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transactions don't download.

psslavsky's Avatar

psslavsky

22 Feb, 2012 06:01 PM via web

Greetings,

I have the trial version of Moneydance. Last night I successfully connected my Bank of America account and downloaded transactions. Today I tried to download a second BofA account. All went well in setting up the account for online banking. The new account shows up in the online menu as a download option. When I select it it says it is downloading transactions, then I get "0 transactions downloaded." I feel like it must be something simple I'm doing wrong since I got it to work last night with the first account.

thank you.

  1. 2 Posted by james f on 22 Feb, 2012 11:05 PM

    james f's Avatar

    You haven't done anything wrong.

    It is more than likely that there are no transactions available for downloading from BofA's OFX Direct Connect servers for that account yet.

  2. 3 Posted by psslavsky on 28 Feb, 2012 01:57 AM

    psslavsky's Avatar

    Thanks for your vote of confidence, but the new account I'm trying to set up is the more active account. I just did "download all accounts" and got the few new transactions for the first account I successfully set up, but "0 transactions" for the second account I'm having trouble setting up. Is there someway I can unconnect it and try setting it up again?

    Thanks.

  3. 4 Posted by -Kevin N. on 28 Feb, 2012 02:07 AM

    -Kevin N.'s Avatar

    Hi psslavsky,

    Is there someway I can unconnect it and try setting it up again?

    While viewing the account in question, Menu bar > Online > Set Up Online Banking. In the resulting form, click the 'Disable...' button.

    When you attempt to set up the account again, click the 'New Connection' button even though your financial institution is already listed in the drop down list.

    HTH -Kevin N.

  4. 5 Posted by psslavsky on 28 Feb, 2012 02:43 AM

    psslavsky's Avatar

    It's working now, thank you. I disabled and reconnected the account. But I also took out the account balance I had put in before I started. I did not do that with the first account. So I wonder if that had something to do with it. Hmmmm...

  5. Support Staff 6 Posted by Angie Rauscher on 28 Feb, 2012 02:53 AM

    Angie Rauscher's Avatar

    Psslavsky,

    Wonderful! Sometimes it's just as simple as turning if off and back on again. I hope you're enjoying Moneydance, and please let me know if I can be of further assistance,
    Angie Rauscher
    Moneydance Support

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