How to Delink and Relink

Edwin D Wall's Avatar

Edwin D Wall

15 Apr, 2019 09:19 PM

My bank did a massive security update over the weekend and now MoneyDance reports a communications issue. The banks support staff says all I have to do is de-link and re-link the accounts. I don't know how to do that and they aren't familiar with MoneyDance.

Suggestions?

Thanks,

Ed Wall

  1. 1 Posted by TonyRI on 15 Apr, 2019 10:43 PM

    TonyRI's Avatar

    Hi Edwin,

    You can try recreating the connection by following the instructions in the KB article:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/r...

    Regards,

    Tony (NOT from MD Support)

  2. 2 Posted by Ed Wall on 17 Apr, 2019 11:56 AM

    Ed Wall's Avatar

    This did not work. Looked as shown to disable the account but once I tried
    to enable it it didn't sync. So I started over. Now there is no Disable
    option for the account. It's like the account is still disabled, but I
    can't re-enable it.

    Ed Wall

  3. 3 Posted by TonyRI on 17 Apr, 2019 01:26 PM

    TonyRI's Avatar

    Hmm... When you say

    once I tried to enable it it didn't sync

    "sync" are you talking about syncing Moneydance with other Computers/Devices, or do you mean Directly Connecting to your bank.

    IF it is the latter, then please make sure you select "New Connection", even though your bank is still one of the connection choices available after you disable it.

    Did you Bank provide you with new Login credentials? Typically the instructions that I cited above works for these types of issues.

    Lastly, If you provide the name of your bank and the Version and build of MD that you are using (Help > About Moneydance). It could be useful for further troubleshooting (e.g. there may be a known connection issue with your bank, etc.).

  4. 4 Posted by Ed Wall on 17 Apr, 2019 01:41 PM

    Ed Wall's Avatar

    I mean Directly connecting to my bank. This has been working fine for
    months, but after their recent security update it no longer works. I
    followed your directions exactly, but MoneyDance acts as if the link is
    still disabled. I can access my accounts on-line using the banks webpage
    and download importable files, but that's not what I want to do.
    The bank is Canandaigua National Bank & Trust and the MoneyDance version is
    Version 2019.1 (1855).

  5. 5 Posted by TonyRI on 17 Apr, 2019 02:13 PM

    TonyRI's Avatar

    Hi Ed,

    Please know that I am another Moneydance Customer, just like you. In your OP, you had asked for suggestions. I provided one, using the IK Knowledge Base article.

    Since, you reported back, I had just asked a couple of follow-up questions to make sure that we are using the same language to describe the same events.

    I understand that everything was working correctly before this new event (Security Update).

    There is a POSSIBILITY that IK SUPPORT will have to look at the Bank connection parameters within the application to see if adjustments need to be made.

    Again, I am not Official MD Support and just a fellow customer trying to help get you going. That said, If you followed the instructions precisely as you say, then I have no further suggestions, aside from waiting for a response from IK Support, or another customer who may have some other recommendation.

    Good Luck,

    Tony (NOT from MD Support)

  6. Support Staff 6 Posted by Sean Reilly on 17 Apr, 2019 02:53 PM

    Sean Reilly's Avatar

    Hi Ed,
    Thanks for your message and I'm sorry for the connection error. I'll check it out from our side to see if we need to update any connection parameters. In the meantime, would you be able to try the 2019.2 preview version of Moneydance? It fixes a large number of issues that were present in 2019 and 2019.1, including bank connection details. You can get the preview version of Moneydance from here: https://infinitekind.com/preview

    Thanks!

    --Sean Reilly Developer, The Infinite Kind
    https://infinitekind.com

  7. 7 Posted by Ed Wall on 17 Apr, 2019 06:39 PM

    Ed Wall's Avatar

    Tony, I appreciate you're not from tech support, and I do very much
    appreciate that you tried to help me.

    I hope tech support will be able to help. Have a great day.

    Cheers,

    Ed

  8. 8 Posted by TonyRI on 17 Apr, 2019 07:18 PM

    TonyRI's Avatar

    You also Ed,

    Take care and thanks for your good wishes :)

  9. 9 Posted by TonyRI on 17 Apr, 2019 07:22 PM

    TonyRI's Avatar

    PS You not only have tech support, but you have the creator/developer of the MD App helping you now, so you will most definitely see resolution!

  10. 10 Posted by TonyRI on 18 Apr, 2019 05:24 PM

    TonyRI's Avatar

    Hi Ed,

    Sorry to bother you again, but IK has released a new Stable Build of MD (2019.2.1868) available here:

    https://infinitekind.com/download-moneydance-personal-finance-software

    Not sure if Sean has checked the Canandaigua National Bank & Trust connection, but it may be worth a try in the meantime.

  11. 11 Posted by Ed Wall on 18 Apr, 2019 08:08 PM

    Ed Wall's Avatar

    Thanks, I updated by version, still no luck. After I tried that workaround
    on the KB and disabled the account, MD no longer even tries to update the
    account. Before I got an error, now it's like MD doesn't even know the
    accounts exist.

