tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/17962-cant-download-usaa-transactions
Infinite Kind: Discussion
2023-07-12T01:37:54Z
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T01:40:35Z
2021-01-28T01:40:38Z
Can't download USAA transactions
<div><p>I'm unable to connect to USAA credit card accounts and download transactions. This has always worked fine prior to today. My last successful download was on 1/7/21. I've tried upgrading to the latest version of moneydance, both regular and beta (3034), I've tried resetting the connections nothing has worked so far.</p></div>
Ben Clauss
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T02:26:56Z
2021-01-28T02:26:56Z
Can't download USAA transactions
<div><p>I can verify that I can download from USAA as of 01/15.</p>
<p>Given your other assertions, that's about the best I can provide. I will be watching usaa myself as schwab surprised me on 10/15/2020</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T04:36:31Z
2021-03-24T14:12:16Z
Can't download USAA transactions
<div><p>I started having the same problem today too. No error message. But the console windows has the below messages. I do have a pretty old version of Moneydance, 2019.3 (1880). But I'd like for someone to confirm the latest version will fix it before I upgrade. Any other USAA users having problems?</p>
<p>uh oh, we've gotten some OFX with no headers:<br>
Warning: unidentified entity: & Co.<br>
This software is the property of Hoefler & Co. (H&Co). Your right to access and use this software is subject to the applicable License Agreement, or Terms of Service, that exists between you and H&Co. If no such agreement exists, you may not access or use this software for any purpose. This software may only be hosted at the locations specified in the applicable License Agreement or Terms of Service, and only for the purposes expressly set forth therein. You may not copy, modify, convert, create derivative works from or distribute this software in any way, or make it accessible to any third party, without first obtaining the written permission of H&Co. For more information, please visit us at <a href="http://typography.com">http://typography.com</a>. 203007-87575-20161213 */ @font-face { font-family: 'Gotham Narrow'; Warning: unidentified entity: ’<br>
Warning: unidentified entity: –<br>
Warning: unidentified entity: –<br>
Warning: unidentified entity: –<br>
Warning: unidentified entity: –<br>
Warning: unidentified entity: ©<br>
Unhandled OFX message set: HEAD<br>
Unhandled OFX message set: BODY</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T04:46:22Z
2021-01-28T04:46:22Z
Can't download USAA transactions
<div><p>I'll try again in the morning, maybe it will be fixed by then.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T06:52:55Z
2021-01-28T06:52:55Z
Can't download USAA transactions
<div><p>Given your veraion, you should not have been able to download since October 16, 2020.</p>
<p>I will monitor my downloads, as there should be two tomorrow.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T10:15:45Z
2021-01-28T10:15:45Z
Can't download USAA transactions
<div><p>Hi all,</p>
<p>Upgrading to Moneydance 2021.1 (3034) and resetting the connection seems to have worked for other customers. So, we would recommend proceeding as follow:</p>
<p>You should double click the file to begin the installation process. You'll then be prompted to move the file from your Downloads folder to your Applications folder.</p>
<p>You may be prompted to replace the existing version of Moneydance.<br>
If not, you should manually remove any older versions of the program.</p>
<p>You should then navigate to your Applications folder, where you can remove any older versions of Moneydance that remain installed. Simply delete any older copies of the program. You might want to also check your Downloads folder, in case Moneydance has been accidentally installed here, and remove any older copies from this folder too.</p>
<p>It might be useful to re-name the newest version of Moneydance to Moneydance 2021.1 (3034), to be easier to find. (Changing the application name won't effect the program or its functionality).</p>
<p>You'll also need to reconfigure the Moneydance shortcut in your Dock.</p>
<p>To do this 'right click' (or press Ctrl and click) on the Moneydance icon in your Dock and choose Options, then disable 'Keep in Dock'.</p>
<p>Then open the newest version of Moneydance from within your Applications folder. Once running, 'right click' (or press Ctrl and click) on the Moneydance icon in your Dock and choose Options --> Keep in Dock.</p>
<p>When Moneydance is running choose Help --> Register Moneydance. You can input your license key here:</p>
<p>Also select Help --> About Moneydance, where the version and build number will be displayed and you can check you're using the correct version. Below this, you'll either see 'Unregistered' or the license key will be displayed.</p>
<ul>
<li>After running the update you may need to select Online --> Setup Online Banking->'Reset Sync'. Finally attempt to connect with the bank again.</li>
</ul>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>
Maddy
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T12:48:56Z
2021-01-28T12:48:59Z
Can't download USAA transactions
<div><p>I see Maddy that you recommended upgrading to build 3034. I was previously running 3032, and have now downloaded from the downloads page and appears 2021 build 2006 was downloaded. Where can I find the newer build? (Issue with USAA downloads is also occurring in 2006...)</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T12:56:20Z
2021-01-28T12:56:21Z
Can't download USAA transactions
<div><p>Found 2021.1 3034 at Moneydance.com/preview</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T13:08:06Z
2021-01-28T13:08:08Z
Can't download USAA transactions
<div><p>After upgrading to 2021.1 3034 and resetting download synch I'm still unable to download transactions from USAA. Looks like it's downloading but doesn't retrieve anything. I know there are new transactions to download. Any other ideas?</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T13:22:06Z
2021-01-28T13:22:06Z
Can't download USAA transactions
<div><p>can you open the console (Help/Console Window)... Leave it open (as this generates extra debug messages) and whilst it's open then connect/download again.. Then post the console log output here...?</p>
<p>(not support, just a fellow user)</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T13:31:55Z
2021-01-28T13:31:56Z
Can't download USAA transactions
<div><p>Thanks Stuart - have been looking for the blasted console window - even searching help - and missed that menu option on the same menu :)</p>
<p>Here's the relevant output - username masked. I don't see this issue from another bank (Chase) so I guess assumption is it's a problem with USAA?</p>
<p><<<<77<<<<<br>
connecting to: <a href="https://service2.usaa.com/ofx/OFXServlet">https://service2.usaa.com/ofx/OFXServlet</a> with method: POST<br>
Connecting with https headers:<br>
POST /ofx/OFXServlet HTTP/1.1<br>
Host: service2.usaa.com<br>
Content-Type: application/x-ofx<br>
Accept-Language: en-us<br>
Cookie: akmachineid=akma/EFQZjOknXBmTnKPpJW+4kolnm1sC9Q89TzzSNah42ZKBvuAO5tfl55QmH38eWO3sE3EFR3+vQJJGZuc3DZvfA==; akusaa=akusaaT6atv+63CdC5g7/yjF1qi48PfVzCJE3IM7/xUXRKiMQ/4QBiMsWElhJ+is3Bm/o6jBpvMFa9D90DE/V3HzQr4Q==<br>
Date: Thu, 28 Jan 2021 07:28:58 CST<br>
Accept: <em>/</em><br>
User-Agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_13_4) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/11.1 Safari/605.1.15<br>
Content-Length: 606<br>
Cache-Control: no-cache<br>
Connection: close</p>
<p>---end headers HTTP/1.1 200 OK<br>
Server: USAA-Honesty<br>
Content-Length: 44169<br>
Content-Type: text/html<br>
Strict-Transport-Security: max-age=31536000<br>
ETag: "019303a74e4c3f04b3413a481d356a54:1508867088"<br>
Expires: Thu, 28 Jan 2021 13:28:58 GMT<br>
Cache-Control: max-age=0, no-cache, no-store<br>
Pragma: no-cache<br>
Date: Thu, 28 Jan 2021 13:28:58 GMT<br>
Connection: close</p>
<p>HTTP response headers:<br>
date: [Thu, 28 Jan 2021 13:28:58 GMT]<br>
server: [USAA-Honesty]<br>
content-length: [44169]<br>
expires: [Thu, 28 Jan 2021 13:28:58 GMT]<br>
content-type: [text/html]<br>
etag: ["019303a74e4c3f04b3413a481d356a54:1508867088"]<br>
connection: [close]<br>
cache-control: [max-age=0, no-cache, no-store]<br>
strict-transport-security: [max-age=31536000]<br>
pragma: [no-cache]<br>
Reading message from <a href="https://service2.usaa.com/ofx/OFXServlet">https://service2.usaa.com/ofx/OFXServlet</a></p>
<p>uh oh, we've gotten some OFX with no headers:</p>
<br></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T13:41:07Z
2021-01-28T13:41:07Z
Can't download USAA transactions
<div><p>Is there more after the above?</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T13:53:54Z
2021-01-28T13:56:14Z
Can't download USAA transactions
<div><p>USAA has a new direct connect procedure-- (USAA Federal Savings Bank-New) is the new institution to setup and it requires a UserID and Pin assigned by them-not your old USAA member number. This was changed as of yesterday.</p></div>
hollidayjr
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T14:10:31Z
2021-01-28T14:10:31Z
Can't download USAA transactions
<div><p>Thanks hollidayjr. Do we just call them or is there something online?</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T14:19:52Z
2021-01-28T14:19:52Z
Can't download USAA transactions
<div><p>Also, I don't see USAA Federal Savings Bank-New in the list of institutions. Does Moneydance need to still add it?</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T14:21:43Z
2021-01-28T14:35:43Z
Can't download USAA transactions
<div><p>Yes, Moneydance needs to update their list</p></div>
hollidayjr
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T14:32:44Z
2021-01-28T14:32:44Z
Can't download USAA transactions
<div><p>Team, how do we see "USAA Federal Savings Bank-New" in the list of institutions? It does not show?</p></div>
wbbonneriii
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T14:45:12Z
2021-01-28T14:45:12Z
Can't download USAA transactions
<div><p>Quicken users had problem starting yesterday too. Quicken fixed it by adding USAA Federal Savings Bank-New. Maybe that's where hollidayjr found out about it. But Moneydance would need to get the details of that new institution and add it for us, if indeed that is the issue with Moneydance.</p>
<p><a href="https://community.quicken.com/discussion/7887325/updated-1-27-21-usaa-federal-savings-bank-returns-ol-220-error">https://community.quicken.com/discussion/7887325/updated-1-27-21-us...</a></p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T15:30:40Z
2021-01-28T15:30:42Z
Can't download USAA transactions
<div><p>OK @Moneydance - plans to update the connections to support the new USAA configuration? I have 10 accounts with them - manually updating will be a pain in the you-know-where...</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T16:59:55Z
2021-01-28T16:59:55Z
Can't download USAA transactions
<div><p>@Moneydance - I have a similar set of accounts. If you could add the "new" connection, I would appreciate it.</p></div>
wbbonneriii
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T17:25:34Z
2021-01-28T17:25:35Z
Can't download USAA transactions
<div><p>Just discovered the problem myself. Put the updated connection please or it is back to banktivity 7.</p></div>
Raymond Jessen
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T17:33:52Z
2021-01-28T17:33:52Z
Can't download USAA transactions
<div><p>fyi, there's a discussion in the USAA community about this. One post is quite amusing and sarcastic. Anyway, USAA "Social Service" knows about it. But according to some of the posts, it will do not good to call support, as everyone knows is usually the case when calling financial institutions about direct connect problems. But you can try. USAA Social Service says Our Website Support Department is available to assist you further with this at 1-877-632-3003. When prompted ask for "tech support.”</p>
<p><a href="https://communities.usaa.com/t5/Banking/quicken-error-OL-220-A/td-p/243753">https://communities.usaa.com/t5/Banking/quicken-error-OL-220-A/td-p...</a></p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T18:05:15Z
2021-01-28T18:05:15Z
Can't download USAA transactions
<div><p>Same issue here. Watching to see if a solution is posted.</p></div>
rseneca
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T18:21:45Z
2021-01-28T18:21:45Z
Can't download USAA transactions
<div><p>Hi all,<br>
It seems that USAA made some changes to their system. So, they now issue you with a new user ID and pin for a new connection called-- USAA Federal Savings Bank-New.</p>
<p>While our connection specialist is looking into updating the connection, you may need to contact your bank to request your new log ins.</p>
<p>Thank you for your patience! We will keep you posted.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>
Maddy
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T18:25:55Z
2021-01-28T18:25:55Z
Can't download USAA transactions
<div><p>Thanks Maddy. And by the way, there's an FAQ at the USAA site about their support for Quicken and direct connect. So if anyone at USAA tells you they don't support Quicken and direct connect, you can point them to this FAQ.</p>
<p><a href="https://www.usaa.com/inet/wc/faq_BankWS_Quicken_and_Microsoft_Money_BankFaqL1_index">https://www.usaa.com/inet/wc/faq_BankWS_Quicken_and_Microsoft_Money...</a></p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T18:36:23Z
2021-01-28T19:24:25Z
Can't download USAA transactions
<div><p>Just spoke to USAA chat. Apparently we all have to call in to get a new username and pin just for third party connections like this. They gave me the number but it is a 45 minute wait with everyone calling in:</p>
<p>1-800-531-8722 to get your new username and pin.</p>
<p>UPDATE: I've been on the phone with them and they don't know what they are doing. No help yet and no one seems to know what to do.</p></div>
rseneca
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T19:39:49Z
2021-01-28T19:39:50Z
Can't download USAA transactions
<div><p>I also gave up due to the wait. I have been a member for over 50 years. The service has declined so much in the past 5 years or so that I have switched my insurance, checking and savings to another bank. I still have credit cards but they may also be discontinued after this fiasco.</p></div>
rtj69 jessenandcompany.com
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T21:16:12Z
2021-01-28T21:16:12Z
Can't download USAA transactions
<div><p>@rseneca re:<br>
UPDATE: I've been on the phone with them and they don't know what they are doing. No help yet and no one seems to know what to do.</p>
<p>And indeed, just like Schwab, they told none of their customers this was coming.<br>
Just boom.</p>
<p>so a day or so ago, they broke everyone's connection - sounds like they didn't even tell their employees either. Sounds like typical I/T.... (I worked in I/T for 30 years, so I can say that.... ;) )</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T21:19:57Z
2021-01-28T21:19:57Z
Can't download USAA transactions
<div><p>I assume the them you are talking about was USAA.</p></div>
rtj69 jessenandcompany.com
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T21:42:41Z
2021-01-28T21:42:44Z
Can't download USAA transactions
<div><p>OMG - 25 minute predicted hold time AFTER I got out of the "VRU Infinite Loop". REALLY NOT like "old" USAA. We've also been with them for 50 years; but thinking of switching after this</p>
<p>I'm gonna wait it out and see what happens - will post results</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T21:50:55Z
2021-01-28T21:50:55Z
Can't download USAA transactions
<div><p>Team, we need MoneyDance to setup the USAA Federal Savings Bank-New connection</p></div>
wbbonneriii
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T22:32:15Z
2021-01-28T22:34:19Z
Can't download USAA transactions
<div><p>Just spoke with two separate agents at USAA and they both said the same thing about direct connect: the access ID and access pin do not come from USAA, but through the software. They were referencing Quicken:</p>
<p>"The Access ID and Access PIN are housed within the Quicken app. Members who forget their ID and PIN will have to generate new ones from Quicken’s password reset process. The member accomplishes this by selecting “Get Access ID and PIN” in Quicken. Encourage members to print the page or save the ID and PIN somewhere safely."</p>
<p>Not sure if this is correct or not, but it's what I was told. I don't see how this can be completely correct since direct connect needs some way of knowing which account to access initially before issuing any sort of ID or pin.</p></div>
sodak1181
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T22:45:08Z
2021-01-28T22:45:08Z
Can't download USAA transactions
<div><p>I'm a 40 year plus USAA customer as well, and it saddens me to see them head in the direction of Schwab, i.e. no information or warning on changes.</p>
<p>That said, here are a couple of thoughts:</p>
<p>1) Moneydance isn't to blame, USAA (and previously Schwab) is. MD wasn't told either, and this issue appears about 24 hours old. Quicken can respond more quickly, given their size. I'd give moneydance a couple of days grace before threatening them on something they did not cause. Just my opinion.</p>
<p>2) USAA employees don't appear to be informed either. It's sort of the "news story is developing issue". i.e. things change quickly, rumors spread, misinformation is disseminated.... none is good. I'm also upset there is no alternative at USAA (CSV only? That's as bad as Schwab - I'm logging the same complaint - allow OFX/QFX manual downloads as a stopgap.)</p>
<p>So, I'm going to breathe deeply, not sit on a 40 minute wait, give MD about 2 days to work with USAA, and realize I can wait a couple of days to let things sort themselves out, then act, vs. obsessing over this. Though of course I am obsessing, because I'm writing this message.</p>
<p>(Said to self:) Stay calm, give the world some time to fix what USAA set wrong.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T23:14:27Z
2021-01-28T23:16:32Z
Can't download USAA transactions
<div><p>Totally agree with @dtd I was able to reach USAA albeit the wrong department (no big surprise), but the agent was good enough to reach out to USAA web services internally. It appears you can't just call in a get a new username/pin. As has already been noted in this thread, the user/pin is initiated by Quicken application. Based on what the agent told me, you have to unlink your account within 'Quicken' and re-associate to USAA presumably using the new USAA Bank name and that process in turn generates new credentials to use from there on out. This is based on Quicken... not sure the same will apply to MoneyDance? But like @dtd, I'm gonna sit tight and give MD a few days.</p></div>
rcmaxam
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-28T23:51:52Z
2021-01-28T23:51:52Z
Can't download USAA transactions
<div><p><a href="https://www.quicken.com/support/usaa-bank-direct-connect-customers-ol-220-error">https://www.quicken.com/support/usaa-bank-direct-connect-customers-...</a></p>
<p>If you look at the detailed instructions now at the Quicken help page, it says to "get the Access ID and Access PIN from the USAA website". I pasted it below from that link above. Quicken just provide a link to help user log into USAA. At least that's what it looks like. Maybe there's an access id and pin function in the account area now within USAA. I'll look around.</p>
<p>Instructions<br>
Quicken for Windows<br>
First, get your USAA ID:</p>
<p>You will need a new Access ID and Access PIN from the USAA website in order to reconnect your accounts in Quicken.</p>
<p>Sign in to your USAA account at the USAA website.<br>
Here is a link to the USAA sign-in screen.<br>
Find your ACCESS ID<br>
Find your ACCESS PIN<br>
You need your USAA Access ID and PIN to connect your accounts in Quicken using Direct Connect. You may be asked to grant Quicken access to your accounts when you retrieve your Access ID and Access PIN.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T00:12:20Z
2021-01-29T00:12:20Z
Can't download USAA transactions
<div><p>I couldn't find an option anywhere to get an Access ID and Access PIN. I'll bet there is a specific USAA url that is needed to get the Access ID and Access PIN, instead of there being a menu option somewhere. According to one of the posts in the below discussion, to set up the connection "select the "Get Access ID and Pin" link. You will be prompted to sign-in at the USAA website, once signed in, the Access ID and Pin will appear..." If some Quicken user could hover over that link and post the url, we could try that.</p>
<p><a href="https://communities.usaa.com/t5/Banking/quicken-error-OL-220-A/td-p/243753/page/2">https://communities.usaa.com/t5/Banking/quicken-error-OL-220-A/td-p...</a></p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T00:40:16Z
2021-01-29T00:40:18Z
Can't download USAA transactions
<div><p>Unfortunately, I think we’re still gonna have to wait for MD to do something – I suspect USAA changed the protocol they used, which is why the “New” selection in Quicken.</p>
<p>If you search “Online Access ID” on the USAA site, it will take you to a dialog that will let you retrieve the ID used to log in to the USAA web page and from the iPhone, I tried that and it still doesn’t work.</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T01:23:59Z
2021-01-29T01:23:59Z
Can't download USAA transactions
<div><p>I was bored anyway, so I called USAA just to see if the person I got was any more helpful. I read the instructions provided by Quicken saying to login to USAA and "find" your Access ID and Access PIN. She kept saying you MUST use the link within Quicken to get your Access ID and Access PIN. So either it's a special url or it talks to the USAA server or Quicken users accounts are tagged somehow to show them. I did notice in the Profile and Preferences _> Security screen, there's an area for Connected Apps (which is blank for me) and Personal Financial Management Tools (which shows TURBOTAX Access -> Enabled), with the option to Change that if I want to. I noticed in the screenshot in the Quicken instructions that you are prompted to grant Quicken access to your accounts when you retrieve your Access ID and Access PIN, and at the bottom it says "you can stop sharing information at any time by updating your security settings under Profile and Preferences on usaa.com. So I wonder if it recognizes Quicken connections and puts it there. Well, enough fun for the day. I'll let MD have their fun working with USAA. I'm sure we'll hear from them again with an update.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T01:32:44Z
2021-01-29T01:32:47Z
Can't download USAA transactions
<div><p>For the heck of it I purchased Quicken just to check out the connection. Thankfully they have a 30 return policy no questions asked. From what I can tell it looks like Quicken and USAA basically "handshake" to create a trusted third party connection that can be revoked from within your USAA account. Looks like Infinitekind/MD will have to change how they connect with USAA in order to get it to work. Hoping they'll be able to do that.</p></div>
Carl
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T02:07:44Z
2021-01-29T02:11:10Z
Can't download USAA transactions
<div><p>Hey Carl. Where do you revoke it in USAA? Does Quicken appear as a connect app or Financial Management tool within Profile and Preferences -> Security section of your account, in the bottom right corner? And where did you see your Access ID and Access PIN?</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T02:12:16Z
2021-01-29T02:12:16Z
Can't download USAA transactions
<div><p>In usaa Under your profile in security you'll see quicken as a connected app with the rights that were allowed. To the right of that is the ability to revoke. I haven't revoked it yet. But it's pretty obvious that the access id and pin that usaa gave me are going to be specific to that connection of quicken.</p></div>
Carl
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T02:18:18Z
2021-01-29T02:18:18Z
Can't download USAA transactions
<div><p>That's where I figured it would appear. Makes sense. Some other financial institution started doing that last year, allowing access by application. I think it was maybe Citi Bank? I remember people having all kinds of problems getting it to work.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T11:51:23Z
2021-01-29T11:51:23Z
Can't download USAA transactions
<div><p>Can confirm that the Quicken generated username/password do not allow the current USAA connection from Moneydance to download transactions. I run both programs and am constantly fighting with one or the other to reliably download transactions. Big banking is constantly trying to keep us financially ignorant. Apparently those of us that try to maintain our own records have dwindled in numbers to the point where it's not even an afterthought for the banks. The Quicken generated info also breaks Quicken direct connect for their web/mobile apps and only works on their Desktop software, effectively forcing you to use Quicken Connect to make web/mobile work.</p></div>
robert.l.spaulding
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T12:25:32Z
2021-01-29T12:25:34Z
Can't download USAA transactions
<div><p>Any update from Moneydance on when we can expect a new USAA connection? I know MD didn't cause this, but I expect there will be no movement to roll back the change by USAA. I work in IT - and based on my experience, companies don't generally make this kind of change without communicating unless there's a reason.</p>
<p>Not saying this is what happened, but hypothetically, if USAA had identified a vulnerability or an actual breach in the infrastructure supporting the old method, they might well have accelerated a change to the new method rather than fixing the old. I'm sure this has been in the works for a while - they've been working on and promising changes to their login methods to enhance security for months.</p>
<p>So, either they completely botched a rollout by not preparing customers and tech support, or something forced their hand. I tend to give USAA the benefit of the doubt, though they'v slipped a bit as others have mentioned above.</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T12:34:11Z
2021-01-29T12:34:13Z
Can't download USAA transactions
<div><p>I think this was all part of USAA's attempt to make it more secure. Right on the login page "A new logon experience is coming. We are improving how you access usaa.com to make it faster and more secure." My guess is this was part of the plan, they just never communicated that they were changing direct connect. Although with how quickly Quicken were able to implement a change, it's possible they might have communicated with Quicken. Either case it leaves a bad taste in my mouth for how they don't seem to care about other financial software providers that were using direct connect.</p></div>
Carl
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T16:00:58Z
2021-01-29T16:00:58Z
Can't download USAA transactions
<div><p>Mine seems to run successfully but doesn't actually download anything. How can I see a log or console of what is happening?</p></div>
bb
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T16:15:36Z
2021-01-29T16:15:36Z
Can't download USAA transactions
<div><p>Help>Console Window... LEAVE THIS OPEN and whilst it's open, do the download...</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T16:20:00Z
2021-01-29T16:20:00Z
Can't download USAA transactions
<div><p>Thanks, that was it. But yes, just confirms it is broken. It's showing the response as some web page with copyright info. Unfortunately, Moneydance also just fails silently.</p></div>
bb
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T16:26:27Z
2021-01-29T16:26:27Z
Can't download USAA transactions
<div><p>And I can't even message USAA. Wanted to tell them I'm pulling all my money out if they don't fix this.</p>
<p>Does this work for anyone else? <a href="https://www.usaa.com/my/secure-message-center/message-new">https://www.usaa.com/my/secure-message-center/message-new</a></p></div>
bb
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T17:07:36Z
2021-01-29T17:07:39Z
Can't download USAA transactions
<div><p>Yeah, I'm not a Moneydance user but I use Pocketsense to grab OFX data from USAA. This is going to be a huge problem. I have posted some stuff on the USAA community site but a USAA barely even took the time to read what I wrote and then came to the conclusion I was asking about Quicken (which I wasn't). I'm convinced USAA is full of inept and incompetent people these days.</p></div>
James_Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T17:14:42Z
2021-01-29T17:14:43Z
Can't download USAA transactions
<div><p>I have had the same problem. Due to the decline in USAA service after 50 years I now have only several credit cards and no banking or insurance. I am using a short term work around. USAA at least on credit card accounts has an export button. It is csv and not qif. I am using a software from money thumb.com<a href="http://thumb.com">http://thumb.com</a> (csv2qif) which converts csv to qif simply by dragging the file into the software. After you have it setup is is easy to use. It is easier than manual input. I hope that moneydance can solve this soon but my experience is that it will take some time.</p></div>
rtj69 jessenandcompany.com
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T17:48:41Z
2021-01-29T17:48:42Z
Can't download USAA transactions
<div><p>I too have this problem. Has anybody from InfinteKind acknowledged they are aware of it?</p></div>
Brett Stewart
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T20:07:13Z
2021-01-29T20:07:15Z
Can't download USAA transactions
<div><p>Yes,</p>
<p>Please see the comments - Posted by Maddy on Jan 28, 2021 @ 12:21 PM - on the previous page of this thread.</p>
<p>I agree that this issue done by USAA is very annoying.</p>
<p>Regards,</p>
<p>Pete L</p></div>
Pete L
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T20:10:54Z
2021-01-29T20:10:55Z
Can't download USAA transactions
<div><p>I went on the gnucash website and was able to find out that USAA moved the OFX server to the following location:<br>
<a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a></p>
<p>If you go to this page, you can see what they have discovered thus far:<br>
<a href="https://lists.gnucash.org/pipermail/gnucash-devel/2021-January/045665.html">https://lists.gnucash.org/pipermail/gnucash-devel/2021-January/0456...</a></p>
<p>The new server has been identified but getting it to work is going to be the tricky part.</p></div>
James_Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T20:42:04Z
2021-01-29T20:42:06Z
Can't download USAA transactions
<div><p>Tried to get through to USAA tech support. Was on hold the 1st time for 79 minutes, call answered twice then immediately put back on hold. Second time, on hold 32 min, connect to tech rep who determined that he was a website tech rep and could not assist me. He transferred me to the Quicken support group, recording said it would be 45 minute wait. I hung up... ran out of time. Rep did acknowledge they have been having quite a few issues, thus the long hold. Never had this with USAA before, very frustrating.</p></div>
Leslie
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T20:48:55Z
2021-01-29T20:48:56Z
Can't download USAA transactions
<div><p>That sounds about like the experience I had today with USAA. I asked to speak to a manager and was instead directed to their "escalation management team". They basically just took down everything I said and then told me they would forward my concerns to what sounded like an electronic suggestion box. I asked them if they would get back with me and they said "no". I then told them that that was very bad customer service and she basically hung up on me before I could say have a good day. This seems to be the new norm with USAA.</p></div>
James_Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T21:23:36Z
2021-01-29T21:23:38Z
Can't download USAA transactions
<div><p>From what I have read, this is two fold issue where the resolution needs to start with Moneydance providing the new OFX connection in the selection list. When will that happen Moneydance?</p>
<p>The next part will be getting the connection credentials from USAA, but that is pointless without having the right server configuration available in Moneydance.</p>
<p>As Bender says... LET'S GO PEOPLE!!!!</p></div>
RK_usn
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T21:31:47Z
2021-01-29T21:31:49Z
Can't download USAA transactions
<div><p>I found this today on Banktivity.com, Thought it may be helpful as there are alot of us having this same issue with USAA downloads and MD.</p>
<p>OFX/Direct Download offline for USAA<br>
Posted on January 28, 2021 by Nancy Powers Libby</p>
<p>We are aware that users are currently unable to connect to USAA using OFX/Direct Download. We believe that the issue is related to something on USAA’s side but we are investigating and will post an update as we learn more. Sorry for the inconvenience this is causing.</p></div>
Gerry C.
