tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/63978-moneydance-stopped-downloading-transactions-from-charles-schwabInfinite Kind: Discussion 2021-12-04T02:11:10Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T13:26:04Z2020-12-04T13:26:04ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Hi, First a BIG THANK YOU to SEAN and the MD team for all the hard work to fix the mess that Schwab dumped on us.</p>
<p>I just downloaded and installed MD 2021 (2010) and tried it but got no downloads from Schwab. There was no indications that there was no transactions to download. What is meant to happen ? Before Schwab kindly messed-up the download process without warning, if there were no files to download we were told that. So should this new version look and feel like to old OFX process ? Some instructions would be helpful</p>
<p>Thanks</p></div>yardytag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T14:27:09Z2020-12-04T14:27:09ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I followed the pointer provided by Markevans26 to create a new link to Schwab and they worked well. Thank you Mark !</p>
<p>Again and HUGE thank you to SEAN and the MD team !!!!</p></div>yardytag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T16:19:06Z2020-12-04T16:19:06ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Could you tell me how to find the instructions? Is there a message number?</p></div>andrea_ktag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T17:02:26Z2020-12-04T17:02:26ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I think this is the pertinent message:<br>
<a href="https://infinitekind.tenderapp.com/discussions/online-banking/17212-schwab-transactions-not-downloading#comment_48879836">https://infinitekind.tenderapp.com/discussions/online-banking/17212...</a></p></div>davet65tag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T17:06:27Z2020-12-04T17:07:14ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>You simply need to recreate the connection with your bank and it will definitely work. You will need to disable your current connection and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:</p>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select Online --> Setup Online Banking<br></li>
<li>Click the "Disable" button. If you don't see this button, just close the window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the same institution.<br></li>
<li>Select Online --> Setup Online Banking (again)
<br></li>
<li>Click the "New Connection" button and select your bank and hit OK<br></li>
<li>Continue with the setup process, entering your username/password
</li>
</ol>
<p><strong>Make sure you pick "New Connection"</strong>, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T18:43:35Z2020-12-04T18:43:36ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Great news that a fix is here!</p>
<p>However, it still isn't working for me. Downloaded 2021 (2006) and entered my license key as usual. Disabled current online banking and tried multiple times to setup the new connection. Nada.</p>
<p>Tried both Schwab connections that come up and neither wants to work. When I'm filling out the details I can't select 'Online Banking' in the dialog box either. Is that an issue?</p>
<p>Thanks, sooo close to getting back online.</p></div>Nicktag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T19:02:06Z2020-12-04T19:02:08ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Check that last post! Re-downloaded build 2010, not sure how 2006 was current this morning but now I'm all good!</p>
<p>Thanks again Sean and everyone who worked on this, great to be back.</p></div>Nicktag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T21:22:08Z2020-12-04T21:23:32ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>still no good - trying resetting connections with your steps to both Schwab's Inc and NA connections and no success:</p>
<pre>
<code class="html"><HTML>uh oh, we've gotten some OFX with no headers: <HTML>
<HEAD>
<TITLE>Access Denied</TITLE>
</HEAD><BODY>
<H1>Access Denied</H1>
You don't have permission to access "..." on this server.<P>
Reference&...
</BODY>
</HTML>
BEGINRESPONSE>>>>>
<HTML>
<HEAD>
<TITLE>Access Denied
</HEAD>
<BODY>
<H1>Access Denied
<P>Reference #....
