Switch back to QFX instead of Moneydance+
Moneydance+ does not work for UBSZ: constant need to relink, etc. How can I change back to QFX downloads?
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1 Posted by dtd on Mar 05, 2022 @ 05:57 PM
just a user - quoting Stuart Beesley (also a user, but the author of the Toolbox Extension):
Easy to go back. You have to disconnect the institutions in the md+ setup window, refresh. Once it’s gone, toolbox, cleanup online banking links. Then setup ofx on that bank
2 Posted by rlsantella on Mar 05, 2022 @ 06:34 PM
Thank you. Using Moneydance+ I was getting "expired, need to relink" daily
with UBS. I am still getting errors connecting to UBS with Direct Connect
but at least your suggestion using Toolbox cleared out the old import link
data and allowed me to set up Direct Connect. I was able to set up the link
but get an error when attempting to download. It might be an issue on UBS'
end. Will continue to investigate.
Bob
3 Posted by dtd on Mar 05, 2022 @ 06:50 PM
What error number do you get? That helps figure out where the problem lies.
(2000, 2002, 2005, etc. or something else)
4 Posted by Stuart Beesley ... on Mar 05, 2022 @ 06:52 PM
Toolbox 🧰 +1 😃
5 Posted by rlsantella on Mar 05, 2022 @ 08:26 PM
There was an error communicating with your financial institution. The
details of this error are below.
Bank Name: UBS Financial Services Inc.
The error code reported by the server was: 2000
General error
6 Posted by dtd on Mar 05, 2022 @ 08:28 PM
2000 means you are not connecting. That could be either side.
Check to make sure username and password and connection area are correct. Otherwise it could be UBS.
7 Posted by rlsantella on Mar 05, 2022 @ 08:30 PM
Thanks
8 Posted by dwg on Mar 05, 2022 @ 09:00 PM
I'm a fellow user.
The most common reason for error 2000 is that your accounts are not set up for Direct Connect, or your account's direct connect access have been disabled.
In the first case you need to follow your bank's process to have it enabled. The second case could result from too many connection attempts in too short a time. Some banks require you to wait for a certain time for the accounts get reset others you need to contact them.
9 Posted by rlsantella on Mar 05, 2022 @ 10:37 PM
Thanks
System closed this discussion on Jun 04, 2022 @ 10:40 PM.