tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issueInfinite Kind: Discussion 2023-07-06T17:00:36Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T06:40:26Z2021-11-01T06:40:47ZUSAA Script to fix the broken download issue<div><p>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.</p>
<p><strong>This is now the IK recommended fix as they are working on 'medium and long-term' improvements to ofx connections</strong></p>
<p>You must be on MD version 2019.4 (build 1904) or newer (if older, you must upgrade, else usaa will never work again).</p>
<p>[@@ UPDATE Oct 2021: This script is now built into the Toolbox extension (MD2021 onwards) under the Online Banking menu and it also works with MD2022 too. Further, we have worked with Moneydance so that once you have ‘primed’ MD with your USAA specific ClientUID number(s), the standard Moneydance Online Setup will work. Further again, there is now an even simpler way to get the connection working (which we haven’t documented: In Toolbox run the USAA ‘Prime’ option and then just use standard MD Online Setup. Lastly, if you need to get multiple UserIDs working, then Toolbox / Online Banking / OFX Authentication / Edit Multiple UserIds. NOTE: if you still just want the script, it’s still available, read on…. @@]</p>
<p>Following these simple, but complete, PDF instructions will make USAA download to your Moneydance file.</p>
<p>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 100+ users successfully 😃</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p><strong>PLEASE ALWAYS BACKUP YOUR DATA FIRST!</strong></p>
<p>The first thing to do is read the walk through PDF guide: ofx_create_new_usaa_bank_custom_profile.pdf</p>
<p>The latest PDF guide (now version 8a) is always here:<br>
[<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/source/useful_scripts/ofx_create_new_usaa_bank_custom_profile.pdf">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sour...</a>]</p>
<p>The latest zip file containing the script to fix USAA/Moneydance is at: [<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a>]</p>
<p>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</p>
<p>You need to unzip this file. The script is called: <code>ofx_create_new_usaa_bank_custom_profile.py</code></p>
<p>Quick Details:</p>
<ul>
<li>Make a backup first.</li>
<li>Read the instructions.</li>
<li>Once you run the script, Moneydance takes over with the new profile.</li>
</ul>
<p><em>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..</em></p>
<p>If you have problems, post - We love to solve problems.</p>
<p>CREDITS and thanks: @dtd and @hleofxquotes</p>
<p>I am not support, just a fellow user and creator of the very free and most-excellent Toolbox 🧰 extension for Moneydance.<br>
The latest useful_scripts.zip package and Toolbox are on my site: [<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a>]</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T15:03:01Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>Stuart,</p>
<p>Thanks for the work on these. Am I correct in assuming that these aren't expected to work for me, as I'm still running the 2017 version? My current plan is to wait (hopefully not long) until IK gets this officially fixed, then update to that version. But if it drags on too much longer, I might consider updating just so I can use your scripts. Although I'm not sure how I feel about giving IK money for a program I know is crippled...</p></div>wainscotttag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T15:43:16Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>I hadn't actually tested it on 2017, but broadly speaking it might/should work. I see no problem with storing the necessary changes, BUT it depends whether that version of MD uses these settings and / or whether they have changed the method of OFX connections/certificates.</p>
<p>So, I just ran them... They failed to do with the java version.. So I have fixed that for you and these attached WILL run on 2017. They do setup the profile successfully. However, when you try to connect I get a: "!! Warning: encountered untrusted cert - will save it !!" message and then an error in the console: 'javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: No trusted certificate found'. I suspect MD has updated the certificates in later MD's for the type of connection required.. However I am no expert on this... I expect it's possible to 'stuff' the certificate into MD somehow, but someone else will have to comment on that - sorry.</p>
<p>What license do you actually own... You might be able to upgrade to 2019 free and that might work? Check here: <a href="https://infinitekind.com/update">https://infinitekind.com/update</a></p>
<p>I just tried 2019 (the original scripts run unchanged) and I now get a 'forbidden' message.. This is more promising.. I don't actually have a USAA account so I have no way to actually login.... But I also get forbidden on 2021....</p>
<p>Or just upgrade to MD2021 anyway, we have a method that gets you working....?</p>
<p>Anyway, you cannot cause any damage if you run them on a test/backup of your system.. Do do this:<br>
- File>Export Backup... then - File>Open and select the backup file you just created...</p>
<p>Run the 2017 scripts on that copy</p>
<p>Restart MD<br>
With console open, try to download. See what it says...</p>
<p>When done, you simply File> Open your original live dataset to get back to where you are...</p>
<p>You will lose nothing.</p>
<p>Personally, I would see if you can upgrade to 2019 free and do that anyway... You can actually download and run the 2019 or 2021 versions and see if they work and then decide if you want to buy or revert... (backup first as a safeguard)</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T16:38:53Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>Stuart -- thanks again! I think the 2017 I'm running is from a 2015 license, so I'll probably have to update no matter what I do. My hope was that since there is clearly a fix for this, and your scripts give IK a step by step guide to fixing it, they'll have it resolved very soon. I'd like to hope so anyway. If it drags on too long I'll probably update to 2021 and run your scripts there. But I won't feel good about giving IK money for a broken product that requires a third party patch to work properly...</p></div>wainscotttag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T17:02:15Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>Ps - Symantecs, but don’t think of my code as a patch… It reconfigures the MD profile and then md is operating normally… once you run my code, it’s never used again…</p>
<p>As I say, you can always download and test before you buy….</p>
<p>S</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T17:10:48Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>Sorry -- I hope I didn't offend you. The "third party patch" was just a dig at IK, that they haven't bothered to fix it yet, but you stepped up and figured it out.</p>
<p>I'd still want them to fix it. Among other things, I've got 2 credit cards I'd like to download (though I rarely use one -- just for work related travel, which has been pretty non-existent the past year), and I'd want to be able to possibly add accounts in the future.</p>
<p>Anyway, thanks again for your work on this.</p></div>wainscotttag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T17:59:33Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>Hi, no not at all, I just wanted people to understand that there is not extra code running after the data fix has been applied.... S</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T18:00:34Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>PS - It's easy to add more CC / Accounts later using the standard online menus once the connection is working</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T18:16:56Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>MD2021 user here.</p>
<p>I was able to use the fix script to re-establish my connection with USAA (6 checking/savings & one credit card).</p>
<p>CC wasn't recognised initially but easily fixed.</p>
<p>Thank you!</p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T18:35:46Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>@huw.richards  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T18:51:55Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>Thanks so much for the script Stuart, and thanks to dtd for additional documentation! After backing up, I ran the fix script which fixed my bank accounts but not the credit card. As discussed in the PDF, I changed the online banking setup and selected the credit card, which has a different number with USAA than the actual credit card number for some reason. My 4 accounts are now downloading!</p></div>Tedtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-24T19:01:49Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>@Ted  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T02:21:19Z2021-03-17T15:45:08ZUSAA Script to fix the broken download issue<div><p>@Stuart. Thanks, seems to have worked. I had to delete one credit card, and the first time I downloaded, the first account failed (error 2000). And the CC wasn't found (error 2003). I tried to just download again, and the first account came through! Fixed the CC in the expected way, and now I'm just missing one CC (which I don't use much). Hopefully IK fixes this soon, and then I can just do the normal "setup online" for that one and I'll be good.</p>
<p>Thanks!</p></div>wainscotttag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T02:59:26Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>@wainscott - Stuart and I are researching this as we pursue solutions (and yes hopefully IK will do this too, very soon)</p>
<p>Try putting a small charge on the CC you don't use much (when was the last time you used it?) - it seems with the change to a third party, some accounts don't show up until you use them.</p>
<p>Then do the expected way on the little used card, and see if another strange number shows up. Those strange numbers are frustrating, especially if you have multiple cards - which ones go to which? (And yes, Quicken users have complained about the same - how do you link the real number to these strange numbers?)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T03:08:25Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>@wainscott - did you run the script in 2017/2019/2021? I'd really like to know the extent of Stuart's script on past versions, as MD will fix this only in 2021, as would be expected. Would be nice to know if these scripts can fix past versions.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T04:59:14Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>@dtd - I ran it in 2021. It fixed everything I could have expected. I had 2 credit cards, and the first time I tried running it, it refused to run saying it only supported one. So I disabled online access for the CC I don't use much and then the script ran. The other CC worked after I reset the card number according to the instructions given. I'm hoping I can just enable the other CC once IK gets an updated version out that has the right fixes in it, and will just live without that one until then. So at this point, things look to be working as expected, which is a lot better than yesterday...</p></div>wainscotttag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T08:43:09Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>@wainscott. I have a theory that now you have an online profile working, that you can go to online setup and link extra accounts/cards.</p>
<p>Select the unlinked CC on the left sidebar, menu online/online setup, ensure your new profile is selected and then try from there (it might be the change option). Because your profile is working, it should query the bank and show you all accounts. You might have to play a little.</p>
<p>Let us know?</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T12:15:08Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>ALL, we believe that once you have used the scripts to create a working USAA bank logon profile, that you can then just use the standard Moneydance Online Menu to add new accounts.. Just select the unlinked account in the left sidebar, then Online menu, then Setup Online Banking, then ensure your new profile is selected and then change/next... Please let us know if this works for you.</p>
<p><strong>FYI - When you click these links below, you will see a blank screen (depending on your browser) and the file(s) will auto download to your downloads folder</strong></p>
<p>Latest Instructions always here:<br>
[<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/source/useful_scripts/ofx_create_new_usaa_bank_custom_profile.pdf">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sour...</a>]</p>
<p>Latest scripts in the useful scripts zip package always here:<br>
[<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a>]</p>
<p>Direct download here:<br>
[<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a>]</p>
<p>Again, if you use, please post your success, failures, comments here....</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T14:38:59Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>@Stuart -- you are absolutely correct. I was able to set up the online connection for my other credit card with 0 problems. Everything is working again now. Excellent! Thanks!</p></div>wainscotttag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T15:18:20Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>@wainscott +2  - thanks for letting us know.....</p>
<p>All, if you have more than 1 checking account and 1 CC account, then just use these scripts and set up the 1/1 and then after your connection is working, just use the standard MD Setup Online Banking to add/link your remaining accounts...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T23:39:28Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>I'm sorry guys. If it's required be a computer science major, professional coder, or IT professional, this is not good news. Spending hours on "work arounds" to make a money management program run is not my idea of success. Hey, I get it, but let's focus on working with the folks at IK to get this figured out. I wouldn't need IK if I could build code, software apps, and other junk to make a financial software management program. Seriously, if I could write these wonderful scripts and design elegant hacks, why would I even have bought the Moneydance product to begin with?</p></div>Stephen N. Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-25T23:48:41Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>Hi @Stephen N. Skid. I understand your concern and I agree IK just needs to fix this (despite the bank causing the problem). All I would say is that despite the long read me it’s actually super easy and doesn’t take very long at all. Certainly not a science degree. In simple words, the instructions say 1/ make a backup, 2/ login to usaa and get your new credentials, 3/ download and run the script, 4/ enter your details into the script. Probably 10 mins to get your new credentials (which you are going to have to do anyway), 5 mins to download the scripts, 2-5 mins to run. That’s it. Just trying to help. But again, I understand your comments.</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T01:45:51Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>Thank you for your patient response Stuart. Much appreciated.</p></div>Stephen N. Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T06:36:47Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T06:41:51Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p><em>Latest Instructions always here - updated 26th Feb:</em></p>
<p><strong>When you click these you will see a blank screen (depending on your browser) and the file will auto-download to your downloads folder</strong></p>
<p>[<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/source/useful_scripts/ofx_fix_existing_create_new_usaa_bank_profile.pdf">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sour...</a>]</p>
<p>Direct download of useful_scripts package here:<br>
[<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a>]</p>
<p>Author's whole site:<br>
[<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a>]</p>
<p>Again, if you use, please post your success, failures, comments here....</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T07:58:50Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>Having worked for weeks with you on this, Stuart, i must say I'm impressed with the result.</p>
<p>It works. When do you sleep?</p>
<p>Actually I know the answer - you need to sleep more.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T08:15:28Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>@dtd - thanks for the feedback, yes the links trigger an auto download, depends on your browser.</p>
<p><strong>You need to click the link and then look in your downloads folder. If you don't like this, use my main site and select the useful_scripts link</strong></p>
<p>[<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a>]</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T13:05:02Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>How "easy" is it to convert from the standlone solution to your scripts?</p></div>rdmyers.42tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T13:43:06Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>I assume you mean from the hleofxquotes solution?</p>
<p>Easy. You already have the credentials, just follow the rest of the instructions, but skip getting the userid, password, clientUUID.</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T15:20:14Z2021-03-17T15:45:07ZUSAA Script to fix the broken download issue<div><p>Used your scripts, both checking and credit card worked like a charm and you made it very easy to implement.</p>
<p>One question- I noted that my clientUUID was only 32 characters and not 36, but all worked as specified.</p>
<p>Thank you so very much..</p></div>hollidayjrtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T15:32:38Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>@hollidayjr  +1 - you are welcome. Glad it was easy.. Yes, I've seen some UUIDs at 32 characters.. I think perhaps USAA accepts with or without the hyphens... Presumably, to get the script to validate your UUID you entered the hyphens anyway?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-26T15:43:44Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Yes, I entered the hyphens</p></div>hollidayjrtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-27T19:45:57Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Stuart, YOU ROCK!!!!!!</p>
<p>This worked for me. I am using version 2021. Thank you!</p></div>Mark Gtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-27T19:47:33Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>@Mark G +1 </p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-27T20:38:15Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>(PS - @dtd and @hleofxquotes also rock too)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-27T20:43:16Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Thanks! MD is now working with USAA again. I'm not happy I had to jump thru so many hoops to make it work (I'll be addressing that later this year USAA) but I'm happy we have folks like you to keep things moving along. The scripts are perfect!</p></div>dewdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-27T20:44:38Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>@dewd +1 </p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-27T21:10:08Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Stuart and Co.,<br>
I had a chance to run the scripts today and they worked beautifully. I<br>
thought I might get lucky with the simple “fix” script but my account<br>
credentials must have been broken/disconnected at some point. No matter, I<br>
ran the “create new” option and it did what it was supposed to do. Thank<br>
again for taking time to create a solution! Much appreciated.<br>
Steve</p></div>Stephen Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-27T21:35:22Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>@Stephen Skidd +1 </p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-28T18:41:19Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Hi Stuart. I thought I would update you on my findings with access to USAA<br>
accounts using the script. I have no problem downloading checking account<br>
transactions but USAA credit download is a no go. I don't know why it's not<br>
working. I re-ran the script to make sure I didn't overlook anything but<br>
it's still out of commission. Just thought I would pass that on. I don't<br>
know if anyone else is having the same issue.<br>
Steve</p></div>Stephen Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-28T19:02:19Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>The CC is tricky as USAA sometimes use a new number... Now that your profile is working, try this<br>
- click the cc account in the left sidebar. - Menu Online, setup online banking, Change, (the USAA profile should be showing), Next, then after you authenticate it should pop up with the list of valid CC numbers. select the right one and then try that...</p>
<p>@ dtd may have more guidance...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-28T19:14:37Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>That worked Stuart and, yes, it was tricky. The account is a joint account<br>
with two separate card numbers. In order for the download to work, I had to<br>
set up online banking using the other card number.<br>
Thanks again!<br>
Steve</p></div>Stephen Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-02-28T19:17:45Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Great. So that’s  +2</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-01T00:04:16Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>A read through of the documentation will make this easier.</p>
<p>It's long (like 6-7 pages) but it covers all the tricky stuff.</p>
<p>That said, the tricky stuff may be why you don't see an update from Moneydance to fix this. Not because they can't handle the tricky stuff, but because they want to make it not "tricky". And USAA.Quicken have implemented new items to make it less easy to put into place.</p>
<p>Moneydance is working on it, to make it part of a standard solution. We've figured it out, but it isn't standard. Still it WORKS.</p>
<p>And I've striven to make the documentation such that it doesn't SEEM "tricky" - just do this/that/other and you are done.</p>
<p>PS - After all the testing on test databases, I finally implemented it myself on my live database yesterday.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-01T02:43:05Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>I am a bit confused about the word "documentation". To which note/reply should I refer to be sure I try the latest advice/documentation?</p>
<p>This one? " ofx_fix_existing_create_new_usaa_bank_profile.pdf " 174 KB</p>
<p>Should I try it on an real account that is less important than others. Or somehow create a 'test database'? But exactly what does that mean? Presumably it is in the documentation.</p>
<p>And thanks very much for you talented users to come up with a solution w/o yet having a buy-in from MD or USAA,</p>
<p>dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-01T08:23:41Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>As per the initial post (1), the latest PDF 'documentation' and latest scripts are on my site. Direct download link posted again here:</p>
<p><a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a></p>
<p>It makes no difference which account you use... we are changing the bank profile.</p>
<p>As a minimum, make a backup -> File / Export backup</p>
<p>Please read the PDF and then come back here with any questions?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T00:06:15Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Thanks for working this.<br>
I downloaded and executed the "fix" script but had issues.<br>
First issue - Not a big deal - I had 2 USAA credit cards in my account. The script errored out and I needed to delete one of the credit card accounts for the script to run. I think it would be better if it simply ignored the second credit card. Then at least I would not need to recover my old data.<br>
Second issue - big deal! - I have 4 checking accounts and 5 savings accounts. They were all reported recognized and they downloaded. The savings accounts appeared to work correctly. But only one of my checking accounts worked correctly. After a sync with USAA, three of those checking accounts are FUBAR - including the account that was specifically identified in the script.<br>
Backups are good.</p></div>gelawtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T00:23:52Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>@gelaw - thanks a lot for the feedback. Yes, backups aren't just good, they are essential.</p>
<p>Both scripts were originally written and tested for one checking account and one credit card. Your feedback indicates that Stuart's work to allow more accounts (mostly through documentation) still needs some tweaking.</p>
<p>I do have one thought - with that many accounts (I have tons of chase credit cards), is it<br>
possible you didn't match them correctly? I've done that, even when matching carefully.<br>
Another issue might be if you've manually entered for a month and then download - you will get duplicates and have to merge the transactions.</p>
<p>IOW, knowing what was FUBAR about the 9 accounts would be good information.</p>
<p>As for the two credit cards - you might say "NO credit card" to the script and maybe it won't error out - because basically the scripts fix the bank profile, not the accounts (except for the one checking/one credit card). Then you could check both credit cards as you did the 9 accounts.</p>
<p>A third thought, with that many accounts, maybe create_new would work better? (I don't know, I'm not Stuart, I just test things, and I hope he's gone to bed (he doesn't sleep enough) given his time zone.</p>
<p>But I'm sure he will be weighing in on this in about 6-7 hours.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T01:28:21Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>@dtd, A little more info.</p>
<p>I did not "match" any accounts. I simply ran the script, exited and restarted Moneydance, and then selected "Download All Accounts". The script file originally reported it found 11 pre-linked MD Bank/CC accounts. (4 checking, 5 savings, and 2 CC). I did note that the getOFXAccountType() was sometimes correct, sometimes not. Then I deleted one CC account and ran the script again.</p>
<p>This time the script completed. but....</p>
<p>Investigating further, I see that some of the account numbers do not match any of my account numbers - I wonder where those account numbers originated? In the case of my primary checking account, the account number matches correctly, but the account is labeled as a SAVINGS account.</p>
<p>Also, it reportedly configured 13 accounts, including 2 CC accounts. But my live MD live file only has 10 USAA accounts (including one USAA CC account. I deleted the second USAA CC account to get the script to run)</p>
<p>I do have 2 CC accounts that are not USAA.</p>
<p>AND - my account balances were messed up after running the script - did not download any accounts this time.</p>
<p>Hope that information helps</p></div>gelawtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T01:42:16Z2021-03-17T15:45:06ZUSAA Script to fix the broken download issue<div><p>Stuart said he really didn't want to handle multiple accounts since MD should fix this soon, which is why doing multiples is only in the documentation I wrote.</p>
<p>OTOH, Stuart loves a challenge, and your knowledge of getOFXAcountType() suggests you two should have a cup of tea together.... ;)</p>
<p>My suggestion to go ahead and run Download All Accounts (which you did) was on the 1/1 assumption that they would all be fixed by the script. Obviously wrong. And it does appear there are mismatches. (and the account numbers are often wonky - I THINK (I do not know) that USAA might change a credit card number, but keep the previous number in the database. Don't know about savings/checking.</p>
<p>Account balances being messed up is probably due to mismatches, or if you've been manually entering, needing merging.</p>
<p>Trying to fix 11 (don't know why 13) accounts at once is challenging to make them all work. I spent hours fixing my chase cards when I accidentally hit forget all passwords in the moneydance menu (they NEED an "are you sure?"</p>
<p>I'll let Stuart weigh in later, I've learned a lot during this process, and historically am I/T, but I'm just the tester at this point.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T06:05:07Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@gelaw - I suspect that ‘deleting’ the CC account caused the issue. Would be great to handle this unusual situation. Could you email me so we can work out exactly what happened. Can you try forgetting the fix script, and just run the create new script on a test system. Link 1 checking and 1 CC account. This will build a brand new profile. Check this works and then use the normal online menu on each additional checking account, CC account, one by one, to link to the new profile. Let me know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T06:40:18Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>(PS - I've just confirmed that if you delete an account in Moneydance, that the existing OFX profiles do not get updated in Moneydance - perhaps this is where some of the old info came from... One thing to try before you start is to install my toolbox extension, go to OFX banking menu and examine your profile for USAA. In fact you can do this before and after). I remain pretty certain, that running the create new script will be fine as it starts again. Let us know? Thx</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T07:08:16Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>It worked! Thank you so much!</p>
<p>I have been following this issue for a some time and finally decided to try it out. Took a while, but glad to have it done. Found that it didn't work with 2015, so finally bit the bullet and upgraded to 2021. The fix script did not like the multiple CC accounts it found, but after I disabled online banking for all but one it worked beautifully.</p></div>vievelyntag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T07:26:33Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@vievelyn Fantastic! +1 . FYI - Now that you have a working USAA profile you can use the standard Online menu to enable / link all other USAA accounts.. I.e. Moneydance will work normally again... Let us know if you do this and that it's OK. Thx</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T13:52:41Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>All, FYI - I have just updated ofx_fix_existing_usaa_bank_profile.py (build 13) to include extra validation of the profile linkages prior to execution... If it doesn't validate then it will suggest you run the ofx_create_new_usaa_bank_profile.py script which creates a new (clean) profile from scratch. Once you have run this, you can use the normal Moneydance Online menu to link extra USAA accounts... Keep updating us with your results here...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T15:31:09Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@Stuart I was able to reestablish connection to all of my USAA accounts, 5 total.<br>
Everything is running like it did before. The only exception is that the<br>
memo section is now automatically filled with the same information from the<br>
description and the Check# column now indicates a default value of 0 for<br>
EFT transactions. Other than that, I haven't noticed anything else that's<br>
different.<br>
I very much appreciate what you and the other guys have done.<br>
Steve</p></div>Stephen Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T15:50:48Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@Stephen Skidd  +1 (odd abut the memo point, but I haven’t touched that. It if interest which script did you run?)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T15:57:03Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@Stuart, yes, I was able to link other accounts using the Moneydance Online menu.</p></div>vievelyntag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T16:16:51Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@Stuart I ran the following script shown below. As I previously noted, it allowed reconnection to all of my other USAA accounts with no problem.<br>
ofx_fix_existing_usaa_bank_profile.py</p></div>Stephen N. Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T16:40:49Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>Just took the plunge, and backed up all directories, just incase.</p>
<p>Took a few tries to get things working.</p>
<p>Now, checking, savings, and CC all download as they did.</p>
<p>Many thanks</p></div>rdmyers.42tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T17:13:17Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@rdmyers.42  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T22:45:54Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>I'd like to ask those who got everything working as to what in my documentation of how to use the scripts was inadequate? I tried to cover all the "trickiness" by providing a methodology to follow a step-by-step process that would make it simpler.</p>
<p>I just wrote a version 4, but obviously I've missed something in the documentation about these scripts. I've also asked Stuart to provide pop-ups in the scripts to describe the situation when the scripts error out.</p>
<p>I would appreciate hearing what was tricky to fix that wasn't documented .</p>
<p>I think people can read the current version (6c) here if they are willing to help me make this document better. Thanks.<br>
Current version below</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T22:59:35Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>redacted</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T23:44:44Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>I've uploaded the updated PDF to my site....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-02T23:55:36Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>Stuart,<br>
Is this where I say, "Oh wow, you guys rock!"?</p>
<p>It is a bit laborious, but it wasn't difficult, just tedious. I had a good, working profile with USAA running MD 2021 build 2006 on Win 10x64. I ran the Fix script on a TESTUSAA file with no issue except the changed CC number. The only oddity was when I clicked "proceed" it gave me a popup asking me to select a bank, with USAA FSB as the only option. I clicked "ok", and everything else was exactly as the pdf described, including changing the CC number (even though my perfectly functional card has the old number on it and was delivered only a couple of weeks ago.) I made note of the new number, but don't know what I might need it for.<br>
I then reran on my live data and it worked fine again. Thanks!</p></div>DudleySiriustag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T00:01:30Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>Also, after I restarted and downloaded my data I got an email from USAA:</p>
<p>Quicken Now Connected to USAA Account</p>
<p>Dear MEMBER NAME,</p>
<h2><a name="-quicken-has-been-connected-to-your-usaa-account-to-manage-what-apps-are-connected-to-your-account-view-your-usaa-profile-" class="anchor" href="#-quicken-has-been-connected-to-your-usaa-account-to-manage-what-apps-are-connected-to-your-account-view-your-usaa-profile-"></a> Quicken has been connected to your USAA account. To manage what apps are connected to your account, view your USAA Profile.</h2>
<table>
<tr>
<th>View USAA Profile</th>
</tr>
</table>
<p>Thank you,<br>
USAA</p></div>Dudley Siriustag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T04:29:43Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@Dudley - two great observations - I'll work on including at least a sentence about both of those items in version 5 of the pdf - it is so easy to assume after testing for a while.</p>
<p>And tedious - I agree with that - one reason I say to create a text file with all the numbers - I don't even want to say how many times I copy/pasted those things over and over during testing. super tedious.</p>
<p>and when moneydance fixes this, you'll probably do it one more time (unless this fix stays sufficient), but at least the data gathering and account matching will already be done (and that's where you might use that weird cc number one more time...)</p>
<p>Actually, we hope (given your version number) that you now have the fix and won't have to upgrade unless you desire to do so!</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T06:47:59Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@dtd</p>
<p>Thank you for the documentation! I found it to be very clear and extremely helpful (I, in fact, did not know how to run a script.)</p>
<p>When I first ran the "fix" script, I had more than one CC set up for online banking with USAA. I did not realize that I needed to specifically disable online banking for the extra ones for the script to run successfully. It never got to the point of asking for all the numbers I had collected. It took me a little while to figure out why.</p></div>vievelyntag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T06:54:38Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>Thanks, that also helps. We want the documentation to be "dirt simple", so anything that confused you is important.</p>
<p>I am working with Stuart on the more than one CC issue, as he does put a message within the moneybot console saying "you have more than one CC, so, sorry.", but I'm asking him to put in popup boxes for these type of messages as most people won't look into that long set of messages in the moneybot console (I did, as I got used to looking, but most will just say "huh, it ended?")</p>
<p>In fact, I think the place you got to HAS a message (not disable, but use the create script, but yes what you did also works - good job!), but again - unless you read the moneybot console, you just wonder why it ended.</p>
<p>working on the dirt simple part - THANK YOU!</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T07:04:44Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>@DudleySirius  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T22:35:01Z2021-03-17T15:45:05ZUSAA Script to fix the broken download issue<div><p>What is the status of a MD fix by IK? Are the dtd messages about MD from IK ?</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T22:38:20Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>@dwk nothing we’ve done is from IK; it’s our own work and findings. We have no information about any fix coming from IK.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T23:01:55Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>Thanks for the info and work on the solution - to you, to dtd, and others. It is puzzling, disconcerting, disappointing, etc. that IK is not communicating on this.</p>
<p>Does anyone know why? Or when?</p>
<p>When I hit the 'reply email' key on your message just recently sent to me, my draft shows that the reply is going to '<a href="mailto:support@infinitekind.com">support@infinitekind.com</a>'. Why is that?</p>
<p>David</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T23:05:19Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>When you reply to an online post by email, the response goes back to the IK HELPDESK system which enables it to post your reply back into the forum.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T23:21:01Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>@dwk, I'm just a user, not associated with IK.</p>
<p>I've been writing a walk through documenting Stuart's scripts which fix the USAA download problem, but it is a user solution, not from IK itself.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T23:28:37Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>dtd -</p>
<p>I very much look forward to your walk through of Stuart's scripts. I have chosen to use that USAA-MD solution after the process provided by you all is complete. Then I'll have to catch up with my multiple accounts!</p>
<p>Do you have any idea why IK is not active on this matter?</p>
<p>Thank you,<br>
dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-03T23:50:40Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>None of us can speak as to what TIK is doing.</p>
<p>History of previous issues suggests they are looking at it but their communication with customers is absolute crap and has become worse.</p>
<p>I do not expect the developer to be responding on the forums that is a total waste of their time, which is better spent solving problems, but I do expect the support people to provide regular updates, if they are not doing that they are not doing their job in my view.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-04T02:56:43Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>@dwk,</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/17962-cant-download-usaa-transactions#comment_49060020">https://infinitekind.tenderapp.com/discussions/online-banking/17962...</a></p>
<p>That's about all I have to say as to your question.</p>
<p>As to "ready to go" with Stuart's solution, it has been changing day to day, but I think we are extremely close - I sent Version 5 of the documentation to Stuart today, and he put all the popups into the script so users won't be confused when something just ends (and don't look at the console) - and we've had many people do this successfully, and taken their feedback on what was confusing.</p>
<p>The one bit you will encounter - multiple accounts can be confusing, especially since USAA changed a lot of the base account numbers - but hey - that's in the documentation as well.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-04T07:45:23Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>An update for everyone.</p>
<p>The scripts are working well, many users now have USAA working ok.</p>
<p>The documentation is updated.</p>
<p>Once you run these scripts and fix your banking connection profile, then the standard Moneydance online banking screens function as normal if you want to make later changes (eg adding a new account). You should not need the scripts again.</p>
<p>The scripts can be run many times, this will not cause any problems (I run them just for fun ;-> )</p>
<p>Words of wisdom:<br>
- this is NOT difficult, but there are a few steps to follow. Some of these (eg getting your new credentials) you will have to do anyway when IK release a fix. So you might as well tackle it now. - download the latest useful_scripts package from my site: <a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a></p>
<ul>
<li>do a backup first</li>
<li>read the documentation / PDF (yup, the whole thing)</li>
<li>follow the steps slowly and carefully</li>
<li>if you have multiple accounts, please be very sure you link the right MD accounts to the right bank account numbers (just as you would normally have to do).</li>
<li>save the notes/file you will create with your credentials. You might need this again.</li>
<li>if you get stuck, shout, we like to help!</li>
</ul>
<p>If you use these scripts, please post an update here </p>
<p>(From Stuart (code author and Toolbox ‘guy’) and @dtd (tester and documentation ‘guy’) - we are not support, nor from IK, we are just fellow users)</p>
<p>Credits: hleofxquotes</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-04T09:18:01Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><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>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-04T11:25:39Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>Sean, that is great news! Customer service is about delivery, but starts with communication. Can you give a forecast date for this integrated solution? Can you have one of your support reps post weekly updates on progress?<br>
Thanks in advance,<br>
Mark</p></div>Mark Jtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-04T11:37:23Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>Hi Mark,</p>
<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>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T00:00:24Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>@Sean Reilly - thanks for the "grateful" comment to both Stuart and hleofxquotes. I've worked with both on testing/documentation and am impressed by their professionalism and efforts. Both tools work well, and fix the USAA/Moneydance problem (in different ways).</p>
<p>I hope both are a good way for users to continue getting OFX data in Moneydance for USAA while you work both on an interim solution as well as on a longer term, more permanent solution.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T02:39:18Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>Didn't work for me. I used version 5 from github. When I did the Run on the script (for existing) I got the dialog attached. I'll reply with the error...</p></div>layertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T02:39:57Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>Here's the error after I clicked OK on the last one</p></div>layertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T06:38:33Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>@layer this means you didn’t have a working usaa profile before usaa broke it, or you’ve changed your accounts/profile in some way since. Did you get a chance to read the PDF?</p>
<p>Anyway, the solution is easy. Run the create new script (instead of the fix existing script). Let us know how you get on.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T13:38:50Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>hmmm not sure what happened but as of this morning I am getting an error now.</p>
<p><code>A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.<br>
Error Description: java.net.UnknownHostException: df3cx-services.1fsapi.com</code></p></div>TJtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T13:58:49Z2021-03-17T15:45:04ZUSAA Script to fix the broken download issue<div><p>@tj. Do you have a proxy configured, or anything like that? We need others to check today to see if usaa have changed something or whether they are blocking certain IPs. Anyone else?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T14:14:37Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>I'm getting the same error.</p>
<p>As a test, a DNS lookup on df3cx-services.1fsapi.com returns no results.</p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T14:16:13Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>It works for me:</p>
<pre>
<code>ping df3cx-services.1fsapi.com
PING pxqyj8e.impervadns.net (45.60.151.211) 56(84) bytes of data.
64 bytes from 45.60.151.211 (45.60.151.211): icmp_seq=1 ttl=61 time=0.692 ms</code>
</pre>
<p>--<br>
Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="https://infinitekind.com">https://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T14:25:09Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>Ping also works for me and if I try to connect (but I have no credentials), their server responds too...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T14:30:41Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>I think it depends on nameserver. My home PC is using Google DNS and it fails; AWS instances using Amazon DNS, the name still resolves.</p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T15:41:35Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@85 Yes, I read the PDF. I definitely had a working USAA connection, having downloaded for many years until Jan. However, I will try the create option.</p></div>layertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T15:48:24Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@layer - good luck. Let me know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T15:51:35Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>DNS resolution of the server now working via Google DNS</p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-05T17:30:16Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>Downloads from USAA to moneydance working fine for me. Sounds like a temporary glitch....</p>
<p>or as mentioned, a specific pathway issue.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T03:41:48Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>Sorry was not subscribed to updates. I am also on google dns. Currently the error has changed now.</p>
<p><code>Bank Name: USAA Federal Savings Bank</code></p>
<p><code>The error code reported by the server was: 2000</code></p>
<p><code>Invalid FI</code></p></div>TJtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T03:58:47Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>Ok... whatever I messed with earlier during that weird outage situation messed something up. I restored my files from my handy backup (thank gods) and its working fine again.</p></div>TJtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T04:07:31Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>Thanks, Stuart, hleofxquotes, and dtd for setting all this up. It worked splendidly ... at least for a half-hour or so. Now I get error 2000.</p>
<p>One thing I noticed is that the script doesn't seem to handle multiple USAA accounts (i.e. different USAA numbers). My wife and I have our own USAA numbers, each with its own accounts, but we use a single MD file to track all of them.</p>
<p>Using the script on one account worked fine - I could download transactions. But what to do about the second account?</p>
<p>Since using either script again (for the other account) would remove the previous connection, I thought I could just remove the deletion code from the script. And sure enough, it <em>seemed</em> to work: I was able to set up separate connections (although they both have the same name - no big deal).</p>
<p>However, now all of my USAA bank accounts (across both of the USAA numbers) fail downloading with the following error message:</p>
<pre>
<code>The error code reported by the server was: 2000
We're unable to complete your request. To download USAA account
transactions into Quicken, you'll need to verify your information. Get
Access ID and PIN here https://df3cx-services.1fsapi.com/casm/usaa/enroll</code>
</pre>
<p>(I have double-checked that both accounts have already granted access to Quicken, and the client IDs are properly separated.)</p>
<p>Could creating two separate USAA connections have resulted in this error? I don't really know how the client IDs are stored in the data model (in each connection?), but if one had squashed the other, I would have expected at least the second account's downloads to work. Or maybe they're stored separately, but swapped somehow?</p>
<p>Interestingly, I can still use the connections to set up online banking: I get the same error message during setup, but it still properly lists the accounts and lets me finish setting up banking successfully. Seems like setup works fine, but transaction downloading does not.</p>
<p>Or is error 2000 some kind of transient error that will go away tomorrow?</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T04:10:55Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>Oh, one other thing that I failed to mention. Up until now, I've been using a custom shell script that uses curl to download OFX data for both USAA numbers. And that script still works. So it must be something messed up in my MD setup. I'll try starting over....</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T05:43:12Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>I just downloaded my USAA to moneydance to check this. Worked.</p>
<p>Other than that, I'm abdicating till morning.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T05:45:48Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@gnuite - re your question about multiple accounts - check out step 6 in the documentation, i'm sure you did, but the situation is to set each account up again in moneydance itself.</p>
<p>what went wrong there?</p>
<p>I do see that you have two separate accounts with two different logins - that's not something we've considered. I'll let Stuart pursue that.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T05:57:07Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>I do tend to find " it worked --- at least for """</p>
<p>to be a signal to try again a few hours later... if it worked, the problem may be on the other end.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T06:11:19Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@TJ - I think you are saying that your USAA setup and downloads are OK now - can you confirm?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T06:16:18Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@gnuite - I think error 2000 might be transient - try again later - Yes, please start again. Use the create new script and link ONE ACCOUNT only... - Test that works.. - Only when that works... Then...: - Use the normal Moneydance menus to link your extra accounts.... Ie.select new account in sidebar, menu/online/setup online banking/select the new/fixed profile... Then download this one, then repeat. -- OR are you saying you have different logons for different accounts..?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T17:33:11Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@dwk</p>
<p>I have been holding off any action until reasonably confident you (very helpful) folks have come up with a solid workable solution. But with so many messages that seem to indicate ongoing issues, it is not yet certain that to me that that time has come.</p>
<p>Please tell me:<br>
- is it time for me to get into USAA accounts and MD? - what and where is the latest version of 'new script' that I should follow - what exactly is meant by a personal "backup" for safety? Backup what? And how? I have a single logon to MD and a number of USAA accounts, mostly checking but a few CCs. Are you suggesting that I create a new logon, and then try the script recommendations?</p>
<p>Thanks for all your help. If you wish to send an email to be directly then use <a href="mailto:dwkaux@gmail.com">dwkaux@gmail.com</a>.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T17:45:09Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>So after following this for a while I dove in this morning, with mixed results.</p>
<p>Using what I think is the latest and created (v5 of the walkthrough pdf and scripts modified 3/5 0013 and 0026)</p>
<p>I started with a fresh new file in Moneydance, selected a savings account, and fumbled through a CC account (skipping on a second try). I was able to download probably a years worth of data.</p>
<p>Emboldened with my success I switch to my now "main" Moneydance file and went through the setup again. This time I again used the same savings account and I think I managed the CC setup properly this time.</p>
<p>btw, here I had to use the create script at the fix script found a mismatch in accounts (5) and account profiles? (8)</p>
<p>Seemed to work, reported success. I then quit and relaunched MD and got a 2003 error "Account Not Found" So I dutifully started again and have for a 2000 error twice "Invalid FI"</p>
<p>Perhaps this is USAA trying to prevent hacking since I did the setup several time in a row. I will try again in a bit and see if anything changes.</p>
<p>If there is anything else I should look for/report etc. just let me know.</p>
<p>Thank you!</p>
<p>ps my python skills are piss poor</p></div>Randtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T17:56:24Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@Stuart, yes everything works like normal again</p>
<p>@Rand, mine did that as well. After getting a weird error yesterday I screwed around with it. Ended ups getting that message over and over. I restored everything from a backup file form the day before and it worked fine. But I never figured out what that error message was and where it came from.</p>
<p>Keep in mind mine was already setup and running without issue. I know there are two scripts and depend what setup you have in the beginning before the mess started. I am sure Stuart will chime in on this for you though.</p></div>TJtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T18:05:21Z2021-03-17T15:45:03ZUSAA Script to fix the broken download issue<div><p>@TJ  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T18:17:27Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@Rand</p>
<p>I don't think the bank is blocking you...</p>
<p>Invalid FI means that your profile has been refreshed by MD and it's now broken again.</p>
<p>I think (my theory) this happens when you get an invalid account message (from the bank), and due to the rejection, MD refreshes the profile... Do you see a FI Refresh Forced message too? (I need my chief OFX tester to prove this one for me)...</p>
<p>So, this implies you tried to link an account number it didn't like..?</p>
<ul>
<li>
<p>Please try this....</p>
<ul>
<li>Use the create new script... (the latest version will say build 9 on line 3)</li>
<li>Select and link 1 account that you know works - use the account you know you got working in the first step on the test dataset.. Select no CC account...</li>
<li>Check it worked OK (did the script tell you it finished ok?)</li>
<li>restart MD</li>
<li>help>Show Console. Leave console open..... now.....</li>
<li>Select the account in the sidebar. Menu Online, Download (this account) transactions.</li>
<li>Did this work? If no, stop.... I could do with seeing the console..... (email me)</li>
<li>If Yes, then select the next account in the sidebar and use the menu>online>setup online banking>Carefully select the (fixed) usaa profile, Next. Your credentials should appear. Select the account that matches this account... and link it up. Now try and download this account... If OK, repeat...</li>
</ul>
</li>
</ul>
<p>Let me know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T19:29:20Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@Stuart</p>
<p>Confirmed build 9 on the create script.</p>
<p>Succes and then download failure as before. I just emailed you the log file. Also note that USAA is not the only institution I download from.</p>
<p>Thank you!<br>
Rand</p></div>Randtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T19:42:33Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>In my extensive testing, I occasionally was blocked by USAA for pinging too much.<br>
The block would last for usually a few hours.</p>
<p>I have no idea if that is the problem here, or something else, just thought I'd mention it.</p>
<p>I'm about to see if I can duplicate it....</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T22:00:53Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>Ok, I do have some learnings from testing.</p>
<p>What is basically happening is that Moneydance is "putting back" the broken profile that Stuart is fixing. A simple way to break the fix is to hit REFRESH when doing set up online banking. So NEVER hit that; we mention that in the documentation.</p>
<p>The question is: what makes Moneydance do the refresh separate from the button.<br>
Now we are into questions, as I cannot make it happen.<br>
1) Was it the connect glitch from a day or two ago? 2) Bad account number? (I couldn't make that happen) 3) Multiple account numbers causing an issue? (I can't test that)</p>
<p>Stuart's script works great (and I now recommend anyone with more than two accounts just always use CREATE, because it is more comprehensive), but something can reset it back to the broken profile - THAT is where the 2000 bad FI occurs - it is NOT a blocking error.</p>
<p>And if it does break - you don't have to go to a backup - just use CREATE again - it's a war with the broken profile.</p>
<p>I'll address specific users in the next couple of messages.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T22:30:28Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@layer - try CREATE - it is more comprehensive than FIX.</p>
<p>@TJ - if this happens again before we figure out why the profile gets set back to broken, try CREATE again versus moving to a backup (but yes moving to a working backup with the correct profile is certainly a way to fix things, so, your choice) - you are the primary data bit that makes me think the connection break might be the issue. Still, just a theory.</p>
<p>@gnuite - you are unique, well, not totally, as I have four logins for all my chase credit cards (me/me business/spouse/spouse business) and they are all in the same moneydance file, so i get it. But Stuart (nor I) planned on multiple accounts or multiple logins when we started this. So I do think the 2000 error is that your profile was reset to the bad one.</p>
<p>And yes, sounds like a mantra - but use CREATE to get one of those profiles working again. And you will have to tell US what you have to do to get the other account working - given one good profile - can you tag the other one into it? (I don't know, I'm just a tester) Or do you indeed need to run CREATE twice without having the first one deleted? You seem further along on this than I am.</p>
<p>But to be clear - the 2000 error is that somehow the profiles were reset back to the broken ones. It is not transient. You will need to fix them again (use CREATE).</p>
<p>@Rand - 2003 is normal as the documentation mentions. 2000 is that the fix was reset to broken - and we are trying to figure out why that happens. You can run CREATE again to get back the fixed profile. You took notes, right? Should be pretty easy to fix it again, and hopefully we can determine what breaks it again.</p>
<p>@dwk - the scripts work quite well, what we are dealing with in most of these messages is connection glitches to USAA and that Moneydance can/does break the fix by resetting the profile. They may be related, they may not. We are working on figuring out why Moneydance breaks the fix. Using CREATE again will fix it again, but we want to stop the back and forth breakage.</p>
<p>Given your questions, I suggest you are right to wait a bit longer, at least till we figure out this issue.</p>
<p>To your questions:</p>
<ul>
<li>
<p>is it time for me to get into USAA accounts and MD? You can do step 1 and step 2 to gather data, and you should read the document of what will be coming, but I'd wait for the rest.</p>
</li>
<li>
<p>what and where is the latest version of 'new script' that I should follow answer is in the documentation. <a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
</li>
<li>
<p>what exactly is meant by a personal "backup" for safety? Backup what? And how? you want to make sure you can move to an earlier version of your file if things go wrong. Hopefully you are doing this already, but we would never want your data to be compromised.</p>
</li>
</ul>
<p>I have a single logon to MD and a number of USAA accounts, mostly checking but a few CCs. Are you suggesting that I create a new logon, and then try the script recommendations?<br>
We suggest you do this on a copy of your real data to see if it works.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T23:05:17Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@dwk. Latest scripts always here: <a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a></p>
<p>Please use the create new script.<br>
Read the PDF first<br>
You backup by doing File/export backup.<br>
I suggest you link 1 checking account (only) and test that works ok with a download<br>
If ok, then use the online menu and link 1 more account and download that. If ok, repeat.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T23:10:03Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@gnuite - are you saying you have two different logins to usaa? Ie two different sets of userid, password and uuid credentials?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T23:13:17Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@Stuart - yes, I'm sure gnuite is saying exactly that - just as i have four different logins to chase credit cards.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T23:20:32Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@rand see email. It clearly doesn’t like one of your accounts? Is it still enabled for online access with usaa? Does it have recent txns? Is it valid? The</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-06T23:23:59Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@gnuite, @dtd. I’ll ponder the multi logon issue. There’s no problem having multiple profiles. It’s just how to make it easy for people to manage via the scripts.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T00:49:54Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>Just to confirm: yes, I have two USAA numbers, i.e. two USAA logins. I've granted access to Quicken for both of them, and I have two separate sets of Client ID, User ID, and PINs.</p>
<p>I tried setting up both of them again, using the same process of following the guide with the regular "Create script" and then again with a modified "Create script" (to remove the deleteServices section), but this second time I did it in reverse - my wife's first, then my own.</p>
<p>The results were different: now <em>my</em> accounts download, but my wife's accounts don't (Error 2000). Another piece of weird behavior: when I try to Change the connection for my wife's account, regardless of which of the two (separate) USAA connections I choose, it pops up the username/password dialog box with the same username/password (mine - not my wife's). Normally, selecting a connection pops up that dialog with the user/pass of that particular connection.</p>
<p>I'm not sure what that means, though.</p>
<p>I'm going to experiment a bit more.</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T01:02:02Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>Ok, I actually have some thoughts based on my 4 chase card accounts.</p>
<p>Simply put, moneydance doesn't handle multiple logins very well. And this is probably compounded by Stuart sticking his profiles in...</p>
<p>Forgetting the USAA fixes for the moment, I've posted threads saying I can't get all the logins for Chase to work, and how I've had to really do glitchy things to get them to work (even to the point of creating a new account, moving all the txns over, and starting online banking anew. Yes, I do have all of our cards working, but I've had to play around to make it happen.</p>
<p>So, back to USAA. Stuart is working within the system, but trying to put in correct profiles vs. the incorrect ones (which we all hope Sean gets out soon). Still, we have to live in the Moneydance universe, so if I can't get my four logins with Chase to work correctly without a lot of singing and dancing.... well.</p>
<p>I assume you had this all working before Jan 26. We may just have to finesse it at this point.</p>
<p>I'm only making a guess, but maybe creating a profile and then creating another profile causes a refresh on the first one? Only Stuart can answer that, and he lives in England,so I hope he's in bed.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T01:40:42Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>And for others reading, my two accounts (checking/credit card) have worked rock solid in the two weeks since I made the real change. I didn't deal with the connection glitch, so that may be a factor.</p>
<p>But overall, (and yes please test) if you have a couple of accounts, this should be pretty solid. But yes, figuring out how moneydance fights with the fix, as well as connection issues, or multiple logins - is part of the process.</p>
<p>But please if you try and succeed (or fail) we'd love to hear about it.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T01:54:34Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>dtd: It certainly seems like an educated guess, as in all my testing, whenever I add a new USAA connection (alongside the others), the previous ones all stop working.</p>
<p>More interestingness: despite having different USAA logins and Quicken username/password, my wife's and my Quicken credentials actually have the same Client ID. I don't know if that's a coincidence, but I thought it might mean that--since Moneydance asks me for username/password each time I Setup Online Banking--I could set up a single connection and use it for both logins, by simply providing the different username/password for each bank account (depending on whether it's mine or my wife's).</p>
<p>And it sort-of works - in the sense that it works the same as running the create script twice: I can SETUP Online Banking for the second login (it shows the second login's accounts fine!), but attempting to download transactions for the second login results in the same Error 2000. (First login continues to work fine.)</p>
<p>Still not sure what it means - maybe there's some logic tying the Client ID to the username and/or passsword that prevents transactions from being downloaded (but somehow still allows account lookup to work).</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T02:05:50Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>Good info.</p>
<p>I'm assuming your statement about "the previous ones stop working" is about multiple logins, because we have had folks add accounts without this issue (well, i think so, but i'm not there)</p>
<p>if you have the same clientuid, it can't really be a coincidence. still you have different userid and passwords, right? you've given me an idea to check my spouses account, we share the checking and credit card, (so there really is no need other than testing) but it might be interesting to see what her account says/shows. (I hope i don't break ME!)</p>
<p>one thought - if you have the same client id, try the same userid/password on all accounts? just a thought. i mean, it's not working now anyway. and both your and spouses accounts all appear at the same time?</p>
<p>we are still exploring what USAA has done.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T02:21:52Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>Interesting - thank you for the lead. My spouse and I also share the same clientUid.</p>
<p>She has a different login/password. Still - and this is where you have to chime in - we share two accounts - checking and credit card, so obviously i can use my credentials to get both accounts.</p>
<p>i could test using her login, but i really don't want to go there if i do not have to.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T02:27:54Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>If I may suggest - do it "juat one more time" but only set up one profile. IF ALL YOUR ACCOUNTS (both yours and spouse) show up when you set a profile up, then just assign them all, using the one login/passcode.</p>
<p>This assumes they ALL show up, if not, then a big nevermind. Just a thought.</p>
<p>We only have two, and they show up, but what do I know about what USAA has done here?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T03:57:25Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>Good thought, and while checking and savings accounts <em>do</em> show up on either login's Quicken credentials, the credit cards do not. We each are primary on our own credit cards (with the other being an authorized user), and each login can only Setup Online Banking (and download transactions) for the card on which it is primary.</p>
<p>I wonder how you managed to set up your and your spouse's credit cards such that you both appear to have primary privileges (ability to see and download each other's credit card data via OFX). If I could do that, that would solve all my problems! Perhaps your credit cards are "joint" credit cards (which, as I understand it, aren't really a think anymore) ?</p>
<p>FWIW, I <em>was</em> able to see and download her card's transactions <em>before</em> the January OFX glitch - but not since. I'd concluded that they had restricted OFX access for authorized users.</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T04:12:57Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>Continued good info. I have NO IDEA how both credit cards appear primary. We've had them for 35 years, so who knows how it has worked or changed over the years.</p>
<p>I think you may be right - joint was a thing 35 years ago.</p>
<p>USAA made quite a few changes in this shift - i find the "weird" credit card numbers the most frustrating.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T04:50:49Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>I am so, so grateful. Thank you for this script! I now have 4/6 Checking and Savings accounts, and my CC account downloading and working.<br>
Two of my savings accounts didn't show up in the list to link them, but that might be because I hardly ever touch them. I've tried initiating some small transfers from those accounts to see if that wakes them up.<br>
I had to fix the CC number using the additional instructions, but it was no problem.</p>
<p>Do you have a tip jar? I'd be delighted to buy you a virtual beer/coffee as thanks.</p></div>cathy stag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T05:07:08Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>dtd: I've tried messing around with the <code>fi_name</code> and <code>fi_org</code> fields in the manualFIInfo of the script, and perhaps someone like Stuart would know this already, but for posterity, the two fields have the following independent behaviors:</p>
<ol>
<li><code>fi_name</code> controls the display name in the Connections drop-down box. So I can use this to make the various USAA connections <em>visually</em> distinct.<br></li>
<li><code>fi_org</code> acts as a unique identifier for Moneydance, and it is parsed by USAA for account/transaction interactions.</li>
</ol>
<p>Using the visual distinctness of <code>fi_name</code>, I was able to determine that Moneydance uses <code>fi_org</code> as a kind of unique identifier, using it (among other things) as a key for storing its "saved" usernames and (if enabled) passwords. If I create two connections with the exact same <code>fi_org</code>, then Moneydance has a lot of trouble distinguishing between the two connections - the second one never shows up in some places.</p>
<p>If, on the other hand, I give two connections unique <code>fi_org</code> fields (like "USAA Federal Savings Bank #1" and "USAA Federal Savings Bank #2", then Moneydance treats them as unique, solving a bunch of behavioral issues. But then USAA throws errors about failing to parse those unexpected <code>fi_org</code> values.</p>
<p>There's a workaround, though: Moneydance's unique IDs are based on <em>case-sensitive</em> <code>fi_org</code>, so connections based on <code>fi_org</code> values of "USAA Federal Savings Bank" and "usaa federal savings bank" are distinct. USAA, on the other hand, doesn't care about case, and so it can parse either one.</p>
<p>So, by setting up two separate connections with different <code>fi_name</code> and <code>fi_org</code> values (ensuring that the <code>fi_org</code> values differ only by case), things work much better in Moneydance.</p>
<p>... <em>but</em> after all that, USAA still gives me the same Error 2000 when I try to download transactions for any logins other than the most-recently-created one. <em>shrug</em></p>
<p>I feel like I'm closer, but there's still something missing. Maybe I'll try playing around with some other manualFIInfo tomorrow....</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T05:35:40Z2021-03-17T15:45:02ZUSAA Script to fix the broken download issue<div><p>@cathy s - we've seen some nonused accounts not show up, so report back if the small transfers make therm appear. thanks.</p>
<p>glad things are working again for 4/6.</p>
<p>ooh, free beer.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T05:44:08Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@gnuite - you're great, as you can parse the issues and provide input.</p>
<p>Thank you.</p>
<p>Don't know your time zone, but Stuart will be up soon and he'll just "eat up" your most recent post I've read it and understand it, but I'm not a python programmer. Reading between the lines somewhat explains why I've had so many problems with multiple chase logins.... they just arent parsed totally correctly.</p>
<p>Thank you for the analysis.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T06:12:50Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@cathy s  +1 - your thanks is all the tip we need ;-></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T12:54:59Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>ATTENTION: @dtd, @gnuite, @Rand, @dwk, @layer, @gelaw (and @TJ for info). New script released and deprecated the old ones. The script creates a new custom profile so that the refresh issues cannot occur, and also allow you to prime for multiple accounts. Latest package and documentation online as always.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T15:01:54Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>To quote step 5 in the pdf on how to fix the USAA issue:<br>
"OH WOW, YOU FOLKS ROCK" I followed the instructions to create a new profile and am now downloading my USAA credit card transactions gain. Thank you to Stuart and all who have made this fix available.</p>
<p>Edit: I used the original "ofx_create_new_usaa_bank_profile.py" script and didn't see Stuart's update about the new custom script. So I'll see how it goes and monitor this thread for further updates.</p></div>rcf64tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T15:14:54Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@rcf64  +1 (we are Rocking away!)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T15:21:39Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@drchandler1  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T15:23:17Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@Jerry  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T15:23:32Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@s22qm6677jo2  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T15:40:58Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@Rand  +1</p>
<p>(FYI - it was failing as the account type was set to Checking when it should have been Savings.... After re-running Online Setup @Rand reported it worked, including all other accounts and a CC account)....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T15:45:48Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>I've got all my accounts working two checking two savings and one CC +100</p>
<p>My issue with my savings account seemed to be that it was setup as a checking account? At least that is what Suart found in my log. Going though online setup again has resolved that issue. The other savings account and the checking accounts had no problem. The CC acount had the missmatched number, but the pdf instructions got me through that.</p>
<p>Excellent instructions by the way.</p>
<p>I have not tried the new script, as i don't need to set up two credentials and all seems to be well.</p></div>Randtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T19:05:49Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>Rand -</p>
<p>Exactly which/what instructions did you use?</p>
<p>Thanks,<br>
@dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T19:10:08Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>Is this 23 Feb version the final script?</p>
<p>USAA Scripts to fix the broken download issue</p>
<p>Stuart Beesley - JUST A FELLOW USER <a href="https://infinitekind.tenderapp.com/users/1176132">https://infinitekind.tenderapp.com/users/1176132</a><br>
Feb 23, 2021 @ 10:40 PM<br>
@dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T19:15:12Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>Stuart: testing your changes now with multiple credentials... test log below (<em>note: I have disabled "Store Online Passwords in File"</em>)</p>
<ol>
<li>Running the new custom.py script... I choose "YES - PRIME SECOND ACCOUNT". I then choose "YES - SET GLOBAL DEFAULT". I proceed as normally to set up the first credentials for Checking and CC. Now I am asked for the second credentials.... (Prefill of the previous Client ID is nice in my case.) It only asks me for username this time around, not password or Moneydance account, presumably because it's only priming. I finish up and restart Moneydance.<br></li>
<li>Downloading of first credential's Checking and CC works fine. (I note the "USAA Custom Profile" name for the connection.)<br></li>
<li>I now use the standard menus to add the Savings account for the first credentials. Setup works fine. When downloading, Moneydance correctly pre-fills the username for the first credentials in the "Online Banking Authentication" dialog. The download works fine.<br></li>
<li>I now use the standard menus to add the CC account for the <em>second</em> credentials. Setup works fine. When downloading, Moneydance correctly pre-fills the username for the second credentials. The download works fine.<br></li>
<li>Upon re-starting Moneydance, when downloading an account from the first credentials, everything works fine, including correctly pre-filling the username for the first credentials.<br></li>
<li>When downloading an account from the <em>second</em> credentials, however, Moneydance pre-fills the username for the <em>first</em> credentials. I can change it and everything works fine; it's only a minor inconvenience. Trying then to download another account from the <em>first</em> credentials pre-fills the <em>first</em> credentials' username, though.<br></li>
<li>Upon further experimentation of username pre-fill, I haven't been able to discern a pattern. Usually it's the first credentials' username, but sometimes it's the second credentials' username.<br></li>
<li>Since having to potentially change the pre-filled username every time is annoying, I now enable "Store Online Passwords in File", hoping that it will correctly save the right username/password for each bank account. Sure enough, it indeed works!</li>
</ol>
<p>So, despite the minor inconvenience of occasional improper username pre-fill in the "Online Banking Authentication" dialog, everything works fine! And the inconvenience can be avoided when using "Store Online Passwords in File".</p>