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T21:43:23Z
2021-01-29T21:43:23Z
Can't download USAA transactions
<div><p>Hey Folks, There's a discussion on the USAA Communities about this that some Moneydance user started. If you have a USAA login, you can add to this discussion. It might help prove to them they can lose lots of business if lots of us post there. The link to the discussion is below.</p>
<p><a href="https://communities.usaa.com/t5/Finances/USAA-Creates-Quicken-Monopoly/td-p/243850/highlight/false">https://communities.usaa.com/t5/Finances/USAA-Creates-Quicken-Monop...</a></p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T21:54:50Z
2021-01-29T21:54:50Z
Can't download USAA transactions
<div><p>Yeah, I'm posting there now. Hopefully USAA will take it seriously instead of misdirecting the conversation to "this is how you use Quicken to connect to USAA".</p></div>
James_Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T22:14:45Z
2021-01-29T22:14:45Z
Can't download USAA transactions
<div><p>I also have this problem. Unbelievably irritated with USAA for changing it.</p></div>
txrancks
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T22:18:38Z
2021-01-29T22:18:38Z
Can't download USAA transactions
<div><p>I just posted there, and also sent an email to <a href="mailto:executivecommunications@usaa.com">executivecommunications@usaa.com</a> <a href="mailto:executivecommunications@usaa.com">executivecommunications@usaa.com</a> . I have a cousin who used to be on their BoD; I may “pull that string” as well. Seems like USAA has the same problems “hiring good help” as many other large companies. Their “first line responders” certainly can’t read and understand. If enough of us “vote with our feet”, perhaps someone will wake up.</p>
<p>A bit OT, but, if anyone finds a reasonable alternative (or alternatives) to USAA, I’d appreciate hearing about them – I’ve heard good things about AMICA and bad things about Progressive and Allstate.</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T22:19:35Z
2021-01-29T22:19:35Z
Can't download USAA transactions
<div><p>I'm affected too, and posted to the communities.usaa.com link above.</p>
<p>I'm curious if it's a URL change, credentials change, and/or something else? I wouldn't mind (as much) updating some "advanced settings" for the online banking setup if need be, but if there's software changes needed for Moneydance then I guess I'd have to pony up some $$ for a newer version. (Still running 2014.5)</p></div>
gbailey
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T22:24:00Z
2021-01-29T22:24:00Z
Can't download USAA transactions
<div><p>It SHOULDN'T require you to update MoneyDance. Every time you set up new<br>
online banking connectivity Moneydance retrieves the list of connected<br>
institutions; behind the scenes the connection parameters are also<br>
retrieved. It WILL require Moneydance to set up a new connection. And it<br>
will require you to obtain new credentials from USAA (based on my<br>
experience with other software and financial institutions, that should be<br>
doable without talking to someone, but we'll see when they get it set up.</p>
<p>Todd</p></div>
Todd Pickett
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T22:27:16Z
2021-01-29T22:27:16Z
Can't download USAA transactions
<div><p>@gbailey</p>
<p>I think that only by TIK investigating what USAA have done will it become apparent what level of change or changes are needed.</p>
<p>I suspect if they have not been forthcoming about these changes to their customers they are hardly going to be to a small UK based software company, so it may take a bit of time to ascertain.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-29T23:38:44Z
2021-01-29T23:38:44Z
Can't download USAA transactions
<div><p>This feels very Schwab like to me – i.e. on Oct 16, 2020 Schwab just changed the game, and it was a big deal, not just a url change. It was about forcing items through a single ip address. It took Moneydance (who was uninformed) about six weeks to make a TEMPORARY stopgap to make it work again. MD is still working on a permanent solution.</p>
<p>This USAA change feels similar in all circumstances (like doing this as a surprise – not informing customers).</p>
<p>So, we’re still in a gathering information phase – who killed the butler????</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T02:12:29Z
2021-01-30T02:12:29Z
Can't download USAA transactions
<div><p>They didn't work but I was able to get a id and pin by going to <a href="https://api.usaa.com/auth/oauth/authorize?client_id=9fef871a-f181-4734-b603-9385c8db23b3&redirect_uri=https://df3cx-services.1fsapi.com/casm/usaa/connect&scope=usaa.profile.member.read+usaa.bank.aggregation.read&response_type=code&code_challenge=my_challenge&state=my_state&code_challenge_method=plain">https://api.usaa.com/auth/oauth/authorize?client_id=9fef871a-f181-4...</a></p>
<p>I had to use Safari and I had to already be logged in to USAA in the browser. It popped up thewindow asking if i wanted to authorize usaa to share my info. However, they did not work. I even tried within quicken and those credentials didn't work. But i did get a little closer</p></div>
bb
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T02:36:47Z
2021-01-30T02:36:47Z
Can't download USAA transactions
<div><p>ummm. i was going to say that of course moneydance didn't work yet, but quicken neither you say.</p>
<p>ah yes, this is a pain in the kiester.</p>
<p>USAA, I say without equivocation, has declined in the last ten years.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T02:38:41Z
2021-01-30T02:38:41Z
Can't download USAA transactions
<div><p>yeah, i read somewhere else that someone got it working in quicken this morning but then it started failing this evening. Seems like USAA is just royally messing this one up.</p></div>
bb
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T03:53:59Z
2021-01-30T03:54:01Z
Can't download USAA transactions
<div><p>The point made above about Schwabb is spot on. They shifted to this new connection approach without telling customers -nor- apparently, majors software developers. I read back then that most other Banks would make the same shift in the coming months, which made me think that USAA would be letting me know to not following in Schwab's footsteps. they are partners after all. In any case, the fix for one should be very similar tot the fix for the other and we customer's should know what the plan is. We should not have to pay for a whole version upgrade to fix a break in the current version. Upgrades are for new features.</p></div>
MJ
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T14:13:10Z
2021-01-30T14:13:11Z
Can't download USAA transactions
<div><p>I was able to get Quicken working ( 2days now). I tried the "new" app user id and password that works with Quicken but it will not work with Moneydance</p></div>
billpiper
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T15:09:17Z
2021-01-30T15:09:17Z
Can't download USAA transactions
<div><p>In the meantime, for USAA credit card account at least, which thankfully is all I have with them, the CSV export and import into MD works great, very simple, no need for any other tool, I was very surprised, and I'm using a bit of an old version of MD (2019.3/1880). You can choose the transactions to export, no header in file (see sample line below), select the date format (MM,DD,YY) and map the fields (ignore, ignore,DATE, ignore,DESCRIPTION,ignore,AMOUNT), and voila.</p>
<p>,,"1/25/2021",,"VERIZON*RECURRING PAY 800-VERIZON FL ","",-75.42</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T18:42:57Z
2021-01-30T18:42:57Z
Can't download USAA transactions
<div><p>I am having the same problem. I've purchased the upgrade hoping that would fix it. I wish I'd seen this thread before I did that to know that wouldn't help. I will get rid of MoneyDance if this isn't fixed I do too much with USAA to be able to go w/out download capability.</p></div>
jerrihalf
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T18:49:55Z
2021-01-30T18:49:58Z
Can't download USAA transactions
<div><p>jerrihalf - same goes for me double. nothing like having your Saturday blown</p></div>
sdv440
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T19:16:55Z
2021-01-30T19:16:56Z
Can't download USAA transactions
<div><p>Interesting discussion. Has everyone noticed the header when you log into the USAA website about a change coming to the log in process? As of now I have to have a code sent to email or text just to verify my computer/credentials. Of course, you don't have to go through all of that BS when using their app! But their app also does not allow you to do what you can do using Moneydance to keep track of your accounts. Either USAA or Infinite Kind need to fix this problem soon or I will be switching to another bank. there are limits to what I am willing to accept in the name of "providing better security".</p></div>
Kelly Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T19:22:11Z
2021-01-30T19:22:13Z
Can't download USAA transactions
<div><p>USAA has become worse. After 50 years with USAA, I finally gave up and moved to ally bank which has been great. One caveat, you will have to download qif and import into moneydance on ally.</p></div>
rtj69 jessenandcompany.com
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T19:40:19Z
2021-01-30T19:40:20Z
Can't download USAA transactions
<div><p>I saw where they changed how apps access effective 26 Jan. May be part of the new process</p></div>
billpiper
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T20:05:04Z
2021-01-30T20:05:05Z
Can't download USAA transactions
<div><p>Hey IK, let's get some help rolling on importing. The import doesn't seem to like (or be able to process) a credit/debit amount in the same column.</p></div>
sdv440
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T20:28:49Z
2021-01-30T20:28:49Z
Can't download USAA transactions
<div><p>The MFA login process got enabled weeks ago automatically for some of us. It's easy to turn it off and go back to just entering login/pw and pin. Just go into Profile and Preferences -> Security, and you will see MFA is enabled. Just hit the Edit option, select the Computer Recognition option instead of the CyberCode Text option, click Next, select the options you want, click Next.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T20:37:04Z
2021-01-30T20:37:04Z
Can't download USAA transactions
<div><p>Hey sdv440, Check your MD Preferences, Network tab. There's a setting to "Ignore Transaction Types in Favor of Amount Signs". If you check that setting MD will just use use a positive number as a credit and negative number as a debit. I set mine a couple years ago, I believe, and not had any problems with any financial institution imports or downloads.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T21:48:49Z
2021-01-30T21:48:49Z
Can't download USAA transactions
<div><p>so ppinocci<br>
Did the MFA adjustment resolve the transaction download issue?</p></div>
sdv440
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T22:46:53Z
2021-01-30T22:46:53Z
Can't download USAA transactions
<div><p>The MFA adjustment was directed to Kelly Scott, who mentioned above having to have a code sent to email or text just to verify computer/credentials when logging in to USAA on a computer. Nothing to do with the transaction download issue.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-30T23:07:26Z
2021-01-30T23:07:27Z
Can't download USAA transactions
<div><p>For my purposes, having USAA send me a code to log in via computer, is just a big PIA. I can visualize some geek locked in his cubicle with no idea of how the real world works or what the additional time that step costs me in real $$ over time. I do not log into the USAA website when using Moneydance to download and update my accounts, so I do not see how changing the settings you suggested would impact that. I appreciate the info though!</p></div>
Kelly Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T20:09:08Z
2021-01-31T20:09:08Z
Can't download USAA transactions
<div><p>After many long waits I talked with USAA yesterday and was told they had made some change to direct download and I should complain to MD-this after I had installed the latest MD update and had to pay $49 with no benefit. Apparently only Quicken works with them at the moment, no other banking software.</p></div>
bbinnington
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T20:14:34Z
2021-01-31T20:14:34Z
Can't download USAA transactions
<div><p>How convenient, the bank makes changes to their system without informing anyone, so you should complaiin the the financial software vendor because the software no longer works.</p>
<p>Of course it doesn't work you the bank made changes without telling anyone!</p>
<p>Typical bank don't tell anyone, don't care, we do whatever we want it is someone else's problem.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T21:08:56Z
2021-01-31T21:08:57Z
Can't download USAA transactions
<div><p>Came looking for what was the issue with USAA - appears I'm not alone :(</p></div>
millercv
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T21:33:12Z
2021-01-31T21:33:15Z
Can't download USAA transactions
<div><p>Having same issue. Been using MD for years. But, it useless if it doesn't sync with USAA. Please fix.</p></div>
bbpeabody
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T22:44:20Z
2021-01-31T22:44:22Z
Can't download USAA transactions
<div><p>I left a comment on <a href="https://communities.usaa.com/t5/Finances/USAA-Creates-Quicken-Monopoly/m-p/244163/highlight/false#M14628">USAA's Community site's thread about this issue</a>. Not happy with USAA's actions. InfiniteKind, please be nice to USAA and work with them to get this issue resolved.</p></div>
DrBoogie
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T22:49:43Z
2021-01-31T22:49:43Z
Can't download USAA transactions
<div><p>@billpiper is right, USAA updated their OFX servers on 1/26/21. Quicken has the steps for re-connecting at: <a href="https://www.quicken.com/support/usaa-bank-direct-connect-customers-ol-220-or-http-405-error">https://www.quicken.com/support/usaa-bank-direct-connect-customers-...</a> However, the Moneydance financial institution dialog does not yet show the new name ("USAA Federal Savings Credit Union – NEW"). Hoping with this info, MD can refresh their list and we can get connected again.</p></div>
Mark J
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T23:23:47Z
2021-01-31T23:23:47Z
Can't download USAA transactions
<div><p>Appears that even Quicken wasn't "totally" ready for this change, though I'm sure their somewhat fix was due to a heads up.</p>
<p><a href="https://www.quicken.com/support/usaa-bank-direct-connect-customers-ol-220-or-http-405-error">https://www.quicken.com/support/usaa-bank-direct-connect-customers-...</a></p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T23:33:28Z
2021-01-31T23:33:54Z
Can't download USAA transactions
<div><p>I've seen many of us (in the forums, or Moneydance users) report to USAA of their frustration, me being one of them.</p>
<p>What broke the logjam with Schwab was they at least created a url allowing developers to report in and ask to be connected to the new situation. USAA, as far as I know, has done less than that, they don't even seem to want to acknowledge they've made a change.</p>
<p>So, at this point, best I can tell, Moneydance (aka Sean, primary developer) has to probably call into a generic line and say "don't you know who I AM?" (that's meant as a joke)</p>
<p>I explored the website and basically came up with <a href="mailto:info@infinitekind.com">info@infinitekind.com</a> - not the greatest set of contact lists - and the press kit is a little too odd...</p>
<p>I'm sure the customerbase is more than willing to make this a bit more viral. Rather than "I use moneydance" - is there a list of contact info that would reverse the situation and make the villain (USAA) contact Moneydance? By putting the shoe on the other foot, i.e. USAA you (shakes finger even harder) contact Moneydance and make this right - might get moneydance the right department vs. calling the "we only support quicken" people.</p>
<p>Just a thought.<br>
I could create this, but that's not my place to do so. I WILL forward what is sent to me.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T23:33:43Z
2021-01-31T23:33:44Z
Can't download USAA transactions
<div><p>Let’s all be sure we focus in the “right direction” here and also give a little bit of “slack” to the “somewhat innocent”.</p>
<p>From everything I’m seeing, this issue was 100% initiated by USAA, and it’s essentially up to them to take the first steps to fix it, INCLUDING communicating more widely with software vendors. It’s also useless (although it might make you feel good for a bit) to yell at, or be harsh with the “front-line” USAA folks OR Infinite Kind. They’re all more or less “innocent bystanders”, somewhat like us. What IS (at least IMHO) appropriate is to “express displeasure” to people at USAA who can make a difference (CEO, Board Members, <a href="mailto:executivecommunicatoons@usaa.com">executivecommunicatoons@usaa.com</a> <a href="mailto:executivecommunicatoons@usaa.com">executivecommunicatoons@usaa.com</a> and so on), which I have done. They are the ones that “set the tone” for the rest of the organization and enabled a culture that let something like this happen. While it does not excuse the lack of communications, there may have even been some mitigating circumstances, like a hack or some other compelling system issue that required immediate action</p>
<p>Hopefully, someone who “Gives a darn” will pay attention and things will get fixed.</p>
<p>In the meantime, I think emails to <a href="mailto:executivecommunications@usaa.com">executivecommunications@usaa.com</a> <a href="mailto:executivecommunications@usaa.com">executivecommunications@usaa.com</a> , Board Members and/or C-level executives will definitely help speed that process.</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T23:41:56Z
2021-01-31T23:43:26Z
Can't download USAA transactions
<div><p>@clayj - wow - same minute post on same topic...</p>
<p>I wonder if somebody @ usaa.com will work or is the site smart enought to block that too, given you WANT people to know the email.</p>
<p>Hmm, looks like my same minute post is now on the previous page. Long thread indeed.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-01-31T23:47:45Z
2021-01-31T23:47:46Z
Can't download USAA transactions
<div><p>Great minds!</p>
<p>I have a cousin (RADM USN, Ret) who was on the BoD for USAA several years ago. I’m waiting a few more days before I “pull that string”; but if the “radio silence” from USAA continues and/or the response is “less than satisfactory”, I definitely intend to do that.</p>
<p>The lack of communications is inexcusable.</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T14:46:17Z
2021-02-01T14:46:17Z
Can't download USAA transactions
<div><p>Yes, as Mark J (and others) have mentioned, the fact that the new<br>
connection USAA has implemented that's labeled "... - New" isn't on IK's<br>
list is what has us all in a lurch. In desperation, I bought Quicken this<br>
weekend just in case IK never gets it fixed. I was successfully able to<br>
download my USAA trans via Q and it, for sure, found the " - New"<br>
connection. That said, I'd go back to MDance in a hearbeat if they can<br>
create the new connection. I also find it garbage that USAA only gives its<br>
members one way to download activity. I have a couple of other accounts<br>
that give you a drop-down list of download choices from within their site<br>
(vs being only able to fetch the info from the outside via Direct Connect)</p>
<p>Sent from my Galaxy S10+</p></div>
jerrihalf
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T14:58:35Z
2021-02-01T14:58:35Z
Can't download USAA transactions
<div><p>@jerrihalf, does Quicken only come in a cloud version or did you purchase a license?</p></div>
wbbonneriii
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T15:24:32Z
2021-02-01T15:24:32Z
Can't download USAA transactions
<div><p>Cloud based subscription is the only option I saw. I'm not happy about<br>
that either. I just want to reconcile my accounts and check a calendar to<br>
make sure bills are paid on time (via my bank, not Q). I don't need more<br>
whistles and bells.</p>
<p>Sent from my Galaxy S10+</p></div>
jerrihalf
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T15:33:24Z
2021-02-01T15:33:24Z
Can't download USAA transactions
<div><p>Why is the forum blocking the emails posted in this thread? Do they not want us to contact USAA executive management to complain?</p></div>
rseneca
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T17:45:56Z
2021-02-01T17:46:01Z
Can't download USAA transactions
<div><blockquote>
<p>Why is the forum blocking the emails posted in this thread? Do they not want us to contact USAA executive management to complain?</p>
</blockquote>
<p>It's default behaviour of the forum / support software I'd imagine to prevent bots from coming along and harvesting email addresses from what is a public discussion board.</p></div>
Mark
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T17:59:30Z
2021-02-01T17:59:30Z
Can't download USAA transactions
<div><p>just type it like this:</p>
<p>Joe dot bloggs at somewhere dot com</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T19:53:35Z
2021-02-01T19:53:35Z
Can't download USAA transactions
<div><p>BTW, the Q handshake with USAA FSB to get my USAA trans downloaded now involves two factor authentication. What a PITA.</p></div>
jerrihalf
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T20:09:29Z
2022-07-13T12:41:56Z
Can't download USAA transactions
<div><p>I spoke with USAA's tech support on Friday and was basically told, "Moneydance is not a supported tool". I registered my displeasure and the gentleman told he he would escalate my issue. I just got a call back from USAA and the lady said, "I understand you're having a problem with Quicken?". Sigh. Told her that no, I don't use Quicken, the problem is with Moneydance. Her response?</p>
<p>"Oh, that's not a supported tool. We can't help you."</p>
<p>So annoyed...</p></div>
taser8
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T20:24:52Z
2021-02-01T20:24:53Z
Can't download USAA transactions
<div><p>This debacle has my searching for a new bank. I guess I've been spoiled by. USAA's a) lack of monthly fees; b) ATM fee reimbursement; c) lack of USAA fees for ATM transactions; d) decent online user experience, and e) what I believe is a really solid mobile app.</p>
<p>Looking for recommendations for a bank that comes close in the above (particularly in the fee department) AND that Moneydance works with. Suggestions, anyone?</p>
<p>(Moving to Quicken would certainly enable more options, but I hate the subscription model and forced recurring fees, so very much hoping to avoid that.)</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T20:30:21Z
2021-02-01T20:30:21Z
Can't download USAA transactions
<div><p>If you want a new bank that has no fees, ATM reimbursement (WORLD-WIDE,<br>
not just in the US), a good online user experience, and a decent app, I<br>
have to recommend Schwab Bank. Plus MD has <em>just</em> fixed a problem with<br>
Schwab that was very similar to USAA's issue, so it's working again<br>
there...</p></div>
bzs
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T20:35:10Z
2021-02-01T20:35:10Z
Can't download USAA transactions
<div><p>I hope that MD gets the issue worked out w/USAA w/in my 30 days<br>
"satisfaction guaranteed" window with Q so I can go back to MD.</p>
<p>Sent from my Galaxy S10+</p></div>
jerrihalf
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T20:46:28Z
2021-02-01T20:46:28Z
Can't download USAA transactions
<div><p>For those who have access to emails of USAA board members, perhaps you can post a link to this thread. And anyone else who has a Twitter/Instagram account, a reference to this thread directed to the USAA social media platforms may help get some movement.</p></div>
David Houghton
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:05:04Z
2021-02-01T21:07:00Z
Can't download USAA transactions
<div><p>I think the pertinent email posted by @clayj was</p>
<p>What IS (at least IMHO) appropriate is to “express displeasure” to people at USAA who can make a difference (CEO, Board Members, executivecommunicatoons at usaa.com and so on), which I have done. They are the ones that “set the tone” for the rest of the organization and enabled a culture that let something like this happen.</p>
<p>I do think a typo was made in the address.... although this has felt like a ca(r)toon.</p>
<p>So I assume the intended address is executivecommunications at usaa.com</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:09:28Z
2021-02-01T21:09:29Z
Can't download USAA transactions
<div><p>I’m in the same boat as Todd, if in fact USAA won’t “come around”. I do think we need to make sure USAA understands that “people vote with their feet”</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:12:42Z
2021-02-01T21:13:20Z
Can't download USAA transactions
<div><p>Im also thinking about walking away, but as a financial caveat for those thinking of leaving... if you have a long term credit card, mine is 35 years old, don’t cancel it, just stop using it and suck up the $40 fee each year.</p>
<p>This is to maintain the length of credit time for your FICO score.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:15:29Z
2021-02-01T21:15:29Z
Can't download USAA transactions
<div><p>RE: USAA<br>
Just tossing this out there for anyone on LinkedIN<br>
<a href="https://www.linkedin.com/in/susanworwa/">https://www.linkedin.com/in/susanworwa/</a></p></div>
Dan P
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:19:08Z
2021-02-01T21:25:47Z
Can't download USAA transactions
<div><p>Here's something I found amazing. In just a few days, there's been 22 separate discussions created for the exact same USAA problem. So that's at least 21 people who didn't bother to check to see if there was an existing discussion. And then there were the people who posted in the existing discussion that they had already tried re-connecting and upgrading, before looking for an existing discussion and realizing they did all that for nothing. Lessons learned?</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:36:24Z
2021-02-01T21:57:09Z
Can't download USAA transactions
<div><p>By the way, USAA has a Facebook and Twitter account. One thing about those are that your posts are seen by other people, whereas email complaints just go into a black hole. Several years ago, when Hungry Jack did away with their short microwavable bottle for their syrup, and switched to a tall bottle like the other syrups that could not be microwaved, there were hundreds of posts on their Facebook page complaining. Almost a year to the day after they did that, the short microwavable bottle returned. Hmmmm, I just looked at the posts on USAAs Facebook page, people are not happy, recent article in the Washington Post, 20 of the 30 biggest corporate backers of the 147 GOP lawmakers who sought to overturn the election results have suspended some or all of the donations in response to the Capitol incident. One of the 10 that has not is USAA. So maybe they have bigger worries than us lowly Moneydance users.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:41:37Z
2021-02-01T21:41:37Z
Can't download USAA transactions
<div><p>Wow!! That is really surprising given USAA's MO. Really frustrating. I suppose I might look for a new bank also :-<</p>
<p>Thanks for letting me know.</p>
<pre>
<code>On Monday, February 1, 2021, 2:25:01 PM CST, Todd <tender+df08517f6c@tenderapp.com> wrote:</code>
</pre>
<table>
<tr>
<td></td>
</tr>
</table></div>
foisym
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:42:25Z
2021-02-01T21:42:25Z
Can't download USAA transactions
<div><p>Excellent! Thanks for that info.</p>
<pre>
<code>On Monday, February 1, 2021, 2:30:29 PM CST, bzs <tender+df08517f6c@tenderapp.com> wrote:</code>
</pre>
<table>
<tr>
<td></td>
</tr>
</table></div>
foisym
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T21:44:28Z
2021-02-01T21:44:28Z
Can't download USAA transactions
<div><p>Is it MD getting the issue worked out? Or, USAA? </p>
<p>Mark Foisy</p>
<pre>
<code>On Monday, February 1, 2021, 2:35:17 PM CST, jerrihalf <tender+df08517f6c@tenderapp.com> wrote:</code>
</pre>
<table>
<tr>
<td></td>
</tr>
</table></div>
foisym
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T22:08:29Z
2021-02-01T22:08:29Z
Can't download USAA transactions
<div><p>USAA is certainly not trying to "fix" the issue, as they don't think there is a problem.</p>
<p>It's perfectly ok to remove a feature (DIRECT CONNECT) that has worked for over a decade without any notification to their users.</p>
<p>It's also ok not to provide a manual stopgap for such removal (i.e. OFX/QFX or even QIF downloads - CSV isn't acceptable)</p>
<p>And the only response to complaining is, "we only support Quicken".</p>
<p>NO, you didn't support Quicken, you supported DIRECT CONNECT and you got rid of it without a word. And you don't care.</p>
<p>As for MD - we did get one message from Maddy saying it's being looked into. I've said to Sean in another area that it might be nice to get an update. But MD was gobsmacked as much as we were, and they're probably just trying to figure out who to talk to (if anyone at USAA will bother).</p>
<p>Schwab did basically the same as USAA on Oct 16, but at least they had a contact point for vendors like MD, whereas I don't see USAA having done the same.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T22:12:38Z
2021-02-01T22:12:38Z
Can't download USAA transactions
<div><p>ppinocci, a lot of people have never been to the public forum, so they just hit help, and type a help request. Some think they are entering a chat session, and send basically the same message a few times, then say "is anybody there?"</p>
<p>So, it's not really surprising there are multiple threads, as they've never seen the primary thread. Still, I agree it's frustrating to see so many threads.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T23:34:28Z
2021-02-01T23:34:28Z
Can't download USAA transactions
