We do not need the session_id as it will change Make sure you haven't taken note of the session_id by mistake. We'd recommend you create a new seperate text file where you can store the details you'll need Take note of this clientUid as we'll need it later. It is 36 characters consisting of - XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX (8-4-4-4-12) This is the information after "client_id". Within this, you can find your clientUID. read&response_type=code&code_challenge=my_challenge&state=my_state&code _challenge_method=plain&session_id=nonothere-nopenope-nope-clientidisit The following is an example of the information you'll see. On this screen, you should copy all the text in your web browser address bar (see the purple arrow) and paste into a text program like TextEdit, Notepad, Word etc. You will see the following page where we can retrieve your clientUid -ĭo not allow Quicken access just yet as that'll direct you to another page
MONEYDANCE 2017 REVEW PDF
If you prefer to use the original PDF document, it can be downloading via the following link. It is estimated the steps below will take around 30 minutes to complete.
MONEYDANCE 2017 REVEW MANUAL
The script is not guaranteed to work, but the majority of customers who have followed the steps have reported success.īefore following the steps below, take a manual backup of your data file via File -> Export Backup. Many thanks to Stuart, for instructions and testing, and for credits and technical OFX input.
MONEYDANCE 2017 REVEW UPDATE
Stuart Beesley, a Moneydance user and contributor to the support forum, has written a python script that allows you to update your Moneydance dataset with the correct OFX connection settings that USAA requires. We are working to resolve this, but I’m afraid the connection is not working correctly at this time. Unfortunately, USAA have recently made a change that seems to have disabled direct OFX connections, which Moneydance and other software requires to directly communicate with their servers. If you have a Moneydance 2023 license key, the cost to use Moneydance+ is $4/monthly (or $40/annually), and there is a 30-day free trial so you can fully test downloading from your bank before you're charged. The steps for setting up this service are outlined here. You can read more about Moneydance+ in this blog post. This is the new (optional) subscription service that allows you to download transactions automatically from your banks using the Plaid aggregator.
The steps for importing CSV files are outlined here.Īlternatively, if you're using Moneydance 2022 or 2023 you can subscribe to Moneydance+. USAA only allows downloads using the CSV file format. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's website. Without Direct Connect, you are still able to easily import your data into the program for free. As of June/July 2023, USAA has removed their support for OFX Direct Connect, which is required for you to download your transactions automatically for free.
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