</BODY>
</HTML>
<pre><code></code>
</pre></code>
</pre></div>jtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-04T22:51:05Z2020-12-04T22:51:25ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>j - Have you downloaded build 2010?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-05T02:04:29Z2020-12-05T02:04:32ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Thank you MD team. Downloaded the new build, created a new connection and it downloaded my transactions just fine! You guys rock!</p></div>Big Jefftag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-05T02:37:57Z2020-12-05T02:37:57ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>A big thanks to the MD support and development team on getting the Schwab link back up and running. It truly is appreciated.</p></div>timfetnertag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-05T04:24:26Z2020-12-05T04:24:26ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>@J, that looks like the response on the old MD. Check the first few lines of the console log to make sure of the version you are using. Then make sure you download new Schwab connection info using the process Sean outlined.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-05T15:18:00Z2020-12-05T15:18:01ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Thank you MD team. After downloading, buying new license and reconnecting to Schwab, it is working great.</p></div>Matttag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-05T21:03:04Z2020-12-05T21:03:04ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p><em>THANKS</em> Sean! I backed up my data set and bought a new license for MD 2021 and when I opened the file, Schwab downloaded just fine! Did not have to reconnect or reset the bank information. It just worked which is the evidence of good software design!</p>
<p>Unfortunately I had to merge a bunch of transactions back to early October in my checking account but once I got that straightened out and duplicates removed it was smooth sailing. I knew that would be an issue when the account finally reconnected. It might be nice to be able to select 2 entries in an account (either bank or Investment) and be able to force a merge of the two.</p>
<p>But thank you for getting this out on record time and dealing with the surprise tactics from Schwab! I hope that the final transition to FDX goes a lot smoother on a more relaxed timetable!</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-05T21:58:11Z2020-12-05T21:58:11ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Yes, a big thank you to Sean for getting this working again:</p>
<p><img src="https://media1.giphy.com/media/6tHy8UAbv3zgs/giphy.gif" alt="THANKS"></p>
<p>Now, I'm back to facing <a href="https://infinitekind.tenderapp.com/discussions/problems/57281-cleared-memo-fields-now-overwritten-when-downloading-account-info-from-bank">this year old issue</a>. Anyone have ideas on that one?</p></div>Keith Beattietag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-06T18:37:31Z2020-12-06T18:37:31ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I have had success downloading the Schwab transactions in Moneydance.</p>
<p>I followed the suggested steps, updated the version of Moneydance, changed the online banking connection to Charles Schwab Inc. and then downloaded transactions. No problems were encountered.</p>
<p>Thank you Sean and your team.</p></div>wrsobertag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-06T20:57:29Z2020-12-06T21:04:18ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I don't seem to be able to download 2010. I've tried the "check for updates" several times, but I get nothing. I tried quitting and then checking, but nothing. Ideas, please?</p>
<p>Thanks</p></div>sgdavistag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-06T21:11:28Z2020-12-06T21:11:28ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I'm a fellow user.</p>
<p>You can download Moneydance 2021 build 2010 from:</p>
<p><a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>The data behind the updater extension may not have been updated for the preview release or you may have the updater extension set to not show preview versions.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-06T21:26:29Z2020-12-06T21:26:29ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>That got it! Thanks!</p>
<p>Also, my Schwab downloads work, without any online banking changes.</p>
<p>Thanks to Sean for getting us back in business.</p></div>sgdavistag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-06T22:46:12Z2020-12-06T22:46:12ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>@Keith, I don't think that is a MD issue, I replied in that thread.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-07T18:22:58Z2020-12-07T18:22:58ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Sean, you are a coding god among mortals.</p></div>shoppertag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-07T19:04:25Z2020-12-07T19:04:25ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>THank you to MD and this group! I downloaded the new version and was able to download new transactions (actually, they went back to Dec 18, 2018, but it looks like they merged or replaced transactions I already had entered).</p></div>mteplitskytag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-08T17:25:36Z2020-12-08T17:25:38ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>It looks like Schwab downloads are back up and running, so that is good news. Is there long-term concern that this would happen again as the FDX industry group and members set future direction? It seems like just a matter of time before other institutions do something similar as what Schwab did.</p>
