tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/74168-moneydance-and-charles-schwabInfinite Kind: Discussion 2022-05-30T22:24:30Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494559992021-10-26T21:38:18Z2021-10-26T21:38:18ZMoneydance+ and Charles Schwab<div><p>I got 1 download of Schwab Checking transactions. Just 1. Doesn't work again. I have upgraded and paid for the current version of MD, subscribed to Plaid ... Can someone please provide a status on this and when we might have a possible solution?</p></div>donnatag:infinitekind.tenderapp.com,2009-01-14:Comment/494559992021-10-27T02:48:26Z2021-10-27T02:48:30ZMoneydance+ and Charles Schwab<div><p>I'm having the same issue, but with Moneydance (regular). I experienced the problem today with a 2021 version, so upgraded to 2022.1 (4058). However, the problem persists: no downloaded transactions from my Schwab accounts.</p>
<p>This has worked perfectly in the past. However, I recall that in 2019, Charles Schwab made some changes that broke Moneydance syncing. Hopefully this isn't a similar situation.</p></div>atnelsontag:infinitekind.tenderapp.com,2009-01-14:Comment/494559992021-10-27T02:52:08Z2021-10-27T02:52:08ZMoneydance+ and Charles Schwab<div><p>What OS? What version of MD?<br>
It sounds like you are still trying to use the old OFX connection. Go to Setup On line Banking and make sure to disable it for that account.</p>
<p>For more debugging info:<br>
Select the Schwab Checking account<br>
Try Help->Console window<br>
Clear the window Command-D (or control-D for windows) to download the schwab transactions Cut and paste the info from the Console Window here<br>
(redact any sensitive data since it will have transaction data if it works).</p>
<p>(NOT IK Support)</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/494559992021-10-27T02:53:46Z2021-10-27T02:53:46ZMoneydance+ and Charles Schwab<div><p>@atnelson, MD regular will not download anything from Schwab and silently fails. The console window will show the error. This has been true since the start of the month. Only subscribing to Plaid will allow downloading from Schwab BANK ACCOUNTS ONLY.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/494559992021-10-27T02:56:07Z2021-10-27T02:56:09ZMoneydance+ and Charles Schwab<div><p>Just saw this thread, which sadly confirms a change on Schwab's side (again): <a href="https://infinitekind.tenderapp.com/discussions/problems/73234-schwab-transactions-no-longer-downloading">https://infinitekind.tenderapp.com/discussions/problems/73234-schwa...</a></p></div>atnelsontag:infinitekind.tenderapp.com,2009-01-14:Comment/494559992021-10-27T10:19:30Z2021-10-27T10:19:30ZMoneydance+ and Charles Schwab<div><p>Disabling Online Banking seems to have fixed the issue. Thanks for your<br>
insight and help.</p></div>jhvanhorntag:infinitekind.tenderapp.com,2009-01-14:Comment/494559992021-10-27T14:09:23Z2021-10-27T14:09:23ZMoneydance+ and Charles Schwab<div><p>Glad these are all resolved. You can call Schwab and ask that they change their policy and allow foreign companies to access their new FDX format files. Unfortunately Sean is a foreign firm and thus Schwab is cutting him off. Interesting for a firm that claims to be worldwide.<br>
Stay safe, stay sane!</p></div>sth