I bank with Wells Fargo and as of sometime in June 2015 I can't download transactions

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anitamacneill

27 Jun, 2015 02:17 PM

I have been a Moneydance user for many years. Periodically there has been a sync problem with my bank. I tried to download transactions on June 24th and was unable to do so. I upgraded from the 2014.5 to 2015 version thinking that was the problem. It was not. I called Wells Fargo and they were clueless. Is there a patch available to correct this problem? Many thanks. Anita MacNeill

  1. Support Staff 1 Posted by Ethan on 27 Jun, 2015 02:46 PM

    Ethan's Avatar

    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) Open your bank account register by clicking on it in the left sidebar in Moneydance
    2) Select Online->Setup Online Banking from the menu bar
    3) Click the Disable button. If you don't see a disable button, continue to step 5.
    4) Select Online->Setup Online Banking from the menu bar (again)
    5) Click the New Connection button and select your bank 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 from this bank

    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank in this way 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.

    Ethan
    Moneydance Support

  2. 2 Posted by Anita MacNeill on 27 Jun, 2015 02:48 PM

    Anita MacNeill's Avatar

    Ethan, I have done as you have instructed with no success.

    Any other ideas?

    Anita MacNeill

  3. Support Staff 3 Posted by Ethan on 27 Jun, 2015 02:59 PM

    Ethan's Avatar

    Hello Anita,

    Just to make sure, when recreating your connection, it's critical to use the New Connection button to reconnect to Wells Fargo. If you just select it from the dropdown, you will not get updated information. That's a very common step for people to miss in resetting a connection.

    If that still doesn't work, you'll need to force clear the current connection information for your bank in Moneydance. I'm attaching a file called remove_one_service_2015.py (or remove_one_service.py if you are using Moneydance 2014 or earlier) that will help do that. Before proceeding, please back up your Moneydance data set, just in case something goes wrong. You can use these instructions to create a backup:

    http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-da...

    except copy your data set instead of moving it, in order to create a backup. So far, this hasn't caused any problems, but better safe than sorry!

    To use the file, first save it to your computer and then follow these steps:

    1. In Moneydance, click on the Extensions Menu and choose the Manage Extensions option.
    2. From the list of available extensions, choose the Python Interface extension, then click Install to download the extension and finish to complete the installation.
    3. Close the Manage Extensions window.
    4. Again, click the Extensions menu. This time, choose the Python Interface option.
    5. In the python window, click the read from file button and load the remove_one_service_2015.py file from whereever you saved it. You will be asked to select which connection you want to clear. Choose your bank, and click OK. You'll get a confirmation message when the connection has been removed. Close the window when done.
    6. Set up the connection to your bank like normal. Since all of your settings have been cleared, you should get the most recent connection information for your bank.

    Hopefully, that will work. If it doesn't, let me know and we'll continue troubleshooting.

    Ethan
    Moneydance Support

  4. 4 Posted by Anita MacNeill on 27 Jun, 2015 03:14 PM

    Anita MacNeill's Avatar

    Ethan you are brilliant!

    It worked.

    Thanks so much

    Anita MacNeill

  5. Support Staff 5 Posted by Ethan on 27 Jun, 2015 03:16 PM

    Ethan's Avatar

    Hi Anita,

    I'm glad to hear things are back up and running! Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  6. Ethan closed this discussion on 27 Jun, 2015 03:16 PM.

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