<p>More info on FDX members:<br>
<a href="https://financialdataexchange.org/FDX/The%20Consortium/FDX/The-Consortium/Members.aspx">https://financialdataexchange.org/FDX/The%20Consortium/FDX/The-Cons...</a></p>
<p>OFX and FDX merge<br>
<a href="https://www.americanbanker.com/news/ofx-and-fdx-to-create-single-data-sharing-standard">https://www.americanbanker.com/news/ofx-and-fdx-to-create-single-da...</a></p></div>DVtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-08T19:56:41Z2020-12-08T19:56:41ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I'm a fellow user.</p>
<p>Financial Institutions can do whatever they like in this space. They can stay with OFX, move to FDX, some drop OFX completely and move to just supporting the proprietary Web Connect system, thus locking out everyone bar Quicken/Intuit.</p>
<p>Schwab has gone done the path of trying to just use aggregators, highly questionable move in terms of privacy to start with, but I'm sure reduces their costs in not needing to support their customers directly - you have trouble downloading talk to the aggregator!</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-11T16:22:05Z2020-12-11T16:22:05ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>The 2021 (2012) is working after I found and deleted the duplicates. I made sure to delete my original posting by and kept the matching download after noticing if I did it the other way it would download again.</p>
<p>Here is the But, it keeps downloading things that are not there> Like today after the down completed it said 9 thing downloaded. But only 4 things where there to confirm or merge. Could not find anything about the others. So other than this seems to work fine.</p>
<p>Is it safe to just ignore those extra things it says it is downloading? The number of the ghosts changes u[p and down with the days.</p>
<p>Great thankss to the team at IK for getting this working! Roy</p></div>roytag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-11T18:09:14Z2020-12-14T10:28:09ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I have upgraded to version 2021 (2012) and have had mixed results with Schwab so far. Recreating the online banking connection for my Charles Schwab checking account worked, and is allowing me to download transactions again. My Charles Schwab brokerage accounts however, have not been successful after disabling and recreating the online banking connections.</p>
<p>In the console window, I see that the initial connection from recreating the online banking setup is successful:</p>
<p>accounts are available!<br>
account: Charles Schwab; serviceType: 6; service: Charles Schwab & Co., Inc.; mode=banking<br>
calculated portfolio cost basis in 0.136 seconds</p>
<p>When I try to download transaction though, I am seeing the same OFX errors as before:</p>
<p>uh oh, we've gotten some OFX with no headers:<br>
Unhandled OFX message set: HEAD<br>
Unhandled OFX message set: BODY</p></div>Jasontag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-12T19:39:12Z2020-12-14T10:26:07ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>I don't know if you received last message, seemed to have a burp. I downloaded 2021 (2010) and have the same results as before, nothing downloads. I am running Mac OS Catalina 10.15.4</p></div>davier12tag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-15T14:59:01Z2020-12-15T14:59:02ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Where is everyone finding 2021 (2010)? Did it get pulled? The latest I can find is 2021 (2006) which does not work with Schwab, and hit and miss with Fidelity. I'm anxiously awaiting a fix to get my Schwab data.</p></div>starbuckertag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-15T15:21:00Z2020-12-15T15:21:00ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Hi all,</p>
<p>The latest preview version should fix the connection problem with Schwab.</p>
<p>Moneydance 2021 (2012) is now available to download from <a href="https://infinitekind.com/preview">this page</a>.</p>
<p>For a full list of improvements in the preview version, please refer to <a href="https://infinitekind.com/previewdl/current/changelog.txt">this page</a>.</p>
<p>Specifically, the (end-to-end encrypted) tunneling for OFX exchanges with certain banks (like Schwab) has been enabled within this version.</p>
<p>Please note, you might be required to recreate the connection with your bank, as well. You will need to disable your current connection and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:</p>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select Online --> Setup Online Banking<br></li>
<li>Click the "Disable" button. If you don't see this button, just close the window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the same institution.<br></li>
<li>Select Online --> Setup Online Banking (again)
<br></li>
<li>Click the "New Connection" button and select your bank and hit OK<br></li>
<li>Continue with the setup process, entering your username/password
</li>
</ol>
<p><strong>Make sure you pick "New Connection"</strong>, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.</p>
<p>Please let us know if you continue to have connection problems after recreating your connection and we'll troubleshoot further.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/487437342020-12-15T23:01:49Z2020-12-15T23:01:50ZMoneydance Stopped Downloading Transactions From Charles Schwab<div><p>Thank you Maddy,</p>
<p>I can confirm that 2021 (2012) fixed my problem. I was lucky and didn't have to recreate my connections. Thank you again!</p></div>starbucker