Downloading Account Info
Greg Fry
I have been using MoneyDance for about a year and recently started using MoneyDance Plus for downloading and it appears that downloads occur on both regular MoneyDance and MoneyDance Plus when I select download all accounts. So today I tried to download one account only and a dialog box popped up asking if I wanted to download from the custom profile I have setup for USAA or to use MoneyDance Plus. I selected MoneyDance Plus and it downloaded months of already downloaded transactions which were duplicates that I needed to then delete. So since I am subscribing to MoneyDance Plus I think I need to disable the regular/custom download and only use the MoneyDance Plus download method. Can you please confirm and let me know how I would only use the MoneyDance download method?
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1 Posted by dtd on Aug 05, 2022 @ 08:24 PM
Using only one methodology (OFX or MD+) is the correct way to go.
If you have both active, disable one and go from there.
That said, for me personally, I prefer OFX to MD+, so, for example, I use OFX (with the OFX fix) for USAA, and MD+ for Schwab (as Schwab no longer supports OFX for non-aggregators.) To put it differently, for me, OFX if OFX works, MD+ if not.
You can decide either way - just disable the one you do not want.
2 Posted by Greg Fry on Aug 05, 2022 @ 09:26 PM
Thanks for responding. I agree with disabling one but do not know how to do that and cannot find where to disable OFX downloads.
Gregory Fry
[email blocked]<mailto:[email blocked]>
(404) 567-6544
From: dtd <[email blocked]>
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3 Posted by dtd on Aug 06, 2022 @ 12:18 AM
I don't have your setup, as I only use "one" per account, but for OFX, you should be able to click a disable button. For MD+ you should b e able to click a disconnect button.
As I said, I recommend using the OFX method, but do what you wish. Just remove one of the two.
4 Posted by Stuart Beesley ... on Aug 06, 2022 @ 05:03 AM
If that doesn't work, launch toolbox extension, enable update mode, online banking tools menu, Delete OFX Banking Service and select the OFX profiles to delete.... Might be a good idea to run the Cleanup Banking Links option too...
System closed this discussion on Nov 05, 2022 @ 05:10 AM.