tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1354-ubs-ofxdirect-connectInfinite Kind: Discussion 2015-11-03T17:59:00Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/383561032015-11-02T16:29:46Z2015-11-02T16:29:46ZUBS OFX/Direct Connect<div><p>Can you try re-creating your connection with your financial
institution and see if that fixes the issue that you're seeing? You
will need to disable your current connection to your bank and then
recreate it using the New Connection button on the Online Banking
Setup screen. To do so, you can follow these steps:</p>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select the Online->Setup Online Banking
button/menu
<br></li>
<li>Click the "Disable" button. If you don't see a disable
button, just close the setup window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the
same institution.<br></li>
<li>Select the Online->Setup Online Banking button/menu
(again)
<br></li>
<li>Click the "New Connection" button and select your bank and hit
OK<br></li>
<li>Continue with the setup process, entering your
username/password
</li>
</ol>
<p>Make sure you pick new connection, <strong>even though your bank
is still one of the connection choices after you disable
it.</strong> Choosing your bank from the list of available banks
will force Moneydance to download the updated information, which
should then allow you to connect.</p>
<p>Please let me know if you continue to have connection problems
after recreating your connection.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/383561032015-11-02T16:48:21Z2015-11-02T16:48:22ZUBS OFX/Direct Connect<div><p>Partial success maybe? I have four accounts with UBS: 1) a joint
account with my wife, 2) an empty account, 3) a 529 account, and 4)
a Roth IRA that belonged to my grandmother that I inherited after
she passed away.</p>
<p>I'm only interested in downloading transactions for accounts 1
& 3 (the 529 account is downloaded through the company that
administers the plan).</p>
<p>So I followed these steps, and I'm still getting the error for
account 1.</p>
<p>The download now works for account 3, but there are no new
transactions so I can't really tell if this is actually
successful.</p></div>HikerTtag:infinitekind.tenderapp.com,2009-01-14:Comment/383561032015-11-02T16:50:06Z2015-11-02T16:50:08ZUBS OFX/Direct Connect<div><p>Whoops, there was an error in the previous post. I'm interested
in downlaoding accounts 1 & 4. The download still doesn't work
for account 1, but does work for account 4.</p></div>HikerTtag:infinitekind.tenderapp.com,2009-01-14:Comment/383561032015-11-03T15:13:43Z2015-11-03T15:13:43ZUBS OFX/Direct Connect<div><p>Can you try completely resetting your connection to your bank
and see if that fixes the problem you're seeing? To do this, you'll
need to force clear the current connection information for your
bank in Moneydance. I'm sending a file called remove_one_service.py
that will help do that. 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 file, first save it to your computer and then follow
these steps:</p>
<ol>
<li>In Moneydance, click on the Extensions Menu and choose the
<strong>Manage Extensions</strong> option.<br></li>
<li>From the list of available extensions, choose the Python
Interface extension, then click Install to download the extension
and finish to complete the installation.<br></li>
<li>Close the Manage Extensions window.<br></li>
<li>Again, click the Extensions menu. This time, choose the
<strong>Python Interface</strong> option.<br></li>
<li>In the python window, click the <strong>read from file</strong>
button and load the file from whereever you saved it. You will be
asked to select which connection you want to clear. Choose your
bank, and click OK. You'll get a confirmation message when the
connection has been removed. Close the window when done.<br></li>
<li>Set up the connection to your bank like normal. Since all of
your settings have been cleared, you should get the most recent
connection information for your bank.</li>
</ol>
<p>Hopefully, that will work. If it doesn't, let me know and we'll
continue troubleshooting.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/383561032015-11-03T17:54:12Z2015-11-03T17:54:19ZUBS OFX/Direct Connect<div><p>That fixed it! Thanks Ian!</p></div>HikerTtag:infinitekind.tenderapp.com,2009-01-14:Comment/383561032015-11-03T17:59:00Z2015-11-03T17:59:00ZUBS OFX/Direct Connect<div><p>Great, glad things are working again! Please let me know if I
can be of any further assistance, and thanks for using
Moneydance.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian L