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MoneyDance online with plaid has an error

• Edit

Sean Lockhart

20 Jun, 2022 01:20 PM

I tried and signed into each of my accounts with Plaid, given confirmation from the bank I chose to share with Plaid.

When I try to see any of the things, I get errors. Attached screen grab

• Screen_Shot_2022-06-20_at_9.18.00_AM.png 1.54 MB

1. Support Staff 1 Posted by Maddy on 20 Jun, 2022 01:24 PM

   

   Hi Sean,

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

   In order to fix the error that you are seeing you should navigate to the Online>Setup Moneydance + menu and look in the connections list.
   When you see "no name" listed, you should disconnect it and restart Moneydance.

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

   --
   Maddy, Infinite Kind Support

   • Edit

2. 2 Posted by Sean Lockhart on 20 Jun, 2022 06:47 PM

   

   Ok!
   All loaded and I’ve been going through my transactions.
   What should I do with transfers to and from accounts or payment to credit cards from a linked bank account?

   I thought just point to the other account but it seems to duplicate it? Or I need to point the other transaction to the account opposite?

   Like if I transfer 100$.
   One shows credit and calls the account
   The other shows debit and also references the first account?

   Regards,

   Sean Lockhart
   561.677.0658

   • Edit

3. Support Staff 3 Posted by Maddy on 21 Jun, 2022 08:22 AM

   

   If you’re transferring funds between accounts, such as from a checking account to a savings account or a payment to a credit card, enter the “other” account in the Category field as outlined here.

   It might also be useful referring you to to this article about Credit Card Accounts.

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

   --
   Maddy, Infinite Kind Support

   • Edit

4. System closed this discussion on 20 Sep, 2022 08:30 AM.