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error messages after converting Chase to Moneydance+

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Ronald Saizow

Oct 21, 2022 @ 03:32 PM

Hi,
A few days ago, you helped me convert my Chase online account to use Moneydance+. I have been able to download my Chase transactions this way, but now receive numerous error messages, which I'll upload for you to see. There is also a "No name" account listed on my Moneydance+ accounts, which I suspect may be the problem, however the system won't let me delete or de-link it. I am using Moneydance version 2022.3 (4077).
Thanks for you help,
Ron

1. 1 Posted by Stuart Beesley ... on Oct 21, 2022 @ 05:46 PM

   

   Use toolbox extension. Advanced mode. Online banking tools. Force disconnect md+ connection.

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2. 2 Posted by Ronald Saizow on Oct 21, 2022 @ 06:21 PM

   

   Well, from your skimpy instructions, I figured out how to turn both banking tools and Advanced Mode to RED, however, the option to “force disconnect of an MD+ connection remained grayed out.

   Please provide more detailed step by step instructions.
   Thanks so much, Ron

   Ronald Saizow
   [email blocked]

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3. 3 Posted by Stuart Beesley ... on Oct 21, 2022 @ 06:54 PM

   

   Ah yes. You need to upgrade to 2022.5(4091) before that option will enable.

   Then the same steps you followed will work.

   (My instructions may be skimpy, but Toolbox is 20k lines of code designed to help users… I’m better at coding than offering instructions 😉)

   (Not support, just a fellow user)

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4. 4 Posted by TonyRI on Oct 21, 2022 @ 06:58 PM

   

   toolbox +1

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5. 5 Posted by Ronald Saizow on Oct 21, 2022 @ 08:08 PM

   

   I upgraded, the disconnect option appeared, but after selecting the option and proceeding through multiple warnings, I got stuck at the disclaimer. It instructed me to type “I agree” which I did, but it keeps saying that I failed to accept the disclaimer.

   Thanks for the help!
   Ron

   Ronald Saizow
   [email blocked]

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6. 6 Posted by Stuart Beesley ... on Oct 21, 2022 @ 08:12 PM

   

   It’s:

   IAGREE

   exactly as per the popup message, not “I AGREE”

   No spaces

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7. 7 Posted by Ronald Saizow on Oct 21, 2022 @ 08:29 PM

   

   Got it and it worked. Thanks so much for hanging in with me. Ron

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8. 8 Posted by Stuart Beesley ... on Oct 21, 2022 @ 08:34 PM

   

   Toolbox 🧰 +1 😃

   I’d be interested how I could make toolbox more user friendly?

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9. 9 Posted by Ronald Saizow on Oct 21, 2022 @ 08:53 PM

   

   It just wasn’t clear when to use the dropdown menu from Toolbox versus the
   options in the various boxes, which had many of the same names as options
   in the dropdown menu.
   Thanks again for your help, ron

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10. Maddy closed this discussion on Oct 24, 2022 @ 01:45 PM.