<p>Thanks, Stuart Beesley! All's well on my end!</p>
<p>(Will I have to re-setup all this when you "promote" the script to non-custom? i.e. will you be renaming "USAA Custom Profile" back to "USAA Federal Savings Bank"?)</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T19:25:01Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@dwk. @Rand just used the standard create new script and the enclosed PDF... The issue he had was that he had identified his saving account as a checking account. He re-ran the online setup and corrected this.</p>
<p>Please grab the latest (updated today) from here:<br>
<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T19:31:49Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>@gnuite 1. <br>
2. <br>
3. <br>
4.   <br>
5. <br>
6. I don't know whether to bother looking into this... Have you confirmed this is not just normal (random) behaviour when you don't have store passwords turned on? I know from the Root setup that there is only 1 default - so I am not surprised it's presenting UserID 1.<br>
7. OK<br>
8. Great to hear!   </p>
<p>Well, whatever I decide to do, you don't need to change anything.. Whenever MD fix the core issue, you can decide (or not) to disable/delete the profile and just use theirs...</p>
<p>But.... I after more testing, I am probably going to keep the _custom.py script, delete the other other, and keep the custom profile name (so that refreshes cannot be enforced).</p>
<p>One last thing... Are you able to test (on a test system) whether eliminating the hyphens from the client UID still works?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T20:40:58Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>dwk - the current pdf is dated march 4, 2021 and shows as Version 5.</p>
<p>However, there will definitely be a version 6, as we will probably eliminate the two current fixes and put in a better one based on this conversation. So, hold on, as you said, you want to do this when everything works. We only just discovered that Moneydance will break the fix by refreshing the profile with its broken one.</p>
<p>But we are probably talking less than 100 hours before we make it better.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T20:42:49Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>Stuart: When you say "eliminating the hyphens from the client UID," do you mean when the script asks for UUID? The script won't allow that due to the "len(uuid) != 36" (and other) checks, but I went ahead and removed them in order to test a hyphen-less Client ID.</p>
<p>Unfortunately, I got the same Error 2000 I was getting before:<br></p>
<pre>
<code>The error code reported by the server was: 2000<br><br>
<br>We're unable to complete your request. To download USAA account
transactions into Quicken, you'll need to verify your information. Get
Access ID and PIN here https://df3cx-services.1fsapi.com/casm/usaa/enroll</code>
</pre>
So it seems the hyphens are necessary.</div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T20:46:04Z2021-03-17T15:45:01ZUSAA Script to fix the broken download issue<div><p>to both stuart and gnuite - from my experience with FOUR login profiles for Chase cards, the credential fill-in does not always work properly. So, I'm calling that issue a Moneydance issue, and I've had to fix it by hand before, and occasionally do even more (I posted about this yesterday).</p>
<p>So Stuart, I'd ignore the step 6 issue, but you may need to streamline (and sort of hide the process) as we don't want to confuse those (probably most) who don't need this part.</p>
<p>gnuite - YOU rock! It's great to have someone like you testing this, as neither Stuart nor I could do so.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T20:48:49Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>@gnuite. Yes you passed the test. Silly me. But at least you knew how to bypass my uuid checks. Thanks for testing. So we have confirmed you must use the hyphens... Shame, but now we know...</p>
<p></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T22:25:09Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>Thanks for the advice. I will wait.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T23:46:37Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>For those who've already fixed things - it works. There is no need to worry, my own connection has worked rock solid for weeks.</p>
<p>What we are improving is that the last day or so revealed that Moneydance will "refresh" the fix under some circumstances, to "fix" things, but of course what that really does is break the USAA link again.</p>
<p>So, if you are now working, just relax. But if you get a "2000" error at some point, that means Moneydance refreshed the USAA profile, and you need to create another new profile (i.e. do what you did again - but you took notes, right? :) )</p>
<p>We hope to have the "never have to do this again" script (i.e. don't let moneydance refresh the profile) in a day or two or three at the latest. EDIT: Done (it took a day).</p>
<p>just users here. hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T23:50:52Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>redacted, not needed now</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-07T23:58:11Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>Is this the scrip to salvation that I should use? I do not see Version 5 in the title.</p>
<p>=============== Title:<br>
USAA_MD_User_Walk_Through</p>
<p>From Moneydance's user @dtd. Thanks, dtd.<br>
How to use Stuart Beesly’s scripts to get USAA ofx files downloaded directly in Moneydance:</p>
<p>===============</p>
<p>Thanks you fellows ... I will try soon. dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-08T00:05:46Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>The latest documentation was (version 5) :</p>
<p>However, given the last days events, a version 6 will be out in a day or so.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-08T00:19:06Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>Thanks very much for the reply and advice ...</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-08T06:32:26Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>UPDATE:</p>
<ul>
<li>
<p>Lots of people are now working with the fixed USAA download profile </p>
</li>
<li>
<p>There is now only one script called ofx_create_new_usaa_bank_custom_profile.py</p>
</li>
<li>
<p>The latest documentation is always here: <a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/source/useful_scripts/ofx_create_new_usaa_bank_custom_profile.pdf">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sour...</a></p>
</li>
<li>
<p>The latest script package is always here: <a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a><br>
(unzip and use the ofx script within)</p>
</li>
</ul>
<p>As always, keep us posted with your success stories.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-08T18:50:48Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>Oh wow, you folks rock!!!</p>
<p>Just completed full restoration of eight USAA checking, savings, credit card accounts using instruction 6a. It all worked fine! The instructions are most excellent and guided me through every step including the replaced credit card peculiarity. I do not have alternate login accounts so I did not use step 7. Step 8 was all N/A.</p>
<p>(Thanks for persisting through and making this work. TIK owes you much since I would likely have left Mondeydance without your effort. The intersection of USAA and Moneydance users is too small for us to be an existential threat to either USAA or TIK. However, they are each powerful threats to those of us who occupy this intersection. Fortunately we are in good company. And very talented to boot. My sincerest thank you to each of you.)</p></div>conroditag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-08T18:54:13Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>@conrodi  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-08T21:10:31Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>Gentlemen,<br>
@conradi nailed it. You guys went out of your way to help a small group of users who are the only ones to whom this is a critical issue.</p>
<p>Follow up and additonal data point: I used the "fix" script nearly a week ago. I have 4 checking and 3 savings accounts as well as a single CC. I am listed as an accountholder on all of them. Two of the checking accounts were created by me as UTMAs and converted to Classic Checking when the minors turned 18. I have successfully downloaded all accounts 4 times since then with no issues. I'm following the rule of "If it aint broke, don't fix it." If something errors, I'll try the new one.<br>
I poked around on the USAA website. There doesn't appear to be any options to allow another family member access to your account info without adding them as an additional account holder. Interestingly (to me) the two converted UTMA accounts list both myself and my wife as account holders along with the former minor who is the primary accountholder. I am investigating further with USAA to see if there are other options for view-only access. I suspect they will say it is the same process we used to gain permission to transfer money to and from my wife's US Bank checking account, "Fill out this bunch of paperwork, sign it and fax it to us. After a week or so, we'll let you know."</p></div>Dudley SIriustag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-08T21:13:14Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>@Dudley SIrius  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-09T00:20:22Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>I spoke with USAA FSB. Their policy is that only account holders have authority to view transaction and balance info for an account. For Credit Cards, this includes authorized users. So, there is no way to download data from an account unless you are logged in as an accountholder/authorized user.<br>
I submitted feedback through the phone agent that there should be a way to authorize view-only access to a different user, or to create view-only login credentials which can be revoked by the account owner at any time. I was trying to come up with additional use-cases, but the only thing I thought of was perhaps giving my CPA viewing access to make it easy to access info for taxes and other accounting tasks.<br>
My argument was that it was less secure for me to download the data and email it to my CPA than for him to have view-only access to accounts I specify for a time period which I control. In hindsight, having separate login credentials for financial software makes even more sense. If Moneydance (or Quicken) only has credentials with view-only rights, then even if the data gets hacked, the hacker can't take my money with those credentials. (Identity theft is a different issue.)<br>
The phone rep said that the more members who request a specific change, the more likely it is to get done. So, maybe if a few other Moneydance users call USAA and request a way to view/download account data without being logged-in as the account owner, they might actually consider tasking their IT dept.</p></div>Dudley Siriustag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-09T02:46:17Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>@conrodi - thank you for your compliment on the instructions. Currently on Version 6c, hope that's the last version (crossed fingers), but Stuart's script seems very solid now.</p>
<p>@Dudley Sirius - yes, if it works, don't fix it. I haven't moved to the newest script either, (other than testing) because my file has worked rock solid for 3 weeks now.</p>
<p>Thanks for the compliments. Appreciated. We have two fixes now. (hleofxquotes OFX downloads, and Stuart's MD profile modification) I'm pleased to have been able to document both.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-09T07:30:54Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>@dtd  +10</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-09T19:26:57Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>Stuart</p>
<p>Thank you very much, sir. You script and instructions worked perfectly.</p>
<p>As you have previously stated - read the complete instructions first - then follow the steps.</p>
<p>Pete L</p></div>Pete Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-09T20:08:48Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>@Pete L  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-10T13:03:49Z2021-03-17T15:45:00ZUSAA Script to fix the broken download issue<div><p>Oh wow, you folks rock! :)</p>
<p>Followed the instructions, everything is working well and I encourage anyone thinking of making the change to dive in. However, a little feedback to help and because I'm a perfectionist. ;)</p>
<ul>
<li>Might want to call out in the instructions that the clientUid is 36 characters <em>including hyphens</em>.</li>
<li>If people have used "nicknames" for their accounts on the USAA website, those will show up in the dropdown list in the online banking setup. That can be a big help in matching the right credit card account between USAA and MD (steps 5 and 6).</li>
<li>
<p>Amex cards only have 15 digits, so will always need to be "fixed" following the instructions in step 5.</p>
<ul>
<li>For TIK devs: The new downloaded files for checking and savings accounts include check numbers. If there is no check number, this script put a zero (0) in that field. Past MD default is to leave the field blank (null).</li>
</ul>
</li>
</ul>
<p>Again, small issues but this is a HUGE help. <strong>Thank you, Stuart, DTD, and helofxquotes!</strong></p></div>Mark Jtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-10T13:50:56Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>@MarkJ  +1 (thanks for the feedback too).</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-10T19:01:45Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>@mark j Thanks for the feedback. I’ll let some more come in before I edit the docs again.</p>
<p>As to the zero in the check field, we are not trying to replicate everything Moneydance does, that’s for them to fix. We are just trying to get the downloads to work. The script fixes the profile, it does not download the data.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-10T19:26:37Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>Yeah, the zero check numbers are annoying, but the script is not<br>
responsible for it - I had the same problem when I was downloading the OFX<br>
files directly (via curl). I'm not sure if it's a bug in USAA's OFX files<br>
or in Moneydance's handling of OFX (I suspect the former), but it'd be nice<br>
if Moneydance simply ignored zero check numbers - I don't think zero is a<br>
valid check number, or at least I don't know of any banks that use zero.</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-10T19:50:57Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><blockquote>
<p>I'm not sure if it's a bug in USAA's OFX files or in Moneydance's handling of OFX (I suspect the former),</p>
</blockquote>
<p>If you have access to the OFX file either via</p>
<ul>
<li>curl download</li>
<li>or MD console debug output</li>
</ul>
<p>look for value of</p>
<pre>
<code><CHECKNUM></code>
</pre>
Something like this
<pre>
<code><STMTTRN>
<TRNTYPE>CHECK</TRNTYPE><!--Check -->
<DTPOSTED>20210215</DTPOSTED>
<TRNAMT>-200.00</TRNAMT><!-- $200.00 -->
<FITID>ec84db1e-3565-49ea-989b-f7f0b409be7b</FITID><!-- Unique ID -->
<CHECKNUM>1000</CHECKNUM><!-- Check number -->
</STMTTRN></code>
</pre></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T15:03:43Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>I've run into a little wrinkle that will likely require USAA to fix on their end. When the trouble first started, I used the link found by others to generate my Quicken ID and PIN on the USAA website. At the time, I didn't copy the clientID, because I didn't yet know I needed it. When Stuart announced his script, I re-visited the USAA/Quicken site to copy my clientID, but I didn't complete the process. The setup worked with the clientID I just obtained and the previously obtained ID/PIN.</p>
<p>Now, every time I login to USAA, it takes me to the page to authorize Quicken access to my account. I don't want to say no because I don't want to stop my downloads, but if I click authorize the page just sits there. I have to re-enter usaa.com in the URL bar to visit the main site.</p>
<p>Has anyone else experienced this and found a way out of the authorization cycle without breaking MD downloads? I suppose I'll have to bite the bullet and click no the next time to see if it breaks anything. The worst that will happen is I'll have to try again.</p></div>Tedtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T15:18:13Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>@Ted, your browser might just be "helping" you by taking you to the last usaa.com url that it remembers thinking that is where you want to go.</p>
<p>The next time you try to go to USAA, try to verify the url that the browser is using and that it is just <a href="https://usaa.com">https://usaa.com</a>.</p>
<p>No guarantees that this is what is going on though! 爛</p></div>Randtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T15:31:01Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>EDIT</p>
<p>Forget everything I typed before. I hadn't properly cleared the cookies/cache before trying to re-load the site. While the URL was correct, somehow the Quicken page was stored in my browser's site data. Clearing that gets me back to the main page now. I feel like "clearing cookies and cache" has become the new "have you tried turning it off and on again?" of the modern browser. I wonder if I should be running one of those extensions that clears data every time I close the browser or something like that.</p></div>Tedtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T17:33:40Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>Is it possible/conceivable to download USAA data using Quicken, and then transfer that data from Quicken to MD in a usable format?</p>
