tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/17962-cant-download-usaa-transactionsInfinite Kind: Discussion 2023-07-12T01:37:54Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-01-31T23:33:43Z2021-01-31T23:33:44ZCan't download USAA transactions<div><p>Let’s all be sure we focus in the “right direction” here and also give a little bit of “slack” to the “somewhat innocent”.</p>
<p>From everything I’m seeing, this issue was 100% initiated by USAA, and it’s essentially up to them to take the first steps to fix it, INCLUDING communicating more widely with software vendors. It’s also useless (although it might make you feel good for a bit) to yell at, or be harsh with the “front-line” USAA folks OR Infinite Kind. They’re all more or less “innocent bystanders”, somewhat like us. What IS (at least IMHO) appropriate is to “express displeasure” to people at USAA who can make a difference (CEO, Board Members, <a href="mailto:executivecommunicatoons@usaa.com">executivecommunicatoons@usaa.com</a> <a href="mailto:executivecommunicatoons@usaa.com">executivecommunicatoons@usaa.com</a> and so on), which I have done. They are the ones that “set the tone” for the rest of the organization and enabled a culture that let something like this happen. While it does not excuse the lack of communications, there may have even been some mitigating circumstances, like a hack or some other compelling system issue that required immediate action</p>
<p>Hopefully, someone who “Gives a darn” will pay attention and things will get fixed.</p>
<p>In the meantime, I think emails to <a href="mailto:executivecommunications@usaa.com">executivecommunications@usaa.com</a> <a href="mailto:executivecommunications@usaa.com">executivecommunications@usaa.com</a> , Board Members and/or C-level executives will definitely help speed that process.</p></div>clayjtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-01-31T23:41:56Z2021-01-31T23:43:26ZCan't download USAA transactions<div><p>@clayj - wow - same minute post on same topic...</p>
<p>I wonder if somebody @ usaa.com will work or is the site smart enought to block that too, given you WANT people to know the email.</p>
<p>Hmm, looks like my same minute post is now on the previous page. Long thread indeed.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-01-31T23:47:45Z2021-01-31T23:47:46ZCan't download USAA transactions<div><p>Great minds!</p>
<p>I have a cousin (RADM USN, Ret) who was on the BoD for USAA several years ago. I’m waiting a few more days before I “pull that string”; but if the “radio silence” from USAA continues and/or the response is “less than satisfactory”, I definitely intend to do that.</p>
<p>The lack of communications is inexcusable.</p></div>clayjtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T14:46:17Z2021-02-01T14:46:17ZCan't download USAA transactions<div><p>Yes, as Mark J (and others) have mentioned, the fact that the new<br>
connection USAA has implemented that's labeled "... - New" isn't on IK's<br>
list is what has us all in a lurch. In desperation, I bought Quicken this<br>
weekend just in case IK never gets it fixed. I was successfully able to<br>
download my USAA trans via Q and it, for sure, found the " - New"<br>
connection. That said, I'd go back to MDance in a hearbeat if they can<br>
create the new connection. I also find it garbage that USAA only gives its<br>
members one way to download activity. I have a couple of other accounts<br>
that give you a drop-down list of download choices from within their site<br>
(vs being only able to fetch the info from the outside via Direct Connect)</p>
<p>Sent from my Galaxy S10+</p></div>jerrihalftag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T14:58:35Z2021-02-01T14:58:35ZCan't download USAA transactions<div><p>@jerrihalf, does Quicken only come in a cloud version or did you purchase a license?</p></div>wbbonneriiitag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T15:24:32Z2021-02-01T15:24:32ZCan't download USAA transactions<div><p>Cloud based subscription is the only option I saw. I'm not happy about<br>
that either. I just want to reconcile my accounts and check a calendar to<br>
make sure bills are paid on time (via my bank, not Q). I don't need more<br>
whistles and bells.</p>
<p>Sent from my Galaxy S10+</p></div>jerrihalftag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T15:33:24Z2021-02-01T15:33:24ZCan't download USAA transactions<div><p>Why is the forum blocking the emails posted in this thread? Do they not want us to contact USAA executive management to complain?</p></div>rsenecatag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T17:45:56Z2021-02-01T17:46:01ZCan't download USAA transactions<div><blockquote>
<p>Why is the forum blocking the emails posted in this thread? Do they not want us to contact USAA executive management to complain?</p>
</blockquote>
<p>It's default behaviour of the forum / support software I'd imagine to prevent bots from coming along and harvesting email addresses from what is a public discussion board.</p></div>Marktag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T17:59:30Z2021-02-01T17:59:30ZCan't download USAA transactions<div><p>just type it like this:</p>
