Henry on 21 Jul, 2019 07:22 PM
Thank you for contacting us.
In your screenshot from your desktop, it looks like there is no defined currency.
Would it be possible for you to check if you have a currency selected?
To do so open Moneydance, navigate to Tools > Accounts, double-click on the issue account and check what you have under currency type.
If you see that there is a selected currency type, then navigate to Tools > Currencies, there find the currency that was visible as the currency type double-click on it and then within the new window click on Edit, if there is a value prefix missing add one and confirm, then restart Moneydance and check the mobile app.
on 23 Jul, 2019 01:59 PM
Thanks for your help. I was able to get the issue resolved.
Now I am noticing only one of my 10 financial institutions supports OFX. This is odd, because Banktivity supported all of them (I think it might be a different connection type?). I was hoping to move to Moneydance, but this would end up creating a bunch of extra file downloads from each financial institution.
Henry on 23 Jul, 2019 02:13 PM
I'm very glad to see that everything is working correctly.
It's possible your banks may support other connection types, called Web Connect or Express Web Connect.
Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article.
By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.
We consider the security of your financial data an enormous responsibility. We fiercely believe that your financial information should be secure and only accessible to yourself, your financial institution, and anyone with whom you explicitly choose to share it.