Plaid does not differentiate between two PayPal accounts

kerrychesbro's Avatar


01 Feb, 2023 07:10 PM

I have 2 MD files, One personal and the other business. Both have PayPal accounts with different email addresses. So, if you login into PayPal with the personal account's email vs. the business one, you only see the respective account information and transactions,

I added the business PayPal account into the business MD file. When I connected to PayPal through the Plaid website, I used the PayPal business login email and password. Plaid connected it to the PayPal account in that file.

However, when I downloaded transactions for the business PayPal account, it got transactions from my personal account. In the Set Up Moneydance+ dialog, the personal PayPal account is not mapped in this MD file while the business one is mapped (note they have different MD account names to tell them apart).

Needless to say, getting the wrong transactions makes the business PayPal account useless.

  1. 1 Posted by kerrychesbro on 01 Feb, 2023 09:23 PM

    kerrychesbro's Avatar

    Note, I just went to the personal MD account and the PayPal newly downloaded transactions belong to that account. It seems that Plaid only uses the one PayPal account for all downloads.

  2. 2 Posted by kerrychesbro on 05 Feb, 2023 01:49 PM

    kerrychesbro's Avatar

    My problem. There is no differentiation between the two PayPal accounts in the Set Up Mondydance+ dialog and I had selected the wrong one for the business MD file. Mapping the correct one now has the proper transactions being downloaded.

  3. kerrychesbro closed this discussion on 05 Feb, 2023 01:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac