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Reset Downloaded OFX Association

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Roger Rice

27 Jun, 2022 01:51 PM

I've accidentally imported and remembered the assocation of a file to the wrong account. In the past, I could go in and delete the association and try again.
Now, when I click on "match online acconts" it only loads MD+. This is the same action that happens when I click on "set up MD+." Why do both menu options do the same thing? How can I reassociate a downloaded file's info with the correct account? I don't see anything in the toolbox that will do this either.

1. Support Staff 1 Posted by Maddy on 27 Jun, 2022 01:57 PM

   

   Hi Roger,
   Thank you for contacting Moneydance support.

   Navigate to Extensions->Manage Extensions and install the Toolbox.

   • Launch Toolbox, navigate to ToolBox Options (on top left corner) and select - 'Update Mode'->Yes->Do Back Up Now
   • Navigate to Menu: Online Banking (OFX) Tools (2nd tab down) In the resulting window, under Update Functions you should select Forget OFX Banking File Import Link (remove_ofx_account_bindings.py).
     Finally, click "Proceed" to select the account you need.
     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

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2. 2 Posted by Roger Rice on 27 Jun, 2022 04:17 PM

   

   Maddy,
   I've entered updated mode but that option is still greyed out.

   • Screenshot_from_2022-06-27_09-15-37.png 103 KB
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3. 3 Posted by Stuart Beesley ... on 27 Jun, 2022 04:35 PM

   

   What version are you one? This toolbox option is not supposed to be used on MD2022 with MD+ capability; hence it's greyed out....

   You need to use the Online > Match Online Accounts feature..

   Can you try rebooting and try again... The menu should appear...

   • Screenshot_2022-06-27_at_17.34.48.png 74.5 KB
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4. 4 Posted by Stuart Beesley ... on 27 Jun, 2022 04:39 PM

   

   Oh, I get what's happening.. You need to select a NON md+ account on the left side bar BEFORE trying this menu... If you are on a MD+ account, then you get the MD+ setup window.....

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5. 5 Posted by Roger Rice on 27 Jun, 2022 04:42 PM

   

   I'm on build 4087 on a linux desktop.

   I've restarted the application several times. I can't do a full system restart for the next few hours due to an important, unrelated background process that I have running.

   if I click on "match online accounts" it no longer pulls up the correct popup. It instead pulls up the 'setup moneydance +" popup (as does selecting "set up moneydance+.")

   I'll be able to try a full system restart later today (but probably after normal business hours in the UK.)

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6. 6 Posted by Stuart Beesley ... on 27 Jun, 2022 04:43 PM

   

   Forget the restart... Select a NON md+ account on the left sidebar first then try the menu

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7. 7 Posted by Roger Rice on 27 Jun, 2022 04:47 PM

   

   Stuart, in response to your 9:39 AM PST post suggesting that i have to chose a non plaid account to get the right menu which came in while i was typing my previous response.....

   Yes!That made a difference... Luckily, I still have a couple of non plaid accounts so that I can do this and it worked.

   This may be a bad use scenario for someone who does not have a non plaid account remaining... My use case is that I have a plaid enabled account but sometimes, I can't wait for the delay that plaid puts on to transactions and I go to the website to download a manual fie. That's what happened this morning. Plaid didn't have the transactions available yet so I was manually importing them.

   So, I'm set for now, but this is not very intuitive and may cause issues for others with a similar use case.

   Thank you!

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8. Roger Rice closed this discussion on 27 Jun, 2022 04:49 PM.