AMEX Account Download

Ira Zweifler's Avatar

Ira Zweifler

17 Jun, 2020 06:55 PM

Ive been unable to download my AMEX account. When I go to download, the Account Number has been changed - it is not what I stored

Can u help??

  1. 1 Posted by Ira Zweifler on 17 Jun, 2020 07:00 PM

    Ira Zweifler's Avatar

    Have you begun encoding the Account Number, and not decoding it when you go to the web portal?

  2. Support Staff 2 Posted by Ethan on 17 Jun, 2020 08:04 PM

    Ethan's Avatar

    Hello,

    I responded to the other thread you created on this topic. Can you confirm that you followed those directions? In general, please try to respond to comments on threads that you opened instead of creating new ones, otherwise the conversation become confused by being split up into several places. Here's what I wrote:

    Can you try to completely reset your connection to see if that helps? To do so, you can follow these steps:

    1) Open your bank account register by clicking on it in the left sidebar in Moneydance
    2) Select Online->Setup Online Banking from the menu bar
    3) Click the Disable button. If you don't see a disable button, continue to step 5.
    4) Select Online->Setup Online Banking from the menu bar (again)
    5) Click the New Connection button and select your bank from the list of available institutions that pops up. Click OK. (Make sure you pick the New Connection button, even though your bank is still one of the connection choices after you disable it. Choosing your bank in this way will force Moneydance to reset the connection information, which should then allow you to connect.)
    6) Continue with the setup process, entering your username/password
    7) Repeat steps 1-6 for any additional accounts from this bank

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

    Ethan
    Infinite Kind Support

  3. 3 Posted by irazisme on 17 Jun, 2020 09:04 PM

    irazisme's Avatar

    Worked GREAT!! Exhausted ! I’ll try the same on my wife’s account tomorrow - I’ll let you know the results

    Ira

  4. Maddy closed this discussion on 17 Jun, 2020 10:25 PM.

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