"Downloaded zero new transactions" via Moneydance+

gnuite's Avatar

gnuite

08 Jan, 2022 08:24 AM

A few months ago, transaction download for all my Charles Schwab accounts stopped working with Moneydance, for reasons that have been well documented (no more OFX). As I haven't found a manually-download-and-import option that works, I decided that Moneydance+ might be worth the cost in order to keep my accounts in order.

After successfully setting up Moneydance+, however, I'm not getting any transaction data. Every Schwab account I've connected (and I have four) results in "Downloaded zero new transactions", even though I know there are many transactions that need to be resolved.

The Infinite Kind Knowledge Base suggests using a "Reset Sync Date" button, but I can't seem to find it anywhere in the "Set Up Moneydance+" dialog. I've clicked and right-clicked everything, to no avail.

I've heard that maybe Moneydance+ doesn't support Schwab's investment transactions. Is that true? If so, then I don't think there is any value (for me) in Moneydance+, since Schwab's accounts are the only ones whose transactions I can't download via OFX.

  1. 1 Posted by dwg on 08 Jan, 2022 08:55 AM

    dwg's Avatar

    I'm a fellow user.

    Banking transactions via Moneydance+ were implemented first.

    Investment transactions are now being worked on, From a Plaid perspective it is a different service with a different API.

  2. Support Staff 2 Posted by Ethan on 08 Jan, 2022 10:16 PM

    Ethan's Avatar

    Hello,

    The above comment is correct. We are looking into implementing investment accounts through Plaid, but I can't speculate on when that will be released.

    Ethan
    Infinite Kind Support

  3. 3 Posted by gnuite on 09 Jan, 2022 12:29 AM

    gnuite's Avatar

    I see. Oops, I should have delayed activating my 14-day trial until after investment transactions were implemented. I guess I assumed that "thousands of banks and brokerages" included investment brokerage accounts.

    Is there any way to track the progress and/or get notified when investment transactions are implemented?

    Thanks!

  4. 4 Posted by dwg on 09 Jan, 2022 12:32 AM

    dwg's Avatar

    If you keep an eye on the preview releases and the change log you should be able to identify when we have a preview version for testing and then the progress being made to get to a release version.

  5. 5 Posted by gnuite on 09 Jan, 2022 05:29 AM

    gnuite's Avatar

    I now have a new (related) problem. I cancelled my trial and disconnected Moneydance+, but the accounts in my file that had been connected to Moneydance+ still seem to remember the connection. For example, when I "Download All Accounts", those previously-connected accounts still try to download (one asks me to choose how far back to download), and if I go to "Account | Setup Online Banking", it takes me to the "Setup Moneydance+" dialog, instead of the "Online Banking Service" or "Online Banking Signup" dialogs.

    How do I stop Moneydance from trying to download transactions for these defunct formerly-Moneydance+-connected accounts?

  6. 6 Posted by Stuart Beesley ... on 09 Jan, 2022 07:25 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    In the md+ setup/accounts window are any accounts listed or is the window blank?

    If blank, then toolbox, advanced mode, online banking menu, clean up banking links.

    Try this

  7. 7 Posted by gnuite on 16 Jan, 2022 02:18 AM

    gnuite's Avatar

    No accounts were listed, and your Toolbox suggestion seems to have done the trick. Thanks, Stuart!

  8. 8 Posted by Stuart Beesley ... on 21 Jan, 2022 01:03 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox 🧰 +1 😃

  9. System closed this discussion on 22 Apr, 2022 01:10 PM.

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