Connect with your financial institution
After subscribing to Moneydance+ you'll need to connect your accounts.
Select Online > Set Up Moneydance+.
Click the 'Setup' tab and choose 'Connect Accounts'
Alternatively, select your account and choose Online > Set Up Online Banking.
Select 'Connect using Moneydance+' and choose 'Connect Accounts'.
You'll then be directed to the Plaid Link interface, where you can search for the financial institution you want to connect with.
Select your bank or credit card company, and you'll be directed to their website.
Then follow the prompts to log in (using your regular online banking credentials) and allow access to your accounts.
Assign your Moneydance account
Once completed, you can navigate back to Moneydance.
Choose Online > Set Up Moneydance+ and select the 'Accounts' tab.
You'll see a list of any accounts you've connected with.
The name of the financial institution will be displayed, and on the right, you'll see 'connected'.
Below this, you'll see your account information and the currency your account uses.
On the right, you will see which account the transactions will download into.
If you see 'None', click on this, and you can specify which account in your data file you'd like to use.
Once an account has been selected, you can click again to choose 'Don't download'.
This removes the account you've assigned.
Download your transactions
To begin downloading, select your Moneydance account.
Then choose Online > Download AccountName Transactions.
As this is the first download, you'll be asked how much transaction history you would like to download.
You can choose 'All Available' to download all available history.
Or select the 1st of the month, with the last 12 months to choose from.
You can change the transaction history date range at any time. To do this -
- Choose Online > Set Up Moneydance+ and select the 'Accounts' tab.
- Select the relevant account and choose 'Reset Sync Date'.
- The next time you download transactions for this account, you'll be asked how much transaction history you would like to download as if it is the first time.
Remove a connection
To remove a Moneydance+ connection, choose Online > Set Up Moneydance+.
Then select the 'Accounts' tab where you'll see your accounts listed.
On the right, you'll see 'connected' next to each account.
Click on 'connected' and choose 'Disconnect' to remove the connection with your bank.