MD+ not allowing me to link last displayed account

mlux's Avatar

mlux

28 Aug, 2022 05:56 PM

I've successfully connected to my banks, but when I open the "Set up Moneydance+" dialog, there's one account that I'm unable to link.

The "click to select account" link is inactive on the very last account displayed. It doesn't pull up a list of accounts, or do anything. Everything else works, including other accounts at the same bank.

Is this a known issue? Is there anything I can do? I've tried refreshing the dialog, or disconnecting other accounts in case there was a limit on the number of linked accounts per bank. No luck so far.

Thanks for any help!

  1. 1 Posted by dtd on 28 Aug, 2022 06:40 PM

    dtd's Avatar

    just a user

    Could you post the version being used? (i.e. 2022.5 (4091) Windows)

    Is this the "last account" to be connected or do you have others not connecting (i.e. could the account list be empty). Also, is this a loan account or something other than bank/credit card/investment? Some accounts can't be connected, such as a mortgage loan.

    Jut a couple of thoughts.

  2. 2 Posted by mlux on 28 Aug, 2022 06:58 PM

    mlux's Avatar

    Thanks!

    Version is 2022.5 (4091) on Windows.

    Everything else is connecting fine, so it's just this one (I have 5 other accounts bank/credit card accounts connected at this institution, as well as several other institutions also connecting fine).

    It is possible the account type is the issue -- it's a TFSA (a type of registered savings account in Canada), which has not been an issue with other software I've used, but I suppose it could be unsupported by Plaid. It does show up in the list, though, so it's supported on some level.

  3. 3 Posted by dtd on 28 Aug, 2022 07:39 PM

    dtd's Avatar

    Don't know about the support, but I'm sure Plaid would at least display it,
    as it is reported by your bank. For example, I get my mortgage loan account
    reported, but I can't link it to the mortgage loan account within MD. That
    said, MD does offer to let me link it incorrectly, (like to a credit card)
    but I never tried to do that.

    From: mlux <[email blocked]>
    Sent: August 28, 2022 12:59 PM
    To: [email blocked]
    Subject: Re: MD+ not allowing me to link last displayed account [Online
    Banking #23514]

  4. 4 Posted by mlux on 01 Sep, 2022 01:10 AM

    mlux's Avatar

    Checking back in with an update:

    Once I created an investment account, Moneydance+ was able to link to it, so it turns out the issue was the account type all along.

    Thanks for getting me thinking about other possible explanations!

  5. Maddy closed this discussion on 01 Sep, 2022 10:06 AM.

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