![]() ![]() Note that because your subscription is used to pay for a third-party service, we are unable to refund the services already rendered from previous months before cancellation. Using Moneydance+ is purely optional and because running the service incurs a fee for us (and since we don't sell ads or customer data) the subscription was necessary. Note that you can also cancel the service yourself at any time through this method. This includes the Moneydance+ service, registration for the Moneydance program itself, and free upgrades of Moneydance as long as your subscription remains active.Įither option can be activated by opening Moneydance 2023 and following the subscription process. If you have not purchased a license key for Moneydance 2023, you go "subscription only" for $9.00/monthly or $90.00 yearly. If you have purchased a license key for Moneydance 2023, you can subscribe to Moneydance+ for $4/monthly or $40/yearly. This includes a 30-day free trial and is cancelable at any time. The use of the Moneydance+ features requires a reasonably priced subscription. We're excited to roll it out initially for US and Canadian banks, with EU and UK support soon to follow. Online Bill Pay is not currently supported using Moneydance + but we are working towards including a similar feature in the future. On the right, you'll see 'connected' next to each account.Ĭlick on 'connected' and choose 'Disconnect' to remove the connection with your bank.With Moneydance+, you can use an automated process to download all of your transactions from tens of thousands of banks and credit card accounts, even if those institutions do not provide direct connections. Then select the 'Accounts' tab where you'll see your accounts listed. To remove a Moneydance+ connection, choose Online > Set Up Moneydance+. 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. Select the relevant account and choose 'Reset Sync Date'. You can change the transaction history date range at any time. 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 grant third party access for each account type individually. 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 `Online > Set Up Moneydance+>Accounts>Connect Accounts' Select the "Disable" button to remove the OFX connection - restart Moneydance!) To achieve this: launch Moneydance, select the relevant account from the left side bar 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. ![]()
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