<p>Thanks,<br>
dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T17:46:15Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>@dwk - sorry to ask, but why...? MD can download the USAA data if you fix the profile with my script.... However, if you can download an OFX file, then just import that into MD. Failing this perhaps a QIF export / import, but this would be a real pain to get right...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T20:17:57Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>Thanks. I assumed that these continuing messages about flaws in the process suggested that I should not yet use the script. However, I gather that I should ... and will. dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T20:22:48Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>@dwk. The scripts work. Can I ask how complex your setup is? - how many accounts? - CCs? - multiple logins? Why don’t you read the pdf and then get the credentials and then decide?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T20:35:13Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>@dwk, most of the conversation here has been about improving the process. The process has worked since Feb 23, but we've been listening to feedback and making it better (and easier) to use.</p>
<p>If you read ALL the documentation first (the pdf file we provide), and then follow each step once you see the whole process, I'd say it's ready to go now for just about everyone. The current documentation says "Version 6c"</p>
<p>Current Version of Documentation:<br>
<a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T20:47:36Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>8 checking accts* / 3 cc accounts. I am the sole login. (My wife has a separate USAA# and login, with only 1 acct.) She shares use of a few of the accounts that are in my login. Will start reading soon.</p>
<ul>
<li>could be reduced in needed [I joined USAA in 1959 ... it is has changed much since then, not consistently in a useful way, at least for me.]</li>
</ul></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T20:49:20Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>Thanks for the comments to clarify my understanding. Much appreciated. dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T21:22:25Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>@dwk Lots of accounts - your biggest problem may be matching numbers/accounts. Someone suggested "naming" all your accounts in USAA to help with linkages in this post Jan 26 world, but I haven't verified that yet.</p>
<p>You'll understand what I just said better after reading all the documentation. in your case, do read it all first before you really begin, given 11 accounts.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T21:26:17Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>I would get one working. Then using setup add another. Check that works. Then add another. Check it works. And so on.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-11T21:27:52Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>Stuart has a good suggestion, fix them one at a time. i may add a sentence to that effect in the next version of the documentation.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T00:10:29Z2021-03-17T15:44:59ZUSAA Script to fix the broken download issue<div><p>Oh wow, you folks rock!!!<br>
Simple profile - two banking, one CC that had changed no. - script and instructions worked flawlessly. Only one moment of pause. Instructions Step 2 says to gather "userid" and "userpassword". USAA uses "Access ID" and "Access Pin". If this very senior citizen can work through it, anyone should be able to.<br>
Many kudos and thanks to the team that did the coding, testing and documentation.</p></div>bfilitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T03:31:27Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>hleofxquotes: I checked the USAA OFX, and indeed it is peppered with <code><CHECKNUM>0</CHECKNUM></code>, so the fault appears to be USAA's. Still, it would be nice if Moneydance gracefully handled zero check numbers by simply ignoring them.</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T04:31:42Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>@dtd @Stuart Beesley Just following up that transferring to/from my minimally active savings accounts caused them to show up in the list a couple days later. And yes, the list of accounts is labeled with the nicknames I set in USAA, which helps to match them up.</p>
<p>One weird thing is that one of my newly active savings accounts imported transactions from a different checking account, with only the last transfer being correct. I'm modifying all those transactions to zero (ugh) because if I delete them they just get re-imported. Very odd, but fairly certain the problem is on USAA's end.</p></div>cathy stag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T04:50:04Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>@cathy s - yay you woke them up.</p>
<p>good info, also with the nicknames.</p>
<p>As for your second paragraph, yes, very strange, and yes zero them out or they will be downloaded again and again.</p>
<p>is this a dead checking account - or one that is active? usaa is doing some weird remapping in this transition (like nobody's credit cards match...)</p>
<p>THANK YOU FOR THE UPDATE.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T05:23:57Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>@bfilite  +1</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T07:50:59Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>I just did a tally. 25 users so far who have let us know that the script worked for them and that they are connected to USAA again.  +25</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T11:25:42Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>Used script and connected to USAA. Thanks</p></div>billpipertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T11:43:10Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>@billpiper  +1 (=26)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T13:54:08Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>Well I was hoping to tackle this today but unfortunately I have an issue opening the Moneybot console. Looks like a JavaFX/JFX issue. Running on Manjaro using the Moneydance AUR (which basically uses the installer from IK).<br>
"Caused by: java.lang.ClassNotFoundException: javafx.embed.swing.JFXPanel" I installed OpenJFX but I'm still having the issue.<br>
Not a big deal but it would be really nice to get USAA syncing again.</p></div>Carltag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T14:25:06Z2021-11-22T19:57:36ZUSAA Script to fix the broken download issue<div><p>@Carl.. To clarify (for others reading this post). This is NOTHING to do with USAA or in fact the fix scripts.. I don't want others put off.... This is an issue with your own installation.....</p>
<p>Moneybot requires JavaFX working. I use:<br>
<a href="https://gluonhq.com/download/javafx-15-0-1-sdk-mac/">https://gluonhq.com/download/javafx-15-0-1-sdk-mac/</a><br>
and<br>
<a href="https://adoptopenjdk.net/?variant=openjdk15&jvmVariant=hotspot">https://adoptopenjdk.net/?variant=openjdk15&jvmVariant=hotspot</a><br>
.. and of course you will need Linux versions.</p>
<p>Perhaps email me your console log: …</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T18:27:12Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><blockquote>
<p>Caused by: java.lang.ClassNotFoundException: javafx.embed.swing.JFXPanel</p>
</blockquote>
<p>How do you launch MD? Your own launcher? Or MD-created launcher? If it is the latter, then I think you should report to MD as a bug.</p>
<p>If you are using your own launcher, you will need to tell the JVM where to find the JavaFX libraries using JVM command-line args</p>
<ul>
<li>--module-path: pointing to JavaFX/libs</li>
<li>--add-modules: list of JavaFX modules</li>
</ul></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T19:19:52Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>See here for some guidance.<br>
<a href="https://infinitekind.tenderapp.com/discussions/moneydance-development/5064-shell-script-to-launch-moneydance-from-terminal-command-line">https://infinitekind.tenderapp.com/discussions/moneydance-developme...</a></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T21:42:11Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>This is great--works awesome for my CC account. However, for my checking account I'm getting an error:</p>
<p>Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)<br>
The error code reported by the server was: 2015<br>
Date Too Far in Future</p>
<p>Any suggestions?</p></div>mchristensontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T21:48:46Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>@mchristenso  +1 (=27). Can you Help/show console and with console open, try the download again. Need to see the ofx message. I’m going to suggest you use toolbox to edit the last txn date.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T21:55:20Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>Here you go--hopefully I purged any personal info.</p>
<p>checking for txn logs... Sending message to <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a></p>
<p>using internal https checking</p>
<p>OFXHEADER:100<br>
DATA:OFXSGML<br>
VERSION:103<br>
SECURITY:NONE<br>
ENCODING:USASCII<br>
CHARSET:1252<br>
COMPRESSION:NONE<br>
OLDFILEUID:NONE<br>
NEWFILEUID:NONE</p>
<p><br>
<br>
<br>
20210312155002.355<br>
<br>
*<br>
N<br>
ENG<br>
<br>
USAA Federal Savings Bank<br>
67811<br>
<br>
QMOFX<br>
2300<br>
<br>
<br>
<br>
<br>
<br>
1615585802355-9<br>
<br>
<br>
314074269<br>
<br>
CHECKING<br>
<br>
<br>
20210314120000<br>
Y<br>
<br>
<br>
<br>
<br></p>
<p><<<<77<<<<<br>
connecting to: <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a> with method: POST<br>
remote address:df3cx-services.1fsapi.com/45.60.151.211:443 application protocol: handshake app protocol:null enabled protocols:[TLSv1.3, TLSv1.2, TLSv1.1, TLSv1] enabled cipher suites:[TLS_AES_256_GCM_SHA384, TLS_AES_128_GCM_SHA256, TLS_CHACHA20_POLY1305_SHA256, TLS_ECDHE_ECDSA_WITH_AES_256_GCM_SHA384, TLS_ECDHE_ECDSA_WITH_AES_128_GCM_SHA256, TLS_ECDHE_ECDSA_WITH_CHACHA20_POLY1305_SHA256, TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384, TLS_ECDHE_RSA_WITH_CHACHA20_POLY1305_SHA256, TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256, TLS_DHE_RSA_WITH_AES_256_GCM_SHA384, TLS_DHE_RSA_WITH_CHACHA20_POLY1305_SHA256, TLS_DHE_DSS_WITH_AES_256_GCM_SHA384, TLS_DHE_RSA_WITH_AES_128_GCM_SHA256, TLS_DHE_DSS_WITH_AES_128_GCM_SHA256, TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA384, TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA384, TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA256, TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA256, TLS_DHE_RSA_WITH_AES_256_CBC_SHA256, TLS_DHE_DSS_WITH_AES_256_CBC_SHA256, TLS_DHE_RSA_WITH_AES_128_CBC_SHA256, TLS_DHE_DSS_WITH_AES_128_CBC_SHA256, TLS_ECDH_ECDSA_WITH_AES_256_GCM_SHA384, TLS_ECDH_RSA_WITH_AES_256_GCM_SHA384, TLS_ECDH_ECDSA_WITH_AES_128_GCM_SHA256, TLS_ECDH_RSA_WITH_AES_128_GCM_SHA256, TLS_ECDH_ECDSA_WITH_AES_256_CBC_SHA384, TLS_ECDH_RSA_WITH_AES_256_CBC_SHA384, TLS_ECDH_ECDSA_WITH_AES_128_CBC_SHA256, TLS_ECDH_RSA_WITH_AES_128_CBC_SHA256, TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA, TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA, TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA, TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA, TLS_DHE_RSA_WITH_AES_256_CBC_SHA, TLS_DHE_DSS_WITH_AES_256_CBC_SHA, TLS_DHE_RSA_WITH_AES_128_CBC_SHA, TLS_DHE_DSS_WITH_AES_128_CBC_SHA, TLS_ECDH_ECDSA_WITH_AES_256_CBC_SHA, TLS_ECDH_RSA_WITH_AES_256_CBC_SHA, TLS_ECDH_ECDSA_WITH_AES_128_CBC_SHA, TLS_ECDH_RSA_WITH_AES_128_CBC_SHA, TLS_RSA_WITH_AES_256_GCM_SHA384, TLS_RSA_WITH_AES_128_GCM_SHA256, TLS_RSA_WITH_AES_256_CBC_SHA256, TLS_RSA_WITH_AES_128_CBC_SHA256, TLS_RSA_WITH_AES_256_CBC_SHA, TLS_RSA_WITH_AES_128_CBC_SHA, TLS_EMPTY_RENEGOTIATION_INFO_SCSV] ssl parameters:javax.net.ssl.SSLParameters@6136e6a4 send buffer size:131768 option: SO_RCVBUF = 131575 option: IP_TOS = 0 option: SO_REUSEPORT = false option: SO_REUSEADDR = false option: TCP_NODELAY = false option: SO_SNDBUF = 131768 option: SO_KEEPALIVE = false option: SO_LINGER = -1 Connecting with https headers:<br>
POST /casm/usaa/access.ofx HTTP/1.1<br>
Host: df3cx-services.1fsapi.com<br>
Content-Type: application/x-ofx<br>
Accept-Language: en-us<br>
Cookie: visid_incap_2454689=KAHbRQsZTwCwVYpbH5tsanNUSmAAAAAAQUIPAAAAAACd8x4GvbxfFdwGAs3Acgcj; nlbi_2454689=BafKRRvkf3TwuMwWhXBnAwAAAAC7VQmyCliJ0ARTcqK0ikP/; incap_ses_8075_2454689=RdaRILvodQc/wk3SxykQcD7cS2AAAAAAGYh4F3y5TG8DNcVWIVJY2Q==<br>
Date: Fri, 12 Mar 2021 15:50:02 CST<br>
Accept: <em>/</em><br>
User-Agent: InetClntApp/3.0<br>
Content-Length: 704<br>
Cache-Control: no-cache<br>
Connection: close</p>
<p>---end headers HTTP/1.1 200<br>
Date: Fri, 12 Mar 2021 21:50:04 GMT<br>
Content-Type: application/x-ofx<br>
Content-Length: 502<br>
Vary: Origin<br>
Vary: Access-Control-Request-Method<br>
Vary: Access-Control-Request-Headers<br>
X-Content-Type-Options: nosniff<br>
X-XSS-Protection: 1; mode=block<br>
Cache-Control: no-cache, no-store, max-age=0, must-revalidate<br>
Pragma: no-cache<br>
Expires: 0<br>
Strict-Transport-Security: max-age=31536000 ; includeSubDomains<br>
X-Frame-Options: DENY<br>
X-CDN: Imperva<br>
Connection: close<br>
X-Iinfo: 5-19161278-19161291 NNNN CT(34 70 0) RT(1615585802416 66) q(0 0 1 -1) r(24 24) U6</p>
<p>HTTP response headers:<br>
date: [Fri, 12 Mar 2021 21:50:04 GMT]<br>
content-length: [502]<br>
expires: [0]<br>
vary: [Access-Control-Request-Headers]<br>
x-frame-options: [DENY]<br>
x-cdn: [Imperva]<br>
x-iinfo: [5-19161278-19161291 NNNN CT(34 70 0) RT(1615585802416 66) q(0 0 1 -1) r(24 24) U6]<br>
pragma: [no-cache]<br>
strict-transport-security: [max-age=31536000 ; includeSubDomains]<br>
x-content-type-options: [nosniff]<br>
x-xss-protection: [1; mode=block]<br>
content-type: [application/x-ofx]<br>
connection: [close]<br>
cache-control: [no-cache, no-store, max-age=0, must-revalidate]<br>
Reading message from <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a></p>
<p>OFXHEADER:100<br>
DATA:OFXSGML<br>
VERSION:103<br>
SECURITY:NONE<br>
ENCODING:USASCII<br>
CHARSET:1252<br>
COMPRESSION:NONE<br>
OLDFILEUID:NONE<br>
NEWFILEUID:NONE</p>
<p><code>0INFOSUCCESS20210312165002.663[-5:EST]ENGUSAA Federal Savings Bank678111615585802355-9</code>2015ERRORDate Too Far in FutureBEGINRESPONSE>>>>><br>
<br>
<br>
<br>
<br>
<code>0<br>
INFO<br>
SUCCESS<br>
<br>
20210312165002.663[-5:EST]<br>
ENG<br>
<br>
USAA Federal Savings Bank<br>
67811<br>
<br>
<br>
<br>
<br>
<br>
1615585802355-9<br>
<br>
<code>2015<br>
ERROR<br>
Date Too Far in Future<br>
<br>
<br>
<br></code></code></p>
<p><code><<<<<<<<ENDRESPONSE<br>
checking for txn logs...</code></p></div>mchristensontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:03:58Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>20210314120000 = 14th March?!</p>
<p>I’m going to suggest Toolbox. Advanced menu. Ofx tools. Edit last txn download date.<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:04:50Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>Just jumpin in, but this line jumped out at me:<br>
"<br>
20210314120000 "<br>
It's about 25 lines into the post. See attached screenshot.<br>
It looks like the transaction start date is noon on this coming Sunday. (14 March 2021).</p></div>Dudley Siriustag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:16:08Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>When I try to run Toolbox I get the following:</p>
<p>Error running script: SyntaxError: Non-ASCII character in file '/Users/mark/Downloads/toolbox.mxt', but no encoding declared; see <a href="http://www.python.org/peps/pep-0263.html">http://www.python.org/peps/pep-0263.html</a> for details</p>
<p>I'm using the signed version from March 8.</p></div>mchristensontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:36:33Z2021-03-17T15:44:58ZUSAA Script to fix the broken download issue<div><p>Hi, that makes no sense? Perhaps a corrupt download? How are you installing? Windows or Mac? Any message in Help/show console? Are you on MD2021 preview build 3036/3039 - if not, please install that...?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:53:15Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>My issue (specific issue with my install/OS) is for the most part, resolved, at least until the next MD update when I'll need to modify the launcher as it'll get overwritten.</p>
<p>I was able to successfully download my checking account transactions, got it all merged clean, etc.</p>
<p>Unfortunately when I try to link my savings account, It's not listed in the accounts to link. It only shows my checking account and my loan account.</p>