<div><p>Wow, disappointing indeed. I have used MD with USAA for at least 8 years now...? I have multiple (8?) accounts with USAA. I sure hope they come around. I rely heavily on the Money Foresight Forecast add-in to forecast cashflows, as we have multiple rental properties, and no other Mac-based app comes close to MD in this respect. In fact, I've even gone so far as to buy Parallels for the Mac and installed Windows, only to be disappointed by Quicken for Windows and ultimately return to MD.</p></div>
leyh55082
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T23:37:39Z
2021-02-01T23:37:39Z
Can't download USAA transactions
<div><p>From dtd: "As for MD - we did get one message from Maddy saying it's being looked into. I've said to Sean in another area that it might be nice to get an update. But MD was gobsmacked as much as we were, and they're probably just trying to figure out who to talk to (if anyone at USAA will bother).</p>
<p>Schwab did basically the same as USAA on Oct 16, but at least they had a contact point for vendors like MD, whereas I don't see USAA having done the same."</p>
<p>Speaking as someone who was hit by the Schwab problem as well, were any lessons learned by MD to resolve this USAA problem (much) faster than the Schwab problem? It didn't seem that Schwab paid any attention to customer complaints, and it seems there is a similar reaction from USAA ("not our problem"), so is this on track to be resolved by MD? I just paid to upgrade MD to make Schwab work only to find that my bigger problems have just started with USAA.</p>
<p>Also, is Direct Connect going away as a supported bank interface, such that I need to worry about every account I use successively being broken with MD and facing multi-month wait-and-see periods before resolution, or is MD aware of this concern and being proactive about a solution that scales vs. reacting to each bank that does this as if it were a total surprise?</p></div>
jerryw.miller
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-01T23:53:12Z
2021-02-01T23:53:47Z
Can't download USAA transactions
<div><p>Just found this thread. I am having the same problem with USAA.</p></div>
00mjwhite
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T00:04:04Z
2021-02-02T00:54:36Z
Can't download USAA transactions
<div><p>ignore</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T00:10:09Z
2021-02-02T00:10:09Z
Can't download USAA transactions
<div><p>Well, the good news is if you paid to upgrade for Schwab - you'll get any update for USAA.... let's hope it isn't too long, but the "USAA requires second factor authentication now" mentioned by @jerrihalf concerns me very much, as it suggests a more complicated scenario.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T00:45:32Z
2021-02-03T22:11:00Z
Can't download USAA transactions
<div><p>Ok, jerrywmiller, realize I'm just a user and can only report what I observe, I am not part of moneydance at all.</p>
<p>DirectConnect is a long term (US only) protocol that has worked for quite a long time. Over a decade at least.</p>
<p>It works great, but banks are looking into security, and there is another protocol, called FDX, which works with more security, and interestingly - specifies aggregators (always follow the money). Aggregators (and Quicken is working to be one, but look at companies like Fodlee) get permission from you to allow them to do what Moneydance does - track your assets. They do the Quicken/Moneydance thing, and allow you to go online and see what they've done for you. The problem is they also mine your data. They see what you spend, and depending on the privacy agreement, they sell this data, or they market it to you, or in the best scenario charge you to do it.</p>
<p>And I have no idea about whether money is involved, or if the banks are just buying into the security bit. So, I could espouse conspiracy theory, but I won't go there.</p>
<p>So, to Schwab and USAA. Schwab, in October 2020, abruptly turned off Direct Connect. No warning - well there was warning, they talked about deals with Fodlee, and their desire to support the new FDX bit for security. They didn't contact customers or any 3rd party vendors like MD, just Quicken and such.</p>
<p>Complaints yielded a contact site for vendors (for Schwab). MD reached out, was given access to the old OFX server (with a lot of caveats - they had to create a private portal as IP addresses weren't allowed multiple times), but MD adheres to "your data is your data, not ours" and it took about 6 weeks or so to implement that - which is why people had to upgrade to get it.</p>
<p>But that's not the solution. This was a concession by Schwab. Concession? Yeah, right, they shouldn't have done this at all without warning. MD is now working to implement the FDX protocol, which will take some time (a few months). But Schwab is now working again.</p>
<p>As for USAA? Same story, different dance. On Jan 26, 2021, USAA basically did the exact same thing. However, best as cn be told after a week, they don't have a vendor contact, they don't even acknowledge there is a problem, and so on.</p>
<p>So - your question? Learnings by MD? Well, I can't really speak for them, just for me.</p>
<p>Banks don't care about their customers. We have moved to a place where "where do our profits and money come from?" If it was really the clients (us), we'd be partners and informed. But it seems to be about partnerships with other companies who provide extra profit, because they share OUR data, and thus marketing wins in the end.</p>
<p>Just my opinion. Just a user of Moneydance, who has tried to maintain our privacy of our own information. And I wouldn't blame Moneydance for throwing in the towel, as they are not big, and the banking world seems against privacy. I pray that won't happen.</p>
<p>And don't get me started on international issues.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T00:47:17Z
2021-02-02T00:47:17Z
Can't download USAA transactions
<div><p>ignore</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T00:54:55Z
2021-02-02T00:56:53Z
Can't download USAA transactions
<div><h2><a name="even-though-we-haven-39-t-heard-anything-encouraging-from-usaa-we-haven-39-t-heard-anything-from-md-either-since-they-posted-the-below-message-in-this-discussion-on-day-2-of-the-outage-saying-they-would-keep-us-posted-keep-us-posted-it-is-now-day-6-of-the-outage-could-it-kill-them-to-spend-5-minutes-to-give-us-a-daily-status-update-with-as-much-time-us-users-have-spent-posting-information-to-help-them-and-other-users-we-were-the-ones-who-told-them-a-change-had-happened-in-the-first-place-" class="anchor" href="#even-though-we-haven-39-t-heard-anything-encouraging-from-usaa-we-haven-39-t-heard-anything-from-md-either-since-they-posted-the-below-message-in-this-discussion-on-day-2-of-the-outage-saying-they-would-keep-us-posted-keep-us-posted-it-is-now-day-6-of-the-outage-could-it-kill-them-to-spend-5-minutes-to-give-us-a-daily-status-update-with-as-much-time-us-users-have-spent-posting-information-to-help-them-and-other-users-we-were-the-ones-who-told-them-a-change-had-happened-in-the-first-place-"></a>Even though we haven't heard anything encouraging from USAA, we haven't heard anything from MD either since they posted the below message in this discussion on Day 2 of the outage, saying they would keep us posted. Keep us posted? It is now Day 6 of the outage. Could it kill them to spend 5 minutes to give us a daily status update, with as much time us users have spent posting information to help them and other users? We were the ones who told them a change had happened in the first place.</h2>
<p>Hi all,<br>
It seems that USAA made some changes to their system. So, they now issue you with a new user ID and pin for a new connection called-- USAA Federal Savings Bank-New. While our connection specialist is looking into updating the connection, you may need to contact your bank to request your new log ins. Thank you for your patience! We will keep you posted.</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T00:58:53Z
2021-02-02T00:58:53Z
Can't download USAA transactions
<div><p>I would also like an update, as the silence suggests that something isn't going well.</p>
<p>i.e. USAA isn't responding to MD (Schwab had a link) or the solution is going to be complex. The longer the wait, the more I suspect it's going to be problematic.</p>
<p>That said, I do think MD is working on it, but I worry as time passes. Not because MD doesn't want to fix this, but that it might be hard.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T01:51:12Z
2021-02-02T01:51:13Z
Can't download USAA transactions
<div><p>After a lot of back and forth, I am in the process of "kicking USAA to the curb"...</p>
<p>I am not unhappy with MoneyDance.</p>
<p>Regards,</p>
<p>Pete L</p></div>
Pete L
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T07:51:57Z
2021-02-02T07:52:01Z
Can't download USAA transactions
<div><p>Companies these days respond quicker to public social media so perhaps mass @ing them on Twitter And FB referencing broken direct connect might get their attention.</p></div>
Chris Miller
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T11:05:43Z
2021-03-01T16:15:00Z
Can't download USAA transactions
<div><p>I need the same info, too! I also am a USAA member. I'll reach out to USAA as well. In the meantime, I'm exporting my transactions from USAA and reconciling them to what I have entered in MoneyDance.</p></div>
cthrn.cruz
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T12:22:14Z
2021-02-02T12:22:15Z
Can't download USAA transactions
<div><p>Just got off the phone with USAA. After 20 minutes of discussion got absolutely nowhere. They say the only way to get the new ID and PIN is to be logged into Quicken.</p>
<p>USAA customer for 30+ years. Very disappointed.</p>
<p>I changed to MD due to years of issues with Quicken syncing. When they decided they owned my data and could cut off my access at will, I dumped Quicken. Now this game is being played. where they convince banks they are the only solution.</p></div>
Charles
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T12:23:10Z
2021-02-02T12:23:10Z
Can't download USAA transactions
<div><p>Just got off the phone with USAA. After 20 minutes of discussion got absolutely nowhere. They say the only way to get the new ID and PIN is to be logged into Quicken.</p>
<p>USAA customer for 30+ years. Very disappointed.</p>
<p>I changed to MD due to years of issues with Quicken syncing. When they decided they owned my data and could cut off my access at will, I dumped Quicken. Now this game is being played. where they convince banks they are the only solution.</p></div>
ik
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T14:14:35Z
2021-02-02T14:14:35Z
Can't download USAA transactions
<div><p>Sites / Applications I use to access USAA after online banking change.</p>
<p>Moneydance – Does not work<br>
Quicken - Works<br>
Personal Capital - Works<br>
Fidelity Full View - Works</p>
<p>You may notice that only one program has stopped working, so the ability to connect and see transactions still exists. The business of selling financial software includes keeping up with industry standards and adapting to the changes. Paying customers demand it. I don’t think this is a USAA problem, even though the change happened on their end. Just my 2 cents.</p></div>
robert.l.spaulding
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T14:28:10Z
2021-02-02T14:28:11Z
Can't download USAA transactions
<div><p>@robert - that's a two way street. Lack of communication to customers, frontline support personnel, and 3rd-parties that a change was coming is inexcusable. If USAA had communicated, and IK had not reacted, then I'd be with you 100%. (Wasn't aware that Personal Capital allows OFX transaction integration - will check that out.)</p>
<p>Meantime, I'm off to Schwab. It's painful - have banked with USAA for almost 24 years. I have 10 accounts that we use for various purposes. But have found Schwab customer service to be excellent, their bank fees etc. are same or better than USAA, and they have a solid online/mobile capability. It's a bit clunky when getting started, as every checking account by default has a linked investing account, but that's manageable (no need to fund or have any activity in the investing account, and you can hide them from view.) Accounts created yesterday, initial funding through transfers from USAA started today. Going to take a few weeks (like I said, painful.) But it's time. May used this opportunity to create a new MD data file and start clean...</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T14:45:47Z
2021-02-02T19:12:37Z
Can't download USAA transactions
<div><p>dtd noted FDX. I went to their website: "The Financial Data Exchange (FDX) is a nonprofit dedicated to unifying the financial industry around a common, interoperable, royalty-free standard for secure and convenient consumer and business access to their financial data. FDX is governed by a diverse board of directors from financial services and financial technology companies involved in account aggregation services." USAA, Charles Schwab and Quicken are all members. Explains a lot.<br>
<a href="https://financialdataexchange.org/">https://financialdataexchange.org/</a></p></div>
txrancks
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T14:47:33Z
2021-02-02T19:12:37Z
Can't download USAA transactions
<div><p><a href="https://financialdataexchange.org/">https://financialdataexchange.org/</a></p></div>
txrancks
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T15:36:13Z
2021-02-02T15:36:13Z
Can't download USAA transactions
<div><p>Not a fan of USAA or IK, both companies have shortcomings no matter how hard I try to like them.</p>
<p>USAA has been going down hill for years. I’m old enough to remember when the subscriber savings account was north of $1,000 and they gave it back to customers instead of using it on an ad blitz targeted at an audience of which 90% are not even eligible for the product. I remember when word of mouth sold your product because it really meant something. I have not recommended USAA to anyone for a lot of years because of all the negative things I’ve see there in my 35 years with them.</p>
<p>IK has a long list of open tickets/requests that have gone unanswered for many years many of them associated with investment accounts. No ROE investment type, Transaction Matching are a couple that stick in my head. I religiously upgrade in an attempt to support but don’t really see any change in functionality, mostly cosmetic.</p>
<p>Quicken is horrible in there customer support and subscription model and the main reason I came to IK to begin with, but they have made some good changes, none of which justify an annual subscription. Software as a service is only good for the company that adopts it. The customer always ends up with something they did not buy.</p>
<p>Fidelity is clunky and hard to use, they often break direct connection as well. I’ve corresponded with them requesting a notification when they break it for maintenance. They replied that will not happen, just be patient and It might come back eventually.</p>
<p>I feel as we are all hear just preaching to the choir. None of these discussions seem to be leading to any resolution and the silence from all the parties that can get this working is deafening</p></div>
robert.l.spaulding
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T16:09:29Z
2021-02-02T16:09:32Z
Can't download USAA transactions
<div><p>Did USAA move to the new FDX protocol in lock-step with Quicken and didn't notify their members? <a href="https://financialdataexchange.org/">https://financialdataexchange.org/</a><br>
They are a "Sustaining Member"</p></div>
txrancks
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T21:55:48Z
2021-02-02T21:59:19Z
Can't download USAA transactions
<div><p>Given how quickly messages are getting into this thread and how much gets buried,<br>
let me reopen a couple of addresses (some redacted) to contact USAA since calling customer support simply yields "we only support quicken" mantra, ignoring that DIRECT CONNECT has worked for years.</p>
<p>executivecommunications at usaa.com</p>
<p><a href="https://www.linkedin.com/in/susanworwa/">https://www.linkedin.com/in/susanworwa/</a></p>
<p><a href="https://communities.usaa.com/t5/Finances/USAA-Creates-Quicken-Monopoly/m-p/244163/highlight/false#M14628">https://communities.usaa.com/t5/Finances/USAA-Creates-Quicken-Monop...</a></p>
<p>some suggest bombarding social media - like the USAA facebook page, et. al.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T22:37:44Z
2021-02-02T22:37:44Z
Can't download USAA transactions
<div><p>Discovered today that MD and USAA were no longer talking to each other. Won't go back to Quicken. Short term solution is to simply stop using USAA: no usage = no change in balances = no need to Update (for all practical purposes).<br>
To be "fair," I was already Ticked Off at USAA for ending the ability to download QFX data from their website and thus have sharply reduced use of their CC for several months now - and thus have only a small amount of pending data...</p></div>
Dierkdk
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-02T23:12:05Z
2021-02-02T23:13:54Z
Can't download USAA transactions
<div><p>@dierkdk - that's where I'm headed as well. I have a 35 year credit card that would be stupid for me to get rid of (FICO score - it is my oldest credit card), but I don't have to use it, and worth $40/year to keep it even with very little use.</p>
<p>My checking account is also old, but I can move my bill pay out of USAA to a new area - no harm no foul - and just leave checking and credit card at USAA dormant.</p>
<p>I also have most of my insurance there - but this is a finance issue, not an insurance issue, so I'm thinking of just leaving that alone - for now.</p>
<p>As for showing USAA this is a problem, I will call and tell them what I am doing, once they start answering phones again.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-03T06:45:25Z
2021-02-03T06:45:27Z
Can't download USAA transactions
<div><p>I'm in the same boat--USAA member for over 30 years, checking account and insurance, Moneydance no longer works. I'm calling them later today just to vent. I might close my checking account and move the money to a local credit union. That would be a gnat biting the whale but I'll feel better.</p>
<p>I hate being held hostage by Intuit--they are one of the main reasons why we cannot have our Federal taxes calculated for us by the IRS like every other developed nation does. They lobbied Congress like crazy to prevent the IRS from providing everyone a filled-out 1040 because if they did it would cut into Intuit's business.</p></div>
David Jenkins
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-03T13:41:04Z
2021-04-15T19:16:17Z
Can't download USAA transactions
<div><p>Chatted with USAA person this morning (2/3):<br>
When you log on to Quicken, you will be linked to usaa.com to allow Quicken access to your USAA information and to be issued their Access ID and Access PIN. Once you select Allow, you will receive the Access ID and PIN and be given instructions on how to use them.</p>
<p>If you have trouble with the Access ID and PIN to login, I recommend you contact Website Customer Support at 877-632-3002 so they can assist you further with the access.</p>
<p>I asked about Moneydance:</p>
<p>I apologize I'm not aware of any issues with that program. My best recommendation would be to speak with our Website Customer Support team so they can troubleshoot the matter further.</p></div>
stevescom
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-03T14:09:25Z
2021-02-03T14:09:29Z
Can't download USAA transactions
<div><p>I call the website customer support over the weekend. I was on hold for only 45 minutes. The agent that answered the phone pretty much mimicked the rest of what has been said here: "We have never heard on Moneydance and only support Quicken". I felt he really wanted to help but had no way of doing so. He was probably following a script and has no real idea of how any of this stuff really works.</p>
<p>I do think that IK needs to be working on supporting any new standards anyway otherwise they will be left behind.</p></div>
Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-03T17:15:50Z
2021-02-03T17:15:50Z
Can't download USAA transactions
<div><p>@robert.l.spaulding mentioned</p>
<blockquote>
<p>Fidelity is clunky and hard to use, they often break direct connection as well. I’ve corresponded with them requesting a notification when they break it for maintenance. They replied that will not happen, just be patient and It might come back eventually.</p>
</blockquote>
<p>My experience with Fidelity has been good. I've found both their web and mobile tools are excellent. The recent OFX download issue around December 2020 was really MD issue. MD enable proxy for Fidelity without fully testing it (bug in MD SSL code). The right thing should have been to quickly not-enable proxy (not needed) to get things working again but that was not what done (Pocketsense, my self-build tools, as well as other ofx tools download from Fidelity fine during that time).</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-03T17:27:13Z
2021-02-03T17:27:13Z
Can't download USAA transactions
<div><p>Re: USAA</p>
<p>I am fully sympathized with USAA members who are in the current bind. I do hope that someone at USAA will listen and bring back the OFX direct connection. Or at least provide a web OFX/QFX download. This latter option is so easy to do (and likely costing so little) that I can't believe they are not doing it. Some junior developers should be able to get it working in a few days. There is no additional security concern (user already login), no additional data leaking concern (data is already provided on the web), so really there is no reason to say no.</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-03T22:02:06Z
2021-02-03T22:02:06Z
Can't download USAA transactions
<div><p>Since this is the main thread for this USAA issue, I thought I'd post something IK support posted in another thread. It's basically the same comment as posted early in this thread, but it happened today (Feb 3), and thus shows that things are still happening, at least.</p>
<p>6 Posted by Maddy on Feb 03, 2021 @ 02:03 PM Maddy's Avatar</p>
<p>@All</p>
<p>We are sorry to hear about the problem you have encountered.</p>
<p>Unfortunately, we are aware of the sudden changes to the USAA connection and we can assure you that our connection specialist is working very hard to find a solution to the problem. I've flagged this discussion and you will be definitely updated as soon as we have more information.</p>
<p>For the time being, the best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.</p>
<p>It seems that the only format available is cvs. So, you can import the files to Moneydance using File --> Import, as outlined here.</p>
<p>Thank you for your patience and sorry for the inconvenience.</p>
<p>-- Maddy, Infinite Kind Support</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T04:01:49Z
2021-02-04T04:01:49Z
Can't download USAA transactions
<div><p>@ppinocci I thank you for your post about csv downloads. I got that to work! One problem though. It looks like MD can't tell the difference between a credit and a charge and is making them all a charge for me. Is that also your experience?</p></div>
jerrihalf
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T04:16:51Z
2021-02-04T04:16:51Z
Can't download USAA transactions
<div><p>I'm a fellow user.</p>
<p>It all depends on the data file layout.</p>
<p>The inbuilt importer allows for amount, debit amount and credit amount. If your data has a single column with + and - values, to indicate whether the amount is a debit or a credit, you would use "Amount" for that column's data, if you have separate columns for Debit and Credit amounts you would assign Debit Amount and Credit Amount to the appropriate column.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T04:32:19Z
2021-02-04T14:31:24Z
Can't download USAA transactions
<div><p>Hey jerrihalf, Check your MD Preferences, Network tab. There's a setting to "Ignore Transaction Types in Favor of Amount Signs". If you check that setting MD will just use a positive number as a credit and negative number as a debit. I set mine a couple years ago, I believe, and not had any problems with any financial institution imports or downloads. Weird though, I just tested that by exporting a credit transaction AND a debit transaction (mine is a credit card account, that's all I have with USAA), and the amounts WERE in the same field, with the difference being the credit being positive and the debit being negative (see below), which is what I expected. But it didn't matter whether I checked the "Ignore Transaction Types in Favor of Amount Signs" setting or not, it worked correctly either way. So I don't know why your's didn't work. Maybe it's the version of MD, mine is pretty old, 2019.3 (1880), so maybe that's the reason. Or maybe MD treats credit card accounts differently than checking or savings accounts. But give the "Ignore Transaction Types in Favor of Amount Signs" setting a try, hopefully that will make yours work. If not, try asking IK support. As for the data layout of the CSV, I just had to guess by looking at the file. As I mentioned, my export was from a credit card account. Maybe some of those blank fields in my export would be filled, whatever they are, in certain cases or in the export of a checking or savings account. USAA should provide a data file layout, since their export CSV has no header line. That would be interesting to ask USAA support for it. I'll bet none of them would be able to provide it.<br>
,,"2/3/2021",,"FRG*TEAMFANSHOP JACKSONVILLE FL CREDIT ","",44.19 ,,"2/3/2021",,"LIBERTY TICKETS CARROLL VALLEPA ","",-59.36</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T14:33:49Z
2021-02-04T14:33:49Z
Can't download USAA transactions
<div><p>If I may ask a question...</p>
<p>There are a LOT of people considering leaving USAA over this. I am one of them. It actually feels like losing a good friend as I have been with them well over 20 years. Where does one go in this case? We have decades of relationship that can't be easily replaced. Where does one go that can get the perks that USAA offers (even if those are dwindling as well)?</p></div>
guyver0313
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T17:00:08Z
2021-02-04T17:00:10Z
Can't download USAA transactions
<div><p>I will respond to should I leave USAA question. I have responded previously but I am not sure it got on this thread. I was a member for 50 years. I enjoyed the old USAA which I am sorry to say is gone. A year ago I had had enough with poor service and long long phone trees. I cancelled savings, checking, car insurance and home insurance. After some research I went to amica. When I call amica I get a human almost immediately. I went to ally bank which was rated very highly online and again I get help 24/7 within minutes. I must download my ally account to MD via qif which is the only drawback. I have been very happy with my decision and in light of the current usaa fiasco. I have kept 3 credit cards which I charge small amounts to keep then active and to protect my credit score.</p></div>
Raymond Jessen
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T19:33:44Z
2021-02-04T19:33:47Z
Can't download USAA transactions
<div><p>I checked the Amica website but they only appear to offer insurance. I would probably be more likely to sign up with Amica if they were a bank but sadly this doesn't appear to be the case. The issue most of us have has nothing to do with USAA's bad customer service and it's mainly because they changed the way that finance programs have to authenticate with the web site in order to download transaction data.</p></div>
James Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T20:03:57Z
2021-02-04T20:03:58Z
Can't download USAA transactions
<div><p>Here it is February 4. Has this issue been fixed yet? My links still don't work and the USAA site is, as usual, useless.</p></div>
Bruce Bender
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T20:46:34Z
2021-02-04T20:46:36Z
Can't download USAA transactions
<div><p>MD 2021 (2006) with no changes on my end has no problems downloading Auto Loan and 4 Credit Card transactions from UASS.</p></div>
Charles Vaughn
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T21:31:38Z
2021-02-04T21:31:38Z
Can't download USAA transactions
<div><p>Still not fixed for me. Has anyone seen USAA Federal Savings Bank - New show up on the list of financial institutions?</p></div>
cphelan
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T21:51:35Z
2021-02-04T21:51:35Z
Can't download USAA transactions
<div><p>I'm fellow user.</p>
<p>From other posts in this thread it would seem that a change in the OFX connection details is not the only change that has been made, people are talking about a new username/password combination also being required, an the way of getting this seem to be rather Quicken centric.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T21:58:15Z
2021-02-04T21:58:19Z
Can't download USAA transactions
<div><p>I tested the CSV export from USAA over the past weekend. The CSV that USAA provides needs a little editing, I think. Debits and credits are in the same column but USAA prefaces Credits with -- rather than nothing or +. Also, there was a duplicate section at the top that seem to duplicate most of the credits. I'm going to try again this weekend, editing those two things and see if the CSV import works better.</p></div>
Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T22:02:48Z
2021-02-04T22:02:48Z
Can't download USAA transactions
<div><p>Two dashes in front of a credit makes no sense to me at all. I wonder about some programmers.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-04T23:49:32Z
2021-02-04T23:49:32Z
Can't download USAA transactions
<div><p>USAA's CSV exports aren't prefacing credits with anything, since a credit is a positive number (you don't need a positive sign, no sign means positive). It is prefacing debits (charges) with a SINGLE negative sign (or dash). A credit ADDS to your account, a debit SUBTRACTS from your account.</p>
<p>,,"2/3/2021",,"FRG*TEAMFANSHOP JACKSONVILLE FL CREDIT ","",44.19 ,,"2/3/2021",,"LIBERTY TICKETS CARROLL VALLEPA ","",-59.36</p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T01:34:22Z
