USAA Script to fix the broken download issue

Need to reconnect to USAA? I have written a (run one-time only) script to make USAA download to Moneydance work again. All it does it fix your connection profile. You simply run once, and then use standard Moneydance. It's not needed again.

This is now the IK recommended fix as they are working on 'medium and long-term' improvements to ofx connections

You must be on MD version 2019.4 (build 1904) or newer (if older, you must upgrade, else usaa will never work again).

Following these simple, but complete, PDF instructions will make USAA download to your Moneydance file.

My python script creates a new USAA profile in Moneydance to replace the broken USAA profile. It has been used since Feb 23 by more than 55+ users successfully 😃

This script will allow you to download USAA transactions again. It isn't rocket science, really. You don't have to wait for IK/MD to fix the problem, nor will it stop you from embracing the Moneydance fix if/when it happens. I just fix the connection profile.

NOTE: usaa have changed their download data (content, format). If you get some data duplication afterwards, this is NOTHING to do with the script, it's what usaa are now sending. You simply need to do a one-time cleanup, keep the new data, and that's it.

DISCLAIMER: I have no affiliation with Moneydance. It's entirely possible that this won't work for you. Pretty much the worst that can happen is that your bank logon / service profile won't work - but then it's not working anyway.. You can always just delete the profile and start again, if you wish.

PLEASE ALWAYS BACKUP YOUR DATA FIRST!

The first thing to do is read the walk through PDF guide: ofx_create_new_usaa_bank_custom_profile.pdf

The latest PDF guide (now version 8a) is always here:
[https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sour...]

The latest zip file containing the script to fix USAA/Moneydance is at: [https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...]

FYI - When you click these links, you may see a blank screen (depending on your browser) and the file(s) will auto download to your downloads folder

You need to unzip this file. The script is called: ofx_create_new_usaa_bank_custom_profile.py

Quick Details:

  • Make a backup first.
  • Read the instructions.
  • Once you run the script, Moneydance takes over with the new profile.

PS - If you get issues ensure a) you are connecting from a USA IP; and that any PiHole, Blockers etc are not getting in the way..

If you have problems, post - We love to solve problems.

CREDITS and thanks: @dtd and @hleofxquotes

I am not support, just a fellow user and creator of the very free and most-excellent Toolbox 🧰 extension for Moneydance.
The latest useful_scripts.zip package and Toolbox are on my site: [https://yogi1967.github.io/MoneydancePythonScripts/]

Showing page 18 out of 18. View the first page

  1. 511 Posted by dwk on 01 May, 2021 10:57 PM

    dwk's Avatar

    Out of curiosity I looked at the USAA info about using Quicken. There were user messages there saying that these users were having trouble downloading account data .....

  2. 512 Posted by dwk on 01 May, 2021 11:01 PM

    dwk's Avatar

    Please define " Throw away this TESTUSAA "; please explain. In MoneyDance i do not see a choice to delete a parent file that contains accounts. Thus, how does one "throw away" my current TESTUSAA that is sitting in MoneyDance?

  3. 513 Posted by dwg on 01 May, 2021 11:05 PM

    dwg's Avatar

    Instructions for deleting an unwanted data set are contained in the Knowledge Base.

    https://infinitekind.tenderapp.com/kb/file-locations-and-changes/de...

  4. 514 Posted by dwk on 01 May, 2021 11:08 PM

    dwk's Avatar

    Thanks much ... will do this now.

  5. 515 Posted by dtd on 01 May, 2021 11:23 PM

    dtd's Avatar

    This information is also in the USAA script documentation 8a, near the end, under "Testing the Script" and "Cleaning Up"... Although the Cleaning Up section implies you've succeeded, you can also use it as a Starting Over criteria.

  6. 516 Posted by andreablander on 02 May, 2021 02:28 AM

    andreablander's Avatar

    I successfully ran the script and was able to download the checking account I entered in the Custom profile. But for the credit cards (and a savings account) when I go to the "Set Up Online Banking" option, I do not get the "Change" option -- it just opens the "New Connection" option with USAA pre-selected. If I click through that process, I end up on a screen asking for "Card Number" and "Customer ID." No idea what numbers should go in here, given all the changes USAA has made. Has anyone worked through this issue and have any suggestions? Thank you!

  7. 517 Posted by dtd on 02 May, 2021 05:38 AM

    dtd's Avatar

    Hmm..well first of all, congratulations, the script worked!

