OFX working for one account but not others
Any ideas about why my OFX downloads work for my checking account but not for the other accounts I have with my bank. I have confirmed with them that I am enrolled for OFX services for all accounts. But I still get an error 2005 "User not enrolled for OFX".
I use Windows 10 and Moneydance 2023.1
PS - I've tried MD+ but my bank doesn't allow third party access to online accounts. They said they might in the future but there isn't a timeline.
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1 Posted by dtd on 05 Jun, 2023 09:36 PM
just a user - don't know your bank procedures, but many banks require you to grant OFX connection permissions to each account separately. Some banks call it Quicken access.
I know you say you confirmed it with them, but the error message suggests otherwise?
When do you get the error 2005? Do you at least get each account LISTED when you try to match them up with your MD accounts?
2 Posted by pcholsman on 05 Jun, 2023 09:59 PM
Yes I realize the error message suggests otherwise, but the bank claims that I'm enrolled for all my accounts. The accounts are listed in MD and matched up. I get the error when I click the download button at the top of the account registry.
3 Posted by dtd on 05 Jun, 2023 10:11 PM
just a user - well that's all I've got, is there a way you can turn it on or verify it is on yourself? Many banks allow you to turn it on or off - usually in a security area of the website.
Here's Quicken's take on it (MD uses exactly what Quicken uses to access OFX)
https://www.quicken.com/support/error-2005-2008-or-2011-updating-accounts-quicken-mac-products
edit: yes I know you said Windows 10, but it's all the same type of connection.
Support Staff 4 Posted by Maddy on 06 Jun, 2023 09:55 AM
Hi,
We are sorry to hear about the problem you have encountered.
You should clear the current connection information still stored within the program.
To achieve this, please navigate to Extensions->Manage Extensions and install the Toolbox (v.1058)
Launch the Toolbox and select the Update Mode (on the top row)
Then, navigate to Menu: Online Banking (OFX) Tools
In the resulting window, under Update Functions you should select :
Delete OFX Banking Service / Logon profile (remove_one_service.py)
Finally, restart Moneydance and recreate the connection as outlined here.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
Support Staff 5 Posted by Maddy on 06 Jun, 2023 09:57 AM
That being said, please let us know which bank you are encountering the issue with and we will investigate further.
Additionally, if you are unable to set an account to use OFX service method, if it had ever been associated with Moneydance+ (even though the Moneydance + connection had been removed):
You should navigate to 'Extensions->Manage Extensions'
Navigate to Toolbox (choose Update mode on the top left)-> Online Banking Functions -> Update Functions -> Cleanup missing Online Banking Links
This will remove the stale MD+ association and allow you to select the OFX service method from "Setup Online Banking".
Please keep us posted on your progress, Thank you!
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Maddy, Infinite Kind Support
6 Posted by pcholsman on 06 Jun, 2023 02:19 PM
The procedure worked great! All accounts now direct downloading from UW Credit Union.
This all started last summer when I did an update to the then current version. Direct downloading broke for all accounts. The advice given was to contact the back which I did. They weren't really of much help other than to guide me through un-enrolling for OFX downloads and re-enrolling. Didn't work. I gave up at that point and just did manual downloads for months. I tried MD+ but UWCU doesn't allow third party access like Plaid to accounts. With the last MD update to 2023.1 suddenly my checking account started downloading automatically but none of the other accounts worked. Deleted the OFX profile for the back seems to have done the trick. Thanks.
Support Staff 7 Posted by Maddy on 06 Jun, 2023 02:50 PM
Excellent news!
I'm glad I was able to help.
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.
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Maddy, Infinite Kind Support
Maddy closed this discussion on 06 Jun, 2023 02:50 PM.