tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/105-td-bankInfinite Kind: Discussion 2018-10-18T13:54:35Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-07T13:35:40Z2009-12-07T13:35:43ZTD Bank<div><p>Just upgraded to latest preview release, which is 2008R4 (643),
and I get the same error.</p>
<p>Cheers,<br>
Alan Belisle</p></div>Alan Belisletag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-07T18:24:33Z2009-12-07T18:24:33ZTD Bank<div><p>A few weeks ago we updated our connection information for your
bank. Would you please try creating a new connection? 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:</p>
<p>1) Select your bank account in Moneydance<br>
2) Select the Online->Setup Online Banking button/menu<br>
3) Click the "Disable" button<br>
4) Select the Online->Setup Online Banking button/menu
(again)<br>
5) Click the "New Connection" button and select your bank and hit
OK<br>
6) Continue with the setup process, entering your
username/password<br>
7) Repeat steps 1-6 for each account</p>
<p>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.</p>
<p>Please let me know if you continue to have connection problems
after recreating your connection and we will look further into the
issue.</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-21T01:21:39Z2009-12-21T01:21:42ZTD Bank<div><p>Sorry to report that I too am having trouble with TD Bank again.
I can download transactions but I can no longer pay bills online. I
tried to disable and recreate the payment account from scratch but
still get the following error:</p>
<p>There was an error communicating with your financial
institution. The details of the error are below: Bank Name: TD Bank
Online Banking.</p>
<p>This started a couple of weeks ago and this is the first chance
I've had to report it. Using MD 2010 (721)</p>
<p>Regards,</p>
<p>Howard</p></div>Howard Kaufmantag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-27T18:44:26Z2009-12-27T18:44:28ZTD Bank<div><p>Sorry, still having the same problem. I realize it's holiday
season, but I wonder if anyone can help resolve this.</p>
<p>Thanks!</p>
<p>Regards,</p>
<p>Howard</p></div>Howardtag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-28T14:43:20Z2009-12-28T14:43:20ZTD Bank<div><p>Howard,</p>
<p>What version of Moneydance are you using? You can find out your
version by going to the Help Menu and choosing the About Moneydance
option. If you are not using the most recent version (2010 build
735), please update to that version. You can download the update
[here]<a href=
"http://moneydance.com/other">http://moneydance.com/other</a>).
This update has resolved a few key issues our users have been
experiencing. Please let me know if your issue persists and we will
look into other solutions.</p>
<p>Most financial institutions will require you to enable your
accounts for application-based online banking. If you have your
financial institution set up your account as if you were using
Quicken 2008 for Windows then it should also work with Moneydance
since they use the same protocol. This is sometimes necessary as
many banks don't yet recognize Moneydance or know how to deal with
it.</p>
<p>Keep in mind that 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. We have heard of some
users needing to re-enable their accounts after the TD server
upgrade went into effect.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-28T15:26:08Z2009-12-28T15:26:08ZTD Bank<div><p>Hi Angie,</p>
<p>On Dec 28, 2009, at 9:43 AM, Angie Rauscher wrote:</p>
<blockquote>
<p>Keep in mind that application-based online banking often
requires a<br>
different login/PIN than the ones that are used for ATM or
web-based<br>
banking. When you enable your account for access from Moneydance
or<br>
Quicken, your financial institution should let you know what<br>
customer ID/login and PIN to use. We have heard of some users<br>
needing to re-enable their accounts after the TD server upgrade
went<br>
into effect.</p>
</blockquote>
<p>I did re-enable the account after the TD server was upgraded and
it<br>
worked for about a month until a couple of weeks ago. Now it
gives<br>
the error every time. I tried to re-enable it again several times
to<br>
no avail. My version of MD is 2010 721. (That is the latest I<br>
think). I have it working in Quicken with the same login info.</p>
<p>I've attached a screenshot of the final setup screen in MD that
shows<br>
a lack of detail for most of the institution's data. That seems<br>
strange. Clicking on Refresh does not change any of the data.</p>
<p>I'd love to get this working again.</p>
<p>Thanks!</p>
<p>Regards,</p>
<p>Howard</p></div>Howard Kaufmantag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-29T16:35:14Z2009-12-29T16:35:14ZTD Bank<div><p>Hi Howard,</p>
<p>It may be the case that our connection information for TD is out
of date, especially if they made more server changes recently. I'll
research their information and let you know once we've either
updated it or verified that our database is current.</p>
<p>I'm sorry for the inconvenience. Hopefully we can get this
working shortly.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-29T19:00:12Z2009-12-29T19:00:12ZTD Bank<div><p>OK sounds good.</p>
<p>Regards,</p>
<p>Howard Kaufman<br>
Lectrosonics<br>
(516) 557-5213</p></div>Howard Kaufmantag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-29T20:40:33Z2009-12-29T20:40:33ZTD Bank<div><p>OK, we've updated our connection information for TD Bank. You'll
probably need to reset your connection using the steps outlined
above, but it should work now. Please let me know if you continue
to have problems connecting to TD.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-29T21:10:51Z2009-12-29T21:10:51ZTD Bank<div><p>Hi Jessica,</p>
<p>Sorry to report that it's still not working. I did disable and
then<br>
re-create the online bill payment from scratch and still get the
same<br>
error as before. See attached error message.</p>
<p>Regards,</p>
<p>Howard</p></div>Howard Kaufmantag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-29T21:12:53Z2009-12-29T21:12:54ZTD Bank<div><p>BTW, just as a test I booted up Quicken and sent a test payment
to TD bank with the same credentials. It worked as expected.</p></div>Howard Kaufmantag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-30T20:15:43Z2009-12-30T20:15:43ZTD Bank<div><p>Hi Howard,</p>
<p>In the most recent error message screenshot you sent, it looks
like there might be more information hidden in the window. Could
you please try to connect again and, when you get the error, click
and drag the lower right-hand corner of that window to enlarge it?
