tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/456-ubs-simplified-log-in-not-workingInfinite Kind: Discussion 2022-09-03T19:09:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-26T19:19:50Z2022-09-03T19:09:23ZUBS Simplified Log-in Not Working<div><p>On October 18, UBS changed their login to require you to use your web login credentials rather than the account and password credentials. I can log into their website using the web login credentials, but MD gives an error from the server that account/password are mismatched. This now happens with both the original credentials and the simplified credentials. UBS says they didn't change from Direct Connect to Web Connect, but just changed the credentials. Any idea how to restore downloading capability from UBS? Thanks.</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-27T15:19:38Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>I am having the same issue.</p></div>aaustintag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-27T15:54:11Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>Hi,</p>
<p>Could you both try recreating your UBS connections using the
<em>New Connection</em> button and see if that fixes the issue that
you're seeing? By selecting <em>New Connection</em>, Moneydance
will download the updated certificates from UBS. 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>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select the Online->Setup Online Banking
button/menu
<br></li>
<li>Click the "Disable" button. If you don't see a disable
button, just close the setup window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the
same institution.<br></li>
<li>Select the Online->Setup Online Banking button/menu
(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>Make sure you pick new connection, <strong>even though your bank
is still one of the connection choices after you disable
it.</strong> 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.</p>
<p>Hope this helps!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-27T17:56:32Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>I followed those steps and it still does not work
unfortunately.</p></div>aaustintag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-28T12:10:25Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>You may need to reset the passwords in your file using the
Online->"Forget Online Passwords" menu option. This will remove
<em>all</em> passwords saved in your file. Once you've done that,
try connecting again, using your website username and password to
log in.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-28T14:14:15Z2022-09-03T19:09:23ZUBS Simplified Log-in Not Working<div><p>I tried this and still the same result. However, I noticed an interesting thing. After disabling the accounts and selecting them as “new connections” I waited until the new connection had time to download. Once I entered the new credentials, it connected with UBS and gave me a choice of my 3 accounts. After selecting the proper account and adding login credentials for all 3 accounts, I tried downloading and still the same result. It seems like it must have connected earlier in order for UBS to supply my 3 account choices.</p>
<p>Any ideas?<br>
Thanks.</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-28T14:21:28Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>If you try connecting in a completely new Moneydance file, are
you able to connect? You can create a new file using the
File->New menu option.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-28T14:27:02Z2022-09-03T19:09:23ZUBS Simplified Log-in Not Working<div><p>I created a new ‘test’ Moneydance file and added one UBS account. It worked and downloaded that account info.</p>
<p>So, I have years of info in my existing Moneydance file. I’m hoping the next steps aren’t going to be painful!</p>
<p>Thanks for your help.</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-28T14:29:28Z2022-09-03T19:09:23ZUBS Simplified Log-in Not Working<div><p>One more detail. It only downloaded info from 2014 to now. All the balances and positions are incorrect.</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-28T14:41:46Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>OK, it looks like some old connection information might be
hanging around in your file and causing this problem. Can you try
completely resetting your connection in your original file to see
if that fixes it? To do this, you'll need to force clear the
current connection information for your bank in Moneydance. I'm
sending a file called remove_one_service_2015.py that will help do
that. Before proceeding, please back up your Moneydance data set,
just in case something goes wrong. You can create a backup using
the File->"Export Backup" menu option.</p>
<p>To use the file, first save it to your computer and then follow
these steps:</p>
<ol>
<li>In Moneydance, click on the Extensions Menu and choose the
<strong>Manage Extensions</strong> option.<br></li>
<li>From the list of available extensions, choose the Python
Interface extension, then click Install to download the extension
and finish to complete the installation.<br></li>
<li>Close the Manage Extensions window.<br></li>
<li>Again, click the Extensions menu. This time, choose the
<strong>Python Interface</strong> option.<br></li>
<li>In the python window, click the <strong>read from file</strong>
button and load the 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.<br></li>
<li>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.</li>
</ol>
<p>Hopefully, that will work. If it doesn't, let me know and we'll
continue troubleshooting.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-29T23:25:31Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>I'm not sure how this turned out for the other two, but for me
the problem still remains unaltered. I followed all the steps
earlier in this thread EXCEPT I did not "Forget Online Passwords"
(I have many other accounts) and jumped straight to the Python
script. In my last try I set up a new account, was able to see all
my UBS account numbers, selected one, and exited the setup process
normally. Still, when I seek to update the account information I
get back the error 2000: "The information you entered does not
match our records." This is really strange since it seems to work
during the setup process just fine. What to do next?</p></div>conroditag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-30T01:36:12Z2022-09-03T19:09:23ZUBS Simplified Log-in Not Working<div><p>I went through the same steps as conrodi took with the same result. I downloaded fresh UBS information for every UBS account and I could match the different account numbers from UBS to my MD accounts. After successful connection, I’m not able to download the account updates due to the error 2000. Any ideas?</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-30T14:44:58Z2015-11-02T04:09:44ZUBS Simplified Log-in Not Working<div><p>I've attached a slightly modified version of the
remove_one_service python script. can you try this one and see if
it works for you?</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-30T23:20:43Z2015-11-02T04:09:43ZUBS Simplified Log-in Not Working<div><p>Ian--SUCCESS!!! Not sure what the script did differently, but
this time MD asked for my password twice for each account: once
when setting it up and again the first time downloading
transactions for that account. Previously it did NOT ask the second
time. Thanks for your help!!! Many, many thanks.</p></div>conroditag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-10-31T01:24:47Z2022-09-03T19:09:23ZUBS Simplified Log-in Not Working<div><p>Ian - Success also! Many thanks. All my UBS accounts just completed downloading. Whatever you tweaked in the second file, did the trick. Thanks again.</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-11-02T03:58:55Z2015-11-02T04:09:43ZUBS Simplified Log-in Not Working<div><p>Unfortunately this is not working for me. I get the below
error.</p></div>aaustintag:infinitekind.tenderapp.com,2009-01-14:Comment/382989302015-11-02T13:00:44Z2015-11-02T13:00:44ZUBS Simplified Log-in Not Working<div><p>aeweihl, it looks like you're running an older version of
Moneydance. That file is for Moneydance 2015. For older versions,
you'll need to reset all of your passwords using the
Online->"Forget Online passwords" menu option. That should allow
you to connect again.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian L