tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/12932-how-to-delink-and-relinkInfinite Kind: Discussion 2020-01-13T18:11:27Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-15T22:43:27Z2019-04-15T22:43:27ZHow to Delink and Relink<div><p>Hi Edwin,</p>
<p>You can try recreating the connection by following the instructions in the KB article:</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>Regards,</p>
<p>Tony (NOT from MD Support)</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-17T11:56:23Z2020-01-13T18:11:26ZHow to Delink and Relink<div><p>This did not work. Looked as shown to disable the account but once I tried<br>
to enable it it didn't sync. So I started over. Now there is no Disable<br>
option for the account. It's like the account is still disabled, but I<br>
can't re-enable it.</p>
<p>Ed Wall</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-17T13:26:19Z2019-04-17T13:26:19ZHow to Delink and Relink<div><p>Hmm... When you say</p>
<blockquote>
<p>once I tried to enable it it didn't sync</p>
</blockquote>
<p>"sync" are you talking about syncing Moneydance with other Computers/Devices, or do you mean Directly Connecting to your bank.</p>
<p>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.</p>
<p>Did you Bank provide you with new Login credentials? Typically the instructions that I cited above works for these types of issues.</p>
<p>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.).</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-17T13:41:12Z2020-01-13T18:11:26ZHow to Delink and Relink<div><p>I mean Directly connecting to my bank. This has been working fine for<br>
months, but after their recent security update it no longer works. I<br>
followed your directions exactly, but MoneyDance acts as if the link is<br>
still disabled. I can access my accounts on-line using the banks webpage<br>
and download importable files, but that's not what I want to do.<br>
The bank is Canandaigua National Bank & Trust and the MoneyDance version is<br>
Version 2019.1 (1855).</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-17T14:13:12Z2019-04-17T14:13:12ZHow to Delink and Relink<div><p>Hi Ed,</p>
<p>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.</p>
<p>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.</p>
<p>I understand that everything was working correctly before this new event (Security Update).</p>
<p>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.</p>
<p>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.</p>
<p>Good Luck,</p>
<p>Tony (NOT from MD Support)</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-17T14:53:37Z2019-04-17T14:53:37ZHow to Delink and Relink<div><p>Hi Ed,<br>
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: <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>Thanks!</p>
<p>--Sean Reilly 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/471799422019-04-17T18:39:49Z2020-01-13T18:11:26ZHow to Delink and Relink<div><p>Tony, I appreciate you're not from tech support, and I do very much<br>
appreciate that you tried to help me.</p>
<p>I hope tech support will be able to help. Have a great day.</p>
<p>Cheers,</p>
<p>Ed</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-17T19:18:33Z2019-04-17T19:18:33ZHow to Delink and Relink<div><p>You also Ed,</p>
<p>Take care and thanks for your good wishes :)</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-17T19:22:02Z2019-04-17T19:22:02ZHow to Delink and Relink<div><p>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!</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-18T17:24:57Z2019-04-18T17:24:57ZHow to Delink and Relink<div><p>Hi Ed,</p>
<p>Sorry to bother you again, but IK has released a new Stable Build of MD (2019.2.1868) available here:</p>
<p><a href="https://infinitekind.com/download-moneydance-personal-finance-software">https://infinitekind.com/download-moneydance-personal-finance-software</a></p>
<p>Not sure if Sean has checked the Canandaigua National Bank & Trust connection, but it may be worth a try in the meantime.</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-18T20:08:58Z2020-01-13T18:11:26ZHow to Delink and Relink<div><p>Thanks, I updated by version, still no luck. After I tried that workaround<br>
on the KB and disabled the account, MD no longer even tries to update the<br>
account. Before I got an error, now it's like MD doesn't even know the<br>
accounts exist.</p>
<p>Oh well, I'll have to wait until tech support gets back to me (which they<br>
haven't yet).</p>
<p>Cheers,</p>
