new account

David Kearney's Avatar

David Kearney

14 Jan, 2019 02:57 PM

1) I have opened a new bank account in my USAA bank and entered the information into Moneydance (which I have been using for a long time). My new bank acct # is OK, as is the routing #. I use the same pin on all accounts. But the new account downloads "zero transactions' which is not correct. I have no problem downloading my older accounts.

2) In the past I did not have to enter the pin every time on every account. Somehow I turned that off. How do I turn the automatic pin entry on?

By the way, I greatly like Moneydance ... an excellent tool !!!

  1. 1 Posted by -Kevin N. on 14 Jan, 2019 03:48 PM

    -Kevin N.'s Avatar

    Hi David,

    Make sure that you have a copy or working backup of your data.

    1) Something that you can try for this issue is to reset the sync to the USAA account. Doing so will instruct Moneydance to download any and all available transactions from USAA's server.
    To do so, open Moneydance to the USAA account in question.
    From the MD menu bar, go to Online > Set Up Online Banking.
    In the resulting form, click the 'Reset Sync' button.

    2) From the MD menu bar, go to File > Passwords.
    In the resulting form, make sure that a Master Password is set and that the two check-boxes are ticked.
    If they already are ticked, un-tick them, restart Moneydance and re-tick them.
    You may need to re-enter your passwords one more time in order for Moneydance to 'learn' them. You may need to do so for all of your accounts so be prepared for that outcome.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by David Kearney on 14 Jan, 2019 06:03 PM

    David Kearney's Avatar

    see below

    > On Jan 14, 2019, at 07:48, -Kevin N. <[email blocked]> wrote:

    > Thanks, Kevin. The new account is now being downloaded !

    However, the password is required for each account. I have tried the new account several times but no ‘learning’ has occurred. Also no luck with the other accounts.

  3. 3 Posted by -Kevin N. on 14 Jan, 2019 06:08 PM

    -Kevin N.'s Avatar

    Hi David,

    You're welcome. I'm glad to hear that it worked.

    Thank you for reporting back with your results.

    As for the passwords...
    Did you try un-ticking > restarting MD > re-ticking the two check-boxes in the File > Passwords menu?

    -Kevin N. (not a member of MD support)

  4. 4 Posted by David Kearney on 14 Jan, 2019 06:16 PM

    David Kearney's Avatar

    Yes, Kevin, I did the un-ticking/restart/ticking steps. And resynced. And I could then download my new account correctly.

    But it appears I was not clear on item 2. The autofill to which I refer is the PIN for the bank account (same for all my accounts). MD is now asking it for each account when I download ALL.

    Thanks again,
    David

  5. 5 Posted by -Kevin N. on 14 Jan, 2019 06:33 PM

    -Kevin N.'s Avatar

    Hi David,

    Hmm. It sounds like something is stuck.

    There is a menu item listed under the 'Online' menu to 'Forget Online Passwords'. It might be worth a try to see if that 'clears the deck', so to speak and allows for MD to then remember your passwords going forward.

    If I were you, I would try this out on a copy of my data file, just in case the results are less than ideal.

    -Kevin N. (not a member of MD support)

  6. 6 Posted by David Kearney on 14 Jan, 2019 06:43 PM

    David Kearney's Avatar

    I have tried that over the last few days and it did not help … unfortunately. I need an option that says “Remember Online Passwords” !

  7. 7 Posted by -Kevin N. on 14 Jan, 2019 06:57 PM

    -Kevin N.'s Avatar

    Hi David,

    Ah, OK. What version and build number of Moneydance are you using?
    e.g. MD 2017.10 (1706)

    Has anything changed recently with your computing environment that may have triggered this odd behavior?

    Is your data file stored in the default location or have you moved it?

    I suppose the next thing to try in the process of elimination would be to create a new data file, create a USAA account in the new data file and then see if the new data file can remember your passwords.
    (Make sure to name the new data file a different name than your current one)

    If the new data file works as expected it may give support something to work with.

    -Kevin N. (not a member of MD support)

  8. 8 Posted by David Kearney on 14 Jan, 2019 07:36 PM

    David Kearney's Avatar

    Kevin-

    I downloaded the latest version of MD which was one upgrade ahead of mine. When I used it the account passwords were remembered after the first entry for each.

    I’ll instruct MD to send you a check for doing their work !!

    Thanks,
    David

  9. 9 Posted by -Kevin N. on 14 Jan, 2019 07:45 PM

    -Kevin N.'s Avatar

    Hi David,

    Excellent! I should've asked what version you were using from the get go. :)

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

  10. System closed this discussion on 15 Apr, 2019 07:50 PM.

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