tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1246314-ofx-working-for-one-account-but-not-othersInfinite Kind: Discussion 2023-06-06T14:50:54Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/591325922023-06-05T21:36:18Z2023-06-05T21:36:18ZOFX working for one account but not others<div><p>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.</p>
<p>I know you say you confirmed it with them, but the error message suggests otherwise?<br>
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?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/591325922023-06-05T21:59:03Z2023-06-05T21:59:03ZOFX working for one account but not others<div><p>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.</p></div>pcholsmantag:infinitekind.tenderapp.com,2009-01-14:Comment/591325922023-06-05T22:11:28Z2023-06-05T22:18:02ZOFX working for one account but not others<div><p>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.</p>
<p>Here's Quicken's take on it (MD uses exactly what Quicken uses to access OFX)</p>
<p><a href="https://www.quicken.com/support/error-2005-2008-or-2011-updating-accounts-quicken-mac-products">https://www.quicken.com/support/error-2005-2008-or-2011-updating-ac...</a><br>
edit: yes I know you said Windows 10, but it's all the same type of connection.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/591325922023-06-06T09:55:11Z2023-06-06T09:55:11ZOFX working for one account but not others<div><p>Hi,<br>
We are sorry to hear about the problem you have encountered.</p>
<p>You should clear the current connection information still stored within the program.</p>
<p>To achieve this, please navigate to <strong>Extensions->Manage Extensions</strong> and install the Toolbox (v.1058)</p>
<p>Launch the Toolbox and select the <strong>Update Mode</strong> (on the top row)</p>
<p>Then, navigate to <strong>Menu: Online Banking (OFX) Tools</strong></p>
<p>In the resulting window, under Update Functions you should select :</p>
<p><strong>Delete OFX Banking Service / Logon profile (remove_one_service.py)</strong></p>
<p>Finally, restart Moneydance and recreate the connection as outlined <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/recreate-connection">here</a>.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/591325922023-06-06T09:57:26Z2023-06-06T09:57:26ZOFX working for one account but not others<div><p>That being said, please let us know which bank you are encountering the issue with and we will investigate further.</p>
<p>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):</p>
<p>You should navigate to 'Extensions->Manage Extensions'<br>
Navigate to <strong>Toolbox (choose Update mode on the top left)-> Online Banking Functions -> Update Functions -> Cleanup missing Online Banking Links</strong></p>
<p>This will remove the stale MD+ association and allow you to select the OFX service method from "Setup Online Banking".</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/591325922023-06-06T14:19:45Z2023-06-06T14:19:45ZOFX working for one account but not others<div><p>The procedure worked great! All accounts now direct downloading from UW Credit Union.</p>
<p>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.</p></div>pcholsmantag:infinitekind.tenderapp.com,2009-01-14:Comment/591325922023-06-06T14:50:53Z2023-06-06T14:50:53ZOFX working for one account but not others<div><p>Excellent news!</p>
<p>I'm glad I was able to help.</p>
<p>I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy