Username Change

Stephen Heard's Avatar

Stephen Heard

10 Aug, 2022 03:54 PM

I have changed my username for online banking at my bank.
MoneyDance still uses my old username. How do I change it in MoneyDance, so that it matches the new one at my bank?
Thanks.
SH

  1. Support Staff 1 Posted by Maddy on 11 Aug, 2022 04:11 PM

    Maddy's Avatar

    Hi Stephen,
    Thank you for contacting Moneydance support.

    To achieve this you should open Moneydance and select your account. Choose Online --> Setup Online Banking. This will open a window that displays your current connection details for this account. Choose 'Change PIN' where you'll enter your existing login credentials, and input your new username as required.

    Please note: Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Stephen Heard on 11 Aug, 2022 06:39 PM

    Stephen Heard's Avatar

    I followed your instructions to the letter but ...the 'change pin' button is dimmed and inoperable.
    When connecting with my bank for bill payment or download of new transactions, I'm presented with a screen for entering my password. On this screen, the original, older username if already filled in. In order to connect, I must erase that username and enter the new one, along with my bank online password. This longer approach works, but I'd like for the default, pre-filled  username to be my new username, not the older one.
    Hope you can help. Thanks.SH
        On Thursday, August 11, 2022, 12:12:21 PM EDT, Maddy <[email blocked]> wrote:
     
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  3. 3 Posted by Stuart Beesley ... on 11 Aug, 2022 06:53 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Several options.

    File/passwords. Untick save online passwords, save, restart, then turn back on. NOTE this will forget all your passwords. So you may not want to do this.

    Toolbox has options where you can see the passwords and edit the data saved.

  4. 4 Posted by Steve Heard on 11 Aug, 2022 07:09 PM

    Steve Heard's Avatar

    I do not want to change my password.
    I want to change/update my MoneyDance USERNAME (to the same as my new, updated username at my bank.
    Please provide instructions.
    SH

  5. 5 Posted by Stephen Heard on 11 Aug, 2022 07:13 PM

    Stephen Heard's Avatar

    I do not want to change my password.I want to change/update my MoneyDance USERNAME (to the same as my new, updated username at my bank.)Please provide instructions.SH On Thursday, August 11, 2022, 02:53:39 PM EDT, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
     
      #yiv3063045998 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv3063045998 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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  6. 6 Posted by Stuart Beesley ... on 11 Aug, 2022 08:43 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Yup... As I said.. If you tell MD to not save your passwords and then tick the option to save passwords, it will forget them and ask you to re-enter them (not change them at the bank)..

    OR the Toolbox extension, Online Banking Tools menu has options where you can see what passwords are stored and then change what's stored.

  7. 7 Posted by Stephen Heard on 12 Aug, 2022 12:15 AM

    Stephen Heard's Avatar

    My 4th attempt at this request ...I'm not concerned about passwords.I'm trying to change my username!How? !!!SH On Thursday, August 11, 2022, 04:44:01 PM EDT, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
     
      #yiv5658260757 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv5658260757 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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  8. 8 Posted by dwg on 12 Aug, 2022 12:54 AM

    dwg's Avatar

    What username are you referring to?

    Moneydance has passwords that can be set to open up your data files, it can save username/password combinations that are used to download your bank transactions. But Moneydance does not have a usernames as such for itself.

    I do not think we are understand exactly what you want to change.

  9. 9 Posted by Stephen Heard on 12 Aug, 2022 01:43 AM

    Stephen Heard's Avatar

    Sorry, I meant 'User ID', not 'User Name'.When I do "Online - Download WF Bank Transactions", a pop up window  asks for my my WF user ID and password.  This is the same User ID and password I use when accessing my WF account online by going to the WF website directly (without using MoneyDance.)The Money Dance pop up window shows my old User ID pre-filled. I want to change that so that it shows my new WF User ID pre-filled instead.(This is a WF Bank user id, not a MoneyDance user id.)Sorry for the confusion and hope you can help me with this seemingly simple change. Thank you.SH
        On Thursday, August 11, 2022, 08:54:53 PM EDT, dwg <[email blocked]> wrote:
     
      #yiv2871920177 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv2871920177 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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  10. 10 Posted by dwg on 12 Aug, 2022 01:55 AM

    dwg's Avatar

    Go back to Stuart's posts they are the methods that you can use to change the online username/passwords.

    We normally just refer to passwords as that is what most people are changing. The Moneydance method of disabling and then going through the setup is the basic way of changing anything to do with connecting online, Moneydance itself does not provide any "editing" option, for such options Stuart often provides them in his Toolbox extension.

  11. 11 Posted by Stuart Beesley ... on 12 Aug, 2022 03:06 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    As dwg says, my points work for user names/user ID too.

    Do this, install / run toolbox extension.

    Online banking tools menu.
    Then ‘ View your installed Service / Bank logon profiles’

    Redact NO

    Then in this output, find where the MD info is wrong. Tell me what info is wrong. No need to tell me userid etc.

    I’ll then point to the fix.

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