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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
	Plaid Fidelity - Same transactions download every day - no more new ones... Started by PhilB via web	resolved	14	17 Nov, 2023 06:13 PM by dtd
	Online Error Code 0 Started by brovergaard via web	resolved	4	16 Nov, 2023 03:06 PM by glpuzey
	Account transferred from TD Ameritrade to Schwab. Need Moneydance to get initial cost/share and initial value. Started by Guy Rudolph via web	resolved	3	14 Nov, 2023 06:13 PM by John
	Import from USAA has been broken for a long time... Is there a fix? Started by Boris Felts via web	resolved	1	11 Nov, 2023 09:32 PM by dtd
	Release 2023.2 (5050) Manual Merge Downloaded Transactions Started by Gina via web	resolved	9	10 Nov, 2023 03:04 PM by Gina
	Plaid lack of privacy Started by S2C via web	resolved	12	10 Nov, 2023 05:27 AM by s2c
	Moneydance+ UK availability Started by chris via web	resolved	24	09 Nov, 2023 08:37 AM by patrickchamberlain
	UFB Direct Started by Phil Kauffman via web	resolved	8	08 Nov, 2023 04:33 PM by Philip Kauffman
	Importing transactions Started by Phil Kauffman via web	resolved	1	07 Nov, 2023 12:44 PM by -Kevin N.
	US Bank Connection Requires Constant ReAuthorization Started by Andreas Loeffler via web	resolved	1	06 Nov, 2023 03:23 PM by Maddy
	Moneydance+ missing transactions Started by Kate D. via web	resolved	4	06 Nov, 2023 12:14 AM by dtd
	Problem downloading transactions from investment account Started by Ed Livingston via web	resolved	1	05 Nov, 2023 01:13 AM by Ethan
	When I Try to "Connect More Accounts" for Online Access I get "Error Accessing account or key" Started by Mike McKneely via web	resolved	3	02 Nov, 2023 10:32 AM by Maddy
	Fidelity Netbenefits changing securities description Started by Marcus via web	resolved	6	01 Nov, 2023 04:41 PM by waltzerer.kwpk
	UK banks - Salt Edge integration or Any integration at all? Started by justin via web	resolved	1	01 Nov, 2023 03:22 PM by Maddy
	Trying to connect more accounts Started by markcampagna via web	resolved	2	01 Nov, 2023 09:50 AM by Maddy
	Automatic download of bank transactions Started by Lance A via web	resolved	3	01 Nov, 2023 03:01 AM by dwg
	Which UK-based banks support OFX download? Started by charles via web	resolved	4	31 Oct, 2023 04:07 PM by JimRB
	UBS Flubs OFX connection Started by Jim Hamilton via web	resolved	3	28 Oct, 2023 10:10 PM by Jim Hamilton
	Adding US Bank Harley-Davidson Credit Card to MoneyDance Started by Greg Fry via web	resolved	0	28 Oct, 2023 05:46 PM by Greg Fry
	TOOLBOX - Remove "broken" CUSIP Started by retail via web	resolved	8	24 Oct, 2023 07:15 AM by Stuart Beesley (Mr Toolbox)
	Fidelity and Plaid Started by Paul S. via web	resolved	11	22 Oct, 2023 07:52 PM by dtd
	new credit card won't connect to citibank with plaid Started by lists5040 via web	resolved	1	21 Oct, 2023 08:29 PM by lists5040
	Online Banking Started by David Ewald via web	resolved	7	18 Oct, 2023 08:42 PM by dwg
	Unable to acquire Moneydance+ auth token: java.net.ConnectException Started by brian via web	resolved	6	17 Oct, 2023 03:45 PM by Maddy
	Fidelity NetBenefits Started by Duane Hartge via web	resolved	8	16 Oct, 2023 02:39 AM by Duane Hartge
	Moneydance+ Download Button Lists Started by John C via web	resolved	13	15 Oct, 2023 05:14 PM by John Cauble
	How to set up an OFX download after moving to Moneydance+ Started by tiptonbob via web	resolved	0	05 Oct, 2023 07:31 PM by tiptonbob
	paying checks through Money Dance Started by David Inglin via web	resolved	1	02 Oct, 2023 10:40 PM by dwg
	Moneydance+ American Express needs relinking every other day and OFX service with Amex credit cards Started by dabrjn via web	resolved	19	01 Oct, 2023 11:35 PM by dtd

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