Online Banking

Having trouble with online downloads or bill pay? This area is for questions related to all aspects of online banking. We also have a section in our knowledge base on online banking.

Title State Replies Latest Post
sjperry's Avatar

Use OFX for certain accounts and Moneydance+ for the rest

resolved 3 31 Dec, 2021 10:22 PM by Stuart Beesley (Mr Toolbox)
keith's Avatar

MoneyDance+ Problem/Question

resolved 0 31 Dec, 2021 09:52 PM by keith
jmorgie's Avatar

Downloading Schwab transactions

resolved 10 31 Dec, 2021 09:52 PM by dtd
jmorgie's Avatar

disable account from downloading

resolved 2 30 Dec, 2021 07:47 PM by jmorgie
Jennifer Blanchard's Avatar

Still trying to setup OFX with USAA

resolved 21 30 Dec, 2021 03:47 AM by dtd
layer's Avatar

I just talked with Schwab & they said all you need to do to get OFX working again is to sign an agreement

resolved 12 29 Dec, 2021 09:43 AM by derekkent23
Raymond Danahy's Avatar


resolved 3 27 Dec, 2021 05:03 PM by Stuart Beesley (Mr Toolbox)
claude dracolakis's Avatar


resolved 0 26 Dec, 2021 02:39 PM by claude dracolakis
thx11380's Avatar

Missing Payees

resolved 1 24 Dec, 2021 04:14 PM by Maddy
scook's Avatar

Moneydance+ and sending online payments

resolved 1 24 Dec, 2021 01:52 AM by dwg
peterk's Avatar

Resetting plaid connections

resolved 1 23 Dec, 2021 06:38 PM by Stuart Beesley (Mr Toolbox)
Hawk39's Avatar

Downloaded balance is incorrect

resolved 1 23 Dec, 2021 03:20 PM by -Kevin N.
Andrew Lazarus's Avatar

Moneydance+ downloaded no transactions

resolved 3 23 Dec, 2021 05:32 AM by Stuart Beesley (Mr Toolbox)
c.blake's Avatar

Where are my Online Payees Stored? In MD or at my bank.

resolved 2 22 Dec, 2021 07:14 PM by c.blake
Hugh Montgomery's Avatar

Can't download credit card info from chase

resolved 1 22 Dec, 2021 05:45 PM by Stuart Beesley (Mr Toolbox)
lbremer's Avatar

Amegy and Amazon

resolved 0 22 Dec, 2021 04:43 PM by lbremer
M Garrett's Avatar


resolved 0 22 Dec, 2021 03:46 PM by M Garrett
dyno7351's Avatar

All account downloads fail with parsing error

resolved 1 22 Dec, 2021 02:15 PM by Jenny
David Smart's Avatar

Where is moneydance +?

resolved 3 22 Dec, 2021 11:55 AM by Stuart Beesley (Mr Toolbox)
nfawcett's Avatar

Wells Fargo Bank Online Banking Broken?

resolved 1 21 Dec, 2021 08:07 PM by Andrew
Andrew's Avatar

How do I view the original description of a downloaded transaction?

resolved 0 21 Dec, 2021 08:02 PM by Andrew
Lisa Voigt's Avatar

Payee list has disappeared

resolved 4 21 Dec, 2021 03:48 PM by Lisa Voigt
sharik14's Avatar

Moneydance+ shows the same name for multiple accounts

resolved 3 21 Dec, 2021 04:51 AM by dwg
Kevin Kreger's Avatar

Can't download bank transactions

resolved 1 20 Dec, 2021 05:21 PM by Kevin Kreger
esharris's Avatar

Error 500 Suntrust

resolved 1 20 Dec, 2021 05:06 PM by esharris
Tony Harris's Avatar

Issues downloading transactions from Discover card

resolved 3 19 Dec, 2021 12:30 AM by -Kevin N.
Dave92F1's Avatar

Syncing with Fidelity Investments

resolved 2 18 Dec, 2021 10:21 PM by avp2
Sam's Avatar

Charles Schwab: MoneyDance+

resolved 8 18 Dec, 2021 08:34 PM by dwg
Milo Chan's Avatar

"Match Online Accounts" doesn't work with TD Bank

resolved 10 16 Dec, 2021 10:35 PM by Milo Chan
moneydance's Avatar

Can't connect mortgage loan to account, Moneydance+

resolved 3 15 Dec, 2021 07:34 PM by moneydance

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