upgraded now can't download from bank

ellen's Avatar


16 Jun, 2022 10:13 PM

I have moneydance + TD bank. Says it downloaded accounts but nothing after June 2, last time I downloaded before upgrading. Help

  1. Support Staff 1 Posted by Maddy on 20 Jun, 2022 01:55 PM

    Maddy's Avatar

    Hi Ellen,

    We are sorry to hear about the problem you have encountered.

    According to Plaid TD Bank requires end-user re-authentication every 90 days across all connected data aggregators.

    You should select the Online->Setup Moneydance+ menu, then click on the row in the table for your bank (not one of the accounts, just the header row) and click the rounded button. Finally select the "Re-link Connection" entry. This should hopefully fix the problem.
    Finally, you may want to restart Moneydance.

    Alternatively, you could try removing and recreating the connection. In order to achieve this navigate to Online menu->Moneydance+ Set up and where it reads "Connected" on the right, click and select disconnect in the popup. Then try to recreate the connection as outlined here.

    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 19 Sep, 2022 02:00 PM.

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