2021-02-05T01:34:22Z
Can't download USAA transactions
<div><p>unfortunately USAA IS prefacing the the credits with two minus signs "--". all this makes no sense to me.</p></div>
bill
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T04:17:41Z
2021-02-05T04:17:41Z
Can't download USAA transactions
<div><p>I'm a fellow user.</p>
<p>I have test the fragment in post #158 and that imports without problem.</p>
<p>If you have a problematic file you will probably need to post it so we can have a look.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T12:24:50Z
2021-02-05T12:24:50Z
Can't download USAA transactions
<div><p>I fixed it by changing the "--" to "+".</p>
<p>The rest issue here is the automatic connection to USAA. I do not plan to manually download csv files, modify and import on a long term basis.</p></div>
bill
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T13:53:55Z
2021-02-05T13:53:57Z
Can't download USAA transactions
<div><p>Just a quick update from USAA. Customer service has now confirmed that USAA will not be doing anything to help non-Quicken customers. Their response is now "We don't support Moneydance." This means that the developers will either need to reverse engineer the authentication method that Quicken uses or Moneydance will no longer be able to pull transactions directly through USAA.</p></div>
James Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T14:57:18Z
2021-02-05T14:57:18Z
Can't download USAA transactions
<div><p>Reading this thread is a real bummer - i do the bookkeeping on a USAA account for a family member - this account has forty or fifty transactions each month - manual will be a huge pain - i hope our infinite kind folks can come up with some work around</p></div>
v3hanson
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T15:14:54Z
2021-02-05T15:14:56Z
Can't download USAA transactions
<div><p>This is very disappointing. I haven't been able to download my USAA checking transactions since 1/22. I hope Infinite Kind works something out quickly. Otherwise I'm going to have to find new software, and I <em>really</em> don't want to go through the hassle of transitioning to something else.</p></div>
srags
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T18:16:35Z
2021-02-05T18:16:35Z
Can't download USAA transactions
<div><p>Most likely it is easier to simply move my checking accounts from USAA to another bank rather than move from Moneydance to Quicken. Anyone have any good candidates? Any experiences with Charles Schwab bank for instance?</p></div>
cphelan
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T19:22:26Z
2021-02-05T19:22:27Z
Can't download USAA transactions
<div><p>I talked to USAA this morning and got the same answer - all they support is Quicken. I'm pretty sure the problem is the 2 factor authorization that USAA forced on everyone recently.</p></div>
Ted
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T19:37:07Z
2021-02-05T19:37:07Z
Can't download USAA transactions
<div><p>downloading the CSV files, at least for our checking account, works for us (for the most part).</p>
<p>They also changed the login so that you get only one phone number to text to. Used to have a list to choose from. This is another huge pain.</p></div>
cphelan
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T21:36:00Z
2021-02-05T21:36:02Z
Can't download USAA transactions
<div><p>I just got off the phone with USAA support. Currently, since the change, they support YNAB, QuickBooks, Every Dollar, and Cushion AI. The support rep said they are adding support for other software, and the non-Quickbooks options have just come about recently. He said all I could really do is add a complaint about the break in functionality, as they do look at those when prioritizing support.</p>
<p>If you are a USAA customer, and can give up about 20 minutes to call support, please log a complaint. In the meantime, I'll be figuring out how to download a CSV and get it into moneydance.</p></div>
Tom
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T21:38:42Z
2021-02-05T21:38:46Z
Can't download USAA transactions
<div><p>According to support, their new authentication tokens have to be built into the software. Perhaps someone from the moneydance team could reach out and find out what kind of hoops they'll have to jump through to get put on the list of supported software.</p></div>
Tom
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T22:20:17Z
2021-02-05T23:11:59Z
Can't download USAA transactions
<div><p>Does anyone at Infinite Kind watch these threads? I know there is no direct email and, generally, for everyone who comments there are at least a half dozen that don't. How can we find out if they can do something similar to what they did with Schwab when that bank made the same changes 3 months back?</p></div>
norwich2
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-05T22:38:46Z
2021-02-05T22:38:46Z
Can't download USAA transactions
<div><p>I have recently called USAA Technical Support regarding this issue. We spent approximately thirty minutes trying to problem solve the connection issues. We tried the normal Moneydance Online Banking setup by selecting USAA Federal Savings Bank and Advance Setup with no success. He noticed that others were having the same direct connect issues and created and elevated ticket. USAA Technical Support definitely confirmed that they made changes on January 22, 2021 that has caused problems with Non-Quicken users.</p>
<p>We shall see what happens.</p></div>
ExplodingSidewalk
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T00:27:56Z
2021-02-06T00:27:58Z
Can't download USAA transactions
<div><p>@ExplodingSidewalk I'm glad to hear you found someone who wasn't just reading through a script. When I called USAA technical support, they acted like they didn't know and didn't care and told me to call Quicken even though I explicitly told him that I don't use that software product.</p></div>
James Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T02:00:47Z
2021-02-06T02:00:49Z
Can't download USAA transactions
<div><p>Hope this gets fixed. Disappointing USAA is not supporting this, but when it comes down to it, I'm not going to change banks.</p></div>
Chad Errrett
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T12:54:24Z
2021-02-06T13:21:07Z
Can't download USAA transactions
<div><p>As a multi-decade USAA customer, I'm outraged at their decisions and (lack of) response, and the debacle they intentionally caused. I will continue using MoneyDance, they did nothing wrong. I'm moving all my banking to someplace else. Too many irrational management decisions from USAA to keep my trust.</p>
<p>Please don't beat up or move away from MoneyDance because of a problem solely created by USAA.</p></div>
MikeB
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T15:01:03Z
2021-02-06T15:01:03Z
Can't download USAA transactions
<div><p>Just figured out I'm also having download issues with USAA. I have been a member for over 30 years and this really pisses me off. They keep making it harder every year to do anything with software other than Quicken. I just sent them a message telling them I'm moving my accounts if they don't quickly resolve this. I've had good luck with them responding in the past since I've been a member for so long. We'll see what happens.</p></div>
mbrown305
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T16:27:29Z
2021-02-06T16:27:31Z
Can't download USAA transactions
<div><p>I spoke to a USAA agent this morning who reiterated that they don't support MoneyDance. She said one can get Direct Connect access credentials at usaa.com/accessid. From there I was able to get a new 8-character Access ID and a new 6-digit Access PIN (and allow "Quicken" to access my USAA account). But these credentials still don't work in MoneyDance: no USAA accounts show up at the end of the process of trying to Set Up Online Banking.</p>
<p>The USAA agent also mentioned that in Quicken, one should select "USAA Federal Savings Bank New" as the institution, and I think someone earlier in this thread mentioned the same thing. That is not a choice in MoneyDance, so it may be up to MoneyDance support to provide that new online banking link for USAA.</p></div>
BrianB
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T17:17:37Z
2021-02-06T17:17:40Z
Can't download USAA transactions
<div><p>I spoke to USAA technical support this morning. The gentleman I spoke to did a little research on it before coming back with an answer - but said that at least as of now, Moneydance is considered an "unsupported app". He indicated they are always looking at supporting different apps. He said he would register a complaint and that the more complaints they register for a particular app the higher it goes up on the list. I would recommend all USAA members who use Moneydance to call Tech Support and ask that Moneydance be added to the supported App list.</p>
<p>Moneydance support - are you in conversations with USAA about how to get on the "support app" list? If we work from both angles - USAA members talking to USAA, and Moneydance talking to USAA - we have a good chance of getting this corrected.</p></div>
jpbears1
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T17:54:54Z
2021-02-06T17:54:54Z
Can't download USAA transactions
<div><p>I also enrolled for the "Quicken" access ID and PIN using the df3cx-services.1fsapi.com/casm/usaa/enroll link. Happy to help test things for Moneydance if there's some way to change connection settings to provide a different URL and these credentials.</p></div>
gbailey
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T18:06:05Z
2021-02-06T18:06:08Z
Can't download USAA transactions
<div><p>I also called USAA this morning, opened a ticket with their helpdesk to be able to continue to use Moneydance, as I have been for years. It was USAA that changed the connection for OFX, to fit with Quicken. Agree that if enough of us call in and file tickets, maybe USAA will reach out and work with Moneydance. It was USAA's decision to change authentication/authorization format. I also tried using the MoneyDance script to remove the USAA connection details, and create a NEW connection with the new access ID/Access Pin that BrianB mentioned, it did not work. I am seeing a error in the console messages:</p>
<p>Reading message from <a href="https://service2.usaa.com/ofx/OFXServlet">https://service2.usaa.com/ofx/OFXServlet</a></p>
<p>uh oh, we've gotten some OFX with no headers:</p></div>
trigil
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T22:17:24Z
2021-02-06T22:17:27Z
Can't download USAA transactions
<div><p>Well, I just called and filed a complaint as well. USAA says (well, the CSR that I spoke with says) that Quicken changed something, and USAA had to change to meet that. Theoretically, if MoneyDance will change that same something, they'll be able to connect again. They definitely didn't sound like it was going to happen soon, though.</p>
<p>I have also requested paper copies of my monthly statements. If they're going to play that game, they can pay to send me my info.</p></div>
M. Juergensmeyer
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-06T23:33:58Z
2021-02-06T23:34:01Z
Can't download USAA transactions
<div><p>I'l spoke with USAA web support a couple of times trying to get information to create a custom link for the - New that Quicken is using. No luck.</p>
<p>I am feeling that this change has very little to do with USAA other than them being pressured by Quicken to change and break connections with their competition. It also is out of Moneydance's ability to get the connect details and code needed to work if Quicken is claiming it's proprietary. There is a reason I left Quicken so many years ago and still refuse to go back to them now.</p></div>
Dan
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-07T01:20:11Z
2021-02-07T01:20:13Z
Can't download USAA transactions
<div><p>Having worked in IT for eons, I understand what USAA is doing. They're moving away from an antiquated authentication model where a username and password lets anyone (and any program) on the planet into USAA via the back door. From now on, if you (an app developer, i.e. Moneydance) want to access user data, you probably need to create a developer account with USAA, have an API token assigned to Moneydance, create an integration against the new API, and then release it to your users.</p>
<p>As an end user, i may seem simple. It might just look like a new connection type and you enter your username and password, but behind the scene's everything is FAR FAR more secure, and that's just the way it is.</p>
<p>I hate to say it, but Moneydance is a tiny fish in a giant sea, it's not like USAA is losing sleep over this.</p></div>
Ben
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-07T01:24:23Z
2021-02-07T01:24:24Z
Can't download USAA transactions
<div><p>That's also why trying to get Moneydance to work by getting a new Quicken access ID, or whatever, from the USAA website will never work.</p></div>
Ben
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-07T15:43:28Z
2021-02-07T15:43:29Z
Can't download USAA transactions
<div><p>So I have some good news for the devs of Moneydance. It looks like the authentication method USAA is using has been successfully engineered by one of the volunteers working on gnucash. Here is a link to what was discovered: <a href="https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045690.html">https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045...</a></p>
<p>Hopefully, the Moneydance devs frequent this forum so they see the fix.</p></div>
James Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-07T19:48:27Z
2021-02-07T19:48:28Z
Can't download USAA transactions
<div><p>I'm also a USAA customer and have been using Moneydance to download transactions flawlessly for about 13 years. Until last week. Strangely Moneydance isn't returning an error code when you try to download, it just doesn't do anything and moves on to the next account. Citi and Chase continue to work just fine.</p>
<p>Infinite Kind, please have someone look into the info provided by Mr. Abrams above. I stopped using Quicken all those years ago and I've loved using Moneydance. Please help your customers out.</p>
<p>Regards,<br>
Kevin</p></div>
Kevin Maskell
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-07T22:03:21Z
2021-02-07T22:03:21Z
Can't download USAA transactions
<div><p>Moneydance does not return an error code when they cannot connect. Discover does not work anymore, but I've never disabled it, and it also does not generate an error code.</p>
<p>I created a thread a while back stating this, and I think it's on the list of things to do, but other items (like making USAA work again) take precedence.</p>
<p>just a user</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-07T22:07:11Z
2021-02-07T22:07:11Z
Can't download USAA transactions
<div><p>@Ben,</p>
<p>Everything you said about moving security systems is of course accurate. My issue with USAA is they did it without warning to customers and third parties who had been using the system for well over a decade.</p>
<p>That is simply terrible customer service. As you say, Moneydance is a small fish in the sea, but USAA obviously considers all of their customers in the same way. That's just wrong, even if moving to a new system is right.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-07T23:12:36Z
2021-02-07T23:12:36Z
Can't download USAA transactions
<div><blockquote>
<p><a href="https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045690.html">https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045...</a></p>
</blockquote>
<p>This looks promising. The only potential road block I see is how to obtain a valid CLIENTUID which according the poster, it might be account specific and he had gotten it from the Quicken OFX log file.</p>
<p>I think I understand almost all of the points mentioned in that post. I am happy to look deeper into and report back it but I don't have USAA account. If someone with USAA account willing to act as my partner (I will provide codes and instruction ...) to test, let me know hleofxquotes at gmail dot com.</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-08T13:34:23Z
2021-02-08T13:34:25Z
Can't download USAA transactions
<div><p>I used the information in the links of Post 184 and Post 188 to successfully download USAA transactions from their new OFX server using curl on the command line. I reused the CLIENTUID and the TRNUID from the link source. At least for now, they don't seem to be tied to a specific client or account.</p></div>
drchandler1
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-08T16:38:57Z
2021-02-08T17:39:54Z
Can't download USAA transactions
<div><p>Thanks to all who have contributed to this thread and helped diagnose the problem. I am another USAA banker left stranded. I am not savvy enough to figure this out for myself. Infinite Kind please send us some instructions! Thank you!</p></div>
sam.farwell
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-08T17:42:12Z
2021-02-08T17:42:14Z
Can't download USAA transactions
<div><p>I called USAA and they confirmed the situation without offering any help but I think we all need to be squeaky wheels here- both to Infinite Kind and USAA. Someone will lose customers if nothing is done.</p></div>
sam.farwell
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-08T18:59:28Z
2021-02-08T18:59:28Z
Can't download USAA transactions
<div><p>Yep! I just got off the phone with USAA tech support. They are just as aggravated as we are! I did have to wait on hold an hour to get to tech support but the person I spoke with logged my complaint and said that he has been logging <em>all</em> of them. Hopefully the volume of squeaks is making it's way to the right people...</p>
<p>In the meantime, can some one explain how to capture a quicken log file? I have three different accounts I need to track and suspect that using 'curl' will require separate info for each account.<br>
Thanks! -michael</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-08T19:30:22Z
2021-02-08T19:30:22Z
Can't download USAA transactions
<div><blockquote>
<p>I need to track and suspect that using 'curl' will require separate info for each account.</p>
</blockquote>
<p>From message #189 (<a href="https://infinitekind.tenderapp.com/discussions/online-banking/17962-cant-download-usaa-transactions#comment_49021446">https://infinitekind.tenderapp.com/discussions/online-banking/17962...</a>), @drchandler1 mentioned that you can use "reused the CLIENTUID and the TRNUID from the link source". Other words, it appears that CLIENTUID and TRNUID are not tied to an account/authentication.</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-08T20:26:05Z
2021-02-08T20:26:07Z
Can't download USAA transactions
<div><p>More discussion here on the CLIENTUID:<br>
<a href="https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045704.html">https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045...</a></p>
<p>It seems you need to grab the CLIENTUID from the new OFX enrollement page URL. It is possible for a user to revoke their OFX credentials on the USAA website. If the original poster revoked his OFX credentials, then I imagine it would break the CLIENTUID he posted. I'm surprised that his works at all with different logon credentials.</p></div>
drchandler1
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-08T20:52:57Z
2021-02-08T20:53:00Z
Can't download USAA transactions
<div><p>I called USAA. They told me to look for a "USAA.... NEW" option, which of course isn't present. After some time on hold she confirmed that IT is working on a solution. I'm guessing this has to be addressed collaboratively, from USAA and Moneydance together, but can't be sure. This really makes a big impact for usability, so I hope it's sorted out soon!</p></div>
andrew
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T00:48:02Z
2021-02-09T18:56:47Z
Can't download USAA transactions
<div><p>@drchandler - congratulations on using curl to download ofx from USAA.</p>
<p>My question - is it still working?</p>
<p>If so, could you contact me - so we can compare notes?<br>
Actually, even if not so, would love to debrief.</p>
<p>I'm trying to do the same as you did, and think I have it right, but no love.<br>
Have it right means proper login/password/clientuid and curl setup.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T00:57:21Z
2021-02-09T01:02:59Z
Can't download USAA transactions
<div><p>@sam.farwell - I am aware that IK is looking into this. Sean does not like to comment until he has a solution. And they are not there yet.</p>
<p>@mgphl52 - I'd hold off on log files and using curl if you are not familiar with it. curl, ultimately, is a tool to figure all this issue out, and you don't need to spend a lot of time learning it to get one ofx download. Or I guess three. Schwab's actions took six weeks to get a (temporary) solution, moneydance is on week two with USAA.</p>
<p>just a user, not affiliated with moneydance.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T01:44:21Z
2021-02-09T01:44:21Z
Can't download USAA transactions
<div><p>@dtd - Thanks for your input. I have been able to acquire my personal access ID & PIN and used curl to validate that the ID/PIN connected to all of my accounts. At this point, I believe it is up to InfiniteKind to adjust their interface to USAA and the 'Setup Setup Online Banking' procedure for USAA. This should not take a long time... but Moneydance users will need to get credentials from USAA for access - but there are links at USAA to acquire them. I truly hope to hear good news soon!!!</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T01:54:06Z
2021-02-09T01:54:07Z
Can't download USAA transactions
<div><p>This month, USAA stopped downloading to Moneydance. I hope there is a fix soon. I can download my USAA activity as a csv file. I hope I do not need to write a program to import csv into Moneydance. Currently, I copy and paste from csv to Moneydance (what a pain).</p>
<p>Long time Moneydance user. Started using Moneydance when it was a free program. I still have a Moneydance cd that I purchased from CompUSA.</p></div>
mag_djg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T02:26:04Z
2021-02-09T18:56:21Z
Can't download USAA transactions
<div><p>mgphl52 - when did you do the curl verification today?. I have been unable to make it work effective this afternoon - would love to discuss.</p>
<p>i assume you got an ofx download for your three accounts?<br>
Can you verify it works this evening? (Let's move this to email)</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T14:24:54Z
2021-02-09T14:24:56Z
Can't download USAA transactions
<div><p>By the way, a Python 3.X script called ofxtools has now been configured to work with USAA's latest setup. Also, on an unrelated note, thanks to one of the USAA reps (Jason), he has provided a link you can access to pull your own accessID, PIN, as well as extract the clientID from the URL. Once you login to USAA, browse to <a href="https://www.usaa.com/accessid">https://www.usaa.com/accessid</a> in the URL, you will find your clientID (I haven't checked to see if this is unique or not). It will also generate the login and PIN. In the forum, he asks the member to use that to access Moneydance but I don't believe that the software has yet been configured to connect using the latest authentication method. At this point, I think we need to start asking the devs to make the necessary changes as the authentication process has been documented.</p></div>
James Abrams
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T18:57:17Z
2021-02-09T18:57:17Z
Can't download USAA transactions
<div><p>Well... I just read through some of the doc on ofxtools and quickly decided to wait (somewhat patiently) for the Moneydance gurus to get this working. While waiting, I'll relieve my stress with the throttle on my Harley... :)</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T19:17:11Z
2021-02-09T19:17:14Z
Can't download USAA transactions
<div><p>I just got a call from USAA today while I was out on my run. They said a subject matter expert would be getting in touch with me later. I'm not certain it was about this particular issue, but it's the only one I've called about recently, so maybe?</p></div>
doug brown
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T22:04:34Z
2022-07-13T12:41:56Z
Can't download USAA transactions
<div><p>Doug, when I made my initial call to USAA tech support I expressed my unhappiness and the tech offered to escalate my issue to a specialist. The specialist called a couple days later and said, "I understand you're having issues with Quicken". When I informed her that no, I don't use Quicken and WON'T use Quicken, that my problem was with Moneydance, she just replied, "Well, we don't support that.". So...don't get your hopes up.</p></div>
taser8
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T22:39:03Z
2021-02-09T22:39:03Z
Can't download USAA transactions
<div><p>This seems to be the same issue that was happening with Schwab accounts a few months back. I think IK had to set up an authentication server to route traffic to Schwab. I believe Sean was the person who handled.</p></div>
jay
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-09T23:23:06Z
2021-06-12T15:10:28Z
Can't download USAA transactions
<div><p>James -</p>
<p>I browsed to <code>https://www.usaa.com/accessid</code> and did NOT find my clientID. All I found was a page where I could tell USAA to allow Quicken access to my USAA information. Not what I want to do so I refused to click Allow.</p>
<p>I'm trying to be patient. Downloading and importing CSV files is a pain.</p>
<p>I'll never go tack to Quicken... and I've been a USAA member for over forty years so, as much as this irritates me, will probably not get rid of them. But something will have to give so I'm making no promises!</p></div>
kenny
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T00:18:43Z
2021-02-10T00:18:43Z
Can't download USAA transactions
<div><p>@William - as has been true in the past decade or more, Quicken is the only finance program that exists for many banks. So, long long ago, Direct Connect was working "for Quicken", and the other finance programs figured out what Quicken was getting and did it as well.</p>
<p>We are at that point again. The reason that url goes to Quicken is that Quicken is again all that exists.</p>
<p>So - given you don't use Quicken, just because you give Quicken permission doesn't mean much if you never use the program.</p>
<p>SO - when you enter the url above, you are redirected to a different url. It's long, but at some point it says clientid=VERY LONG STRING. It has 8-4-4-4-12 letters and numbers. copy it all and save it. That's your clientuid.</p>
<p>Then sigh, give permission. As long as you never use quicken, all you are getting is a userid/password combination. Write those down as well.</p>
<p>Then - hopefully soon, Moneydance will issue a built in way to use those pieces of information to make usaa work again.</p>
<p>just a user, hope that helps. I have also been a USAA member for over 40 years. No matter what happens, of course I will keep my 35 year (actually longer) credit card for my fico score, but I may use it much less.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T13:02:03Z
2021-06-12T15:10:28Z
Can't download USAA transactions
<div><p>@dtd - thanks. I "assumed" it might lead to something like that. However, I have been burned way too many times in the past when acting off of assumptions.</p>
<p>I am going to ask the stupid / lazy question. The talk here of using curl with his clientid, et al... is this just essentially confirming that this issue is solvable, or can this information be used today to download my USAA transactions into MD without writing my own python script?</p></div>
kenny
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T14:30:59Z
2021-02-10T14:31:00Z
Can't download USAA transactions
<div><p>USAA is not working on my computer either. Please keep me informed!</p></div>
Kathy
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T17:18:34Z
2021-02-10T17:18:34Z
Can't download USAA transactions
<div><blockquote>
<p>The talk here of using curl with his clientid, et al... is this just essentially confirming that this issue is solvable, or can this information be used today to download my USAA transactions into MD without writing my own python script?</p>
</blockquote>
<p>You can use curl to actually download the USAA OFX file. But result so far is mixed: some reported success, others did not.</p>
<p>From what I can gather so far, the USAA changes are fairly straight-forward</p>
<ul>
<li>new endpoint (URL)</li>
<li>customer needs new userName/password (different than the general web userName/password)</li>
<li>CLIENTUID is needed (see above re: new userName/password)</li>
<li>Some have reported that there might be some 'finickiness' regard ing end-of-line, date format ...</li>
</ul>
<p>So it should not be hard to get the current tool/code to adapt to those changes.</p>
<p>Short-term, if you are OK with downloading CSV, you can use my csv2ofx converter to convert the USAA csv to ofx which you can then import into MD.<br>
<a href="http://bit.ly/3cPajDZ">http://bit.ly/3cPajDZ</a></p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T17:20:35Z
2021-02-10T17:20:35Z
Can't download USAA transactions
<div><p>The issue is solvable at this time, but as with viruses and virus remediation, the other side (i.e. USAA's third party now handling OFX) can undo the work, by things like IP blocking (i.e. only certain locations/servers can get in, aka Quicken).</p>
<p>Hope it doesn't become tit for tat, and that USAA will accept people coming in to get their OFX data with Quicken credentials (which is what is basically happening) but without using Quicken.</p>
<p>I keep getting a "robot" message when I try to get in, which made me think the above was happening, but others are reporting success at this time.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T17:24:52Z
2021-02-10T17:48:15Z
Can't download USAA transactions
<div><blockquote>
<p>from hleofxquotes: Short-term, if you are OK with downloading CSV, you can use my csv2ofx converter to convert the USAA csv to ofx which you can then import into MD. <a href="http://bit.ly/3cPajDZ">http://bit.ly/3cPajDZ</a></p>
</blockquote>
