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Moneydance will not recognize my user ID and password

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Maria Tobin

Jun 05, 2015 @ 07:35 AM

I know that they are right because I'm logging onto my bank website with no problems. Please help.

1. 1 Posted by Maria Tobin on Jun 05, 2015 @ 07:36 AM

   

   I apologize. I should have said that Moneydance does not recognize my user ID and password for my banking websites.

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2. Support Staff 2 Posted by Ethan on Jun 05, 2015 @ 12:09 PM

   

   Hello,

   Have you contacted your bank to enable your accounts for direct connections? Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

   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,

   Ethan
   Moneydance Support

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3. 3 Posted by maria.tobin02 on Jun 05, 2015 @ 05:14 PM

   

   Hi Ethan,

   This is not necessary as I have previously had Quicken set up with my accounts. Any other suggestions?

   Thanks,
   Maria

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4. 4 Posted by dwg on Jun 05, 2015 @ 09:44 PM

   

   Quicken has two methods to automate the download of transactions one is direct connect and the other is often called Web Connect.

   Web Connect is a method licensed by Quicken and uses your normal web login details and basically automates the downloading and importing of files containing the transactions. As a proprietary method this is only available for Quicken.

   The other method is Direct connect, this is an open method so any vendor can use it but it often requires different login information and enablement of the service as different infrastructure is used. This is assuming that you bank offers this service.

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5. 5 Posted by David Hanley on Jun 06, 2015 @ 11:38 AM

   

   Hi Maria,

   Could you give us the name(s) of the financial institution(s) that you'd like to be able to directly connect with?

   Thanks!

   David Hanley
   Infinite Kind Support

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6. 6 Posted by Maria Tobin on Jun 07, 2015 @ 06:04 PM

   

   Yes, USAA.

   Sent from my iPhone

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7. Support Staff 7 Posted by Ethan on Jun 07, 2015 @ 06:16 PM

   

   Based on our customer's experiences, I believe you have to use your member number as the username and your PIN as the password for USAA accounts. USAA doesn't make this very obvious in the information they provide on direct connections.

   Ethan
   Moneydance Support

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8. 8 Posted by Maria Tobin on Jun 10, 2015 @ 04:42 AM

   

   Thank you that seemed to work. Now, if you can only help me with my Bank
   of America credit card. I get an error code 2000.

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9. 9 Posted by David Hanley on Jun 10, 2015 @ 10:28 AM

   

   Hi Maria,

   Here's the link to the page on Bank of America's website that will allow you to enable direct connect access to your accounts:
   https://secure.bankofamerica.com/login/sign-in/signOnScreen.go?reas...

   Hope this helps, and feel free to contact me with any questions about this process!

   David Hanley
   Infinite Kind Support

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10. 10 Posted by wblairm on Jun 16, 2015 @ 11:51 AM

    

    Hi David,

    Wells Fargo no longer downloads. I now get error code 2000. "Financial software no longer supported"

    Is there anything I can do OTHER than go to well site and create a download manually?

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11. 11 Posted by David Hanley on Jun 16, 2015 @ 11:56 AM

    

    Hi wblairm,

    If you're having trouble connecting to Wells Fargo, can you try re-creating your connection with Wells Fargo and see if that fixes the issue that you're seeing? 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. Select your bank account in Moneydance

       
    2. Select the Online->Setup Online Banking button/menu

       
    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

       
    4. Repeat the previous steps for any additional accounts at the same institution.
       
    5. Select the Online->Setup Online Banking button/menu (again)

       
    6. Click the "**New Connection**" button and select your bank and hit OK
       
    7. Continue with the setup process, entering your username/password


    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.

    Please let me know if you continue to have connection problems after recreating your connection.

    David Hanley
    Infinite Kind Support

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12. 12 Posted by wblairm on Jun 16, 2015 @ 12:20 PM

    

    That took care of it David.  Thanks!

     

     

    Sent from Mail for Windows 10

     

     

    
    From: David Hanley
    Sent: Tuesday, June 16, 2015 7:56 AM
    To: [email blocked]
    Subject: Re: Moneydance will not recognize my user ID and password [New BankRequests #2448]

     

     

     

    // Please reply above this line ================================================== From: David Hanley (Support staff) Hi wblairm, If you're having trouble connecting to Wells Fargo, can you try re-creating your connection with Wells Fargo and see if that fixes the issue that you're seeing? 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: Select your bank account in Moneydance Select the Online->Setup Online Banking button/menu Click the "Disable" button.  If you don't see a disable button, just close the setup window. Repeat the previous steps for any additional accounts at the same institution. Select the Online->Setup Online Banking button/menu (again) Click the "**New Connection**" button and select your bank and hit OK Continue with the setup process, entering your username/password 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. Please let me know if you continue to have connection problems after recreating your connection. David Hanley Infinite Kind Support On Tue, Jun 16 at 11:51 AM, wblairm wrote: Hi David, Wells Fargo no longer downloads. I now get error code 2000. "Financial software no longer supported" Is there anything I can do OTHER than go to well site and create a download manually?

    Having trouble reading this? View this discussion online: Moneydance will not recognize my user ID and password. To unsubscribe and stop receiving emails from http://help.infinitekind.com, visit this page

     

     

     

     

     

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13. Ethan closed this discussion on Jun 16, 2015 @ 12:22 PM.

14. 13 Posted by David Hanley on Jun 16, 2015 @ 12:23 PM

    

    Great to hear you're back up and running, feel free to contact us for any additional support!

    David Hanley
    Infinite Kind Support

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15. Maria Tobin re-opened this discussion on Jun 16, 2015 @ 01:32 PM

16. 14 Posted by Maria Tobin on Jun 16, 2015 @ 01:32 PM

    

    I believe that this went to me by mistake.

    Sent from my iPhone

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17. David Hanley closed this discussion on Jun 16, 2015 @ 01:37 PM.