tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/12587-problems-w-usbank-direct-connectInfinite Kind: Discussion 2022-07-04T07:43:57Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-18T18:08:26Z2021-06-07T15:55:08ZProblems w/ USBank direct connect<div><p>Using the recreating connection procedure posted here:</p>
<p><a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/recreate-connection">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/r...</a></p>
<p>I am now able to connect to US bank for online banking transaction downloads</p>
<p>Moneydance 2017.10 (1706) on Mac</p></div>mshoppingtag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-22T19:45:36Z2021-05-25T05:52:02ZProblems w/ USBank direct connect<div><p>As the initiator of this thread, I'm happy to report that my problem w/ US Bank direct connect and bill pay are now resolved. There appears to be a problem w/ MD 2019.2 (1868) for direct connect and bill pay, but MD 2017.10 (1706) now apparently works fine.</p>
<p>I'm curious at to what new info was set up @ the MD server that could not be done via the advanced setup weeks ago.</p>
<p>(I'll report the issue w/ MD 2019.2 in a separate thread since it is not related to US Bank.)</p>
<p>Update: The problem w/ MD 2019.2 seemed to go away. I cannot report something I cannot reproduce, so I switch to 2019.2 for regular usage, and hope no new problems occur.</p></div>hmdtag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-23T20:04:58Z2021-05-25T05:52:02ZProblems w/ USBank direct connect<div><p>I'm happy for those of you who have gotten things working again. Too bad it's still not working for some of us. I followed those instructions to a tee (referencing the re-creation of the Online Banking settings posted by Henry) but I still receive the same error as previously. MD version is showing 2019.2 (1868). This is running on Ubuntu 18.04. I am open to screen sharing, US CDT.</p></div>mjwtag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-23T21:58:26Z2021-05-25T05:52:02ZProblems w/ USBank direct connect<div><p>Hi mjw,</p>
<p>I'm sorry to hear that you're still having an issue with this. I'd love to do a screen sharing session with you so that we can get to the bottom of the problem as quickly as possible. Can you let me know what dates and times you'd be available? I'm in UK time (UTC+0) and could be available tomorrow evening around 3pm your time or a bit later.</p>
<p>Thanks,<br>
Sean</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-23T22:07:12Z2021-05-25T05:52:02ZProblems w/ USBank direct connect<div><p>Sure, 3 pm CDT would be fine. I'm retired so can be available most any<br>
time. Not sure if this reply is going to just you or to the thread so<br>
I'll email you at your address (that I picked up in the thread) with my<br>
contact particulars.</p></div>mjwtag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-24T13:51:27Z2021-05-25T05:52:02ZProblems w/ USBank direct connect<div><p>Hi mjw,</p>
<p>OK, let's try to use TeamViewer for the screen sharing part, and I'll give you a call on the number you provided. For TeamViewer can you run the app from the following link shortly before 3pm your time?</p>
<p><a href="https://get.teamviewer.com/tikhelp">https://get.teamviewer.com/tikhelp</a></p>
<p>Thanks,<br>
Sean</p>
<p>--<br>
Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="https://infinitekind.com">https://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-24T14:22:32Z2021-05-25T05:52:02ZProblems w/ USBank direct connect<div><p>The app included in the tar file from the link you sent me is Wine based (seriously? Wine? Yech) and wouldn't work. Fortunately their web site also provided a real (not Wine) 64bit Linux .deb file that did work. So we should be good to go at about 3pm CDT.</p></div>mjwtag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-30T14:45:13Z2021-05-25T05:52:02ZProblems w/ USBank direct connect<div><p>Update:<br>
Now using build 1870 for mac. I had thought that transaction downloads were working much better, but now see that I often do not get an error message or the "zero transactions downloaded" when no transaction/s arrive after a request - if I repeatedly request, I can often get often then get a few new transactions. With bill pay, I still often get an empty bill window or one with bogus info - will process for already processed, unknown payee (if the payee file has not come through in full or at all), etc. I also often get "please select account with number ...." window too. Repeated refresh of window (circular arrow) will eventually get the right info and actually entering a new bill will work if the bill window is up to date and payees have been received.</p>
<p>It seems as if the US Bank server is very slow or sends partial OFX info to a request. It also seems that things are much worse if the security download/update extension (alpha vantage) is operating at the same time, and it takes a long time to get through its cycle - I have set mine to monthly and do manual updates after bank downloads which helps significantly. US bank also seems to be updating their server files much slower than before these problems started too - OFX server data seems to lag their website by as much as 3 days where before it was seldom over 1. Maybe the problem is US Bank delays that MD is not handling as well as needed.</p></div>avp2tag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-04-30T15:07:23Z2021-05-25T05:52:01ZProblems w/ USBank direct connect<div><p>I did the screen share with Sean back on 4/17 and he found some issues with US Back settings on the Moneydance side. He made some changes on their end as we spoke. We reset up my online connections and I was able to download. I thought I was good now. It worked for a couple days. Then I started to get a window opening when it tried to sync my US bank accounts. Not an error like before. It would show my account number for the download it was trying to do and would want me to match it to the account in Moneydance. So I would pick the Moneydance account matching the account number shown, but it never downloaded. This went on for over a week and I was very frustrated. So one more time today I disabled ALL of my 3 US bank accounts online connections. Set them all up again, and sync worked fine. No issues. But for me this is the last time. One more hiccup and Moneydance gets sent to my Mac's trash bin and I'll be done with it.</p></div>gordonwaretag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-05-01T15:54:30Z2021-05-25T05:52:01ZProblems w/ USBank direct connect<div><p>Just an update that after a screen sharing session with hmd, the original reporter of this issue, we've now got a more complete fix for this.</p>
