Or select the 1st of the month, with the last 12 months to choose from. You can choose 'All Available' to download all available history. Then choose Online > Download AccountName Transactions.Īs this is the first download, you'll be asked how much transaction history you would like to download. To begin downloading, select your Moneydance account. This removes the account you've assigned. Once an account has been selected, you can click again to choose 'Don't download'. If you see 'None', click on this, and you can specify which account in your data file you'd like to use. On the right you should see which account the transactions will download into. The name of the financial institution will be displayed, and on the right you'll see 'connected'.īelow this you'll see your account information and the currency your account uses. You'll see a list of any accounts you've connected with. Once completed, you can navigate back to Moneydance.Ĭhoose Online > Set Up Moneydance+ and select the 'Accounts' tab. You should follow the prompts to login (using your regular online banking credentials) and allow access to your accounts. Select your bank or credit card company, and you'll be directed to their website. You'll then be directed to the Plaid Link interface, where you can search for the financial institution you want to connect with. Select the "Disable" button to remove the OFX connection and restart Moneydance)Ĭlick the 'Setup' tab and choose 'Connect Accounts'Īlternatively, select your account and choose Select Online > Setup Online Banking.Ĭhoose ' Connect using Moneydance+' and choose 'Connect Accounts'. To achieve this: launch Moneydance, select the relevant account and choose Online > Set Up Online Banking. (If you you were using the OFX service method before subscribing to Moneydance +, you should remove the OFX connection prior to connecting your accounts with Moneydance +. After subscribing to Moneydance+ you'll need to connect your accounts.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |