Hugh Duguid's Avatar

Hugh Duguid

14 Jul, 2023 11:28 AM

Everytime Moneydance opens, a pop-up comes up, "This is first download of ***, how far back... "
How do we get Moneydance to quit doing this?
Thank you.

  1. 1 Posted by Stuart Beesley ... on 14 Jul, 2023 11:42 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Direct Connection/OFX or md+
    Do you actually use md+ or OFX?
    Is this account one of the ones you download, and is it downloading OK?
    What version of MD?
    File/Settings or Preferences, Network. Do you have auto downloads turned on? Do you need this?
    Grab help/console. Upload contents here.

    More info and background would be useful

  2. 2 Posted by Hugh Duguid on 14 Jul, 2023 12:12 PM

    Hugh Duguid's Avatar

    This is for a bank account.
    Not md+
    Use md+ for credit card account, not for the bank account
    Not sure about connection to bank. Direct perhaps.
    Version 2023.2
    I don’t use the connection to the bank as I just enter transactions into MD. Can’t remember if I have ever used the “reconciliation” feature.
    I just don’t need MD asking me about the download as I’m not going to do that.

  3. 3 Posted by Stuart Beesley ... on 14 Jul, 2023 12:14 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Go to Online, Setup MD+
    Find the bank account in question. On the right hand side, click the name, then select 'Don't Download' at the top of the list

  4. 4 Posted by Hugh Duguid on 14 Jul, 2023 12:21 PM

    Hugh Duguid's Avatar

    Problem resolved
    Thank you

  5. System closed this discussion on 13 Oct, 2023 04:30 PM.

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