I've entered multiple times the online information, receive message no accounts to download.
The subject line says it all, I've entered the online information multiple times and the screen indicates there are no accounts to download.
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Support Staff 1 Posted by Maddy on Sep 22, 2019 @ 10:13 AM
Hi,
We are sorry to hear about the problem you have encountered.
In order to assist you better, please can you check which version of Moneydance you're using?
To do this, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.
Are you able to confirm the name of the bank you wish to download your transactions from? Also, what file format are you choosing to import them?
If it's easier, you can send us a screenshot of what you're seeing. You can read instructions for taking a screenshot here - https://www.take-a-screenshot.org/
Thank you
--
Maddy, Infinite Kind Support
2 Posted by kmcurrie on Sep 22, 2019 @ 06:34 PM
Hi, Maddy,
We have MoneyDance 2019.3, build 1880. I carefully added both OnPoint and the Advantis Credit Unions to MoneyDance, I believe I selected the WebConnect (Quicken style) file format but can’t find a way to confirm that. You’ll see the “No accounts to download” error at bottom. I have set up both accounts at least 3 times.
Kevin
Support Staff 3 Posted by Maddy on Sep 23, 2019 @ 09:20 AM
Hi Kevin,
Thank you for the additional information.
Firstly we would like to confirm that while OnPoint supports Direct Connect, unfortunately I don’t have the best news regarding the Advantis connection. From what I’m able to find online, it appears this bank have taken the decision to discontinue their support for Direct Connect services.
As stated on this web page: "If you used Direct Connect in our previous Online Banking system, you’ll need to deactivate your Advantis account in Quicken and then reconfigure it in Quicken using Express Web Connect or Web Connect options"
Since Moneydance only supports automatic downloads using Direct Connect, as a consequence, we’ll be removing this bank's connection from Moneydance, as well.
Advantis Credit Unions now uses other connection methods that Moneydance does not support, such as Web Connect and Express Web Connect.
By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.
You can read more about why we only support this connection type in our blog and also in this article.
Without Direct Connect, you are still able to easily import your data into the program. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.
We'd recommend you download using the OFX or QFX file format if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.
The steps for manually importing your data are outlined in this article from the knowledge base.
Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from the banks website much easier. We're also working on another feature (coming soon) that will remember how you download from the banks site and help to automate the manual import process.
For OnPoint, you can set up your connection, within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. Have you already done this?
When you enable Direct Connect, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like ATM or online banking.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
--
Maddy, Infinite Kind Support
4 Posted by kmcurrie on Sep 24, 2019 @ 03:20 AM
Maddy,
Makes perfect sense. I don’t know how to remove any on-line setup for Advantis; I assume that’s not necessary. I re-set up OnPoint and hit “Download all trans…..” for OnPoint alone. The screen goes to a web page, given me the chance to login to the web page. That wasn’t necessary previously.
After I’ve configured Onpoint for downloading, what next?
Kevin
Support Staff 5 Posted by Maddy on Sep 24, 2019 @ 09:07 AM
Hi Kevin,
As mentioned in my previous post, Moneydance supports automatic downloads using Direct Connect, and you can view a list of financial institutions we've already established connections with on this page.
OnPoint is listed, so you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. Have you already done this?
When you enable Direct Connect, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like ATM or online banking.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
--
Maddy, Infinite Kind Support
6 Posted by kmcurrie on Sep 25, 2019 @ 05:12 AM
I've carefully followed all of your instructions and carefully entered the account number. Just the same, I receive an error code of 2003. Account not found. Yet, going to the web it works fine.
Quite disappointed in your product so far.
Kevin
On Tuesday, September 24, 2019, 02:07:31 AM PDT, Maddy <[email blocked]> wrote:
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Support Staff 7 Posted by Maddy on Sep 25, 2019 @ 10:21 AM
Hi Kevin,
We are sorry to hear that the problem persists.
Would you be able to confirm which of these connections are you selecting?
OnPoint Community CU - Direct or
OnPoint Community CU - New
I have asked our connection specialist to test the connection information we use for “OnPoint Community CU - New”.
The connection details are correct and up to date.
As you’re seeing the error 2003 “Account Not Found”, this tells us that Moneydance is successfully connecting with your bank's server. The bank's server is returning the error ‘Account Not Found’. Could you check your account settings in Moneydance to make sure that your account and routing numbers are entered correctly? A typo in either of those could cause the problem you are seeing.
I believe the Routing number is 323075880. The Account number is the number on the bottom of your checks (you can omit the leading zeros). The same number can be seen when logged in the web online banking interface. It is labelled “Full Account Number.
You may also want to confirm with OnPoint that they don't have any special requirements on how the account number should be entered for Direct Connect access.
Can you confirm you previously contacted the bank to enable Direct Connect for your accounts? Most banks require you do this before you can download your transactions into Moneydance.
Thank you
--
Maddy, Infinite Kind Support
8 Posted by kmcurrie on Sep 27, 2019 @ 02:53 AM
Maddy,
I re-entered the account number and routing number. I tried both new and direct. New prompted me for a password, carefully copied out of my password safe and verified on web site yesterday. Same error message. Direct Connect didn’t prompt me for a password, but when it finished it’s processes, it indicated that it had hit “New”. You have a problem in your code.
Other ideas?
Kevin
Support Staff 9 Posted by Maddy on Sep 27, 2019 @ 09:09 AM
Hi Kevin,
If you haven't already, you should try to recreate the connection with your bank. You will need to disable your current connection and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:
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 long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.
Let me know if you continue to have connection problems after recreating your connection and we'll troubleshoot further.
--
Maddy, Infinite Kind Support
Support Staff 10 Posted by Jenny on Sep 27, 2019 @ 10:39 AM
Hi Kevin,
This discussion has been flagged for me as I am the connection specialist.
If the problems persist after recreating your connection, there are a few things we should confirm.
You mentioned in your last reply that you're using the same password as you use to login to the banks website.
It's important to note that generally, the login details you need for Direct Connect will differ from those used for other services like ATM or online banking. We'd usually recommend you contact the bank to confirm which login credentials you should be using.
You also said in an earlier reply that you had selected 'WebConnect' - was this the connection method you've enabled at the banks end?
Moneydance does not support Web Connect or Express Web Connect, so it's very important Direct Connect access is enabled at the banks end. Most banks require that you contact them to enable this service before you can download transactions into Moneydance. Can you confirm you've done this?
After the bank made a change and the 'New' details were made available, some customers had trouble getting connected with the bank. Within this public thread, one customer has reported success and provided the steps they took to get this working. I've summarised the steps below so they're easier to follow -
(wait while it says retrieving financial institution's profile)
Routing number is 323075880.
Account number is the number on the bottom of your checks (omit the leading zeros) The same number can be seen when logged in the web online banking interface. It is labeled "Full Account Number" (I believe this is 7 digits).
For CustomerID use your login name.
Account Type is Checking.
Make sure you enable the 'Online Banking' tick box.
If the problems persist after following these steps, can you send me the contents of your console log from when you're trying connect with the bank? Here's how to get the logs:
1) In Moneydance, click on the Help menu and select the Console Window option. This will open the console messages window.
2) While the Console Window is open, attempt to connect to your bank. Any error messages should be recorded to the Console.
3) Select all of the text in the Console and use the "Copy to Clipboard" button at the bottom to copy the text.
4) Paste the text from the message window into a text file (preferably saved with a .txt extension) and attach that file to your response here.
The debugging logs that this produces may contain your account information. I've made sure that this conversation is private, so the info won't be broadcast to the world, but just to be safe you can redact any account info in the debug logs. Just replace it with something like "ACCOUNT NUMBER HERE" and it will be fine.
You mentioned that there was a problem with the code - I just wanted to confirm that this is not the case. Customers should be using the connection listing 'OnPoint Community CU - New'. If the 'Direct' listing is picked, Moneydance will automatically switch to using the 'New' connection details. The 'Direct' listing does not work, but many of our OnPoint customers are setup to use these older connection details. The switch we've implemented means the correct details are used, without these customers having to make any connection changes.
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Jenny, Infinite Kind Support
System closed this discussion on Dec 27, 2019 @ 10:40 AM.