<p>Ed</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-18T20:32:30Z2019-04-18T20:32:30ZHow to Delink and Relink<div><p>@TonyRl Thank you for adding the link to the new version!</p>
<p>@Ed I apologize for the delay.<br>
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.</p>
<p>To do so:<br>
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.</p>
<p>To use the .py file, first save it to your computer and then follow these steps:</p>
<ol>
<li>In Moneydance, select Window --> MoneyBot Console.<br></li>
<li>In the window that opens, select 'Open Script' then navigate to the .py file wherever you saved it on your system.<br></li>
<li>Select 'Run' to execute the file.<br></li>
<li>Wait a few moments until you see a message on screen, confirming the script has run successfully.<br></li>
<li>Restart Moneydance.</li>
</ol>
<p>Finally enable the connection.</p>
<p>--<br>
Henry, Infinite Kind Support</p></div>Henrytag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-19T13:37:48Z2020-01-13T18:11:26ZHow to Delink and Relink<div><p>Henry,</p>
<p>I don't see the Python file you attached.Could it have been purged by my<br>
email provider or ISP? If so, you could change the extension to something<br>
innocent like .doc and I could change it back once I can download it.</p>
<p>Thanks,</p>
<p>Ed</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-21T20:31:11Z2019-04-21T20:31:11ZHow to Delink and Relink<div><p>Hi Ed,<br>
Sorry about that. I've attached the file this time, but please let me know if it doesn't come through for you.</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/471799422019-04-22T16:42:28Z2020-01-13T18:11:27ZHow to Delink and Relink<div><p>No luck. Script ran successfully, but after restarting MD I attempted to<br>
reactivate the account. No luck. The steps I followed after restarting MD<br>
were:</p>
<p>1) select account<br>
2) select Online/Set Up Online Banking<br>
3) select New Connection<br>
4) select my bank (Canandaigua National Bank & Trust)<br>
5) Next (MD says it's retrieving the banks data)<br>
6) verify the correct account is shown and then select Next<br>
7) enter my Customer ID and change Account type to Savings<br>
it's on this screen that I am unable to select the Online Banking box since it's grayed out.<br>
8) select Next<br>
9) I get the message "Moneydance now has most of the information needed to<br>
connect to your financial institution for this account. Click the 'Finish'<br>
button below to complete the process." select Finish.<br>
10) if I then select the account then select Online/Download (this account<br>
only) nothing happends, no error, no messages at all in the messaging<br>
window at the bottom of my MD window. There is no activity reported on the<br>
Console Messages window (there is when I do the same thing for a different<br>
account at a different financial institution.)</p>
<p>So, what's next?</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-28T20:09:37Z2020-01-13T18:11:27ZHow to Delink and Relink<div><p>I can manually download and import transactions but that's not how this is supposed to work? Any updates?</p>
<p>Ed</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-29T10:08:30Z2019-04-29T10:08:30ZHow to Delink and Relink<div><p>Hi Ed,</p>
<p>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.</p>
<p>Regards,<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/471799422019-04-29T12:08:45Z2020-01-13T18:11:27ZHow to Delink and Relink<div><p>Sean,</p>
<p>Thanks for getting back to me. I don't even get errors reported in the<br>
console log. I assume you have a level of debugging turned on that I can't<br>
enable. Let me know if there is anything I can do to help.</p>
<p>Ed Wall</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-04-29T12:50:41Z2019-04-29T12:50:41ZHow to Delink and Relink<div><p>Hi Ed,</p>
<p>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.</p>
<p>Thanks,<br>
Sean</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-05-02T20:45:02Z2020-01-13T18:11:27ZHow to Delink and Relink<div><p>Sean, Don't know what changed or who changed it, but I am now able to<br>
connect and download my accounts at Canandaigua National Bank & Trust. You<br>
can close this case. Thanks for your help.</p>
<p>Ed Wall</p></div>edwalliiitag:infinitekind.tenderapp.com,2009-01-14:Comment/471799422019-05-02T21:14:19Z2019-05-02T21:14:19ZHow to Delink and Relink<div><p>Hi Ed,<br>
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!</p>
<p>Best,<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 Reilly