Can't download

Ari Pontz's Avatar

Ari Pontz

12 Aug, 2017 02:20 AM

Hi, I was using 2014 on my mac...I upgraded to 2017 on my wifes mac and using Dropbox transferred all data to her computer (my computer is old and I am retiring it). All the data transferred correctly, but now I can't download any info using the "Online> Download all accounts" feature. For what it is worth, the line item is Bolded, but if I look down the dropdown list, the heading that allows me to download by one account at a time is shaded (i.e. I can't click on it).

  1. Support Staff 1 Posted by Henry on 12 Aug, 2017 09:41 AM

    Henry's Avatar

    Hi Ari,

    Thank you for contacting us.
    Did you select the account in the side bar before clicking on online?
    Usually the Online button is greyed out when no account is selected.

    Henry
    Infinite Kind Support

  2. 2 Posted by Ari Pontz on 12 Aug, 2017 12:45 PM

    Ari Pontz's Avatar

    Yes

    Sent from Yahoo Mail for iPhone

    On Saturday, August 12, 2017, 5:41 AM, Henry <[email blocked]> wrote:

     #yiv0702072694 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv0702072694 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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  3. 3 Posted by Ari Pontz on 12 Aug, 2017 04:07 PM

    Ari Pontz's Avatar

    Yes, I am selecting accounts.  I note that I am getting an error message at the bottom that states: "There are no accounts to be downloaded."Again, all my data transferred over accurately. 

    On Saturday, August 12, 2017, 5:41:51 AM EDT, Henry <[email blocked]> wrote:

      
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  4. Support Staff 4 Posted by Henry on 13 Aug, 2017 07:47 AM

    Henry's Avatar

    Hi Ari,

    Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select the Online->Setup Online Banking button/menu

    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select the Online->Setup Online Banking button/menu (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password


    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let me know if you continue to have connection problems after recreating your connection.

    Henry
    Infinite Kind Support

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