MD not supplying last download date when relinking to accounts

patrick's Avatar

patrick

31 Mar, 2015 12:40 PM

Twice in the past three years my broker (RBC Wealth Management) has changed servers, forcing me to relink to my accounts to get online banking working again. The first time I did this, the first download after relinking included every transaction for the previous two years, resulting in hundreds of duplicate transactions which I had to remove by hand. I blamed RBC and moved on, but this time I called them first and found out that, while Quicken resends the last download date when relinking, MD does not, so the server simply sends every transaction it has records of. They were kind enough to do a work-around with me this time by temporarily overriding MDs first request after relinking and forcing the new server to only send recent transactions when I relinked, but it seems to me that this omission on MD's part should be simple to fix and that you should do so forthwith.

  1. 1 Posted by patrick on 31 Mar, 2015 12:51 PM

    patrick's Avatar

    Don't know why this discussion became private. I did not check the private box!

  2. Support Staff 2 Posted by Tom Freeman on 12 May, 2015 08:49 PM

    Tom Freeman's Avatar

    Patrick

    Sorry for the late response.

    I asked the lead developer about this and he said that Moneydance sends the last date it has downloaded transactions for and only asks for transactions since that date. I sent your thread to him. He thought that it may be that when setting up a new connection on an account that the account will think that it hasn't downloaded anything from that connection before and reset the date windows. This is not the intended function and he is checking out if that is indeed the fact.

    If so then its a bug and we will work on resolving it as soon as possible..

    Tom Freeman
    Infinite Kind Support

  3. Support Staff 3 Posted by Sean Reilly on 13 May, 2015 12:43 PM

    Sean Reilly's Avatar

    Hi Patrick,

    Hopefully it's not too late to be of any use to you, but build 1208 of Moneydance should fix this problem by no longer resetting the last-download-date in the accounts online banking information. If you would like to try it out, this build should be available within about 40 minutes from the date of this message here:
    http://infinitekind.com/preview

    Thanks!

    Sean Reilly
    Developer, The Infinite Kind
    http://infinitekind.com

  4. Sean Reilly closed this discussion on 13 May, 2015 12:43 PM.

  5. patrick re-opened this discussion on 20 May, 2015 02:26 PM

  6. 4 Posted by patrick on 20 May, 2015 02:26 PM

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    Thank you for taking care of this!

    Patrick Fowles

  7. Ian L closed this discussion on 20 May, 2015 03:15 PM.

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