<p>Not a huge deal as I hardly even use that account.</p></div>Carltag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:56:32Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>I'm using version 2021 (2006). Not sure how to download a preview version? And it appears my Updater extension has stopped working, too.</p></div>mchristensontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:57:02Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Carl  +1 (=28). We have seen that accounts with no recent activity do not appear. What happens if you create a transaction?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T22:58:05Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@mchristenson <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-12T23:33:58Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Stuart I'll let you know as soon as it clears, which being Friday will probably be some time next week.</p></div>Carltag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T13:12:17Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Stuart Just checked this morning and sure enough, the transaction cleared and my Savings account was listed and is now synched. All good here.</p></div>Carltag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T13:33:44Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Carl  (still 28)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T13:39:42Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@mchristenson - you can also try this. Go to the Moneydance Online menu (click on your account in the left side bar first). Online Setup. Then RESET SYNC. This should set the last txn download date to ZERO (download all)... See screenshot.. So you have three choices... Wait 2 days to pass the date, use Toolbox for a selective date, Online menu to reset all.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T15:27:11Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Stuart Beesley</p>
<p>Thanks--the preview version made the Toolbox work, and I was able to adjust the date for my checking account so it all seems good at the moment!</p>
<p>Such a relief--thanks to you and the other folks for making this fix!</p></div>mchristensontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T15:29:29Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@mchristenson  +1 (=29)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T17:22:53Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Stuart Beesley - I successfully got my USAA accounts synching now with your wonderful script fix. You can increment your counter to 30:)</p>
<p>Many Thanks<br>
@margopowell</p></div>margopowelltag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T17:56:51Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@margopowell  +1 (=30) </p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T19:41:26Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Stuart Beesley - “Oh wow, you folks rock.” </p>
<p>Thank you for the script and detailed instructions, worked like a charm.</p></div>smith.chrisgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-13T19:43:00Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@smith.chrisg  +1 (=31)... We are rockin' and rollin'.......</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-14T01:07:49Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>dont forget the one who has had this working since Feb 23.</p>
<p>@dtd +1 (=32)</p>
<p>(Helping Stuart reach his goal of =100 - and this script is very solid at this point.)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-14T23:16:00Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>The link info states it only works for amax of 1 checking and 1 credit card. Is that true?</p></div>Paultag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T02:18:03Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>I appreciate the attempt Stuart - certainly above and beyond to provide this capability.<br>
Unfortunately for me, it did not work.<br>
im always disheartened when Software companies ignore current trends and are then shocked when their system no longer works - stranding their own customers with no options. There are other options out there and have been for years. WE CHOSE MoneyDance for one reason or another. but that doesn't mean we have to continue supporting this dismissive behavior.</p></div>Paul G.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T04:29:06Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Paul - the script was written to work with 1 checking and 1 credit card, because that's all it takes to fix the download profile.</p>
<p>However, once those one or two items are "fixed", you can use Moneydance itself to fix the rest, and the pdf instructions provide details on how to do so.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T04:35:04Z2021-03-17T15:44:57ZUSAA Script to fix the broken download issue<div><p>@Paul G - "it did not work" - what did not work? the script? it helps to have details, to understand what didn't work - I'm sure Stuart will be asking for more details to see why it did not work for you, as the success rate is quite high.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T06:53:58Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>@Paul. To clarify. You configure the new banking profile initially with max 1 and 1, then download these accounts. Once this works, then your profile is working and you then use standard moneydance Online menu to link/configure the rest. This is clarified within the PDF. This is a one time fix.</p>
<p>So you can get as many accounts working as you like and many people have done so. The PDF explains.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T06:56:32Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>@PauG so far we have connected 31+ people successfully with this script (99% first time) and successfully answered everyone’s questions if any ‘wrinkles’ has arisen. Please help us understand what didn’t work for you?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T10:10:35Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>Interesting that I could connect to my checking, visa, and 2 other savings accounts. But could not see my primary savings account. It did not show up in the list when adding the additional accounts.</p></div>jenkins007tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T10:15:41Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>@jenkins007  +1 (=33) - This normally means that the account has had no recent activity. If you can generate a transaction in that account, then it will probably show up. Others have reported this works.... Let us know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T13:16:09Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>@Stuart Beesley @dtd here is the error generated upon opening MoneyDance after setup of new Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)<br>
and closing of MD after that setup is done.</p>
<p>I'm sorry, an error occurred. The details of this error are below.<br>
Error Description: java.lang.IllegalArgumentException: URLDecoder: Illegal hex characters in escape (%) pattern - Error at index 0 in: "u6"</p></div>Paul G.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T13:19:21Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T13:22:44Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>the error presents on a pop-up window titled 'ONLINE ERROR' as soon as I open MD.<br>
typically, upon open my accounts start to download. but this window opens, with error message stating<br>
'There was an error communicating with your financial institution. The details of this error are below.' then includes my USAA bank id, and account number. along with text I included in the above post.</p></div>Paul G.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T13:25:23Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>@Stuart Beesley idk if related, but I do have a '%' symbol in my password.</p></div>Paul G.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T13:33:49Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T13:52:54Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>1) MD 2021 (2006) and Windows 10 Home edition.<br>
2) java.lang.IllegalArgumentException: URLDecoder: Illegal hex characters<br>
in escape (%) pattern - Error at index 0 in: "u6"<br>
at java.base/java.net.URLDecoder.decode(Unknown Source)<br>
at java.base/java.net.URLDecoder.decode(Unknown Source)<br>
at java.base/java.net.URLDecoder.decode(Unknown Source)<br>
at<br>
com.infinitekind.util.StringUtils.parseURLParameters(StringUtils.java:1268)<br>
at<br>
com.infinitekind.moneydance.online.OFXAuthInfo.fromCacheString(OFXAuthInfo.java:94)<br>
at<br>
com.moneydance.apps.md.controller.olb.ofx.OFXConnection.getAuthentication(OFXConnection.java:240)<br>
at<br>
com.moneydance.apps.md.controller.olb.ofx.OFXConnection.getTransactions(OFXConnection.java:927)<br>
at<br>
com.moneydance.apps.md.view.gui.OnlineManager.downloadTransactions(OnlineManager.java:550)<br>
at<br>
com.moneydance.apps.md.view.gui.OnlineManager.downloadTransactions(OnlineManager.java:465)<br>
at<br>
com.moneydance.apps.md.view.gui.AccountDetailPanel.lambda$downloadTransactions$0(AccountDetailPanel.java:296)<br>
at<br>
com.moneydance.apps.md.controller.BackgroundOpsThread.run(BackgroundOpsThread.java:136)</p>
<p>3)confirmed UID is letters / numbers only. I copy /paste from notepad<br>
after parsing the url string<br>
the script was re-ran this morning after receiving the error last night. I<br>
can rerun again if you think it will help.</p>
<p>as i mentioned earlier, my password does contain a %symbol (password<br>
generator) and is longer than 15 characters. is % an issue in Python?</p></div>P. Gilmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T14:06:13Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>@P.Gilmore</p>
<p>I previously has issues with USAA and password length. USAA would allow login with a password on 15 characters, but Moneydance failed to connect. A Google search for USAA Maximum Password length "said" 12 characters.</p>
<p>I generated a password with 12 characters and avoided "%" and changed my password via Web on USAA. Updated Moneydance and it worked.</p>
<p>This was before the recent problems. I use MD 2021 (2006), Windows 10 Pro and when I followed the PDF instructions "line by line" I was able to get all of my accounts working.</p>
<p>FWIW<br>
Pete L</p></div>Pete L.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T14:10:37Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T14:12:03Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T14:26:18Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>@PaulG.. it would be preferable to change your credentials and eliminate the %.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T14:27:27Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><pre>
<code>java.lang.IllegalArgumentException: URLDecoder: Illegal hex characters
in escape (%) pattern - Error at index 0 in: "u6"
at java.base/java.net.URLDecoder.decode(Unknown Source)
at java.base/java.net.URLDecoder.decode(Unknown Source)
at java.base/java.net.URLDecoder.decode(Unknown Source)
at
com.infinitekind.util.StringUtils.parseURLParameters(StringUtils.java:1268)
at
com.infinitekind.moneydance.online.OFXAuthInfo.fromCacheString(OFXAuthInfo.java:94)
at</code>
</pre>
<p>That looks like URLDecoder() is being called on a string that probably</p>
<ul>
<li>was not previously URLEncoder.encode()</li>
<li>or was URLEncoder.encode() with wrong "character encoding"</li>
</ul>
<p>If it is the former case, same error or unexpected result will occur (wrong value will be decoded) for string with "special characters" such as<br></p>
<pre>
<code>$&+,/;:=?"'%<>#</code>
</pre></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T14:47:14Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>My id did not use the% but it was in my password.<br>
Password has now been changed 2 times and MD is still not able to connect. But a different error message this time.<br>
Putting this away for now. I need to get done with done.<br>
MF never had a problem previously with my password at 16 characters nor the%.</p>
<p>I'll get back to this later today.<br>
Thanks to all those who were helping solve or work around MD or USAA issues. <br>
YOU make the community better!</p></div>P. Gilmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T14:50:56Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T17:33:31Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>To all discussing passwords - point of order (and understanding)</p>
<p>1) You can log into usaa.com, correct?<br>
2) You can get the quicken loginid/password, correct?</p>
<p>If so, I don't understand the % issue, as the password from usaa/quicken doesn't contain special characters (as far as I know).</p>
<p>3) This script, nor the newly generated profile, contain your web usaa login id or password (which is where I think the % is?) Are you typing your web login/password into the script vs the usaa/quicken generated userid/password?</p>
<p>Sounds like you discovered a moneydance bug, but are you putting the correct userid/password into the script? Saying the password is 15 or more characters makes me think you are using your usaa credentials in the script.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T17:54:34Z2021-03-17T15:44:56ZUSAA Script to fix the broken download issue<div><p>To clarify dtd’s last point. It’s not a bug in the MD code. I need to handle the % differently. I will update the script. However I think all dtd’s other questions are valid.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T19:07:09Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>@PaulG - I have updated the script to properly handle userid and passwords with % sign included. There is no length issue (on my side). The latest useful_scripts package has been uploaded (script is now build 6). If your profile is already working, then you do not need to run this new script. It's only if you have a % in your credentials. HOWEVER, as far as we are aware, we think the quicken credentials generated on the usaa website are shorter than you specify, so are wondering if you are using the correct details? Let me know? Thx...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T21:41:52Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>What is the latest version of the user-generated USAA issue pdf that you and Stuart are continuing to improve? I do not see a version update number in the title or the pdf text. Here is the link I presently have:</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>Thank you both for this work ...</p>
<p>dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T21:44:12Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T21:53:28Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>Thanks, Stuart.</p>
<p>In my email I sent the name of script file I would use. Is this correct? I am not sure about your wording</p>
<blockquote>
<p>" useful scripts zip file using the links</p>
<p>" Was not the script name correct? Why do you say ' links ', instead of ' link ' ? It is a single link to a single script document.</p>
<p>From: Stuart Beesley - JUST A FELLOW USER</p>
<p>I think it’s 6f. But regardless if you download the useful scripts zip file using the links then you will get the latest.</p>
<p>dwk</p>
<p>=========</p>
</blockquote></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T21:55:43Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>To dtd as well:</p>
<p>========</p>
<p>Thanks, Stuart.</p>
<p>In my email I sent the name of script file I would use. Is this correct? I am not sure about your wording</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T22:01:19Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T22:21:24Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>@dwk - in the first post of the link you posted, there is a long post on how to fix usaa.</p>
<p>Specifically, there is a pdf file (Version 6f) that you download and read in its entirety before you begin to get a concept for what you will be doing.</p>
<p>Second, there is a "useful_scripts.zip' file to download that has the script.</p>
<p>Once you have read the pdf file, and downloaded the script file, read the pdf file again, carefully following the steps. If you don't understand something, I'd love to know that via email - dtd at tbg3.com - as I continue to try to make the pdf instruction file clear for everyone.</p>
<p>Good luck.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T22:34:22Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>Thanks. Will begin the process soon. I have one checking acct that is small and not too important. I intend to ensure that it has various kinds of transactions prior to using it to test them out, e.g., bill pay, transfer of funds, and deposit, all of which with a low $ amount.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-15T22:43:00Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>I would recommend you just set up 1 normal account first (not bill pay setup) and then when that’s working, add the accounts / bill pay using the standard moneydance online setup menu.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-16T01:58:17Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>SUCCESS @stuart beesley<br>
You really went above and beyond.</p>
<p>Comedy of errors on my part.<br>
1) I used my password and not the Quicken access - which is what caused the % issue<br>
2) reset passwords 2x and locked myself out of the account<br>
3) I deleted the Quicken access not realizing it was needed<br>
4) proceeded to use the Wrong access Id I transposed<br>
5) Finally able to concentrate recreated Quicken authorization with corrected access id and bada boom.</p>
<p>Thanks everyone including<br>
@dtd @dwk For assisting. </p></div>P. Gilmoretag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-16T02:35:34Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>Hm. After a week or so of successful use, I just now got the following error message when downloading one of my USAA accounts:<br></p>
<pre>
<code>The error code reported by the server was: 2003<br><br>
<br>Account Not Found</code>
</pre>
Strangely, however, retrying worked fine - I am now unable to reproduce the problem, despite multiple attempts.
