Etrade Connection

Mike Ziggler's Avatar

Mike Ziggler

06 Jan, 2025 03:06 PM

I am loving my MONEYDANCE and I have 27 accounts all downloading online which is awesome and doing exactly what I need it to do. My ETRADE accounts will not connect and I have tried for a few days, any advice? I have attached a screenshot of the error.

  1. Support Staff 1 Posted by Maddy on 06 Jan, 2025 05:08 PM

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    Hi Mike,
    We are sorry to hear about the problem you have encountered.

    Is it possible that you were connecting using the OFX service method prior to switching to Moneydance +?

    If this is the case for you, in order to stop the OFX method taking over Moneydance + and allow your transactions to download as expected, you should clear the current connection information still stored within the program.

    To achieve this, please navigate to Extensions->Manage Extensions and install the Toolbox (v.1066)

    Launch the Toolbox and select the Update Mode

    Then, navigate to Menu: Online Banking (OFX) Tools
    In the resulting window, under Update Functions you should select :
    Delete OFX Banking Service / Logon profile (remove_one_service.py)

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Mike Ziggler on 06 Jan, 2025 05:27 PM

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    I came from quicken and dont know what the connection service was prior to switching to moneydance. I am reluctant to change anything regarding downloads as I have 27 bank and credit account working and downloading perfectly.

    Do you know if I try this fix, will it affect my other online downloads? Maybe I can backup and restore if things go sideways?

  3. 3 Posted by Mike Ziggler on 06 Jan, 2025 08:25 PM

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    Just found this on the web:
    OFX is the language that Quicken and QuickBooks speak to other software applications when they request and receive financial information. When a customer downloads their account data, this data request is encoded in OFX and transparently transmitted over the Internet to an OFX Web server.

  4. 4 Posted by Mike Ziggler on 06 Jan, 2025 08:27 PM

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    And then this:
    As of Oct. 6, Chase, Bank of America and other major institutions have disabled OFX connections to download transactions.

  5. 5 Posted by Mike Ziggler on 06 Jan, 2025 08:28 PM

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    Found this:
    OFX is the language that Quicken and QuickBooks speak to other software applications when they request and receive financial information

  6. 6 Posted by Mike Ziggler on 06 Jan, 2025 08:36 PM

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    More:
    E*Trade (Etrade Securities LLC) hosts an Open Financial Exchange (OFX) server. OFX is a standardized data format used to exchange financial information between different software systems, such as banking systems, accounting software, and personal finance management tools

  7. 7 Posted by Mike Ziggler on 06 Jan, 2025 08:39 PM

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    So the question is:
    Can you use both connection methods? I have 27 accounts working perfectly without the OFX connection and I need ETRADE to use the OFX connection.

  8. 8 Posted by dwg on 06 Jan, 2025 08:59 PM

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    Yes you can use both connection methods, just not both methods for the one account, that is designed to be a one or other approach and if you were to set up both OFX would always be used and there is no fail over.

  9. 9 Posted by Mike Ziggler on 06 Jan, 2025 09:02 PM

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    dwg, how would I select OFX for just ETRADE so nothing else uses OFX?

  10. 10 Posted by dwg on 06 Jan, 2025 09:08 PM

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    When you set up a connection you are selecting the method used for that specific connection, it is part of the set up process.

  11. 11 Posted by Mike Ziggler on 07 Jan, 2025 01:46 AM

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    dwg, thank you. Im all connected to ETRADE with that info. I appreciate you!
    New question: how am I able to dowload the end of day quotes to match my data and update the balances?

  12. 12 Posted by dwg on 07 Jan, 2025 02:18 AM

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    Quote prices are downloaded using an Extension.

    At this time I would suggest you use the Quote Loader extension details can be fond in the post:

    https://infinitekind.tenderapp.com/discussions/investments/7595-quote-loader-version-2/page/4#comment_62853532

  13. 13 Posted by Mike Ziggler on 07 Jan, 2025 03:51 AM

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    dwg: your awesome bro. Thanks so much for the guidance.
    I have quote loader running fine and have manually imported all my trades. Is there now a way for those new quotes and balances to make its way into the register sidebar and have those total match up? TIA

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