Download data from bank

Doug's Avatar

Doug

21 Sep, 2022 01:35 PM

I have had my accounts setup in Moneydance+ for about a week. None of them download any new data. They go through the motions, but no new data appears. I discovered that I can connect via Direct Connect to US Bank. How do I get my accounts off of Moneydance+ so I can try to connect the via Direct Connect? I do have the Toolbox installed, but don't know how to use it. Thanks.

Doug

  1. Support Staff 1 Posted by Maddy on 21 Sep, 2022 02:04 PM

    Maddy's Avatar

    Hi Doug,
    Thank you for contacting Moneydance support.

    In order to achieve this navigate to Online menu->Moneydance+ Set up and where it reads "Connected" on the right, click and select disconnect in the popup. Then restart Moneydance.

    Alternatively, launch the Toolbox and navigate to the Toolbox Options (on top left corner) and select -
    Update Mode->Yes->Do Back Up Now (recommended). Then, navigate to Menu: Online Banking (OFX) Tools
    In the resulting window, under Update Functions you should select :
    Delete OFX Banking Service / Logon profile (remove_one_service.py)

    Restart Moneydance.

    Finally, you should try recreating the connection as outlined here and enable Direct Connect.

    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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