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changed banking password

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Betsy

04 Nov, 2015 06:58 PM

I changed my banking password on one account, and now I can't download transactions from that bank using the new password.

1. 1 Posted by Scott Meehan on 04 Nov, 2015 08:04 PM

   

   Hi Betsy,

   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:

   1. Select your bank account in Moneydance

      
   2. Select the Online->Setup Online Banking button/menu

      
   3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

      
   4. Repeat the previous steps for any additional accounts at the same institution.
      
   5. Select the Online->Setup Online Banking button/menu (again)

      
   6. Click the "New Connection" button and select your bank and hit OK
      
   7. Continue with the setup process, entering your username/password


   Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

   Please let me know if you continue to have connection problems after recreating your connection.

   Scott Meehan
   Infinite Kind Support

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2. System closed this discussion on 19 Mar, 2016 05:01 AM.