Having problems getting my accounts added to Moneydance+

anthony111665's Avatar

anthony111665

26 Mar, 2023 08:18 AM

I just signed up for the 14 day free trial for Moneydance, and I am having trouble adding my accounts to the dashboard. I have followed the instructions as best I could. I got through the PLAID setup, given the sign in information, as well as the answers to the security questions, and it says accounts successfully added to Moneydance. It says to restart the Moneydance platform, and go to accounts and hit refresh to show the connected accounts, but I get error messages for each attempt. Please help :)

I have been a Quicken Deluxe user for many years, but now it seems like every day there is a new problem with my check registry for each of my 8 accounts, and I have to reconcile every day. So I though I would give Moneydance a try.

All help would be greatly appreciated.
Thanks,
Anthony Eudy

  1. 1 Posted by Brian on 30 Mar, 2023 08:37 PM

    Brian's Avatar

    Hello,
    I also just switched from quicken deluxe to MD after 28 years.
    Are the accounts you setup with Moneydance+ already listed on your sidebar?
    Did you import your data from Quicken as a QIF. file?

  2. System closed this discussion on 29 Jun, 2023 08:40 PM.

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