Fidelity Online Banking - Moneydance 2017.10
This discussion is public.
I'll apologize for starting a new thread if this was covered in the 185 post and growing topic, but after a cursory search I didn't see it.
My problem in Moneydance 2017.10 (1706) is that I connect to Fidelity just fine but get "Downloaded zero new transactions..."
I've already tried refreshing, and disabling and re-creating. These have not yielded anything different for me yet.
thank you,
KK
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1
kking18474
on 14 Jan, 2021 03:24 PM
<<<<<<<<ENDRESPONSE
reading transaction list for Fidelity
Unhandled transaction: <DTSTART>20210112120000.000[-5:EST]
Unhandled transaction: <DTEND>20210113095828.425[-5:EST]
2
dtd
on 14 Jan, 2021 10:12 PM
My impression is that Fidelity asked MD to change the methodology of how they downloaded transactions, so 2017 may not ever download Fidelity again.
So Fidelity MAY have broken your 2017 software. Not sure.
As you say, I haven't seen a lot of posts about "my 2017 software doesn't work anymore", so this is conjecture.
just a user here
3
dwg
on 14 Jan, 2021 10:19 PM
I'm a fellow user.
The Developer indicated that at Fidelity's request that online downloads be routed via a tunnel to ensure all requests come from one known and allowed IP address.
Once the existing online capability is turned off then the old method will not longer work. Use of the tunnel requires Moneydance 2021 build 3034, online download capability will no longer work in older releases for this institution.
4
dtd
on 14 Jan, 2021 10:44 PM
So, MAYBE Fidelity turned the standard method off, or maybe you have a different problem.
That said, you may need to upgrade (I recommend the preview 2021(3034) version if you do so) to keep the Fidelity functionality, or else move to manual downloads.
MD doesn't require you to upgrade, but operating systems and banks do change over time.
Hope that helps.
5
kking18474
on 15 Jan, 2021 03:16 AM
Thanks @dtd and @dwg. I appreciate the feedback, sounds like its time to update. I've read some other threads today that make we want to take advantage of new extensions as well.
KK
6
kking18474
on 15 Mar, 2021 07:42 PM
Update - Ok, so from build 1706 I upgraded to build 2006 (newest production) then Build 3039 (newest preview) and yet i'm still not able to download transactions from Fidelity. So there is something I am missing.
I've disabled and recreated the online service.
I've refreshed the newly created online service.
i've quit and restarted Moneydance 2021, but none of these things are helping
I've checked my accounts and there are new transactions available, but the download only produces the "Downloaded Zero new transactions" message.
thanks,
KK
7
dtd
on 15 Mar, 2021 08:05 PM
Downloaded zero connections shows you are connecting successfully. (at least as far as I know)
If it is always zero, maybe there is a problem with last downloaded txn date?
Have you hit RESET SYNC on the profile? That sets the last date to zero.
If you still have zero downloads - that's a problem... unless there really are zero downloads, but i doubt that would be true.
8
kking18474
on 15 Mar, 2021 08:25 PM
Thank you, yes, I've tried resetting Sync on the online banking service as well, and I can see the DTStart value get set back to 2020 when I do that, but still no transactions are downloaded even thought there have been many this year.
9
kking18474
on 16 Mar, 2021 04:26 PM
I loaded STU's toolbox and I'm really loving all the scripts and tools found there. I just need some advice on how to troubleshoot this connection. Thank you!
10
Stuart Beesley (Mr Toolbox)
on 16 Mar, 2021 04:48 PM
@kking18474 😃 +1 🧰
Try upgrading to MD2021 preview build 3036/3039. I seem to remember more fixes since 2006.
(Not support, just a fellow user - and author of the most excellent Toolbox)
11
kking18474
on 16 Mar, 2021 04:59 PM
Stu, I'm upgraded to 3039 now, and still having trouble, that is the reason for my post.
I've upgraded to 3039, recreated the banking connection, and reset synch many times. I don't see the problem, but I keep getting Zero new transactions.
KK
12
Stuart Beesley (Mr Toolbox)
on 16 Mar, 2021 05:53 PM
Do this. Help. Open console. Leave console open. Download the account. Post the console output back here.
13
Melissa
on 16 Mar, 2021 06:22 PM
Hi Kasey,
Sorry to hear that the issue persists.
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.
Fidelity Bank 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 before?
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.
Hope this information helps. Please do keep us updated with the progress and we could troubleshoot further if this issue continues to occur. Thank you.
--
Melissa, Infinite Kind Support
14
kking18474
on 16 Mar, 2021 08:35 PM
Thank you Stu, attaching error log
Melissa, thank you for your help also, this used to work for me on MD version 2017 last year before the Fidelity TLS issue, do you think Fidelity has to re-enable this process?
I am on MD 2021 (Build 3039) now.
KK
15
kking18474
on 18 Mar, 2021 07:15 PM
I wish I had another bank i could test with, but Fidelity is the only one I have setup. Maybe I'm having trouble not specific to Fidelity?
16
Melissa
on 18 Mar, 2021 07:46 PM
Hi Kasey,
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.
Please let us know if you continue to have connection problems after recreating your connection and we'll troubleshoot further.
--
Melissa, Infinite Kind Support
17
kking18474
on 18 Mar, 2021 07:50 PM
Yes, that was the first thing I tried after the upgrade. I've also reset the synch on the newly created banking entry, no changes.
Can anyone look at the error log please?
18
Melissa
on 18 Mar, 2021 08:09 PM
Hi Kasey,
From the error log attached, I have noticed that you're having the following error:
java.io.IOException: javax.crypto.BadPaddingException: Given final block not properly padded. Such issues can arise if a bad key is used during decryptionin which this could be quite tricky.Hence, wondering if could you give the following a try to ensure the connection of Moneydance with Fidelity works fine?
To test it out, could you try to perform a manual backup on your current Moneydance data, through File --> Export Backup?
Next, try to create a new Moneydance data file (just in case something goes wrong), through File --> New.
Later, try importing your previous Moneydance data into your newly created Moneydance file, through File --> Restore from Backup.
Now, please try to create a connection with your bank. You create it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:
Hope this information helps. Please do keep us updated with the progress and we could troubleshoot further if this issue continues to occur. Thank you.
--
Melissa, Infinite Kind Support
19
kking18474
on 18 Mar, 2021 08:48 PM
Ok, thanks for the procedure. Tried that with new file, but seeing the same java exception.
20
Stuart Beesley (Mr Toolbox)
on 18 Mar, 2021 09:59 PM
I believe the Java exception is a red herring. It’s a duff txn journal file from 2015. I don’t think it’s causing your fidelity issue.
error loading txn file tiksync/out/20151018190944_507.txn; continuing. error: java.io.IOException: javax.crypto.BadPaddingException: Given final block not properly padded. Such issues can arise if a bad key is used during decryption.
21
Stuart Beesley (Mr Toolbox)
on 18 Mar, 2021 10:05 PM
Your log looks fine and fidelity is talking back to you. It seems to say you have a zero value balance? Is this the right account?
22
kking18474
on 19 Mar, 2021 12:02 PM
Thank you! I decided to try Fidelity Investments rather than Fidelity Netbenefits from the list and that one is sending me transactions. I think that perhaps my benefits plan was moved. It always found an account to pull on Netbenefits, but there is a different account number when I log into Fidelity Investments. Nonetheless it's working.
thanks again,
KK
kking18474 closed this discussion on 19 Mar, 2021 12:04 PM.