11_at_7.43.16_AM.png 61.8 KB

1. 1 Posted by Stuart Beesley ... on 11 Jun, 2022 04:35 PM

   

   If you click on an account that has no online banking setup on the left sidebar, then the online banking setup menu gives you both options to choose from.

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2. 2 Posted by cocobanderos on 11 Jun, 2022 05:03 PM

   

   Thanks for that. I removed American Express from MD+, but if I select my Amex account and click "Online -> Setup Online Banking", I am not given the option of setting up Direct Connect. I'm just taken to the "Set Up Moneydance+" dialog.

   Is there a setting that you're aware of that can be "blown out" using Toolbox that will cause Moneydance to show me the "Setup Online Banking" dialog?

   Thank you again.

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3. 3 Posted by cocobanderos on 11 Jun, 2022 05:05 PM

   

   Answered my own question. Used Toolbox, used "Cleanup missing Online Banking Links". This fixed it.

   Stuart, thank you very much for such a great tool!

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4. 4 Posted by Stuart Beesley ... on 11 Jun, 2022 05:55 PM

   

   Yup. That’s the one!

   Toolbox 🧰 +1 😃

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5. System closed this discussion on 10 Sep, 2022 06:00 PM.