    Oh well, I'll have to wait until tech support gets back to me (which they
    haven't yet).

    Cheers,

    Ed

  12. Support Staff 12 Posted by Henry on 18 Apr, 2019 08:32 PM

    Henry's Avatar

    @TonyRl Thank you for adding the link to the new version!

    @Ed I apologize for the delay.
    As you now have the latest version installed and you have already tried re-creating the connection, what we can try is to remove the connection completely and then add it as new.

    To do so:
    I've attached a file called "remove_one_service.py" 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.

    To use the .py file, first save it to your computer and then follow these steps:

    1. In Moneydance, select Window --> MoneyBot Console.
    2. In the window that opens, select 'Open Script' then navigate to the .py file wherever you saved it on your system.
    3. Select 'Run' to execute the file.
    4. Wait a few moments until you see a message on screen, confirming the script has run successfully.
    5. Restart Moneydance.

    Finally enable the connection.

    --
    Henry, Infinite Kind Support

  13. 13 Posted by Ed Wall on 19 Apr, 2019 01:37 PM

    Ed Wall's Avatar

    Henry,

    I don't see the Python file you attached.Could it have been purged by my
    email provider or ISP? If so, you could change the extension to something
    innocent like .doc and I could change it back once I can download it.

    Thanks,

    Ed

  14. Support Staff 14 Posted by Sean Reilly on 21 Apr, 2019 08:31 PM

    Sean Reilly's Avatar

    Hi Ed,
    Sorry about that. I've attached the file this time, but please let me know if it doesn't come through for you.

    Thanks!
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  15. 15 Posted by Ed Wall on 22 Apr, 2019 04:42 PM

    Ed Wall's Avatar

    No luck. Script ran successfully, but after restarting MD I attempted to
    reactivate the account. No luck. The steps I followed after restarting MD
    were:

    1) select account
    2) select Online/Set Up Online Banking
    3) select New Connection
    4) select my bank (Canandaigua National Bank & Trust)
    5) Next (MD says it's retrieving the banks data)
    6) verify the correct account is shown and then select Next
    7) enter my Customer ID and change Account type to Savings
      it's on this screen that I am unable to select the Online Banking box
    since it's grayed out.
    8) select Next
    9) I get the message "Moneydance now has most of the information needed to
    connect to your financial institution for this account. Click the 'Finish'
    button below to complete the process." select Finish.
    10) if I then select the account then select Online/Download (this account
    only) nothing happends, no error, no messages at all in the messaging
    window at the bottom of my MD window. There is no activity reported on the
    Console Messages window (there is when I do the same thing for a different
    account at a different financial institution.)

    So, what's next?

  16. 16 Posted by Ed Wall on 28 Apr, 2019 08:09 PM

    Ed Wall's Avatar

    I can manually download and import transactions but that's not how this is supposed to work? Any updates?

    Ed

  17. Support Staff 17 Posted by Sean Reilly on 29 Apr, 2019 10:08 AM

    Sean Reilly's Avatar

    Hi Ed,

    I'm continuing to check on this, but so far don't have a resolution. There are some more approaches we can try and we'll work on that, but it may take a few days. I'm getting the same errors when I try to connect to Canandaigua and they do seem to support the kind of direct OFX connections which Moneydance (and Quicken) uses to talk to banks but their server is not returning anything other than errors so far.

    Regards,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  18. 18 Posted by Ed Wall on 29 Apr, 2019 12:08 PM

    Ed Wall's Avatar

    Sean,

    Thanks for getting back to me. I don't even get errors reported in the
    console log. I assume you have a level of debugging turned on that I can't
    enable. Let me know if there is anything I can do to help.

    Ed Wall

  19. Support Staff 19 Posted by Sean Reilly on 29 Apr, 2019 12:50 PM

    Sean Reilly's Avatar

    Hi Ed,

    Yes, I'm connecting to them with a debugger and can adjust all aspects of the connection. So far I haven't found a combination of parameters that works, but there's still hope. I'll let you know once we've got a solution that'll work on your side.

    Thanks,
    Sean

  20. 20 Posted by Ed Wall on 02 May, 2019 08:45 PM

    Ed Wall's Avatar

    Sean, Don't know what changed or who changed it, but I am now able to
    connect and download my accounts at Canandaigua National Bank & Trust. You
    can close this case. Thanks for your help.

    Ed Wall

  21. Support Staff 21 Posted by Sean Reilly on 02 May, 2019 09:14 PM

    Sean Reilly's Avatar

    Hi Ed,
    Thanks for your message, and I apologise for not updating this thread to let you know about the change. As you've figured out we did discover the correct combination of parameters to make the connection work again. Thanks for all of your help and information to help us track down the issue!

    Best,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  22. Sean Reilly closed this discussion on 02 May, 2019 09:14 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

16 Jul, 2019 06:02 AM
16 Jul, 2019 04:09 AM
15 Jul, 2019 11:35 PM
15 Jul, 2019 11:29 PM
15 Jul, 2019 10:51 PM