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Setup online banking WITHOUT moneydance+

retail's Avatar

retail

Aug 23, 2022 @ 01:54 PM

My REI credit card recently switched banks from US Bank to CapitalOne. I have Moneydance+, but I want to try and setup online banking using the 'normal' moneydance online banking connection, NOT moneydance+. However, I can't find the option to do that. I disconnected my moneydance account from US Bank (was previously using Moneydance+), but when I select Setup Online Banking to try and connect to CapitalOne, I only get a Moneydance+ setup screen. I don't get the options to connect the account through a normal moneydance connection.

How do I setup online banking without Moneydance+?

Thanks.

  1. 1 Posted by Stuart Beesley ... on Aug 23, 2022 @ 02:14 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    1. If you go to Online Menu, Setup Moneydance +, then in the connections window, is anything listed for US Bank... If it is listed, you must disconnect here first.

    2. Install/run toolbox extension, enable update mode. Then online banking tools menu, cleanup banking links....

  2. 2 Posted by retail on Aug 23, 2022 @ 02:40 PM

    retail's Avatar

    Thanks. That did work. Although in the end I had to go back and use Moneydance+ anyway because CapitalOne doesn't support direct OFX.

    Thanks for the help. Resolved.

  3. retail closed this discussion on Aug 26, 2022 @ 12:27 PM.

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