NONE of my accounts will work

clemens76's Avatar

clemens76

08 Nov, 2020 12:16 PM

I can't get my bank accounts to load, my credit cards. At a total loss. Please help since I just purchased this software and so far no luck :(

  1. 1 Posted by clemens76 on 08 Nov, 2020 12:17 PM

    clemens76's Avatar

    PLEASE HELP can't get ANY of my accounts loaded!!!

  2. 2 Posted by Stuart Beesley ... on 08 Nov, 2020 12:22 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    I think you need to provide more information. What version of MD, Windows or Mac, what screens are you trying to use and what errors are you getting? Has it ever worked for you? Or is this a training/education type question?

    (A fellow user)

  3. 3 Posted by Joe on 08 Nov, 2020 12:25 PM

    Joe's Avatar

    Same here...NOTHING seems to work...Just purchased

  4. 4 Posted by derekkent23 on 08 Nov, 2020 01:06 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Both

    If you want help you will need to provide a lot more information.

    How are you attempting to get transaction data from you bank, Direct Connect, embedded or external browser to sign into your online account and download a QFX/OFX or QIF file with the intension of importing it into Moneydance.

    What is your Bank?

    Have you read the relevant support articles at https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    Are you getting error messages, etc, etc.

    Joe, from your other post, a DOWNLOAD button is only highlighted if you have setup DIRECT CONNECT for the account or if you are instead attempting to use a browser and has setup your banks online login address under ACCOUNT - EDIT ACCOUNT. Note the embedded browser dos not yet work for all banks. To use your external browser, hold down the Ctrl key (⌘ on Mac) then click DOWNLOAD.

    Hope this helps.

  5. 5 Posted by clemens76 on 08 Nov, 2020 01:30 PM

    clemens76's Avatar

    Hi Derek. Thank you for the great reply/info. I'm completely new to Moneydance (Quicken user for years). I simply follow the steps to add new account, filled out all required information, then it gives me error code 2000. I even called Wells Fargo to verify if they had a security block, they claim they did not. Same exact thing happens with my Chase account. The ONLY account so far I've been successful adding is my Discover card. It simply brings up my account online for me to sign in to. Download doesn't work or do anything? I'm thinking Moneydance maybe isn't for me?

  6. 6 Posted by derekkent23 on 08 Nov, 2020 02:51 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi clemens76

    Another user dwg has made these observations regarding Direct Connect to chase https://infinitekind.tenderapp.com/discussions/online-banking/17335...

    For Discover card it looks like manual download from there online wed site is the only option, see https://infinitekind.tenderapp.com/discussions/online-banking/15756...

    Haven’t read anything about Wells Fargo so don’t know if this is a good or bad sign.

    Hopefully support or other Moneydance users of these banks may be able to help.

    Hope this helps.

  7. 7 Posted by wizowash on 08 Nov, 2020 04:47 PM

    wizowash's Avatar
    Hello, and Thanks for getting back to me so soon...

    I followed the Account Set Up and I still can't download

    On Nov 8, 2020 7:06 AM, derekkent23 <[email blocked]> wrote:

    // Please reply above this line
    ==================================================

    From: derekkent23

    I am not support staff, just a user.
    Hi Both

    If you want help you will need to provide a lot more information.

    How are you attempting to get transaction data from you bank, Direct Connect, embedded or external browser to sign into your online account and download a QFX/OFX or QIF file with the intension of importing it into Moneydance.

    What is your Bank?

    Have you read the relevant support articles at https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    Are you getting error messages, etc, etc.

    Joe, from your other post, a DOWNLOAD button is only highlighted if you have setup DIRECT CONNECT for the account or if you are instead attempting to use a browser and has setup your banks online login address under ACCOUNT - EDIT ACCOUNT. Note the embedded browser dos not yet work for all banks. To use your external browser, hold down the Ctrl key (⌘ on Mac) then click DOWNLOAD.

    Hope this helps.

    On Sun, Nov 08 at 04:25 AM PST, Joe wrote:

    Same here...NOTHING seems to work...Just purchased

    Having trouble reading this? View this discussion online: NONE of my accounts will work.

    Reply with #ignore to stop receiving notifications for this discussion.


  8. 8 Posted by derekkent23 on 08 Nov, 2020 06:15 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi wizowash

    You haven't provided any new information, so have given me, Support or others anything to work with.

  9. 9 Posted by dwg on 08 Nov, 2020 08:59 PM

    dwg's Avatar

    I'm a fellow user.

    For Well Fargo there is a specific Knowledge base article:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/connecting-to-wells-fargo

  10. Melissa closed this discussion on 28 Nov, 2020 01:21 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

18 Jan, 2021 12:26 AM
17 Jan, 2021 11:08 PM
17 Jan, 2021 11:08 PM
17 Jan, 2021 10:49 PM
17 Jan, 2021 09:58 PM