<p>re hleofxquotes converter... the converter works, and one piece of good news is that USAA now only has checking/savings/credit cards that have to be monitored, and the CSV files are fairly standard and straightforward, though still not fun vs OFX or even QIF.</p>
<p>I have also successfully imported USAA CSV files directly into Moneydance using their CSV importer. The problem is that Credit Card CSVs look different from Checking CSVs, so you have to import each differently.</p>
<p>CSV files for investment accounts, otoh, are nasty beasts.</p>
<p>I'm still pushing hard for manual OFX downloads from the USAA web site - after all it's secure, but I'm not getting much traction. Most support agents don't even know what I mean, or say, you don't need that, just use quicken.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T18:33:46Z
2021-02-10T19:17:55Z
Can't download USAA transactions
<div><p>How are you able to download the CSV files?</p>
<p>Disregard. I found that if you select "I want to..." below the Transactions heading there is an option to "Export".</p></div>
fquist
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T18:58:50Z
2021-02-10T18:58:52Z
Can't download USAA transactions
<div><p>To download CSV files - logon to USAA - go to your account - select "I want to" - select export and make your choices of individual transactions or all of them. (see attached).</p>
<p>Regards,</p>
<p>Pete L</p></div>
Pete L
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T19:06:00Z
2021-02-10T19:06:00Z
Can't download USAA transactions
<div><p>@fquist</p>
<p>Login to USAA, go to my accounts and pick an account. Find the click for Export (It's in different places for checking/savings/credit cards, no consistency.</p>
<p>Pick a date range, or put enough "displayed values" you want in place. Again, no consistency.</p>
<p>You should be able to download bk_download.csv - no creativity this time, make sure if you do multiple downloads they don't overwrite each other.</p>
<p>These will NOT know which account to load into (again, CSV was designed for spreadsheets). hleofxquotes tool I think adds that knowledge via parameters (otherwise it wouldn't be an OFX file)</p>
<p>Uploading a CSV directly into moneydance requires proper placement of your cursor on the account, and picking the fields to import - there is a link in the knowlledgebase somewhere on how to import CSV directly, but I don't have it offhand.</p>
<p>Hope that helps.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T19:20:49Z
2021-02-10T19:20:49Z
Can't download USAA transactions
<div><p>Given this may be new, export a backup before beginning to experiment.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T19:50:12Z
2021-02-10T19:50:12Z
Can't download USAA transactions
<div><p>I have written a Perl script to convert a CSV file to QIF and it imports fine. However, after reconciling the account, the transactions do NOT get the green 'cleared' dot. Any idea as to why?</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T20:41:52Z
2021-02-10T20:41:52Z
Can't download USAA transactions
<div><p>just a user - hmmm. I wouldn't expect them to get a green cleared dot, as I (you) are the one that reconciles the account, not an import.</p>
<p>Now, the blue dot which becomes clear is due to the confirm, but the green dot is a separate process.</p>
<p>Maybe I'm not understanding your question?</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T20:49:17Z
2021-02-10T21:03:00Z
Can't download USAA transactions
<div><p>Back to a direct CSV import into MD from USAA.</p>
<p>Here is a knowledge base link:<br>
<a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/importing-csv-files">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/i...</a></p>
<p>I'm just a user, so take that as a grain of salt.<br>
There are two CSV types for USAA that I can tell - checking and CC. They are different, but I hope the same between users.</p>
<p>For credit card, I use the following CSV import bits:<br>
DATE TYPE: MDY</p>
<p>Import type:<br>
Ignore, Ignore, Date, Ignore, Description, Ignore, Amount</p>
<p>For checking, I use the following:<br>
DATE TYPE: YMD</p>
<p>Import type:<br>
Date, Description, Memo, (IGNORE?), Amount, Ignore</p>
<p>You could use Category where I put IGNORE?, but I doubt the categories USAA uses will match your categories, so I just let those be ignored.</p>
<p>Hope that helps someone pursuing direct USAA CSV imports.</p>
<p>I also recommend hleofxquotes utility to convert CSV to OFX...</p>
<p>And I hope all this is temporary as MD works to alleviate USAA's awful don't contact anyone but quicken decision (just like schwab did).</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T21:20:04Z
2021-02-10T21:21:29Z
Can't download USAA transactions
<div><p>bad info - retract my update</p></div>
rdmyers.42
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T21:33:57Z
2021-02-10T21:33:57Z
Can't download USAA transactions
<div><p>@dtd - as I stated, AFTER reconciling the account, the cleared items do not get the green dot. I have ti set each one separately... :(</p>
<p>I also have a capitalone account that doesn't directly interface with Moneydance, but DOES provide an OFX export option. With that file, after reconciling, cleared items get the green dot.</p>
<p>I just wish USAA would, at the very least, provide OFX as an export option!</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-10T21:36:50Z
2021-02-10T21:37:51Z
Can't download USAA transactions
<div><p>Ah yes, missed the "after reconciling the account" part. Sorry.<br>
So, my answer is - I have no idea.</p>
<p>ME TOO! ---> I just wish USAA would, at the very least, provide OFX as an export option!<br>
As I think I've said, in this thread even - if I can just GET an OFX file, I'd be less discontent and posting in a thread like this more than a numerous number of times. I've called USAA about 5 times - and gotten through to I/T twice, well "customer support I/T" and they just either don't get it, or don't care.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T00:52:16Z
2021-05-02T02:21:05Z
Can't download USAA transactions
<div><p>As a non-technical user experiencing this issue, I am having trouble understanding from the chain above whether there is a simple solution. Is the answer that you can basically no longer do a simple "download accounts" for USAA, and you have to go in for each account you want to update and set a download for the date range since your last download?</p></div>
andreablander
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T02:22:15Z
2021-02-11T02:22:18Z
Can't download USAA transactions
<div><p>Even after reading 8 pages of comments WHERE IS Infinite Kind/MD on this?</p>
<p>We need ANSWERS FROM Infinite Kind/MD on when THEY are going to fix this.</p>
<p>Maddie WHERE R U?</p>
<p>I am not doing multiple dumps and loads. It is 2021 not 1990!</p></div>
P T
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T04:50:10Z
2021-02-11T04:52:14Z
Can't download USAA transactions
<div><p>Hey Folks! The best I can recommend, while we wait for Infinite Kind to update, is for <em>everyone</em> to beg USAA to provide an OFX format download.<br>
While it will be a bit more troublesome than just clicking on Monedance "Download All Accounts" at least it would make life easier!!!</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T07:15:08Z
2021-02-11T07:15:08Z
Can't download USAA transactions
<div><p>mgphl52 - I agree with you.</p>
<p>I am aware that MD/IK is working on the issue. They tend to stay quiet as they prefer to state a solution.</p>
<p>I honestly don't think USAA will respond, I have called multiple times but since USAA caused the problem - the easy solution on their side is to provide an OFX format download.</p>
<p>If they did that, from THEIR side, they could honestly say, what's your problem? As it is, they are being (badwordinsertedhere)</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T08:07:00Z
2021-02-11T08:07:00Z
Can't download USAA transactions
<div><p>Folks,</p>
<p>Banks rely on their customers being too apathetic and lazy to really do anything.</p>
<p>Demanding they provide a solution and if they refuse then telling them you will move your accounts if they will not provide a solution is the only way to go in my view, and following through on actually moving the accounts. If you stay with them you are sending a message they they can do whatever they like without any consequences, just as they anticipate.</p>
<p>Threatening to leave Moneydance for something they did not cause and have no control over I do not see as being helpful, more rewards for the bank? Perhaps rewards for their relationship with companies like Quicken?</p>
<p>Banks care about little, their bottom line and the executives their bonuses they do care about.</p>
<p>Yes a bank would not provide the service I was looking for and I closed every account with them and ended up starting relationships with two other banks in order to diversify my banking. There was some work involved but I was not going to put up with them.</p>
<p>Vote with your feet.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T12:15:31Z
2021-02-11T12:15:33Z
Can't download USAA transactions
<div><p>I agree vote with your feet. I'm leaving USAA banking as a result of this fiasco. Too many incoherent management decisions and complete lack of response to trust them any further. MoneyDance did nothing wrong, and everything right. I verified my new credit union works with MoneyDance.</p></div>
MikeB
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T12:47:44Z
2021-02-11T12:47:46Z
Can't download USAA transactions
<div><p>Disappointed to see this still an issue. I have now completed the move from USAA to Schwab, for all intents and purposes. So far so good.</p>
<p>@mgphl52 - if you choose to continue to manually download, you can update the "green dot" in batch. Select the transactions you want to update, right-click, and choose "Mark as Cleared." Not as it should be, but easier (much) than one at a time.</p></div>
Todd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T18:01:38Z
2021-02-11T18:01:38Z
Can't download USAA transactions
<div><p>@Todd - I'd like to hear a bit more about your transition to Schwab. I am assuming that either a) you no longer need a PFM (Moneydance), or b) Schwab works with Moneydance, which? Does Schwab's service mirror all the features you had come to expect from USAA? (in my case including mortgage and vehicle/homeowner insurance? Thanks.</p></div>
eric.klanderman
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T19:42:31Z
2021-02-11T19:42:31Z
Can't download USAA transactions
<div><p>@Todd - Thanks! That will definitely help!</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T22:44:04Z
2021-02-11T22:44:04Z
Can't download USAA transactions
<div><p>Has anyone heard Moneydance reply back on this thread or any other threads like this, as they did for Schwab? Seems like USAA has the new access thing set up based on the above notes, but no word on Moneydance even acknowledging work is underway to take advantage of it as Quicken did with the head start.</p>
<p>Someone above stated they are aware MD is working on the solution. If so, at least that much should be worth them stating. After all, USAA not communicating they were planning a change was the issue to begin with...so not communicating on the other side is not any better.</p></div>
norwich2
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T22:52:57Z
2021-02-11T22:52:57Z
Can't download USAA transactions
<div><p>I would agree that in general communication from The Infinite Kind is poor, this has become very noticeable over recent years. It needs to be much better.</p>
<p>All that is need is a quick post from Support on some sort of regular basis, they may not be able to say much, after all some banks are notorious at not being helpful to small software companies, or it may be difficult to work out exactly what is needed to be able to re-establish the link.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T23:02:15Z
2021-02-11T23:02:15Z
Can't download USAA transactions
<div><p>@eric - USAA has a financial component and an insurance component.</p>
<p>Schwab is primarily financial (USAA sold/moved their investment division to Schwab a few years ago) so Schwab is checking/savings/investments - NOT insurance.</p>
<p>Schwab and USAA are my gotos - for years. BOTH, honestly, are not paying attention to their customers. Schwab did the "we don't care about you and won't inform you" bit in October 2020.</p>
<p>Their saving grace was providing a developer option to signup and get in the game - which Moneydance did, and six weeks later achieved a temporary solution as they continue to pursue a permanent one. Bad on Schwab for no information, but they provided recourse.</p>
<p>USAA did the same on Jan 26, 2021, but two weeks later, refuse to acknowledge anything other than "we support only Quicken". No contact points, no recourse, no OFX manual download (Schwab hasn't done that either) no nothing.</p>
<p>I know that Moneydance is looking for a solution. One that would be permanent vs. pretending to be Quicken. I hate the silence as well, I'd prefer more communication.</p>
<p>BUT, as to your question (sorry, ranting...)</p>
<p>Schwab isn't on my good list, but they did better than USAA.</p>
<p>Schwab works with Moneydance, because - well above - they talked to Moneydance after their own xxxxstorm.</p>
<p>So - all I can say is my stance. I separate USAA finance from USAA insurance. At this time, I'm keeping my insurance with USAA (40+ years). I will also keep my credit card of 35+ years because cancelling that would be to my own detriment.</p>
<p>However, I am going to move my checking to another institution, and will use my usaa credit card like twice a year just to make sure it's never cancelled.</p>
<p>AND - I have been calling USAA to request manual OFX downloads about twice a week (I've given up on 'please allow moneydance to work') - and now I will include I am leaving your financial institution as you obviously do not care about your customers nor inform them about significant changes.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-11T23:04:23Z
2021-02-11T23:40:18Z
Can't download USAA transactions
<div><p>OK, two posts while i wrote my diatribe.</p>
<p>To go with the flow:</p>
<p>I know that Moneydance is looking for a solution. One that would be permanent vs. pretending to be Quicken. I hate the silence as well, I'd prefer more communication.</p>
<p>A public update would be nice versus only "work in the background."<br>
Everyone would like to know that things are happening.</p>
<p>@norwich2: your comment - so not communicating on the other side is not any better. - I do agree.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-12T04:36:13Z
2021-02-12T04:36:13Z
Can't download USAA transactions
<div><p>I only wish that each and everyone of us that is affected by this USAA snafu would request the inclusion of an OFX export format from USAA... and request it at least weekly!</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-12T04:47:06Z
2021-02-12T04:47:06Z
Can't download USAA transactions
<div><p>Here's the latest message I sent to USAA:<br>
"Since USAA arbitrarily changed interface access for accounting software with NO NOTICE to customers, you should at least provide data file export in OFX format. If it ever comes to light that USAA did this change purely to garner favor (funds?) from Quicken, you just might see a class action suit, or at the very least, a <em>LOT</em> of closed accounts!"</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-12T05:08:15Z
2021-02-12T05:10:05Z
Can't download USAA transactions
<div><p>@mgphl52 - I've wondered about class action and removal of service in favor of a particular service - but I'm not a lawyer.</p>
<p>But, as you say, simply providing manual OFX downloads opens it up vs. closing things down.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-12T05:45:18Z
2021-02-12T05:45:18Z
Can't download USAA transactions
<div><p>Does anyone know the status of the "permanent" solution to the Schwab issue that happened last year? Has that work been completed, or is Moneydance still using the temporary workaround?</p>
<p>I ask because--if the USAA issue is indeed similar to the Schwab one--we might have to wait for that permanent solution before we can solve the USAA one. That might be a while....</p>
<p>In the meantime, I wonder if Moneydance could provide an intermediate solution that might provide a workaround for both cases: modify the "Advanced Setup" flow in the "New Connection" dialog box to facilitate OAUTH by taking CLIENTUID as input. (The provided login and PIN would be entered normally.)</p>
<p>It's possible that getting the CLIENTUID is difficult to generalize in Moneydance's UI today, but if we can get our own (as we can with USAA), then that could at least be a workaround for those of us savvy (and desperate) enough to get the CLIENTUID ourselves. That would also allow Moneydance to sidestep the potential liability issue of "piggybacking on Quicken". (The user would be the liable one.)</p>
<p>If that works, then it should just come down to implementing OAUTH handshakes in Moneydance, which shouldn't be too difficult. We already know the rest works with curl. Perhaps I can experiment with an extension, although my time is rather limited these days....</p></div>
gnuite
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-12T17:30:16Z
2021-02-12T17:30:16Z
Can't download USAA transactions
<div><p>Quick summary of current state. Unfortunately, if you are looking for a quick simple fix, there is none. However, there are few work-arounds, one of which might work for your level of comfort.</p>
<ul>
<li>USAA OFX download has stopped working due to USAA changes.</li>
<li>Currently, there is no MD specific work-around: no extension, no advanced configuration, etc ...</li>
<li>If you are OK with manually download the CSV files, you can then use MD various CSV import methods OR use external tool to convert CSV into OFX
<ul>
<li>USAA CSV download info <a href="https://infinitekind.tenderapp.com/discussions/online-banking/17962-cant-download-usaa-transactions#comment_49026862">https://infinitekind.tenderapp.com/discussions/online-banking/17962...</a></li>
<li>MD CSV import: <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/importing-csv-files">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/i...</a></li>
<li>csv2ofx tool: <a href="http://bit.ly/3cPajDZ">http://bit.ly/3cPajDZ</a></li>
</ul>
</li>
<li>If you are comfortable with command-line tool and have access to curl. You can follow the instruction here: <a href="https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045690.html">https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045...</a> to see if you can download the OFX files. Some MD users have reported success.
<ul>
<li>You will need to obtain a new userName, password (PIN) and clientUID (see: <a href="https://infinitekind.tenderapp.com/discussions/online-banking/17962-cant-download-usaa-transactions/page/7#comment_49024062">https://infinitekind.tenderapp.com/discussions/online-banking/17962...</a>)</li>
<li><strong>IMPORTANT</strong>: results for the curl methods have been mixed: some reported that curl work for them, others have no such luck.</li>
</ul>
</li>
<li>Alternative to curl method
<ul>
<li>ofxtools: <a href="https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045704.html">https://lists.gnucash.org/pipermail/gnucash-devel/2021-February/045...</a></li>
<li>hleofxquotes: <a href="https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/USAA">https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/USAA</a></li>
</ul>
</li>
</ul></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-12T23:42:27Z
2021-02-13T00:05:36Z
Can't download USAA transactions
<div><p>To add to hleofxquotes, if you are trying to do the</p>
<p>MD CSV import thing, these settings should work (when asked for such after File/Import/pick a CSV file you just downloaded from USAA:</p>
<p>USAA CSV Format</p>
<p>(if you are new to this, or even if you are not, make an export backup in case something goes wrong)- even better, test with a non-active copy of your database, then move to the active copy when you know you have it right. Or a test account, that you can later delete, since this is an import, not an online download.</p>
<p>(make sure you pick the correct account to import into)</p>
<p>CHECKING<br>
Date (YMD)<br>
Description<br>
Memo<br>
Ignore (Category)<br>
Amount<br>
Ignore</p>
<p>CREDIT CARD<br>
Ignore<br>
Ignore<br>
Date (MDY)<br>
Ignore<br>
Description<br>
Ignore<br>
Amount</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-12T23:50:51Z
2021-02-12T23:50:51Z
Can't download USAA transactions
<div><p>@dtd - when doing this style import, do you auto-majikly get the "green dots" after reconciliation?</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T00:01:56Z
2021-02-13T00:01:56Z
Can't download USAA transactions
<div><p>@mgphl52, ah, yes I remember your after reconciliation concern, which I misinterpreted way back then (this is a long thread!)</p>
<p>So I did a reconciliation of the CSV download items and tried to pay attention.</p>
<p>First, "before reconciliation" I got the blue dot, and confirmed them. I do not have any transactions that were brand new without the manual entries, so cannot speak to that.</p>
<p>Then I did a reconciliation and noted there were no transactions selected (I'm used to having them selected for me). I selected the appropriate transactions, hit done, and yes got the green dots.</p>
<p>Thinking about it, if we ever do get OFX back, MD might download duplicate transactions, as I doubt a CSV import puts in the special sauce saying "don't download again", but I could definitely be wrong. But, MD tends to resolve that fairly well.</p>
<p>Hope that helps.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T00:08:43Z
2021-02-13T00:08:43Z
Can't download USAA transactions
<div><p>FWIW</p>
<p>CSV files do not have transaction ID's only OFX/QFX files have these so if OFX were to come back it would be necessary in bank accounts to follow the confirmation process using the merge option.</p>
<p>Investment accounts do not have a merge option, I have no idea why. So you would probably have to delete the CSV version of the transaction.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T00:28:24Z
2021-02-13T00:28:24Z
Can't download USAA transactions
<div><p>dwg - That's what I thought, luckily USAA no longer has investment accounts (They sent them all to Schwab, or some subsidiary).</p>
<p>So, WHEN ofx comes back (eternal optimist) it will be a get the same transactions and merge them in.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T14:15:35Z
2021-02-13T15:23:24Z
Can't download USAA transactions
<div><p>This last week brought up some good work-around ideas for the problem. I'll add another: Use another credit card for most of your transactions, which will lighten the number of entries you need to reconcile there. You can always switch back when things are fixed. This won't help automated monthly charges, but often those may be on the checking side anyway.</p>
<p>I think I'll contact USAA on Monday or Tuesday, escalate to someone who can make decisions, and press for the OFX manual download as well. Maybe we all should. Any recommendations on how to get to such a person after calling in?</p>
<p>I also want to thank all fellow MD/USAAers out on this thread. It's good to know you're not alone in a problem, if the pandemic has taught us anything. We will get through this....and that.</p></div>
norwich2
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T16:14:32Z
2021-02-13T16:14:34Z
Can't download USAA transactions
<div><p>I posted my "displeasure" on the USAA Communities page which has several threads on the topic, spanning Quicken to MoneyDance and others. Received two calls from customer service a week or so later. One was angled at tech support, the other customer relations. In both cases I explained why they've lost me as a banking customer (no-notice change that killed everyone's access from banking software, near silence in the aftermath, Quicken-only focus).</p>
<p>Both reps said my comments matched what they've been hearing from others.</p></div>
MikeB
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T17:48:46Z
2021-02-13T17:48:46Z
Can't download USAA transactions
<div><p>I have been sending complaint messages every day or so... Will look for something more "public" to complain on!</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T17:57:24Z
2021-02-13T17:57:24Z
Can't download USAA transactions
<div><p>Found the fb page:</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T18:00:08Z
2021-02-13T18:10:38Z
Can't download USAA transactions
<div><p>Can't wait to see what reaction that gets... wish everyone here would show support on that fb post...</p>
<p>EDIT: Jeez! Never mind, From what I've just read on their page, ours is a relatively minor annoyance... I really feel sorry for many of the others! And now I too will have to vote with my feet.</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T23:03:22Z
2021-02-13T23:03:22Z
Can't download USAA transactions
<div><p>I was able to get OFX downloads working by using ofxtools (see <a href="https://github.com/csingley/ofxtools/issues/112">https://github.com/csingley/ofxtools/issues/112</a> for some of the details). I'm using a pretty old version of Moneydance (2014.5), but the OFX files imported OK. Only difference between importing the OFX files and the old download transactions functionality was that the memo lines were all filled out when importing the OFX file whereas the auto downloaded ones never had that data--only the description. And some of my downloaded transactions in the OFX files included transactions that I had already synchronized prior to the 1/27 cutoff so I had to pay careful attention to whether a newly imported transaction was really "new" or not.</p></div>
gbailey
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-13T23:14:01Z
2021-02-14T00:29:57Z
Can't download USAA transactions
<div><p>@gbailey - I had a similar experience - I have successfully downloaded an OFX for checking and credit card using hleofxquotes tool, and there are some anomalies, as you say. But, still, this is a work in progress. Will report again when I suss things out more.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-14T00:01:21Z
2021-02-14T00:01:21Z
Can't download USAA transactions
<div><p>I started a new thread that you can follow on question/discussion for using hleofxquotes to download USAA OFX files.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18262-usaa-using-hleofxquotes-to-download-ofx">https://infinitekind.tenderapp.com/discussions/online-banking/18262...</a></p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-14T02:10:25Z
2021-02-14T02:10:25Z
Can't download USAA transactions
<div><p>I have contacted USAA for service and they verified that they do not support MD, however they will send my request 2 their mgt to see if they can reinstate<br>
OFX Direct Connect. I also filled out their online survey complaining about the lack of service and the lack of getting back with infinite kind to work with them. Maddy sent me this link to follow and the following.</p>
<p>RESPONSE FROM MADDY...<br>
We are sorry to hear about the problem you have encountered.</p>
<p>Unfortunately, USAA have made a change on their end that seems to have disabled direct OFX connections, which Moneydance and other software requires to directly communicate with their servers. We're working to resolve this, but unfortunately they haven't been that communicative about the issue.</p>
<p>For the time being, the best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.<br>
It seems that the only format available for USAA customers is CSV. You can import CSV files into Moneydance using File --> Import, and you'll find the steps outlined in this article from the knowledge base.</p>
<h2><a name="please-accept-our-sincere-apologies-for-the-inconvenience-and-thank-you-for-your-patience-while-we-work-to-get-this-issue-fixed-" class="anchor" href="#please-accept-our-sincere-apologies-for-the-inconvenience-and-thank-you-for-your-patience-while-we-work-to-get-this-issue-fixed-"></a>Please accept our sincere apologies for the inconvenience, and thank you for your patience while we work to get this issue fixed.</h2>
<p>Maddy, Infinite Kind Support</p></div>
rusty
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-14T02:55:46Z
2021-02-14T02:55:46Z
Can't download USAA transactions
<div><p>mgphl52, What Facebook page did you post to? I can't find your post on any of the fb sites for USAA.</p></div>
fquist
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-14T03:43:43Z
2021-02-14T03:43:43Z
Can't download USAA transactions
<div><p>@fquist - it looks like they deleted my post with in an hour...</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-16T14:38:32Z
2021-02-16T14:40:25Z
Can't download USAA transactions
<div><p>I've just been importing the CSV files and it has been working fine. I'm sure I'm probably missing something, but the conversion to OFX doesn't seem like it will get me anything? (BTW, not trying to imply that this is a great long-term solution. I've been a USAA member for 30 years and this totally pisses me off.)</p></div>
mchristenson
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-16T20:23:50Z
2021-02-16T20:23:50Z
Can't download USAA transactions
<div><p>@mchristenson - the only thing ofx really buys you vs. csv is "memory" that this has been uploaded and done in a handshake entry between the bank and moneydance.</p>
<p>Assuming the csv works properly of course - and the USAA csv files do seem to be working. I just wish that USAA provided a manual way to get the ofx files, as ofx is my preference.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-16T21:17:09Z
2021-02-16T21:17:09Z
Can't download USAA transactions
<div><p>Hi All,</p>
<p>I'm not sure if it's been mentioned here yet, but the CSV Importer extension might be of use.</p>
<p>It provides for separate file readers. e.g. you can create one reader for USAA bank csv files and another for USAA credit card csv files. (assuming that they are different)</p>
<p>It has been my experience that the CSV Importer checks for duplicate txns before importing.</p>
<p>-Kevin N. (not a member of MD support)</p></div>
-Kevin N.