<p>Joe dot bloggs at somewhere dot com</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T19:53:35Z2021-02-01T19:53:35ZCan't download USAA transactions<div><p>BTW, the Q handshake with USAA FSB to get my USAA trans downloaded now involves two factor authentication. What a PITA.</p></div>jerrihalftag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T20:09:29Z2022-07-13T12:41:56ZCan't download USAA transactions<div><p>I spoke with USAA's tech support on Friday and was basically told, "Moneydance is not a supported tool". I registered my displeasure and the gentleman told he he would escalate my issue. I just got a call back from USAA and the lady said, "I understand you're having a problem with Quicken?". Sigh. Told her that no, I don't use Quicken, the problem is with Moneydance. Her response?</p>
<p>"Oh, that's not a supported tool. We can't help you."</p>
<p>So annoyed...</p></div>taser8tag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T20:24:52Z2021-02-01T20:24:53ZCan't download USAA transactions<div><p>This debacle has my searching for a new bank. I guess I've been spoiled by. USAA's a) lack of monthly fees; b) ATM fee reimbursement; c) lack of USAA fees for ATM transactions; d) decent online user experience, and e) what I believe is a really solid mobile app.</p>
<p>Looking for recommendations for a bank that comes close in the above (particularly in the fee department) AND that Moneydance works with. Suggestions, anyone?</p>
<p>(Moving to Quicken would certainly enable more options, but I hate the subscription model and forced recurring fees, so very much hoping to avoid that.)</p></div>Toddtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T20:30:21Z2021-02-01T20:30:21ZCan't download USAA transactions<div><p>If you want a new bank that has no fees, ATM reimbursement (WORLD-WIDE,<br>
not just in the US), a good online user experience, and a decent app, I<br>
have to recommend Schwab Bank. Plus MD has <em>just</em> fixed a problem with<br>
Schwab that was very similar to USAA's issue, so it's working again<br>
there...</p></div>bzstag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T20:35:10Z2021-02-01T20:35:10ZCan't download USAA transactions<div><p>I hope that MD gets the issue worked out w/USAA w/in my 30 days<br>
"satisfaction guaranteed" window with Q so I can go back to MD.</p>
<p>Sent from my Galaxy S10+</p></div>jerrihalftag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T20:46:28Z2021-02-01T20:46:28ZCan't download USAA transactions<div><p>For those who have access to emails of USAA board members, perhaps you can post a link to this thread. And anyone else who has a Twitter/Instagram account, a reference to this thread directed to the USAA social media platforms may help get some movement.</p></div>David Houghtontag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:05:04Z2021-02-01T21:07:00ZCan't download USAA transactions<div><p>I think the pertinent email posted by @clayj was</p>
<p>What IS (at least IMHO) appropriate is to “express displeasure” to people at USAA who can make a difference (CEO, Board Members, executivecommunicatoons at usaa.com and so on), which I have done. They are the ones that “set the tone” for the rest of the organization and enabled a culture that let something like this happen.</p>
<p>I do think a typo was made in the address.... although this has felt like a ca(r)toon.</p>
<p>So I assume the intended address is executivecommunications at usaa.com</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:09:28Z2021-02-01T21:09:29ZCan't download USAA transactions<div><p>I’m in the same boat as Todd, if in fact USAA won’t “come around”. I do think we need to make sure USAA understands that “people vote with their feet”</p></div>clayjtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:12:42Z2021-02-01T21:13:20ZCan't download USAA transactions<div><p>Im also thinking about walking away, but as a financial caveat for those thinking of leaving... if you have a long term credit card, mine is 35 years old, don’t cancel it, just stop using it and suck up the $40 fee each year.</p>
<p>This is to maintain the length of credit time for your FICO score.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:15:29Z2021-02-01T21:15:29ZCan't download USAA transactions<div><p>RE: USAA<br>
Just tossing this out there for anyone on LinkedIN<br>
<a href="https://www.linkedin.com/in/susanworwa/">https://www.linkedin.com/in/susanworwa/</a></p></div>Dan Ptag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:19:08Z2021-02-01T21:25:47ZCan't download USAA transactions<div><p>Here's something I found amazing. In just a few days, there's been 22 separate discussions created for the exact same USAA problem. So that's at least 21 people who didn't bother to check to see if there was an existing discussion. And then there were the people who posted in the existing discussion that they had already tried re-connecting and upgrading, before looking for an existing discussion and realizing they did all that for nothing. Lessons learned?</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:36:24Z2021-02-01T21:57:09ZCan't download USAA transactions<div><p>By the way, USAA has a Facebook and Twitter account. One thing about those are that your posts are seen by other people, whereas email complaints just go into a black hole. Several years ago, when Hungry Jack did away with their short microwavable bottle for their syrup, and switched to a tall bottle like the other syrups that could not be microwaved, there were hundreds of posts on their Facebook page complaining. Almost a year to the day after they did that, the short microwavable bottle returned. Hmmmm, I just looked at the posts on USAAs Facebook page, people are not happy, recent article in the Washington Post, 20 of the 30 biggest corporate backers of the 147 GOP lawmakers who sought to overturn the election results have suspended some or all of the donations in response to the Capitol incident. One of the 10 that has not is USAA. So maybe they have bigger worries than us lowly Moneydance users.</p></div>ppinoccitag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:41:37Z2021-02-01T21:41:37ZCan't download USAA transactions<div><p>Wow!! That is really surprising given USAA's MO. Really frustrating. I suppose I might look for a new bank also :-<</p>