There may be more useful information hidden away. I've reported
this bug to our lead developer, by the way, so hopefully in the
future the window will have scroll bars.</p>
<p>If that really is the full error message, than I'll need more
information in order to troubleshoot what's going on. In that case,
would you be willing, could you send me the contents of your error
console? Here's how to get the log in Moneydance 2010:</p>
<p>1) In Moneydance, click on the Help menu and select the Console
Window option. This will open the console messages window.<br>
2) While the Console Window is open, attempt to connect to your
bank. Any error messages should be recorded to the Console.<br>
3) Select all of the text in the Console and use the "Copy to
Clipboard" button at the bottom to copy the text.<br>
4) Paste the text from the message window into a text file
(preferably saved with a .txt extension) and email that file to me
at <a href=
"mailto:jessica@moneydance.com">jessica@moneydance.com</a>.</p>
<p>The debugging logs that this produces will contain your account
information. Because of this, please don't post the file to this
public forum. Also, you should redact any account info in the debug
logs. Just replace it with something like "ACCOUNT NUMBER HERE" and
it should be fine.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522009-12-31T02:32:06Z2009-12-31T02:32:06ZTD Bank<div><p>Wow, I feel dumb! I did expand the error window and the missing
info<br>
said that the error was caused by having a date that was too soon!
I<br>
tried again with a date a few days later and the payment went<br>
through! So sorry to put you to this trouble. I didn't notice
that<br>
the error window could be expanded so I had no clue as to why
it<br>
errored.</p>
<p>Oh well, at least it's working. It does bring to mind a
small<br>
suggestion for the suggestion box: Allow a preference to set
the<br>
number of days lead time that appear as the payment date when
calling<br>
up the Send Online Payment window. Then the user could have it as
a<br>
default, depending on the particular financial institution.</p>
<p>So thanks for helping to solve this. It was "operator error"
-<br>
something I'm sure you deal with all the time!</p>
<p>Happy New Year!</p>
<p>Regards,</p>
<p>Howard</p></div>Howard Kaufmantag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522010-01-02T14:10:18Z2010-01-02T14:10:18ZTD Bank<div><p>Hi Howard,</p>
<p>happy New Year to you too! I hope you had an enjoyable New
Year's Eve.</p>
<p>I also missed that the error window could be expanded at first.
Sean (our lead developer) noticed it when I was asking him about
why your error message was so short and seemingly useless. Needless
to say, he's planning on fixing things in a future build of
Moneydance so that there's at least a scrollbar to show that
there's more to the error message than first appears!</p>
<p>As for you date restrictions, I'll pass your suggestion on. I
think it's set the way it currently is because that's the lead time
many banks suggest to ensure that you're payment arrives on time.
There is currently a way to completely turn off the date
restriction however. If you go to your preferences window and look
under the Network tab, you should see a checkbox towards the bottom
that says "Observe Online Payment date Restrictions." If you
uncheck that box, you'll be able to submit payments for any future
date.</p>
<p>Please let me know if I can be of any further assistance, and
thanks for using Moneydance!</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/6870522010-01-03T03:11:53Z2010-01-03T03:11:53ZTD Bank<div><p>It's all good. Thanks for the great follow-up!</p>
<p>Regards,</p>
<p>Howard</p></div>Howard Kaufman