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-16T22:00:59Z
2021-02-16T22:01:00Z
Can't download USAA transactions
<div><p>Hi! If I'm understanding correctly, it seems like these posts are about importing downloaded USAA transactions into MD. Is anyone else here having trouble with the USAA/MD "download all accounts" online banking connection?</p>
<p>I used an older version of MD until Jan 22, 2021 (when I upgraded to MD 2021) and my transactions are no longer downloading from USAA. Until then, the online banking connection through MD worked perfectly for downloading. I've never tried (or needed to) download from USAA/import.</p>
<p>The 2021 program appears as if it is downloading but there are no new transactions to show (I'm taking the same steps to download, attempting both for "all accounts" and for individual accounts. Moneydance asks me for my pin, shows a status bar at the bottom and says "downloading transactions" - but no new transactions appear once this message/status bar go away).</p>
<p>I've tried all of the options (except changing the pin) that come up when I choose "set up online banking" (disabling the connection, resetting the sync, etc.) but nothing has made a difference.</p>
<p>If anyone is able to help resolve this, I'd appreciate it! Thank you!</p></div>
Ashley
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-16T22:15:38Z
2021-02-16T22:15:38Z
Can't download USAA transactions
<div><p>People are talking about downloading and importing as a result of Direct Connect not working.</p>
<p>For those that use Direct Connect, downloading and importing is really a backup plan if something goes wrong.</p>
<p>Alas this organisation in their wisdom only offers CSV files which are a tad more difficult to work with than the accepted financial formats of OFX/QFX and QIF.</p>
<p>So what you are seeing in the more recent posts is information on how CSV files can be imported, into Moneydance, hopefully as an interim measure.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-17T01:23:14Z
2021-02-17T01:23:14Z
Can't download USAA transactions
<div><p>Ashley, you upgrading did not break anything.</p>
<p>On Jan 26, 2021, USAA broke the download (direct connect methodology) - this is a very long thread, and the current discussion is about getting downloads anyway while hoping for USAA to work with Moneydance on a fix.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-17T13:27:00Z
2021-02-17T13:27:06Z
Can't download USAA transactions
<div><p>Really upsetting to see that this is still unresolved. Even worse, GNU Cash a FREE yes F R E E program already has instructions for downloading on their wiki. And still no peep on this thread. Yet look at the thread from someone about another bank that doesnt even support downloads and they have "assigned" the thread and "Maddy" has responded that their connection specialist is working on it etc etc. Very responsive on that thread, this one? 2 comments thats it.</p>
<p>I give IK 5 more days, if they cant correct in a month total time I guess I will move to GNU Cash. Its ugly but at least it works correctly. The CSV > import is a total PITA.</p></div>
tj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-17T15:32:36Z
2021-02-17T15:32:40Z
Can't download USAA transactions
<div><p>For what it's worth I've messages USAA with my displeasure as well. Pretty poor customer server to drop a feature with notice.</p></div>
Rand
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-17T19:53:43Z
2021-02-17T19:53:43Z
Can't download USAA transactions
<div><p>Regarding CSV vs. OFX importing; USAA offers CSV downloads, but they're in different formats depending on whether you've exported transactions from a checking account or a credit card account. Also, my older version of Moneydance (2014) doesn't support importing from a CSV file unless I were to install a extension.</p>
<p>It's possible to download OFX files using tools like "ofxtools", and these files import cleanly, even on older Moneydance versions. I've been doing this for a week or so. But unfortunately at the moment, the process of downloading these OFX files is a bit manual at the moment--hopefully this is what the Moneydance/IK people are working on streamlining.</p></div>
gbailey
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-17T21:22:44Z
2021-02-17T21:22:45Z
Can't download USAA transactions
<div><p>So... It sounds like USAA customers are just out of luck. I'm not changing banks over something like, but I also don't want to go back to Quicken. Is there no news of any chance this may be resolved soonish?</p></div>
Guy Burns
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T01:00:55Z
2021-02-18T01:00:57Z
Can't download USAA transactions
<div><p>I actually got a call from USAA after complaining in writing twice. The person who called me was clueless about the problem and was more into we feel your pain rather than helping. She did not know about the different file types and was going to"register my complaint". So my check is in the mail and we love you. I do not know what has happened to USAA but appears that they are incompetent or simply do not care. I hope moneydance can crack the code because I too do not wish to go back to Quicken.</p></div>
Raymond Jessen
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T01:38:30Z
2021-02-18T01:38:30Z
Can't download USAA transactions
<div><p>#guyburns: Is there no news of any chance this may be resolved soonish? There is no public news, but IK is working on this.</p>
<p>@gbailey - I do have a feeling that any fix will involve an upgrade. I do not know this, as I am not associated with I/K, but that's my assumption from the little I know.</p>
<p>As to other posters - I agree that there is not enough communication from IK support. It concerns me. However, IK did not cause this issue - USAA did, without communicating with their clients or people their clients worked with.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T03:23:42Z
2021-02-18T03:23:42Z
Can't download USAA transactions
<div><p>I learned of this issue the hard way two weeks ago. Once I found out that USAA was solely at fault, I contacted them and expressed my EXTREME displeasure, both to their tech support AND their customer service people. The customer service people were barely aware of it because they always just transferred complainers to tech support. Tech support was well aware of the situation. If you use USAA, call and specifically complain to CUSTOMER SERVICE - don't let them transfer you to tech support. The more noise we make with USAA, especially if you make it known that this event is enough to make you go elsewhere, the more likely they will straighten things out for non-Quicken services, including Moneydance, and hopefully FIRE the moron that started all this!</p>
<p>I was on vacation for a week and was extremely surprised that I never heard anything, and STILL have not heard anything back from USAA on this!</p></div>
moneydance
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T05:37:19Z
2021-02-18T05:37:19Z
Can't download USAA transactions
<div><p>Here's my latest interaction with USAA:</p>
<p>Doc1995<br>
Doc1995<br>
Contributor<br>
35 minutes ago<br>
It’s been weeks and still unable to export in any format besides CSV and the only option to direct connect is for Quicken. I would like a straight answer from USAA. Are you going to support any other financial software besides Quicken for direct connect? If so, when? If not are you going to support manual exporting in OFX format? If so, when? None of the responses on this forum have said anything useful so far. Just answer these questions so I can either be patient for a resolution or move on to a different bank. I will assume no response is the equivalent of a negative response to my questions.<br>
0 Likes<br>
Reply<br>
USAA Social Service USAA Social Service<br>
USAA Service<br>
27 minutes ago<br>
Thanks for reaching out, @Doc1995. I've asked about this, and while I'm told we are working on a resolution to support other download options, I don't have an ETA to provide you on when that's going to be available. Rest assured, I will forward this feedback to the team that's working on it so they're aware that it's in demand. I appreciate your patience, and trust, in us while we get this worked out for you. - Cathleen</p></div>
docrobc
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T13:56:51Z
2021-02-18T13:56:53Z
Can't download USAA transactions
<div><p>I sent a written complaint. I do agree that the more people complain the better chance of USAA fixing this sooner.</p></div>
mchristenson
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T16:15:47Z
2021-02-18T16:15:49Z
Can't download USAA transactions
<div><p>I feel the need to repost this again.....</p>
<p>For everyone saying this is NOT a Moneydance issue but a USAA issue, you are dead wrong. Be mad, thats fine but you are.</p>
<ol>
<li>USAA changed the connect, fine its done.<br></li>
<li>They are not bringing the old way back no matter how much people complain. Our complaints are insignificant to their business bottom line and even if 1/10th of al the customers left, they would stay in business so leaving USAA over this is just asinine.<br></li>
<li>This is now an IK issue. Its proof that they need to fix it because other companies have fixed theirs. As I posted before, GNU cash now works.<br></li>
</ol>
<p>Keep in mind, you are not dealing with a one off guy in a basement writing code. You are dealing with a company that accepts funds for producing an app and service connection. By creating the app and offering the service the company took responsibility to maintain these connections etc.</p>
<p>They either need to fix it, or publicly announce they will not support USAA one or the other. As a company that you have PAID money to for the software pressure should be placed on them to produce.</p>
<p>Put it this way.....</p>
<p>Your grocery store 1 mile away no longer has bananas because the way the banana distributor does business changed. The grocery store 15 miles away was able to figure it out and get bananas.</p>
<p>Now do you go yell at the banana man for changing his ways ands tell him you are never buying his bananas ever again or the store for not figuring out how to get bananas?</p></div>
TJ
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T18:23:47Z
2021-02-18T18:24:37Z
Can't download USAA transactions
<div><p>@TJ - So... why can't USAA simply make an OFX export file an option??? If you pay attention to your USAA website, you will also see they heavily promote TurboTax too. Sure looks suspicious to me!</p>
<p>And, unfortunately, you are correct about leaving USAA, however, it is a very strong option, but a total PITA for all the bill pay data I have there... :(</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T19:11:21Z
2021-02-18T19:11:21Z
Can't download USAA transactions
<div><p>I am also a long-time USAA customer and switched to Moneydance years ago after Quicken dropped meaningful support for the Mac. This is really frustrating and I hope we see a resolution soon.</p>
<p>I did find this link - <a href="https://df3cx-services.1fsapi.com/casm/usaa/enroll">https://df3cx-services.1fsapi.com/casm/usaa/enroll</a> - in the Quicken community forums. This is the page Quicken users are sent to to get a dedicated ID and pin for the USAA Direct Connect access. Interestingly the ID and pin that are generated for me do seem to work in Moneydance, but just the same as our current login/pin, meaning it seems to connect successfully but no transactions are ever downloaded.</p>
<p>Since others have reported that 3rd-party software other than Quicken is working again it seems Moneydance may need to adapt to changes USAA has made. Or maybe those other programs are impersonating Quicken so that USAA doesn't block them?</p>
<p>BTW, the Quicken community forums seem to also be awash in complaints and issues with connecting to USAA for the past couple months as well. I am looking forward to Infinite Kind figuring this out because I know the support and performance will outclass Quicken once again when it's figured out.</p>
<p>Last thought, has anyone switched Checking over to Schwab from USAA (in addition to the investments)? How does Schwab work with Moneydance?</p></div>
joe
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T19:22:20Z
2021-02-18T19:22:20Z
Can't download USAA transactions
<div><p>All of the Quicken folks are also talking about needing to change to a "USAA - new" connection, as if the Direct Connect server information has changed. Have the USAA connections in Moneydance been updated since January? I see "- New" connections listed for other institutions but not USAA.</p>
<p>Does anyone know the current OFX server details for USAA so that we can try adding manually through the Moneydance:Online Banking Signup:New Connection:Advanced Setup option then use the USAA Direct Connect ID/pin provided at <a href="https://df3cx-services.1fsapi.com/casm/usaa/enroll">https://df3cx-services.1fsapi.com/casm/usaa/enroll</a> ?</p></div>
joe
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T19:36:46Z
2021-02-18T19:36:46Z
Can't download USAA transactions
<div><p>FYI, here's Moneywell's statement on the matter - <a href="https://help.moneywell.app/article/73-usaa-direct-connect">https://help.moneywell.app/article/73-usaa-direct-connect</a></p>
<p>Wish we could get something like this from Infinite Kind.</p></div>
joe
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T21:09:20Z
2021-02-18T21:09:20Z
Can't download USAA transactions
<div><p>@Joe,</p>
<p>Re: Advanced Setup option</p>
<p>Just setting those values won't be sufficient.<br>
There are values more than just those 4 that need to be configured/override. In particular a clientUid needed to be set.</p>
<p>See also:</p>
<ul>
<li><a href="https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/USAA_Background_Notes">https://bitbucket.org/hleofxquotesteam/hleofxquotes/wiki/USAA_Backg...</a></li>
<li><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18262-usaa-using-hleofxquotes-to-download-ofx">https://infinitekind.tenderapp.com/discussions/online-banking/18262...</a></li>
</ul></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-18T21:44:15Z
2021-02-18T21:44:15Z
Can't download USAA transactions
<div><p>@joe: re Wish we could get something like this from Infinite Kind.</p>
<p>I have been disappointed in the lack of communication as well, and I've been a tiny bit more aware of work behind the scenes than some.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-19T03:52:20Z
2021-02-19T03:52:22Z
Can't download USAA transactions
<div><p>Updating to a more secure/modern connection is a GOOD thing for all of us. The lack of notice sucks. That said... it's time for IK to get out in front of this since it appears that there's a path forward.</p></div>
andrew
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-19T19:54:42Z
2021-02-19T19:54:42Z
Can't download USAA transactions
<div><p>btw, in the main discussion for the Schwab issue (link below), Sean posted something just five days after the discussion was started, thanking everyone for their investigations and giving a progress update. Within 2 weeks he had posted 8 more times with info and updates. It's been more than three weeks on this issue and not a single post from Sean. Hmmmm.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/problems/63978-moneydance-stopped-downloading-transactions-from-charles-schwab/page/1">https://infinitekind.tenderapp.com/discussions/problems/63978-money...</a></p></div>
ppinocci
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-19T22:44:50Z
2021-02-19T22:44:50Z
Can't download USAA transactions
<div><p>Hey all, I just tried Mint from Intuit and it linked with USAA no issues. Now, I am not sure I like Mint but it works. It is free but has ads, not ideal. Would love to see IK get this fixed</p>
<p>Bill</p></div>
bill
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-20T17:51:34Z
2021-02-20T17:51:35Z
Can't download USAA transactions
<div><p>I just spoke with a web support representative at USAA. She said that USAA has changed their direct connect method, and they have chosen Quicken only for compatibility. Yes, USAA required Quicken to create an access ID and PIN for each user of their software. To connect with Quicken, you have to contact USAA web support for them to walk you through the steps required for direct connect. I asked her if there were steps that Moneydance could take to make their software compatible, and she said NO, there is nothing Moneydance can do. USAA has decided to partner with Quicken, only.<br>
Others who commented that USAA is not what it used to be, are right on target. USAA has chosen to partner with Quicken, and block other software from directly downloading account transactions.<br>
Not going to drop USAA over it. Just have to muddle through exporting CSV and importing it into Moneydance from now on. NOT going back to Quicken.<br>
Hope this helps to answer some of y'alls questions.</p></div>
jim
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-20T18:07:00Z
2021-02-20T18:07:00Z
Can't download USAA transactions
<div><p>@jim - Thank you for the update. I was afraid this was the case but I do not understand why Moneydance cannot access our USAA data using our unique access id & pin. Several pages back there was info for testing connectivity and I was able to retrieve status data of all of my accounts. Since I do not know all of the ins & outs of OFX protocol, I did not get transaction, but I did prove I could connect without Quicken!</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-20T18:12:21Z
2021-02-20T18:12:24Z
Can't download USAA transactions
<div><p>Sigh . . . while I'm on board with removing outdated protocols and modernizing, USAA's new refusal to support non-Quicken products really sucks. I dropped Quicken years ago because their iOS app is a complete disaster area, and I've been extremely happy with Moneydance - but even if IK does choose to reverse engineer this it'll always be a hack and not officially supported.</p>
<p>I guess it's on to the CSV export to see if I can make that work nicely while I decide how badly I want to stay with USAA.</p></div>
Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-20T19:13:48Z
2021-02-20T19:14:52Z
Can't download USAA transactions
<div><p>To put up with the CSV files, I wrote this basic Perl filter (to run in a windows bash session). This one is for my credit card:<br></p>
<pre>
<code>#!/usr/bin/perl
print "!Type:CCard\n";
while (<>) {
chomp;
next if ( $_ =~ /^$/ );
$_ =~ s/&amp;amp\;/ & /g;
$_ =~ s/(-\d+)$/$1.00/;
$_ =~ s/(-\d+.\d)$/${1}0/;
$_ =~ s/,--(\d)/,$1/;
($clr, $x, $dt, $x, $payee, $memo, $tran) = split /,/;
printf "D%s\nT%s\nC*\nP%s\nM%s\n^\n",
$dt, $tran, $payee, $memo;
}</code>
</pre>
I have a separate file for the checking account with Type:Bank' at the beginning.<br>
I then execute the following in a bash session:<br>
<pre>
<code>./csv2qifcc.pl cc.csv > cc.qif</code>
</pre>
to format the USAA export file into a QIF file, ready for import to Moneydance.</div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-20T21:06:00Z
2021-02-20T21:06:03Z
Can't download USAA transactions
<div><p>@Jim thats false. If that were the case other apps would not be being able to connect. They are not blocking it they may just be choosing not to cooperate with other developers. But 100% they are not "blocking" it.</p></div>
TJ
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-20T23:36:00Z
2021-02-20T23:36:00Z
Can't download USAA transactions
<div><p>Don't know a thing about Perl but that script is a lifesaver mgphl52!<br>
For those using it name your download cc.csv<br>
I got an error until I made a blank txt file named cc.qif</p>
<p>Similar process for bank download</p></div>
jamdo
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T02:46:21Z
2021-02-21T02:46:23Z
Can't download USAA transactions
<div><p>Just going to note Ethan (IK support) commented on this thread: <a href="https://infinitekind.tenderapp.com/discussions/online-banking/18333-transactions-not-downloading-after-moving-to-a-new-computer">https://infinitekind.tenderapp.com/discussions/online-banking/18333...</a></p>
<p>in case someone didn't see it. Of note, he mentions USAA dropped OFX support, which seems to imply that Moneydance are waiting for USAA to fix the issue. Even though there are several other programs that work great with USAA imports (I'm personally using Personal Capital and someone else mentioned Fidelity worked as well as Quicken and GNUCash). So it's not that USAA dropped third party support, they just dropped this particular channel. Which may have been a security concern for them and Moneydance have to change up their connection mechanism if they want USAA to work for their customers.</p>
<p>IK has said they're "working on it," but I'm concerned working on it is waiting for USAA to reinstate the previous connection, which seems unlikely. It also appeared several other users took it upon themselves to make it work with the new method using Moneydance's extensibility. Personally, I've just been doing things manually, but I might be switching to Personal Capital full time as they've been pretty solid for what I want. There are some significant limitations there that I have grown accustomed to in Moneydance, so I do hope InfiniteKind get this resolved, but I have my doubts it'll be anytime soon.</p></div>
doug brown
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T03:31:17Z
2021-02-21T03:31:17Z
Can't download USAA transactions
<div><p>There are many things happening, some in different directions.</p>
<p>CSV import works within moneydance, with the right criteria. (I posted those criteria a while back in this uber long thread and can probably dig it up).</p>
<p>OFX import works with hleofxquotes tool (in another thread). That's what I'm currently using.</p>
<p>Reverse engineering the issue is happening, but MD needs to make some changes to make this work. Sean stated he is working on this directly to me (as I gave permission to use my computer to test).</p>
<p>I, and Stuart (toolbox guy), and someone who has made this work outside moneydance have been working to reverse engineer MD as well.</p>
<p>So, things are definitely happening, day by day.</p>
<p>Just as I was extremely disappointed in USAA for the January 26 fiasco, and still am due to lack of information or willingness to help out their clients ---</p>
<p>I wish MD would post weekly updates. So, I guess I'm writing a "just a user" update instead. (Not my job! :) :) :) )</p>
<p>Things are happening. You can download and import CSV at this time, or use hleofxquotes tool to create and import OFX - both work. So, you don't have to sit and wait if you are a bit technically savvy. But no it isn't dirt simple yet.</p>
<p>JUST A USER<br>
Hope this helps.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T07:57:21Z
2021-02-21T07:57:21Z
Can't download USAA transactions
<div><p>A quick update... dtd and I (using the technical info provided by hleofxquotes) tonight successfully edited the Moneydance profile setup and then successfully downloaded both Checking and Credit Card Txns from usaa using Moneydance.</p>
<p>I will be passing my 'fixes' onto the IK developer for his information.</p>
<p>I plan to create a script to edit usaa profile, but this will need more testing..</p>
<p>I have no affiliation with MD, so please don't send any negative vibes my way...</p>
<p>So there is hope (I would say)....</p>
<p>(not support, just a fellow user)</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T14:03:23Z
2021-02-21T14:03:24Z
Can't download USAA transactions
<div><p>Keeping my fingers crossed!!! Hopefully IK follows-up and develops the fix.</p></div>
Bernard A Breton
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T15:54:03Z
2021-02-21T15:54:03Z
Can't download USAA transactions
<div><p>If we have any technically savvy people willing to test out the new scripts, head over to:</p>
<p>NO PROMISES!</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18262-usaa-using-hleofxquotes-to-download-ofx#comment_49047605">https://infinitekind.tenderapp.com/discussions/online-banking/18262...</a></p>
<p>Post 29.</p>
<p>testing only please at this stage....</p>
<p>(not support, just a fellow user)</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T16:51:38Z
2021-02-21T16:51:40Z
Can't download USAA transactions
<div><p>I just signed up here to watch this thread and let IK know I'm another long time USAA user who is looking forward to them getting this working. I definitely don't want to go back to Quicken, but online download needs to work or I'll have to find something else. I don't want to have to do that as I really like Moneydance!</p></div>
wainscott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T18:17:43Z
2021-02-21T18:17:43Z
Can't download USAA transactions
<div><p>I've been very disappointed with USAA; I've come to trust and rely on them as my providers for just about everything they offer. This incident and a couple of other non-software USAA problems I've had make me fear they're slipping.</p>
<p>I'm also getting very fed up with Infinite Kind. They seem to be ignoring this thread. Periodically checking in with us as to what's going on behinds the scenes would be the polite thing to do.</p>
<p>Is Infinite Kind trying to drive customers away, too?</p>
<p>I'd really hate to have to abandon either or both USAA and Infinite Kind, but both are really testing me.</p></div>
A B
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-21T18:24:49Z
2021-02-21T18:24:52Z
Can't download USAA transactions
<div><p>Commented on the other thread but @Stuart, worked like a charm!!!</p></div>
TJ
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-22T05:49:33Z
2021-02-22T05:49:34Z
Can't download USAA transactions
<div><p>Anyone having a problem with CSV export on USAA only giving the first transaction, no matter if you choose selected transactions or all the displayed ones?</p>
<p>The CSV file is literally one line long, the first transaction selected, no matter what. What gives?</p></div>
W
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-22T07:23:40Z
2021-02-22T07:23:40Z
Can't download USAA transactions
<div><p>An update, a couple of people have tested the profile update scripts and successfully downloaded from USAA within Moneydance: To monitor the discussions, visit here: <a href="https://infinitekind.tenderapp.com/discussions/online-banking/18262-usaa-using-hleofxquotes-to-download-ofx#comment_49047605">https://infinitekind.tenderapp.com/discussions/online-banking/18262...</a>.</p>
<p>(not support, just a fellow user)</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-22T18:53:09Z
2021-02-22T18:53:10Z
Can't download USAA transactions
<div><p>Since it seems some industrious users have found a good work around, I'm assuming IK will have a fixed version out, hopefully very soon.</p>
<p>How will we know? Will there be an announcement here, or an update on their website, or ???</p>
<p>I've been using Moneydance 2017 since I got it, and have had no need to update. I'll gladly pay for a newer version as soon as this issue is fixed, and as soon as possible then so I can balance my accounts. How will I know when the fixed version is available?</p></div>
wainscott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-22T19:26:52Z
2021-02-22T19:26:52Z
Can't download USAA transactions
<div><p>@W - I do not have that problem with CSV files, but I select the transaction by date-range. Yes, each transaction is a single line but it exports all transactions within the selected date range.</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-22T21:35:04Z
2021-02-22T21:35:06Z
Can't download USAA transactions
<div><p>I have MD Version 2021 (2006), the latest version according to their website. I just got off the phone with USAA about not being able to download. The guy was basically clueless when I told him the problems I was having. He put me on hold for several minutes, came back on and said he was "opening a ticket". #INC5533955. There was nothing else he could do. Requested they email me when the issue is solved. I'm NOT holding my breath. USAA has essentially screwed over all account holders that do not use Quicken. To say I am severely disappointed in USAA is putting it mildly!</p></div>
Paula Smith
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-22T22:33:38Z
2021-02-22T22:33:38Z
Can't download USAA transactions
<div><p>I don't have USAA account so take this with grain of salt.</p>
<blockquote>
<p>USAA has essentially screwed over all account holders that do not use Quicken. To say I am severely disappointed in USAA is putting it mildly!</p>
</blockquote>
<p>Prior to recent changes, I don't think USAA have claimed to support non-Quicken application such as Moneydance either. So their position might not necessarily have shifted/changed.</p>
<p>Having some knowledge in this area (OFX connection, protocol ..), I can only speak to the technical aspect of it. The technical information needed for MD to fix this is absolutely there. If my boss were to ask me for an estimate to have it done, I would tell him:</p>
<ul>
<li>1 day if "our pant were on fire"</li>
<li>3 days if I can take my times</li>
</ul>
<p>Not my intention to throw shade on anyone. MD is running its own business and they should do what they think make sense for them. I just think some of the recent comments about USAA being a sole bad guy is perhaps mis-guided.</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T01:15:35Z
2021-02-23T21:59:22Z
Can't download USAA transactions
<div><p>I note the 3037 preview release was put out today. It does NOT have the USAA fix in it, though a couple of the change notes indicate some work may have been done toward that.</p>
<p>I also note a couple of reports of problems in the forum as often happens in brand new releases.</p>
<p>I'd recommend that if you don't need it (read the preview notes to see if you do) that you sit tight on 3034 and wait for 3041 or 3042 or whatever release has the USAA fix.</p>
