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Not downloading my account information

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Helene Singer

08 Nov, 2022 10:29 PM

I added Moneydance + so that I could download my accounts via Bank of America. It says it has completed the connection but when I open Moneydance it says no accounts to download from

1. 1 Posted by TonyRI on 08 Nov, 2022 10:51 PM

   

   Hi Helene,

   Just wondering if you've linked your MD+ account (as named by the Bank) to your Moneydance Account (as named by you) on the "Set Up Moneydance+ > Accounts Tab".

   See attached example.

   Regards,

   Tony (Fellow user, Not IK Support)

   • Account_Links.jpg 98.6 KB
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2. 2 Posted by Stuart Beesley ... on 09 Nov, 2022 07:38 AM

   

   Have you deleted the old ofx profile? Try toolbox, advanced mode, online banking tools. Then delete ofx banking profile and/or cleanup banking links.

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3. 3 Posted by Helene Singer on 10 Nov, 2022 02:37 PM

   

   I cannot find something called toolbox.

   Lenie Singer
   Sent from my iPhone

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4. 4 Posted by Stuart Beesley ... on 10 Nov, 2022 03:00 PM

   

   And you have looked at the extensions/manage extensions menu? Yes?

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5. 5 Posted by Stuart Beesley ... on 10 Nov, 2022 03:01 PM

   

   Or are you using a Mac AppStore version?

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6. 6 Posted by Helene Singer on 10 Nov, 2022 03:18 PM

   

   yes using Mac App

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7. 7 Posted by Helene Singer on 10 Nov, 2022 03:23 PM

   

   I have managed to download everything onto my new computer, but I fear I have messed up my old computers program. How do I fix that and get them both synced.

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8. System closed this discussion on 09 Feb, 2023 03:30 PM.