    For the rest, we are talking moneydance issues - but we want to help. Were these accounts working before Jan 26? Did the savings account even appear? And "USAA preselected" will not happen in Moneydance, only in the script, and you said the script succeeded.

    So say more - sounds like you are there, but please read the documentation carefully. Sounds like you are doing so, but indeed what you say you are seeing sounds odd.

    Again, this is moneydance, not the script, unless you are running the script more than once.

  8. 518 Posted by dtd on 02 May, 2021 05:47 AM

    dtd's Avatar

    I went to my test account, and change always appears in accounts that were working before. In a brand new, never downloaded account, moneydance asks for you to "set things up" - and you can pick the usaa custom profile, and it asks for an account number and a customer login - is this your situation?

    if so, provide a credit card number (which probably won't work - error 2003, yknow) and the usaa provided (new) userid. See if that helps you move on.

  9. 519 Posted by Stuart Beesley ... on 02 May, 2021 06:47 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    @andreablander 😃 +1 (=63). What you describe is odd. Customer ID? Are your accounts set up as bank accounts in MD? Can you send screen shot of the customer ID question? Try creating a new data set as a test. Add several accounts and put the account numbers in. Run the script. Setup online banking and see if the online setup and download works in the test new data set?

  10. 520 Posted by Stuart Beesley ... on 02 May, 2021 09:41 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    @andreablander - As you say, you are running the new connection to see the Customer ID... This is wrong.. You should see a dropdown arrow and be able to select the USAA custom profile...?

  11. 521 Posted by clanders on 02 May, 2021 10:45 AM

    clanders's Avatar

    -----------------------------------------From: "Stuart Beesley - JUST
    A FELLOW USER"
    To: [email blocked]
    Cc:
    Sent: Sunday May 2 2021 4:42:12AM
    Subject: Re: USAA Script to fix the broken download issue [Online
    Banking #18363]

  12. 522 Posted by Stuart Beesley ... on 02 May, 2021 10:49 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    @clanders Your email didn’t make it. You have to reply above the dashed line in email or click the link to reply online.

  13. 523 Posted by Stuart Beesley ... on 02 May, 2021 10:50 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    @Sean Murphy - Your email didn’t make it. You have to reply above the dashed line in email or click the link to reply online.

  14. 524 Posted by dwk on 02 May, 2021 10:38 PM

    dwk's Avatar

    Thanks for the comments. I will be looking at the script again quite soon.

    But in the meantime:

    - why are you convinced the script worked? (this question does not infer I believe otherwise)
    - I do not have any USAA savings accounts
    - all my checking and CC accounts appeared in TESTUSAA. And all with data only into February.

    Again, when I try to go online with the one checking account I have tried so far, I get blocked. I hear what you are saying that this step is somehow post-script but I have as yet not been able to "go online" with my accounts .
    I just tried another attempt. First I disabled the online banking for this account (which did not exist anyway) and gave my script-result 'userpassword'. This did not work.

    dwk

  15. 525 Posted by dtd on 02 May, 2021 10:58 PM

    dtd's Avatar

    @dwk - If you are referring to post 517, (about the script worked) I was talking to andreablander, not you.

    Your usage of the script doesn't work because you don't have the three data items you need - your 400 error shows you have the 36 character item typed in wrong into the script, and you yourself say you were using the wrong password.

    I've never asked you about USAA Savings Accounts, I don't think, though I have asked you about other things.

    Of course all your checking and CC accounts appeared in TESTUSAA. That was the whole point. And of course with data only till Jan 26. That's why you are trying to get the script to work. I'm trying to understand your point....??

    You get blocked because you have your data entry wrong. And no, it is not post script, because you haven't gotten the script to work for you... again you provide wrong information. As for your latest attempt, it is meaningless because you don't have a working custom profile.

    May I say one last time - read the documentation carefully, and follow all the steps in order.

  16. 526 Posted by dwk on 02 May, 2021 11:42 PM

    dwk's Avatar

    Please clarify the steps you are, or one of the USAA users are, to get an account online with access to the 'corrected' USAA data.

    Said differently, exactly what information are you using in order to bring a USAA account into an online status ... that is, a word description of the needed input (NOT the input itself) in order to 'Set up Online Banking' for an account in MoneyDance to be accepted by USAA.

    Thanks,

    dwk

  17. 527 Posted by dtd on 02 May, 2021 11:54 PM

    dtd's Avatar

    dwk - It's all in the documentation, Version 8a,

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