<p>To get the fix immediately you should be using Moneydance 2019.2 or one of the more recent preview updates. You'll also need to select the Online->Setup Online Banking (or Online->Setup Online Bill Payment) menu for the affected accounts and click the Refresh button in the window that appears. That should update the connection parameters and fix any 500 Server Error messages that are reported by the bank's servers. It seems like it also resolves some other weirdness in the bank server's responses, which may have caused Moneydance to ask you to select an account because the account number in the response and the local account didn't match up.</p>
<p>Please let me know if you use US Bank and are having any more problems at all after doing the above.</p>
<p>Thanks!<br>
Sean</p>
<p>--<br>
Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="https://infinitekind.com">https://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-05-02T14:06:58Z2021-05-25T05:52:01ZProblems w/ USBank direct connect<div><p>Looks good so far. Transaction download and bill pay both worked without a problem twice last night and twice this morning, including while an Alphavantage download was going on.</p>
<p>I had done an online reset (disable/renable) the day before yesterday with no change. I did it again last night after getting your email, but also did a MD shutdown and restart between the disable and reset. I am using build 1870.</p>
<p>BTW, the laptop I am using on vacation now lost its registration (moving to latest version) and used the registration email request to get my newest number. The email came back, but sent only my original 2008 number, showing none of my upgrades. I think I have my number on my main machine at home so probably not a problem. Just letting you know about the email recovery system not having them all. I think I have always done my upgrades/purchases directly vs iTunes.</p></div>avp2tag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-05-02T14:13:25Z2021-05-25T05:52:01ZProblems w/ USBank direct connect<div><p>Hi avp,</p>
<p>That's great to hear. Do you mean that you purchased Moneydance via the Mac App Store? If so, there isn't a license key and the app comes licensed when downloaded from the store. I thought I remember we might have given you a TIK* license key in the past, which wouldn't have been in the purchase processing system. When you check your other computer could you let me know if your license key begins with the letters TIK?</p>
<p>Thanks,<br>
Sean</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-05-03T12:39:48Z2021-05-25T05:52:01ZProblems w/ USBank direct connect<div><p>I never used the MacApp Store. I remember getting a free license once (2012_14 ?). I know I purchased the 2008 original & a 2017 upgrade and, I think, the other two. The keys I have with me are:</p>
<p>Deleted keys. Did not realize this email was going to the public.</p>
<p>Did get an error 2000 message during the transaction download of both my US Bank accounts this morning, but both worked with alpaVantage going. Bill pay worked without an problem.</p></div>avp2tag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-05-05T19:30:14Z2021-05-25T05:52:01ZProblems w/ USBank direct connect<div><p>Sean, as you'll recall with my issue, you had to perform the equivalent of clearing the MD "cache" on mine which, you warned me, would clear out "everything" MD knew about USBank. After that, you noticed that MD would successfully connect to USBank but since I couldn't recall my account ID at the time we couldn't test thoroughly. Since then, and after chatting with USB it was decided that I should get my own debit card (instead of using the wife's) so that I could have a PIN which is necessary to get their Direct Connect working. What a pain. But I went through the whole process, got my card and PIN and could finally test out the "fixed" MD. Low and behold, downloads are working once again! Yay! But hold the applause, there's another issue - bill pay.<br>
When attempting to pay a bill the first thing we noticed was that the Outbox list of Payees was empty. It used to have ~30 entries. Ok, so maybe the "cache" clearing you performed cleared out that list. A bit of a pain to re-populate it but we can handle that. What seems to be broken though is the ability to actually add a payee. I've attached the screen shots of the 4 steps necessary to add a payee after choosing Online Bill Payment from the menu. At the 4th one - "Please enter the payment details" - the fields are empty and can't be filled, including the main Payee drop down field. And in none of the screens is there any kind of "Save" button.<br>
Running 2019.2 v1868 on Ubuntu. How to resolve please? Marc</p></div>mjwtag:infinitekind.tenderapp.com,2009-01-14:Comment/470647542019-05-05T19:40:08Z2021-05-25T05:52:01ZProblems w/ USBank direct connect<div><p>Sean, as you'll recall with my issue, you had to perform the equivalent of clearing the MD "cache" on mine which, you warned me, would clear out "everything" MD knew about USBank. After that, you noticed that MD would successfully connect to USBank but since I couldn't recall my account ID at the time we couldn't test thoroughly. Since then, and after chatting with USB it was decided that I should get my own debit card (instead of using the wife's) so that I could have a PIN which is necessary to get their Direct Connect working. What a pain. But I went through the whole process, got my card and PIN and could finally test out the "fixed" MD. Low and behold, downloads are working once again! Yay! But hold the applause, there's another issue - bill pay.<br>
When attempting to pay a bill the first thing we noticed was that the Outbox list of Payees was empty. It used to have ~30 entries. Ok, so maybe the "cache" clearing you performed cleared out that list. A bit of a pain to re-populate it but we can handle that. What seems to be broken though is the ability to actually add a payee. I've attached the screen shots of the 4 steps necessary to add a payee after choosing Online Bill Payment from the menu. At the 4th one - "Please enter the payment details" - the fields are empty and can't be filled, including the main Payee drop down field. And in none of the screens is there any kind of "Save" button.<br>
Running 2019.2 v1868 on Ubuntu. How to resolve please?<br>
Marc</p></div>mjw