<p>Just a (cautious) user.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T05:24:08Z
2021-02-23T05:25:37Z
Can't download USAA transactions
<div><p>@dtd -- where can I find information like this? I don't see anything on the main website nor this system about preview releases, change logs for them, etc. I'd love to be able to keep an eye on this info to see when this USAA bug is fixed so I know when to try to get an updated version.</p>
<p>OK -- just found it via a link in some other post.</p></div>
wainscott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T05:38:08Z
2021-02-23T05:38:08Z
Can't download USAA transactions
<div><p>I'm concerned people will upgrade to the latest preview version thinking "USAA must be fixed now!" and the newest preview has some issues. So be glad you don't see it directly.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T14:18:30Z
2023-02-27T15:28:52Z
Can't download USAA transactions
<div><p>I'm a little mystified. Are we USAA users just being left to wait? Not really clear on that business model thing for MD. There are other money managers out there (I think we're still a free market to some extent).</p>
<p>Someone at InfiniteKind needs to weigh in.</p>
<p>wmc</p></div>
Wayne Chunn
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T16:55:52Z
2021-02-23T16:55:52Z
Can't download USAA transactions
<div><p>Unfortunately we still haven't resolved the issues with the USAA connection.<br>
We have the new connection information, but the changes USAA have made require an additional step to register the connection. We're having trouble getting this additional step to work - we've reached out to USAA for assistance, but we have not yet heard back.</p>
<p>If you're able to, we'd ask that you get in touch with USAA customer service team (not the technical support team). We are hoping that if enough customers let the bank know they're having trouble connecting from within Moneydance, USAA will get back to us and we can work together to get the connection functioning again.</p>
<p>You can also view and add to the following thread on the USAA community forum, where our customers have let the bank know the connection is broken and asked them to help get this resolved -<br>
<a href="https://communities.usaa.com/t5/Technical-Support/Can-t-download-transactions-in-Moneydance/td-p/243934">https://communities.usaa.com/t5/Technical-Support/Can-t-download-tr...</a></p>
<p>We are hopeful that with help from USAA we'll be able to resolve the problems. However, we are also working on a couple of other ways to fix this issue -<br>
Our lead developer is working on a short-term fix that will work in the same way as Quicken - it asks the user to login with their web-based ID/password and then extracts the app-based password from the web page to use for subsequent connections.<br>
We're also looking to add FDX support. This is a newer connection protocol that a lot of banks are moving towards.</p>
<p>This discussion has been flagged so we will let you know as soon as we have an update. Please accept my apologies again for the inconvenience this has caused.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>
Maddy
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T17:52:22Z
2021-02-23T17:52:22Z
Can't download USAA transactions
<div><p>Thank you Maddy. I added to the USAA thread. I didn't even know they had a community forum. Let's blow it up!</p></div>
joe
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T18:25:54Z
2021-02-23T18:25:54Z
Can't download USAA transactions
<div><p>@Maddy - This sounds like an issue between MD & USAA regarding the new ACCESS ID and ACCESS PIN. I was able to create these items for my access via a link from USAA. I then used a 'curl' script (link is posted in this thread several pages back) to verify access to all of my accounts. Because of this, I don't understand MD cannot use my new access data to download OFX data.</p></div>
mgphl52
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T18:59:43Z
2021-02-23T18:59:43Z
Can't download USAA transactions
<div><p>There are two user created work arounds to enable downloads.</p>
<ol>
<li>The hleofxquotes offline tool to connect and download ofx files for import<br></li>
<li>My scripts that fix the moneydance profile and enable USAA downloads again from within Moneydance.</li>
</ol>
<p>If you want to try my scripts then you must be willing to:<br>
- backup your dataset - follow instructions to log on to usaa and get your new connection details - on a test dataset (just to be sure) run moneybot / python scripts - assuming it works, do the scripts again in your live dataset</p>
<p>The scripts are pretty safe, the worst that can happen is that you have a broken bank profile, but you already have that anyway. The backups are your safeguards. Several users have run them successfully. Note these scripts are not from support; they are from me, just a user. So, I have to say, you run at your own risk... like all scripts.</p>
<p>If you want to try, head over to here:<br>
<a href="https://infinitekind.tenderapp.com/discussions/online-banking/18262-usaa-using-hleofxquotes-to-download-ofx#comment_49052019">https://infinitekind.tenderapp.com/discussions/online-banking/18262...</a></p>
<p>If you do run, please let us know the results.</p>
<p>(Not support, just a fellow user)</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T19:00:34Z
2021-02-23T19:28:18Z
Can't download USAA transactions
<div><blockquote>
<p>We have the new connection information, but the changes USAA have made require an additional step to register the connection. We're having trouble getting this additional step to work - we've reached out to USAA for assistance, but we have not yet heard back.</p>
</blockquote>
<p>I can't believe this is the hold up. This is the one-time step that I am sure no one will complain if MD simply say: "go create a new userName/pin/clientUid. You must have these for USAA connection to work". Seem this is a general strategy: no real progress but keep deflecting the blame to the other guy.</p>
<p>(EDIT START) - further down on Maddy message</p>
<blockquote>
<p>However, we are also working on a couple of other ways to fix this issue - Our lead developer is working on a short-term fix that will work in the same way as Quicken - it asks the user to login with their web-based ID/password and then extracts the app-based password from the web page to use for subsequent connections.</p>
</blockquote>
<p>So there is a plan. But my point is still the same. This should have been a priority instead of the all other changes being pushed out in the recent beta releases.<br>
(EDIT END)</p>
<p>Instead, energy and effort are being put to release a new beta that falls flat on its face right out of the box due to work to make MD looks prettier on Mac. If only the same energy, urgency, visibility (see the beta Slack channel) to fix up the current beta issues have been applied to a USAA solution.</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-23T23:41:38Z
2021-02-23T23:54:32Z
Can't download USAA transactions
<div><p>Maddy,</p>
<p>Since you have not been able to get USAA to work with you on a long term plan (versus reverse engineering Quicken login), users contacting USAA is a good idea, but instead of "contact Moneydance" as a generic statement, an email at minimum would be good for users to add to their comment as I doubt USAA will be bothered by generic comments.</p>
<p>An email provides a direction, a contact point, that does not have to be looked up by someone at USAA.</p>
<p>Good to hear you have the short term reverse engineering plan on the table given USAA's reticence to work with you. Schwab and Fidelity seemed more willing to work with you.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-24T06:43:27Z
2021-02-24T06:43:27Z
Can't download USAA transactions
<div><p>I have created a new post for my USAA fix scripts:</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-24T22:01:21Z
2021-02-24T22:05:30Z
Can't download USAA transactions
<div><p>After multiple complaints to both Customer Service and Tech Support at USAA, as well as posting in their forums, I received a call today from Jennifer with the Member Advocacy group of the Office of the CEO. She listened to my complaints about how USAA had no communication, either with its members or with any financial software service other then Quicken regarding these Direct Connect changes. She said that she has been calling members back solely due to these complaints since the first of February, and that she had spoken with hundreds of angry USAA members about this issue. She told me that USAA has reached out to multiple vendors of financial software, including Moneydance, to eventually get the connectivity back. She did say that USAA is requiring contractual agreements related to security (i.e. use of 2FA) and that vendors who do not want to commit to the heightened security will not be able to connect directly to USAA for financial data downloads. It sounds like we need to get some communication from Moneydance to see if they are pursuing this and whether they plan to be compliant with USAA's new security measures.</p>
<p>If any Moneydance reps are on here, please respond.</p>
<p>EDITED: I just saw Maddy's post earlier in this thread. I will post back to USAA's forum.</p></div>
moneydance
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-25T15:23:22Z
2021-02-25T15:23:22Z
Can't download USAA transactions
<div><p>All, an update, many users are now having great success fixing their Moneydance bank logon profile with my fix scripts, and then being able to download OFX from USSA.. We have even just discovered that once you have fixed the profile, and proven it works, that you can then use the standard Moneydance Setup Online Banking menu to add/link all your USAA accounts (rather than just the 1 checking and 1 CC that the scripts initially can fix)..</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
<p>(not support, just a fellow user)</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-25T20:39:47Z
2021-02-25T20:39:50Z
Can't download USAA transactions
<div><p>Too bad my version is too old to try running these scripts, but I'm not willing to spend more money on Moneydance until I know that the USAA download issue is fixed.</p></div>
ExCobraPilot
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-25T21:24:43Z
2021-02-25T21:24:45Z
Can't download USAA transactions
<div><p>Maddy - I've been having USAA support call me every two days to update me on the status of this situation (essentially, holding them accountable). On my last conversation with them they said that Moneydance needs to fix the software, to which I replied, "how can they fix it if you're not telling them what to fix?" I also asked if they could tell me when they last talked with you (i.e. Moneydance) - they couldn't or wouldn't. Can you give me the name and direct number for the person they should contact so I can pass that along when they call me again in two days? Feel free to send it privately to <a href="mailto:jhighland3@gmail.com">jhighland3@gmail.com</a></p></div>
jimh
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-25T21:54:37Z
2021-02-25T21:54:37Z
Can't download USAA transactions
<div><p>I would say you could provide them with the name of the owner of the company and the primary developer and in the case of Moneydance that means Sean Reilly and his email is</p>
<p>sreilly (at) infinitekind (dot) com</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-25T23:10:49Z
2021-02-26T00:36:15Z
Can't download USAA transactions
<div><blockquote>
<p>"how can they fix it if you're not telling them what to fix?"</p>
</blockquote>
<p>Sure, MD does not know what needed to get the problem fixed.. Hope MD/IK are saying the above with a straight face.<br>
Keep drinking that Cool Aid.</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-25T23:40:02Z
2021-02-25T23:40:59Z
Can't download USAA transactions
<div><p>Rather than go through the hassle of hoping USAA changes their mind and IK can figure things out (while jumping through hoops of downloads and scripts), I went through the hassle of changing my banking to a different credit union (one that worked seamlessly with MondeyDance). I won't reward USAA for their irrational decisions over the past month.</p></div>
MikeB
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-26T15:43:45Z
2021-02-26T15:43:48Z
Can't download USAA transactions
<div><p>hleofxquotes -<br>
"Keep drinking that Cool Aid."</p>
<p>Your pretentious and condescending comment implies that you believe I hold you in high regard. I do not; I don't know you, nor do I care who you think you are - and, in regards to this particular issue, I don't care who you actually are unless you are one of the Moneydance developers.</p>
<p>I saw that you wrote a script as a work-around fix. That's great - rather than just complaining you created a solution in the way that you can. That's what I'm attempting to do as well - help solve the problem in a way that I can rather than just complain.</p>
<p>I do not expect a company that handles my financial data to just slap together a fix without collaborating with the financial institution they are getting my data from. Like you, I am not privy to the full chain of communication that has transpired between USAA and MD/IK and therefore I'm not going to make assumptions with respect to what MD/IK does or doesn't know is needed to fix the problem. Unlike you and your script, MD/IK necessarily has to be concerned about the liability that will follow if they don't get it right. I'm frustrated by the slow pace, but I am willing to be patient if the resolution is solid.</p></div>
jimh
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-26T16:33:18Z
2021-02-26T16:33:18Z
Can't download USAA transactions
<div><p>Just figured I'd add in my 2c : I'm willing to be patient for a solid software release, and more disappointed that USAA is not responding in the prompt and courteous manner that I've come to expect from them in the past decade. In the meantime, I've added my voice to the discontent in their forums as well. Fingers crossed a productive answer gets reached.</p></div>
swarm32
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-26T16:51:17Z
2021-02-26T16:51:17Z
Can't download USAA transactions
<div><blockquote>
<p>I do not expect a company that handles my financial data to just slap together a fix without collaborating with the financial institution they are getting my data from.</p>
</blockquote>
<p>Let's back track. Prior to the recent server change, do you believe that IK has contacted USAA and has collaborated with them or have gotten their blessing?</p>
<p>Currently the MD connection database has roughly 1400's entries. Do you believe IK has "collaborated with every single of of those FI"?</p>
<pre>
<code>$ grep url fi2004.dict | wc -l
1493</code>
</pre>
<p>I want to IK to succeed but let's do that without behaving like the big bad Quicken. The current narrative of this is solely USAA fault and MD can't fix it unless USAA provides the necessary information is simply not true.</p>
<p>Where I sit, MD can make USAA users whole again (back to where they were before the USAA server change), but so far has chosen not to do so.</p></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-26T21:03:39Z
2021-02-26T21:03:39Z
Can't download USAA transactions
<div><p>Let me make some observations as a interested bystander, but not one that has any interest in USAA or Direct Connect.</p>
<p>A lot of work has been put into finding out what USAA has done any ways around it including how Quicken has dealt with it. Qudos to those involved.</p>
<p>There is a problem I can see from the perspective of commercial software. The workaround I think would be considered to be too involved to be considered an everyday fix.</p>
<p>It is a reasonable expectation that a person would require a username and password to gain access to their data, this is accepted.</p>
<p>However expecting that a user would pull out part of a URL to be entered into the software is I would think asking too much, fine as an interim workaround not good and I expect not viable as a long term solution.</p>
<p>Now if the internal browser was further along its development path that well may be usable to allow to user to get the normal credentials needed plus capture the required part of the URL ut I do not believe it is to that stage as yet.</p>
<p>So i am thinking the problem is how to get the final piece of data that is needed for the connection in a reasonable way for the everyday user. It does not matter that the workaround is not that difficult the perception is that it is too involved to be the method.</p>
<p>My 2 cents worth.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-27T01:15:43Z
2021-02-27T19:17:42Z
Can't download USAA transactions
<div><p>To the best of my knowledge, it is indeed the client_id issue that is the crux point.</p>
<p>Grabbing the url piece works - and thus there is an interim fix if users choose to pursue it. But that client_id assigned to each user is associated with Quicken (as are the login/password). And so we grab them, use it, and thus become a Quicken surrogate. And that does work. And yes, OTHER than the client_id, this is what 3rd parties did before Jan 26.</p>
<p>Moneydance is pursuing USAA working with them - (and I assume, getting their own client_id assignment that they can just put in the software). But USAA isn't being very communicative. Moneydance is now asking for help (tell USAA to contact us), but not providing those same users with information (emails, phone numbers, teleportation codes) to enable USAA to just buzz in - and say ok, here we are.</p>
<p>The two companies need to communicate - Schwab created a developer portal, Fidelity contacted Moneydance directly, but with USAA it's been pretty much no go (as far as I know).</p>
<p>What Moneydance is trying to do is solve the long term problem - this issue of change is going to continue, and MD is trying to be in the long term game where they are contacted before these changes occur. Moneydance is joining the FDX concept, where a lot of the change action is occurring.</p>
<p>Meanwhile, users have developed solutions. And Moneydance, (frustrated that the best they can do at the moment is reverse engineer Quicken as users have) is trying to figure out how to be in the game as a "small player" by asking for assistance. I just wish they'd give us ammunition when asking for us to contact USAA on their behalf.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-27T21:45:38Z
2021-02-27T21:45:39Z
Can't download USAA transactions
<div><p>FYI I have started exporting my USAA transactions in 2 batches: deposits and withdrawals. You have to "Export Selected" and then choose the items to export. It is then possible to import the downloads with minimal trouble. You just have to create the correct fields to line up the CSV so it imports to the correct place. I have the following 7 fields: Ignore, Ignore, Date, Ignore, Description, Ignore, Amount (Withdrawals)/Credit Amount (Deposits). You only have to toggle the last field each time depending on the transactions you're importing. It's definitely harder than it was, but it's working well for importing. I only track things through MD, though. I do not pay any bills.</p></div>
Janet
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-02-27T23:26:33Z
2021-02-27T23:26:33Z
Can't download USAA transactions
<div><p>Thank you Maddy!</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-02T18:43:55Z
2021-03-02T18:43:55Z
Can't download USAA transactions
<div><p>When exporting from USAA and importing into MD, also don't forget to change the date field format. The default of year-month-day needs to be changed to month-day-year.</p>
<p>The default field mapping works fine. I didn't change it, but it depends which description field you want from USAA. IMO, both are low value in USAA. I primarily match with only date and amount, since the USAA descriptions are so poor.</p></div>
jerryw.miller
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-03T23:05:47Z
2021-03-03T23:09:28Z
Can't download USAA transactions
<div><p>This is a giant pile of horse crap. I bought Moneydance in August because I was ticked off about having to pay an annual fee to use Quicken. I tested Moneydance for a few months before buying it, it worked great and I was happy with it, so I dropped $49 on it. Four months after I bought it, this crap starts. I guess maybe it will be worth it to pay to use Quicken annually, at least I wont have to put up with this nonsense. I understand crap happens, but this has been going on for over a month with no progress and very little update from Moneydance. I didn't pay $49 four months ago for this hassle. I think its time to just write off the loss and move on.</p></div>
Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-04T09:58:58Z
2021-03-04T09:58:58Z
Can't download USAA transactions
<div><p>I am not support staff, just a user.<br>
Hi</p>
<p>Perhaps have a read</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue#comment_49069560">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
<p>Hope it helps.</p></div>
derekkent23
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-04T11:29:14Z
2021-03-04T11:29:14Z
Can't download USAA transactions
<div><p>Yes! Just a few hours ago Sean (Moneydance developer) posted the following in <a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
<p>Hi All,</p>
<p>Just chiming in with an official TIK response. I have been following this thread and am actively working on a longer term, integrated solution to this to have built-in to moneydance. In the meantime I'm very grateful to Stuart and hleofxquotes for their work on getting it working.</p>
<p>Thanks,<br>
Sean</p></div>
Mark J
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-04T21:48:30Z
2021-03-04T21:48:30Z
Can't download USAA transactions
<div><p>SECOND RESPONSE FROM SEAN REILLY (Moneydance Developer)</p>
<h2><a name="this-was-also-posted-by-sean-in-that-thread-mentioned-by-derekkent23-mark-j-" class="anchor" href="#this-was-also-posted-by-sean-in-that-thread-mentioned-by-derekkent23-mark-j-"></a>This was also posted by Sean in that thread mentioned by derekkent23/mark j</h2>
<p>Unfortunately I can't provide an ETA as we've got several balls in the air at the moment, and even if we didn't I'm admittedly awful at accurate estimates. This is a top priority however, so we'll try and post updates when there are relevant ones.</p>
<p>If it helps, TIK is now officially becoming a member of the Financial Data Exchange (financialdataexchange.org) industry group which we expect will be a much-longer-term solution for USAA connections specifically as they are also a member.</p>
<p>Thanks,<br>
Sean</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-04T23:01:36Z
2021-03-05T21:17:04Z
Can't download USAA transactions
<div><p>It's unfortunate that IK has to put so much effort into this. I've been using MoneyDance and USAA longer than I can remember.</p>
<p>As of last week, I'm no longer using USAA for my banking. They've intentionally ignored this problem for over a month, instead of what should have been a massive customer outreach to admit they messed up and make it right. My new credit union was chosen specifically because they had existing, seamless connection with MoneyDance.</p>
<p>Edit: To clarify, my decision to drop USAA isn't due to the change. It's due to their complete silence on the matter before, and especially afterwards.</p></div>
MikeB
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-04T23:37:27Z
2021-03-04T23:37:27Z
Can't download USAA transactions
<div><p>@MikeB, yes it is unfortunate, but the world (or in this case the US) does change and the financial world is moving away from OFX (direct connect) toward FDX and other methodologies, in the interest of "security" (though from my analysis, it's just another change).</p>
<p>I also have begun to minimize my usage of USAA (specifically billpay) and have minimized use of my credit card (though I can't get rid of it - a 35 year legacy card is something you have to keep).</p>
<p>And this change is not because USAA is moving protocols. For me, it's the decline of customer support, the lack of contact with their clients, and the change made without warning.</p>
<p>Now, all that said, IK should take note of that playbook, as they need to improve customer contact and information. We got a couple of messages from Sean today, but contact does need to improve with moneydance as well. At least they haven't done a jump off the cliff bit like USAA did on Jan 26.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-05T00:18:27Z
2021-03-05T00:18:27Z
Can't download USAA transactions
<div><blockquote>
<p>As of last week, I'm no longer using USAA for my banking. They've intentionally ignored this problem for over a month, instead of what should have been a massive customer outreach to admit they messed up and make it right.</p>
</blockquote>
<p>It is unfortunate that this narrative is continuing to be perpetuate. Here are the fact</p>
<ul>
<li>Prior the recent change, I don't believe USAA ever claim to have support Moneydance.</li>
<li>There has never been any formal relationship between USAA and Moneydance. The reason the connection was working is that Moneydance was using publicly-available information to make connection to USAA to work.</li>
<li>USAA made change. I don't see how you can fault USAA for not reaching out to MD when there is NO formal relationship between two parties.</li>
<li>A week into the outage, publicly information is available again such that connection to USAA can be restored. And yet a month passed, MD has yet act on that.</li>
</ul>
<p>I was one who did the initial work to provide the work-around in 'hleofxtool' as well as input for Stuart's script and now I am regretting those efforts because such work-around are being mis-used by IK to avoid fixing the problem properly.</p>
<p>What I've found dis-tasteful is that</p>
<ul>
<li>IK is continue to encourage the narrative that USAA as the sole source of the problem (not true). This leads to some users to decide to change bank unnecessarily.</li>
<li>Asking USAA users to use the work-around despite having very vocal in the past about users should not use unsigned extension script for extended period of times.</li>
<li>Continue to give out mis-leading information such as the recent message that "TIK is now officially becoming a member of the Financial Data Exchange (financialdataexchange.org) industry group which we expect will be a much-longer-term solution for USAA connections". This might give users a wrong impression that the current issue is related to FDX. It is NOT.</li>
</ul>
<p>I just wish that IK will somehow get back to its old way of</p>
<ul>
<li>do the right thing for its users. If there are sufficient information to fix the issue, do so.</li>
<li>play fair. Place/take blame where appropriated.</li>
</ul></div>
hleofxquotes
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-05T00:35:48Z
2021-03-05T00:35:48Z
Can't download USAA transactions
<div><p>@hleofxquotes</p>
<p>I agree with your entire message.</p>
<p>However, I appreciate all of your efforts - neither your solution, nor Stuart's solution would exist without your efforts. I'm sorry you regret them. I thank you for them.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-05T00:42:09Z
2021-03-05T00:57:41Z
Can't download USAA transactions
<div><p>@hleofxquotes</p>
<p>Taking your post in thought, imo, IK is doing the LONG TERM right thing by trying to establish relationships with banks (which is why FDX is being mentioned, even if not related to the current problem).</p>
<p>The big miss (and it is a big miss) is not immediately implementing the interim solution which you basically did and Stuart changed to work within moneydance. That should have been done by IK by now, and to your regret, I agree that it will be longer now, because you and Stuart did the job already, taking the "pressure off" putting the interim solution in place, allowing more pursuit of bank relationships vs. just making an interim solution work within the program.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-05T00:45:49Z
2021-03-05T01:00:59Z
Can't download USAA transactions
<div><p>The only bit I'd comment upon specifically:</p>
<p>"I don't see how you can fault USAA for not reaching out to MD when there is NO formal relationship between two parties."</p>
<p>I agree with this, but I DO fault USAA for not reaching out to their clients (formal relationship) saying they were going to change things that would affect their clients. [USAA certainly knew that third party financial programs were using direct connect, and that USAA clients were using those programs] I blame Schwab as well for this from October 2020.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-05T18:12:40Z
2021-03-05T18:14:14Z
Can't download USAA transactions
<div><p>So, let me get this right.... a couple of guys (or ladies), who neither work for nor have anything to do with neither Infinite Kind nor Moneydance, working in their basement (or wherever) can write scripts and get Moneydance to work properly with USAA. But, the actual company that created and sells Moneydance hasn't been able to do anything of substance, and cant even provide regular updates to its paying customers. Quicken is obviously the elite product in play since they are the only company with the capacity to work directly with USAA and get up and running almost immediately. I'm thinking the $39 annual fee I was trying to avoid is worth it to avoid this nonsense. My fault for trying to save money.</p></div>
Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-05T18:19:49Z
2021-03-05T18:19:49Z
Can't download USAA transactions
<div><p>Quicken users have been complaining about these changes as well, and many have had a lot of difficulty getting USAA to work with Quicken properly again.</p>
