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Bank changed providers, moneydance database still has old provider

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Brian Hawthorne

09 Apr, 2015 10:01 PM

My bank: Florence Bank (https://www.florencebank.com) has just changed their online providers. Their instructions for Quicken users say to disable online banking, then reenable it. I tried that for Moneydance, but I get a login error. Based on other items here on the MD knowledge base, I assume that Moneydance just needs to update their database.

The new provider web login goes to https://secure.myvirtualbranch.com/FlorenceBank/Accounts/AccountsSummary.aspx in case that helps any.

Thanks for any help!

1. 1 Posted by Ian L on 10 Apr, 2015 02:35 PM

   

   We've updated our connection information for your bank, so you should be able to connect now. 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, continue to step 5.
   4) Select the Online->Setup Online Banking button/menu (again)
   5) Click the New Connection button and select "OneWest Upgrade" from the list of available institutions that pops up. Hit OK
   6) Continue with the setup process, entering your username/password
   7) Repeat steps 1-6 for any additional accounts

   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.

   Ian
   Infinite Kind Support

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2. 2 Posted by Brian Hawthorne on 11 Apr, 2015 02:11 PM

   

   Thanks! I assume where you say "OneWest Upgrade" I was supposed to type the name of my bank, "Florence Bank." I did that and everything seems to be working now. You guys are great!

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3. Brian Hawthorne closed this discussion on 11 Apr, 2015 02:12 PM.

4. Brian Hawthorne re-opened this discussion on 11 Apr, 2015 02:27 PM

5. 3 Posted by Brian Hawthorne on 11 Apr, 2015 02:35 PM

   

   Well, it is downloading transactions, but multiple times!
   Caveat: at the same time my bank changed providers, I upgraded to Moneydance 2015, so I have no idea where the problem is coming from. I just know it worked in Moneydance 2014 with the old bank provider, but doesn't with 2015 and the new provider.

   Here's the problem:

   I have one login with three accounts associated with it (two checking, one savings). Each has a separate account number and a separate account in Moneydance. This used to work fine. I just downloaded all online accounts in Moneydance, and transactions are ending up in the wrong place. For example:

   A debit transaction from Checking 1 was downloaded to all three moneydance accounts.

   A transfer from Checking 1 to Checking 2 correctly showed up as a withdrawal in MD Checking 1 and as a deposit in MD checking 2. But, it also showed up as a withdrawal in the MD Savings account!

   So, I can imagine this could be my new bank provider screwing up, or a problem with the way the way MD is handling multiple accounts per login, or something else.

   Help!

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6. 4 Posted by Brian Hawthorne on 11 Apr, 2015 02:40 PM

   

   Oh. I think I figured it out.

   I disabled online access, and then set it up again. This time, it asked me to specify which account number to use. Apparently, the first time, after typing my username and password, I had clicked on the grayed out "Next" button, since it was taking so long to confirm the login. That click was then buffered, and when the account number screen was displayed, it just happened to have a Next button in the same place, so my buffered click just accepted the first account number!

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7. 5 Posted by Brian Hawthorne on 11 Apr, 2015 02:54 PM

   

   Yup. That was the issue.

   So, my problem is fixed, but you might want to put up a modal dialog while it is confirming the account login, or clear the input buffer or something.

   Thanks again.

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8. Brian Hawthorne closed this discussion on 11 Apr, 2015 05:13 PM.

9. Brian Hawthorne re-opened this discussion on 11 Apr, 2015 05:14 PM

10. 6 Posted by Brian Hawthorne on 11 Apr, 2015 05:16 PM

    

    But wait, there's more!

    I also setup Online Banking and Online Bill Payment on my business account in Moneydance, which has a different login/password with my bank (and used to have a different bank name, Florence Savings - Business instead of Florence Savings - Personal). The online banking part works fine and downloads transactions. But, the menu items for Online Bill Payment and Send Online Payment are grayed out for that account. I tried disabling and reenabling online banking/bill payment, but the same thing happens.

    Perhaps the bank still needs something different for the business accounts?

    Brian

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11. 7 Posted by Ian L on 11 Apr, 2015 05:33 PM

    

    Hi Brian,

    Unfortunately, it looks like the new Florence bank server doesn't support bill payment through OFX. They no longer have a separate server for personal and business banking. You'll need to use their website to perform bill payments now.

    Ian
    Infinite Kind Support

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12. 8 Posted by Brian Hawthorne on 11 Apr, 2015 06:09 PM

    

    Thanks. I’ll go complain to my bank.

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13. System closed this discussion on 19 Mar, 2016 04:56 AM.