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How to remove old online banking configurations

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hlslaughter

11 Nov, 2022 06:42 PM

So Chase disabled the old form of linking a bank, whatever that was called.

I went through the process of changing the online banking by:
1. Select account in the list of accounts
2. Select Online -> Setup online banking -> Change

I happened to hit the correct selections to set up a new, working connection. But now when I 'download transactions for all accounts, the updated account fails because it is still trying to connect using the broken config. If use CTRL-D to download the transactions only for this account, I get a popup and have to select from a list of the old config and the new config (See the attached image). I select the new config, and it works.

I want to remove the old config so that MoneyDance can automatically download transactions for the account without having to select the correct configuration.

So my question is simply how do I remove the old configuration?

• unlinkingBank.png 13.4 KB

1. 1 Posted by TonyRI on 11 Nov, 2022 07:06 PM

   

   Hi hislaughter,

   Install the Toolbox Extension (Extensions > Manage Extensions) then run Toolbox.

   "Toolbox Options (upper left-hand corner) > Update Mode > Create Backup > MENU: Online Banking Tools > UPDATE FUNCTIONS > Cleanup missing Online Banking Links"

   Regards,

   Tony (Fellow user, Not IK Support)

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2. 2 Posted by Stuart Beesley ... on 11 Nov, 2022 07:07 PM

   

   Using toolbox you might need to delete online banking ofx profile first/too

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3. 3 Posted by TonyRI on 11 Nov, 2022 07:08 PM

   

   Thanx Stuart

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4. 4 Posted by hlslaughter on 26 Nov, 2022 06:57 PM

   

   Thanks Tony and Stuart!

   Thanks for the responses. I did the steps in comment #1, and the problem remained, so I did the step in comment #2 and it seemed to do the trick. None of it made much sense to me :)

   That 'toolbox' extensions is a bit scary for someone not intimate with the innards of the application.

   Be certain you have a good backup before you use these tools.

   Thanks again!

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5. 5 Posted by Stuart Beesley ... on 26 Nov, 2022 07:22 PM

   

   Toolbox 🧰 +1 😃

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6. Ethan closed this discussion on 28 Nov, 2022 02:41 AM.