<p>That said, you are correct in that Quicken has an in with most financial companies, and companies like Schwab and USAA have been working with Quicken to get Quicken users downloading again.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-06T16:49:37Z
2021-03-06T16:49:40Z
Can't download USAA transactions
<div><p>I started using Quicken and it works fine, if not better than Moneydance with USAA. It also works better with my Schwab 401K account (Moneydance didn't connect at all). There are some set up issues (same as Moneydance) but fairly smooth sailing so far. And customer service actually exists; had a Quicken agent talk me through an issue and fixed it. Still have a question here from over a month ago that IDK still hasn't responded.</p></div>
sdv
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-08T17:04:03Z
2021-03-08T17:04:06Z
Can't download USAA transactions
<div><p>This last string of posts gave me some things to consider - Yes, USAA customer service is worse than it was, and they need to fix things. However, while IK has been good about transparency and responding, we need a fix, and that's not been forthcoming.</p>
<p>Considering the "depths" of my relationships with the two companies (USAA and IK); it will be easier to change Moneydance for Quicken than to unwind all of my USAA stuff.</p></div>
clayj
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-09T16:47:52Z
2021-03-09T16:47:52Z
Can't download USAA transactions
<div><p>@cthrn.cruz - I just saw your other post about usaa (but it went private?).. I don't know if you've seen, but many users having success getting USAA downloaded using this fix script....</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-09T19:06:03Z
2021-03-09T19:06:04Z
Can't download USAA transactions
<div><p>@Stuart</p>
<p>Thank you very much, sir. You script and instructions worked very well.</p>
<p>Pete L</p></div>
Pete L
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-09T20:59:37Z
2021-03-09T20:59:37Z
Can't download USAA transactions
<div><p>My last downloaded transaction for my 5 accounts at USAA was 1/21/21. That was when they had a programming change. Apparently Quicken is supported, but it is probably a different protocol in the binary exchange for the software to talk with USAA. I just got off the phone with USAA and they confirmed that there was a change in the hand shake with financial software about the end of January. Hopefully MoneyDance will get this resolved. I even escalated this up to the CEO's office and they were going to discuss this with the Bank president. They were concerned that there was no notification to Moneydance users. I've been downloading since 4/2006. This is a show stopper for me, but I will be patient. Please hurry!</p></div>
jenkins007
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-10T02:44:52Z
2021-03-10T02:44:55Z
Can't download USAA transactions
<div><p>Quicken "has an in" because they have the market share to throw weight around. Many people using Moneydance left Quicken because the product was so poorly supported despite the escalating cost of ownership for everyday users. Quicken is like the cable company of PFM software. If you don't have any real competition you can hike your prices and give your customers the bird. Having cozy relationships with the banks is one way to ensure continued market share with a product that is meh.</p></div>
jeremy
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-10T06:28:05Z
2021-03-10T06:28:05Z
Can't download USAA transactions
<div><p>@jenkins007. Visit here for a fix. <a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-12T23:06:10Z
2021-03-12T23:06:10Z
Can't download USAA transactions
<div><p>@Maddy Any update? I decided to download transactions manually until the official fix is ready.</p></div>
layer
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-14T03:31:34Z
2021-03-14T03:31:37Z
Can't download USAA transactions
<div><p>@Stuart</p>
<p>You rock! Thank you for the USAA fix. I am back in business!</p></div>
runamokbuck
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-15T00:00:30Z
2021-03-15T00:00:32Z
Can't download USAA transactions
<div><p>There is no fix for the USAA issue... what you guys are referring to is a workaround developed by some smart and friendly people that do not work for Infinite Kind and have nothing to do with the development of Moneydance. Personally, I have no interest in a third party hack in order to use software I paid for. My legitimate fix was this..... Just today, I went to <a href="http://www.quicken.com">www.quicken.com</a>, and I clicked on the red button at the top left of the page that says "Buy Quicken" I followed the instructions and I must say I had absolutely no problems whatsoever getting it installed and configured with all 3 of my banks. (USAA, US Bank, and Navy Fed) I am thrilled and would recommend it to anyone. ¡Hasta la vista! Moneydance!</p></div>
Scott
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-16T15:47:07Z
2021-03-16T15:47:07Z
Can't download USAA transactions
<div><p>@Scott I understand your frustration. I, too, am frustrated. Good luck with Intuit, though. I was a user of their crap software and forced upgrades every 2 years (where the UI changes significantly.. for no reason) for 15 years.</p>
<p>I can download manually until MD is fixed.</p>
<p>Having said that, I sure would like an update from the MD peeps.</p></div>
layer
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-16T22:23:20Z
2021-03-16T22:23:25Z
Can't download USAA transactions
<div><p>As of this past weekend I am no longer using MoneyDance; I have VERY reluctantly switched over to Quicken, Starter Edition. With USAA, if you use any money management software other than Quicken they point blank don't want to help you. I'm tired of being made to feel like I'm doing something wrong (possibly illegal) by USAA toads. Hopefully IK will one day get MD to the point where banks (USAA in particular) acknowledge it at the same level as Quicken.</p></div>
Paula Smith
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-17T09:22:34Z
2021-03-17T09:22:34Z
Can't download USAA transactions
<div><p>All, the usaa issue can be fixed by running my script to correct the usaa profile. Thus far everyone’s questions answered and 35+ people reconnected.</p>
<p>Read post 1, and the PDF first.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-17T16:32:43Z
2021-03-17T16:32:43Z
Can't download USAA transactions
<div><p>I'm not going to place blame on any relationship between USAA and TIK, but I will say that USAA has failed to respond to repeated requests for understanding why the break and any steps I can take. Not one single response to Facebook message, secure message, or even phone (just made a report to the appropriate division). I've been a USAA customer for over 40 years and the total lack of Customer Support is appalling.</p></div>
monty
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-17T17:15:58Z
2021-03-17T17:15:58Z
Can't download USAA transactions
<div><p>Keep in mind that aside from poor customer service with Quicken, they claim to own your data, and since it is forcibly hosted on their servers they can cut off your access to it if you fail to purchase the latest update or pay any fees they dream up.</p>
<p>I left Q when they threatened to take my data hostage. .</p></div>
ik
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-18T00:15:37Z
2021-03-18T00:15:37Z
Can't download USAA transactions
<div><p>@ik yeah, that's what's funny about how mad people are. Intuit is literally one of the worst companies out there. They made me angry so many times over the 15+ years I used their product. Glad I bailed before the cloud era, because that is just absurd.</p></div>
layer
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-18T19:07:29Z
2021-03-18T19:07:31Z
Can't download USAA transactions
<div><p>Just used the script, worked beautifully and I'm back up and running. I also called USAA today to find out the status of all this... they seem to have dug their heels in and don't appear to care about the issue. I filed another complaint, but doubt it will do much. So much for 40+ years of loyalty to them!</p></div>
Monica Gere
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-19T05:31:18Z
2021-03-19T05:31:18Z
Can't download USAA transactions
<div><p>@Monica Gere 😃 +1 (=38) - that’s 38+ people reconnected with the usaa fix script....</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-19T13:07:51Z
2021-03-19T13:07:52Z
Can't download USAA transactions
<div><p>Hi MoneyDance admins! Will you tell us when you decide that it isn't possible to establish a working relationship with USAA? Do you foresee making that call within the next few weeks? Months? I don't want to move my accounts to a new bank until you've confirmed that the relationship with USAA is just not able to be resolved.</p>
<p>I'm missing my favorite budgeting tool very much, and am getting anxious as we finish the first quarter of the year and I don't have a good overview of my spending. MoneyDance is my priority, but moving to a new bank is a pain, so please let me (us) know! Thanks!</p></div>
Kat
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-19T15:39:43Z
2021-03-19T15:39:43Z
Can't download USAA transactions
<div><p>Stuart Beesley - i am about to the point of digging in and figuring out how to run your usaa scripts - quick question - i used money dance on three separate computers and sync them through iCloud - i am assuming i need to the run the script on each of the machines if i want to download usaa transactions on any of them - i may just do one and do all the downloading on that one</p></div>
v3hanson
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-19T16:46:13Z
2021-03-19T16:46:13Z
Can't download USAA transactions
<div><p>v3hanson - the script does one thing - creates a custom profile for USAA on the machine. This "reopens the gates" that USAA closed.</p>
<p>So if you do download from multiple machines, then yes, you'd have to have the script create a custom profile for each machine. As you point out, you can also do just one and do all downloading on one.</p>
<p>However, I think after you do one, you'll decide that was pretty darn easy, and you'll have already done most of the work (step 1, 2, and knowing what to do) which won't need to be repeated as it is basically data gathering.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-19T16:50:14Z
2021-03-19T16:50:14Z
Can't download USAA transactions
<div><p>@Kat - while waiting for MD to establish a relationship with USAA, you can get MD working with USAA again. There seems to be a bit of reluctance to use the USAA fix script, but it has been acknowledged by IK as a temporary working solution.</p>
<p>I won't say anymore, as I am prejudiced toward it, having tested it and written the documentation. Still, I've been downloading from USAA since Feb 23, almost a month now.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-21T19:48:30Z
2021-03-21T19:48:31Z
Can't download USAA transactions
<div><p>See the 3r page of one of the threads on USAA.com's message boards:<br>
<a href="https://communities.usaa.com/t5/Finances/Angry-and-sad/td-p/244046/highlight/false/page/3">https://communities.usaa.com/t5/Finances/Angry-and-sad/td-p/244046/...</a></p>
<p>I asked:<br>
"USAA, any update? What are your intentions regarding supporting members' financial software besides Quicken?"</p>
<p>USAA Social Service replied:<br>
"@A_B, thank you for your inquiry. USAA is committed to ensuring members have the ability to share their account information with 3rd party applications. If you are currently not able to link your USAA accounts to a 3rd party application, we recommend you inquire with the 3rd party application provider about the different connection options with USAA that are available to you. ~DC"</p>
<p>That's a change from the Quicken-only line they were taking.</p></div>
A B
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-23T21:32:00Z
2021-03-24T22:21:43Z
Can't download USAA transactions
<div><p>Fixing USAA downloads to Moneydance....</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
<p>As the documentation person for the USAA fix script, I revised the instructions to Version 7, taking into account all the useful comments by the successful users of the script.</p>
<p>Version 7 now incorporates all the hop/skip/jumps encountered so far, so is now more comprehensive. It is also simpler, describing more precisely what the script does (it creates a new USAA custom profile - that's it.)</p>
<p>USAA download to Moneydance is fixed, by users. If you have been wanting to download USAA transactions again, you don't need to wait for IK/MD - this has been working since Feb 23, I just made the documentation a bit nicer.</p>
<p>(And yes, I know all the issues - I've participated in many of them... I'm just reporting on a month old fix with "now nicer documentation".... ;) )</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-26T19:40:44Z
2021-03-26T19:40:44Z
Can't download USAA transactions
<div><p>Many thanks for the script which allows us to download our bank and credit card transactions from USAA. Everything works fine except I receive duplicates from the previous couple of days and Moneydance doesn't seem to recognize that they're duplicates (i.e. I cant "merge" them). This is a minor inconvenience but I thought I'd mention it in case there's some setting I'm missing or maybe it's a simple fix.</p></div>
fquist
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-26T23:19:01Z
2021-03-26T23:19:01Z
Can't download USAA transactions
<div><p>@fquist - USAA made some changes on Jan 26 as to how downloads work, some are frustrating. The script got downloads working again, but some of what USAA now downloads is problematic. Has nothing to do with the script of course, but USAA made some odd changes.</p>
<p>As to yours, if you have duplicate transactions, keep the new one, and delete the old one. (You may edit the transaction first to make it the same as the old one), otherwise USAA will download it yet again if you delete the new one.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-27T01:48:11Z
2021-03-27T01:48:11Z
Can't download USAA transactions
<div><p>@Stuart, Got my Moneydance talking to USAA - looks like for both my checking account and one credit card. Still not sure what made the first CC work, and still haven't gotten the second credit car up and running.</p></div>
eric.klanderman
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-27T05:19:29Z
2021-03-27T05:21:22Z
Can't download USAA transactions
<div><p>@eric - USAA changed things so the credit card numbers are often wonky now.</p>
<p>Go to USAA, change the nicknames to something unique, then go to the online banking secionin Moneydance and reconnect.</p>
<p>This is all documented in the pdf file version 7a. good luck.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-28T21:12:56Z
2021-03-28T21:12:56Z
Can't download USAA transactions
<div><p>Since this USAA thread has the most followers, I thought this other USAA thread would be of interest, as it also contains an IK/MD customer support response.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/problems/69070-usaa-update-march-26">https://infinitekind.tenderapp.com/discussions/problems/69070-usaa-...</a></p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-30T17:33:38Z
2021-03-30T17:33:38Z
Can't download USAA transactions
<div><p>Stuart's script works great! All of my CC cards and checking account now download like they should. Many thanks to him.</p></div>
00mjwhite
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-30T20:43:17Z
2021-03-30T20:43:17Z
Can't download USAA transactions
<div><p>Moneydance/Infinite Kind has now recognized Stuart's USAA fix script by publishing a knowledgebase article on how to use it.</p>
<p><a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/connecting-with-usaa">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/c...</a></p>
<p>I am pleased they felt my pdf file was worth adopting with edits (I took some of their edits as well in a revision of my own), and I continue to revise the pdf file as we learn more about what USAA has changed. The script? It pretty much just works.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-03-31T22:57:20Z
2021-03-31T22:57:20Z
Can't download USAA transactions
<div><p>A question for successful user's of Stuart's script, or Stuart himself.</p>
<p>My wife has her own USAA credit card, which is visible in her own USAA portai - I'm not sure how it got that way, but that's how it's set up. Her portal shows our mortgage and our joint checking account, as does mine. However, neither of us "sees" the other's credit card. I, however, keep track of all this vie MD on my home PC.</p>
<p>Which course might anyone think is the more likely to pursue in re-connecting my wife's CC data to our shared MD. 1) Ask USAA to move, or allow, her CC to show up in my portal. 2) Run "Stuart's script" on my wife's USAA portal and hope MD is then smart enough to allow both identities to connect on my PC?</p>
<p>Thoughts? Been done?</p></div>
eric.klanderman
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-04-01T00:00:03Z
2021-04-01T04:08:51Z
Can't download USAA transactions
<div><p>@eric - I had a nice long message, but it disappeared.</p>
<p>So, short message - Go for #1, it's simpler if you can get USAA to do it.</p>
<p>If not, that's what the "prime a second login is about". To get a second login working. stuart successfully did this for ONE person, so it's obviously still raw, but I'm sure he'd love to pursue it as he solves problems.</p>
<p>I would suggest if you go with this, use email vs. here since this is not something everyone needs.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-04-01T02:30:08Z
2021-04-02T09:15:42Z
Can't download USAA transactions
<div><p>@eric.klanderman. The ‘prime’ second account is for the problem you describe. BUT - you can only have one profile in MD. MD is a bit clunky with two logins, but it does work. To do this you will have to do as follows: - run the script as you did the first time, but this time say yes to prime second account and put your wife’s CC number and userID when asked. - this will blow away your working profile - restart - do the steps you followed originally to get your additional accounts working. - once they are working, try to download your wife’s CC. If you’re lucky MD will ask you for your wife’s password and then away you go. If not, try online setup on your wife’s CC account. Let us know?</p>
<p>As dtd says: you can email me directly</p></div>
Stuart Beesley (Mr Toolbox)
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-04-14T22:01:59Z
2021-04-15T23:32:47Z
Can't download USAA transactions
<div><p>Since this is the most followed thread, I thought I'd post this IK post from Sean Reilly (primary developer) in the USAA Script to Fix downloads thread:</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue/page/14#comment_49143236">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-02T12:58:48Z
2021-05-02T12:58:48Z
Can't download USAA transactions
<div><p>@Stuart Beesley - Thank you so much! About two weeks ago I finally took the time to set this up after WAITING in vain for IK to fix it. I did as you suggested and made a backup, then tested on a test backup. That worked, so I went live with my accounts. I really appreciate your hard work on this. I will not now have to convert back over to Quicken, which would take forever.</p></div>
cthrn.cruz
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-22T12:48:26Z
2021-05-22T12:48:26Z
Can't download USAA transactions
<div><p>Hi all, had a quick question. For some reason, MD downloads my transactions in the morning properly using Mr. Beesley's script, but for some reason it always downloads a duplicate set late in the day. I end up having to delete the morning set and reconfirm the pm download. It is only doing this for my credit cards. Any advice?</p>
<p>Thx</p></div>
wbbonneriii
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-22T20:13:51Z
2021-05-22T20:13:51Z
Can't download USAA transactions
<div><p>@wbbonneriii - Well, one thing I can say is this is something that MD and USAA are doing, so I'd suggest getting a console view of what USAA is sending to MD in the morning, then in the evening. There must be something that indicates to MD that these transactions are different than the morning transactions.</p>
<p>Maybe USAA is sending a different download code such that MD thinks it is different than the morning transaction, but I think a console view of both downloads would help diagnose.</p>
<p>I'd also suggest creating a new thread, as this may take a few posts to diagnose.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-23T19:25:29Z
2021-05-23T19:25:31Z
Can't download USAA transactions
<div><p>I have noticed a similar behavior change as @wbbonneriii when downloading USAA credit card (only - not checking) transactions in the last week or so. It doesn't recognize transactions as being previously downloaded. I will take more careful note of when this is happening, but I wanted to chime in and say it appears something has changed. I am not so sure about the morning and afternoon pattern.</p></div>
runamokbuck
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-23T23:18:04Z
2021-05-23T23:18:04Z
Can't download USAA transactions
<div><p>@runamokbuck - thanks for the verification of a problem.</p>
<p>One thing to check that isn't real hard (versus getting console downloads of what is being downloaded) -right click on the transactions in question (assuming two are duplicates) and click "show transaction details" - i expect something will be different, which is why moneydance considers them unique.</p>
<p>Any experts out there (dwg, hleofxquotes, Stuart) who can point out what specific bit to look for?</p>
<p>If indeed they are different, there is nothing that Moneydance can specifically do to fix it. But if not different, would be good to know.</p>
<p>Personally, IF this is happening to me as well, I'm probably not seeing it as I have the option "Moneydance/Preferences/Network/Automatically Merge Downloaded Transactions" clicked, so they probably just get merged and I haven't noticed.</p>
<p>Hmmm - just a thought. Can you merge these when it happens? (vs. deleting the old and keeping the new one)</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-23T23:34:20Z
2021-05-23T23:34:20Z
Can't download USAA transactions
<div><p>Yet another thought - Quicken users should be having this same problem of duplicate downloads, as there is nothing that Moneydance is doing that is unique here. (Which is why MD users can complain to companies and just say "I'm using quicken")</p>
<p>I'm traveling, but someone might want to search Quicken areas to see if USAA is doing credit card duplicates to them as well... ? And if they are NOT having problems.... well... that's the point of research.</p>
<p>AHA - that didn't take long - don't have time to go further, but - appears this is a problem for Quicken, and since Jan 26, as well.</p>
<p><a href="https://community.quicken.com/discussion/7888693/usaa-credit-card-account-downloading-duplicate-entries">https://community.quicken.com/discussion/7888693/usaa-credit-card-a...</a></p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-24T00:07:56Z
2021-05-24T00:07:56Z
Can't download USAA transactions
<div><p>I would be looking for something like FITID to be different</p>
<p>This is supposed to be unique for each transaction in an account (Financial Institution Transaction ID). If this is changed it does not matter what other data there is it is taken as an instruction that Moneydance does not have this transaction since a transaction with this ID would not already be in Moneydance.</p>
<p>There is nothing Moneydance can do to fix this, you can merger the new transaction in which means it adopts the new ID but if the bank continually changes this number, then it becomes useless for what is intended to do.</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-24T00:27:08Z
2021-05-24T00:27:08Z
Can't download USAA transactions
<div><p>USAA definitely changed the FITID numbers on Jan 26, which is why, once the OFX link is restored, some people get duplicate transactions going back six months.</p>
<p>I just can't believe, though, that USAA is changing them "willy nilly". Well, I guess I have to believe it, but don't understand it.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-24T00:37:18Z
2021-05-24T00:37:18Z
Can't download USAA transactions
<div><p>So @wbbonneriii - your duplicate download issue is all on USAA. Can't help you any further, Quicken users also are not happy.</p>
<p>If you or runamokbuck could verify the FITID issue, that would be great, but I'm almost certain that's the problem.</p>
<p>Hope that helps - if only for understanding.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-24T00:44:09Z
2021-05-24T00:44:09Z
Can't download USAA transactions
<div><p>FITID is only relevant in the OFX system, it has no meaning in banking systems in general so if a programmer was fiddling he/she could easily change or reset the number sequence. Or move to a new system without giving any consideration to migration the existing state of the IDs. What you can usually say abut FITIDs changing is that fingers and a keyboard were involved at some stage. :)</p></div>
dwg
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-28T00:36:02Z
2021-05-28T00:36:03Z
Can't download USAA transactions
<div><p>@dtd. Yes, I am seeing different FITIDs for the same transaction on different days/downloads. Again, this is only on credit card transactions.</p></div>
runamokbuck
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-28T00:52:07Z
2021-05-28T00:52:07Z
Can't download USAA transactions
<div><p>@runamokbuck - Assuming this is on recent downloads vs. longterm ones.</p>
<p>If so, nothing can be done by moneydance. Thanks for the verification that USAA is simply messing with our (and Quicken user's) minds.</p>
<p>My only suggestion is to set "automatically merge... blah blah blah" that I mentioned before, and see if that helps. (i.e. always takes the new FITID vs making a duplicate)<br>
I can't guarantee that will work, and may mess with your other accounts, as I currently only have about five-ten transactions a month with my USAA credit card.</p>
<p>Well, my other suggestion is complain to USAA as "a concerned Quicken user".</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-05-28T20:28:13Z
2021-05-28T20:28:16Z
Can't download USAA transactions
<div><p>@dtd - yes, these are all recent transactions. It doesn't even offer a manual merge option on these duplicate transactions. It is not that big a deal to manually clean up the duplicate transactions. I assume USAA will eventually get this cleaned up since, as you say, this should also be affecting Quicken users.</p></div>
runamokbuck
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-06-06T04:20:54Z
2021-06-06T04:20:54Z
Can't download USAA transactions
<div><p>Even with my infrequent use of my USAA credit card, I got a duplicate transaction today.</p>
<p>Analyzed it, and indeed, it is FITID related, and I think it is due to two different servers providing the info, and incorrectly. (this was conjectured on a quicken discussion site)</p>
<p>MD can't fix it, Quicken can't fix it, only USAA can fix it. Don't know how to turn them into a duck. (Meet the Robinson's movie reference)</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-06-07T13:26:32Z
2021-06-07T13:26:35Z
Can't download USAA transactions
<div><p>I like the two servers theory. That would seem to explain why the issue is somewhat random while being fairly consistent.</p></div>
runamokbuck
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-06-29T15:39:20Z
2021-06-29T15:39:20Z
Can't download USAA transactions
<div><p>Team, I reviewed the Quicken discussion (posted here) and yep I'm having the same issue...when the system downloads the transactions automatically within a 24 hour period I get the duplicate transactions...</p></div>
wbbonneriii
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-06-29T16:13:04Z
2021-06-29T16:13:04Z
Can't download USAA transactions
<div><p>All, fyi I just spoke to USAA regarding the duplicate CC transactions and it looks like they have committed to fix it by July.</p></div>
wbbonneriii
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-07-08T20:57:02Z
2021-07-08T20:57:51Z
Can't download USAA transactions
<div><p>Just as a note - we are near the six month point for USAA. USAA tends to download six months of data (given they have changed the FITID numbers, you now get duplicates).</p>
<p>That said July 26th will be six months since USAA pulled the trigger on their change.</p>
<p>So if you like completeness (i.e. verified transactions) you may want to think about making the fix soon. Personally, I say you should do whatever satisfies you, but thought I'd point out that six months is nigh.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-08-24T11:09:57Z
2021-08-24T11:09:57Z
Can't download USAA transactions
<div><p>I am still having "issues" with the USAA downloads... Duplicates are downloading and transactions have "0" for check number. Attached are some screen shots.</p></div>
jenkins007
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-08-25T01:24:02Z
2021-08-25T01:24:02Z
Can't download USAA transactions
<div><p>@jenkins007</p>
<p>Yes, these are both problems with what USAA now downloads. The only people to complain to is USAA itself - as they are the ones doing this.</p>
<p>The 0 in the check number is simply what they now put in the OFX file download.</p>
<p>The duplicates is a problem that has been happening (especially in credit cards) for months. Quicken users are complaining about this too, but USAA seems to ignore the issues.</p></div>
dtd
tag:infinitekind.tenderapp.com,2009-01-14:Comment/48998974
2021-10-11T23:10:48Z
2021-10-14T22:50:58Z
Can't download USAA transactions
<div><p>.</p></div>
dtd