<p>Thanks for letting me know.</p>
<pre>
<code>On Monday, February 1, 2021, 2:25:01 PM CST, Todd <tender+df08517f6c@tenderapp.com> wrote:</code>
</pre>
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</table></div>foisymtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:42:25Z2021-02-01T21:42:25ZCan't download USAA transactions<div><p>Excellent! Thanks for that info.</p>
<pre>
<code>On Monday, February 1, 2021, 2:30:29 PM CST, bzs <tender+df08517f6c@tenderapp.com> wrote:</code>
</pre>
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<td></td>
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</table></div>foisymtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T21:44:28Z2021-02-01T21:44:28ZCan't download USAA transactions<div><p>Is it MD getting the issue worked out? Or, USAA? </p>
<p>Mark Foisy</p>
<pre>
<code>On Monday, February 1, 2021, 2:35:17 PM CST, jerrihalf <tender+df08517f6c@tenderapp.com> wrote:</code>
</pre>
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<tr>
<td></td>
</tr>
</table></div>foisymtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T22:08:29Z2021-02-01T22:08:29ZCan't download USAA transactions<div><p>USAA is certainly not trying to "fix" the issue, as they don't think there is a problem.</p>
<p>It's perfectly ok to remove a feature (DIRECT CONNECT) that has worked for over a decade without any notification to their users.</p>
<p>It's also ok not to provide a manual stopgap for such removal (i.e. OFX/QFX or even QIF downloads - CSV isn't acceptable)</p>
<p>And the only response to complaining is, "we only support Quicken".</p>
<p>NO, you didn't support Quicken, you supported DIRECT CONNECT and you got rid of it without a word. And you don't care.</p>
<p>As for MD - we did get one message from Maddy saying it's being looked into. I've said to Sean in another area that it might be nice to get an update. But MD was gobsmacked as much as we were, and they're probably just trying to figure out who to talk to (if anyone at USAA will bother).</p>
<p>Schwab did basically the same as USAA on Oct 16, but at least they had a contact point for vendors like MD, whereas I don't see USAA having done the same.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T22:12:38Z2021-02-01T22:12:38ZCan't download USAA transactions<div><p>ppinocci, a lot of people have never been to the public forum, so they just hit help, and type a help request. Some think they are entering a chat session, and send basically the same message a few times, then say "is anybody there?"</p>
<p>So, it's not really surprising there are multiple threads, as they've never seen the primary thread. Still, I agree it's frustrating to see so many threads.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T23:34:28Z2021-02-01T23:34:28ZCan't download USAA transactions<div><p>Wow, disappointing indeed. I have used MD with USAA for at least 8 years now...? I have multiple (8?) accounts with USAA. I sure hope they come around. I rely heavily on the Money Foresight Forecast add-in to forecast cashflows, as we have multiple rental properties, and no other Mac-based app comes close to MD in this respect. In fact, I've even gone so far as to buy Parallels for the Mac and installed Windows, only to be disappointed by Quicken for Windows and ultimately return to MD.</p></div>leyh55082tag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T23:37:39Z2021-02-01T23:37:39ZCan't download USAA transactions<div><p>From dtd: "As for MD - we did get one message from Maddy saying it's being looked into. I've said to Sean in another area that it might be nice to get an update. But MD was gobsmacked as much as we were, and they're probably just trying to figure out who to talk to (if anyone at USAA will bother).</p>
<p>Schwab did basically the same as USAA on Oct 16, but at least they had a contact point for vendors like MD, whereas I don't see USAA having done the same."</p>
<p>Speaking as someone who was hit by the Schwab problem as well, were any lessons learned by MD to resolve this USAA problem (much) faster than the Schwab problem? It didn't seem that Schwab paid any attention to customer complaints, and it seems there is a similar reaction from USAA ("not our problem"), so is this on track to be resolved by MD? I just paid to upgrade MD to make Schwab work only to find that my bigger problems have just started with USAA.</p>
<p>Also, is Direct Connect going away as a supported bank interface, such that I need to worry about every account I use successively being broken with MD and facing multi-month wait-and-see periods before resolution, or is MD aware of this concern and being proactive about a solution that scales vs. reacting to each bank that does this as if it were a total surprise?</p></div>jerryw.millertag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-01T23:53:12Z2021-02-01T23:53:47ZCan't download USAA transactions<div><p>Just found this thread. I am having the same problem with USAA.</p></div>00mjwhitetag:infinitekind.tenderapp.com,2009-01-14:Comment/489989742021-02-02T00:04:04Z2021-02-02T00:54:36ZCan't download USAA transactions<div><p>ignore</p></div>dtd