MOneydance+ Does not download all historical records

delawaredh's Avatar

delawaredh

19 Jun, 2024 01:47 AM

The first time I setup my AMEX account and Moneydance+ downloaded the transactions, it did not download all historical data and the balance was incorrect. I edited the account and attempted to download again. Moneydance thought it was a new account and asked if I wanted to download all data - as it asked the first time - but this time it downloaded ALL historical data and the balance was correct. I have several accounts that have the same problem that I had with AMEX, but I cannot figure out how to do that same thing I di with AMEX to get them to download all historical data so that the data is downloaded and the balance is correct

  1. 1 Posted by sth on 19 Jun, 2024 02:07 AM

    sth's Avatar

    That seems odd, the amount of historical data is set by the Bank/financial institution and not Plaid/MD+. You can tell Plaid to reset the sync and it will load whatever the bank can provide. Usually the financial institution loads about 6 months of data max.

    (Not IK Support)

  2. 2 Posted by delawaredh on 19 Jun, 2024 02:11 AM

    delawaredh's Avatar

    How can I tell Plaid to reset the sync?

    From: sth <[email blocked]>
    Sent: Tuesday, June 18, 2024 10:08 PM
    To: [email blocked]
    Subject: Re: MOneydance+ Does not download all historical records [Problems
    #102014]

  3. Support Staff 3 Posted by Maddy on 20 Jun, 2024 10:41 AM

    Maddy's Avatar

    Select the Online->Setup Moneydance+ menu, then click on an account (not the bank name) in the right column you should see a popup menu. If you select the Reset Sync Date entry, Moneydance will prompt you upon the next download to select how far back in time you'd like it to request transactions. How far back the transactions actually go is dependent upon the bank and/or their service provider, but Moneydance will request whatever date you specify.

    --
    Maddy, Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? 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