<p>I did not make any changes (like resetting) that would obviously have caused this. Probably this has to do with my dual-USAA-account situation, and for now, it doesn't seem to be a problem anymore. So, maybe don't worry about it for now - I'll let you know if it happens again.</p></div>gnuitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-16T02:38:35Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>@paulg Fantastic. Glad it is now working! Stuart will certainly do another +1 soon.</p>
<p>As the writer of the pdf instruction file, what did I miss to make you pursue a different direction vs. the instructions to gather the quicken access information vs. your web information? Knowing that will help me make the documentation better.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-16T02:43:26Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>@gnuite - some comments</p>
<p>A 2003 error is a successful connection. So you are connecting, somehow usaa doesn't think the account was there (for a moment0</p>
<p>At this point, whatever the issue is, it is not a script fix issue (i'm sure you know that) - and it may be your mutiple account issue. So, we're into Moneydance connection issues - and yes, given this is a specialty profile, i don't think moneydance support will help, so not surprised you came here...</p>
<p>my thought, if it happens again (and remember i'm the multi account chase guy) --- try to change and set it up again, and hopefully the account login issue will work for you... moneydance still needs to work on that.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-16T05:32:15Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>@PaulG  +1 (=34)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T09:23:34Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>All, to clarify for everyone. The script works and 35+ people reconnected thus far. Read post 1 and the PDF carefully.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T11:34:00Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>The script worked great for several accounts (checking, savings, and credit card) but one account gets a 400 error. Have tried recreating the OnLIne setup and rebooting with no luck.</p>
<p>Error:</p>
<p>A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.<br>
Error Description: java.io.IOException: HTTP Error:400</p></div>iktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T11:55:35Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>@ik  +1 (=35)... I've never heard of error 400.. Can you try rebooting and try again? If it fails, please Help>Open Console and leave console. Then download that account again and post the console output..... thx</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T14:31:57Z2021-03-17T15:44:55ZUSAA Script to fix the broken download issue<div><p>Genius - worked so well, of course i had over 1000 entries to verify, but it's nice to have things back.. Only part i don't like is the data added to the memo field, but small price to pay.</p></div>tedtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T14:45:14Z2021-03-17T15:44:54ZUSAA Script to fix the broken download issue<div><p>A 400 error would be a bad request, not super helpful by itself, but sometimes there will be an additional message. Restarting the app and trying again will probably solve the problem. 爛</p></div>Randtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T15:36:06Z2021-03-17T15:44:54ZUSAA Script to fix the broken download issue<div><p>@ted  +1 (=36). FYI - the extra memo data is nothing to do with the script or MD, usaa have changed the download format)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T15:40:43Z2021-03-17T15:44:54ZUSAA Script to fix the broken download issue<div><p>Just as a side note once again, this is one of five identical account types that I have and this is the only one experiencing this problem. If they made a change on their end, it should be affecting all of them, but for some reason it is not.</p></div>Charles Schelltag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T17:55:39Z2021-03-17T17:55:39ZUSAA Script to fix the broken download issue<div><p>This probably bears restating:</p>
<p>Given you have successfully connected, the normal Moneydance Online/Setup Menu items work properly again for USAA.</p>
<p>i.e.. Once you've successfully completed step 4 of the documentation (i.e. ran the script) anything beyond that in the documentation has to do with Moneydance, and the script is finished.</p>
<p>Still we want to help, so we included step 5 and step 6 as a "putting it all back in place" but you are now using Moneydance to do that.</p>
<p>Still, we aim to please, so Stuart is pleased to answer questions post- script success.</p>
<p>But I thought it would be good to distinguish the script working versus encountering the new world of (successfully) downloading from USAA. (like new download data, zeros in check number fields, and new errors) - Quicken users deal with all this - as it is the new download and account structures. Yes, they complain about it.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:00:50Z2021-03-17T18:08:12ZUSAA Script to fix the broken download issue<div><p>@Charles Schall - there are mitigating factors even for identical accounts. One that has defiinitely been seen are "missing accounts" - i.e. they don't appear in the linking list.</p>
<p>So, far those have been mostly inactive accounts - but still some are missing, some are not. In this case, the "inactive" part seems to be the pivotal point, and doing a small transaction brings them to life.</p>
<p>As for your 400 error - Stuart hasn't seen that, but there is probably something about that account that is unique. Still has to be solved, (by MONEYDANCE, or Stuart being his helpful self) but, it's probably not an all or nothing thing.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:21:07Z2021-03-17T18:21:07ZUSAA Script to fix the broken download issue<div><p>Need to see the console log. It might be a html error 400 which would indicate a transitory issue with the usaa server... restart/reboot and try again... Let us know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:27:55Z2021-03-17T18:27:55ZUSAA Script to fix the broken download issue<div><p>@dtd</p>
<p>I have seven or so USAA accounts. All of them were put through the process, all of them are active, five of them are checking accounts just like this one. I have been able to individually do the online update with each of the accounts, and just hit my download everything button and everything works fine except for this one account.</p>
<p>When I set up the online for this account, it was on the linking list of accounts. I verified all the set up in the account etc.</p>
<p>The error message appears almost immediately when it starts To process the account.</p></div>iktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:28:50Z2021-03-17T18:28:50ZUSAA Script to fix the broken download issue<div><p>@Stuart</p>
<p>I posted this this morning, but for some reason is not showing in the timeline. Here is the info again. By the way, I reboot the system every time I have made Any changes to moneydance.</p>
<p>There was an error communicating with your financial institution. The details of this error are below.</p>
<p>Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)<br>
Account: JChecking<br>
Account Number: NUMBER IS CORRECT</p>
<p>A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.<br>
Error Description: java.io.IOException: HTTP Error:400<br>
java.io.IOException: HTTP Error:400<br>
at com.moneydance.apps.md.controller.olb.ofx.OFXConnection.sendMessage(OFXConnection.java:2786) at com.moneydance.apps.md.controller.olb.ofx.OFXConnection.sendMessage(OFXConnection.java:2563) at com.moneydance.apps.md.controller.olb.ofx.OFXConnection.getTransactions(OFXConnection.java:972) at com.moneydance.apps.md.view.gui.OnlineManager.downloadTransactions(OnlineManager.java:550) at com.moneydance.apps.md.view.gui.OnlineManager.downloadTransactions(OnlineManager.java:465) at com.moneydance.apps.md.view.gui.AccountDetailPanel.lambda$downloadTransactions$0(AccountDetailPanel.java:296) at com.moneydance.apps.md.controller.BackgroundOpsThread.run(BackgroundOpsThread.java:136)</p></div>iktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:43:23Z2021-03-17T18:43:23ZUSAA Script to fix the broken download issue<div><p>@ik - odd.. a few questions: 1/ What version/build of MD?<br>
2/ Do your other usaa accounts still work and download even though this one fails?<br>
3/ Can you Help/Show Console, keep it open, download this account and send the WHOLE console. Console MUST be open when you download.<br>
? Thx</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:48:35Z2021-03-17T18:48:35ZUSAA Script to fix the broken download issue<div><ol>
<li>
<p>Ver 2021 2010</p>
</li>
<li>
<p>Flawlessly</p>
</li>
<li>
<p>That is what I sent. I did remove the account number.</p>
</li>
</ol></div>iktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:51:26Z2021-03-17T18:51:26ZUSAA Script to fix the broken download issue<div><p>Hi @ik. 3. I need to see the before and after messages too.... Thx</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:52:12Z2021-03-17T18:52:12ZUSAA Script to fix the broken download issue<div><p>ik - best to send an entire console via email - as there is a lot of data to redact. I've found Stuart to be trustworthy, but I wouldn't put an entire console public even with redactions as you might miss something.</p>
<p>that would be sbeesly at gmail.com</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T18:55:21Z2021-03-17T18:55:21ZUSAA Script to fix the broken download issue<div><p>It might also be helpful to Stuart if you try to download that ccount as well as one that works - to be able to compare - again have help show console open and then send the results of both via email to stuart.</p>
<p>I'm his tester - so I've learned what helps him solve problems, even Moneydance problems vs testing his scripts.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T19:48:44Z2021-03-17T19:48:44ZUSAA Script to fix the broken download issue<div><p>Stuart & dtd:</p>
<p>FYI: I exported/created new/imported. It all works. Maybe it was something in the file headers.</p></div>iktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T19:51:25Z2021-03-17T19:51:25ZUSAA Script to fix the broken download issue<div><p>i have had to recreate an account in moneydance occasionally. Glad it's working.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-17T19:55:56Z2021-03-17T19:55:56ZUSAA Script to fix the broken download issue<div><p>@ik. I have no idea what you mean or what you did; perhaps you can explain further (for others). Anyway I will assume this issue resolved.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T03:55:54Z2021-03-18T03:55:54ZUSAA Script to fix the broken download issue<div><p>I’m a fellow user.</p>
<p>I’ve worked in both support as well in product groups in the industry let me provide a perspective of this solution from both sides.</p>
<p>Firstly from the support/sustaining side.</p>
<p>Clearly considerable effort has been put in to what is required to again make connective work after USAA had made changes. I envisage a great deal of research was required here, and to then determine the discrete elements that are required and again how to obtain these.</p>
<p>The implementation of a script to set a profile with the needed data has been well done. This approach fits in well with the core software as that uses a connection profile for the link. So what has been done is in sync with how the software works. From a support perspective this gets a big tick in being a minimal but workable approach.</p>
<p>I would not categorize what has been done as a hack, I see it as an extension to what is already in Moneydance.</p>
<p>Tied to this is the instruction document about how to go about using the tool. Again this has been well done.</p>
<p>So from a support/sustaining perspective this interim solution gets top marks. It delivers on all aspects.</p>
<p>Sustaining would then pass the details of the problem and the solution that they have devised back to the product group, both as information on the problem itself as well as a potential long term solution.</p>
<p>With a product group hat on I appreciate the solution that has been devised, I see it as allowing customers to continue to make best use of the product, as well as providing valuable information on what is needed as far as what the connection requires.</p>
<p>From a product management perspective what has to be considered is if the interim solution is also suitable as a long term solution.</p>
<p>Users having to approach their banks in some way to get online banking access as well as to have their accounts activated for such access is accepted. This is not something that could be facilitated in Moneydance, some banks will allow it to be done online on some way others will insist that it requires a support call, there is no consistency in approach.</p>
<p>Any static information required can be made available as part of the information that Moneydance maintains.</p>
<p>From a product management angle what concerns me is the user having to manually extract a client UID from a URL in the interim solution, it is acceptable as a temporary approach, but I would not think it is a viable long term approach as it requires too much process and manual involvement of the user, for what needs to be as simple a process as possible.</p>
<p>With this it means that TIK needs to either be able to work with the bank on how to capture that piece of data or to devise a way within Moneydance of being able to initiate a session and itself capture that information.</p>
<p>From what I have read it seems this bank has not been co-operative, so that would appear to rule out the first approach.</p>
<p>The second would mean, in all probability, that the embedded browser within Moneydance would need to be able to do this. The problem I see at this stage is that the embedded browser is very much in the relatively early days of its development, even though it has been included for quite some time in the software but with minimal work done on it.</p>
<p>Thus I view the interim solution as an excellent short term solution but I do not see it as a viable long term approach. Unfortunately at this stage I do not see that Moneydance has the internal capability to provide a permanent solution at this time, it will require further software development.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T04:08:16Z2021-03-18T04:08:16ZUSAA Script to fix the broken download issue<div><p>@dwg - Thank you. As an "involved party", I could not post what you just posted, but you have described my thoughts.</p>
<p>If you read between the posts, imo IK/MD is trying to:</p>
<p>"With this it means that TIK needs to either be able to work with the bank on how to capture that piece of data or to devise a way within Moneydance of being able to initiate a session and itself capture that information."</p>
<p>do both of the above, but with an emphasis on the former - i.e. joining FDX, trying to get USAA to talk to them (not successful, whereas Schwab was successful) .</p>
<p>So, yes, absolutely, an interim solution, but one that does work, and works within the Moneydance framework, and needs doing only once.</p>
<p>Thanks for your insight.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T05:04:22Z2021-03-18T05:04:22ZUSAA Script to fix the broken download issue<div><p>@dtd</p>
<p>Yes I believe TIK is trying to do this from the posts I have read but they have been letting themselves down badly with the extremely poor communication.</p>
<p>Poor communication is what I see as one of TIKs biggest problems, the idea that people should be confident that it is being worked on just does not cut it. The line I have seen that we will post if there is something significant also does not cut it. Routine posts should be the normal, they do not have to be detailed.</p>
<p>I believe the lack of communications has, in part, fueled some of the responses I have seen on this problem and these to a degree lead to my post.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T05:08:27Z2021-03-18T05:10:41ZUSAA Script to fix the broken download issue<div><p>@dwg - Agree 100%</p>
<p>Lack of communication is the number one need for IK/MD to fix. You have to read every single post to even get a glimmer of what is going on (USAA fix as an example).</p>
<p>IK/MD needs to improve their communication with their clients. And as you say, it is one of the primary reasons users are wondering if MD is even "there".</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T10:08:53Z2021-03-18T10:08:54ZUSAA Script to fix the broken download issue<div><p>Sent from my iPad</p></div>Ted Ashfordtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T10:18:45Z2021-03-18T10:18:45ZUSAA Script to fix the broken download issue<div><p>When I talked with USAA’s CEO office they stated they would vet Moneydance to be a supported app for automatic downloads. Hopefully that process has started.</p></div>jenkins007tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T19:24:38Z2021-03-18T19:24:39ZUSAA Script to fix the broken download issue<div><p>I installed this script today and it downloaded my accounts as it should. However, the PayPal Importer extension is no longer functioning? Has anyone else had this problem?</p>
<p>I have uninstalled the Importer and reinstalled. I have uninstalled, restarted, reinstalled, restarted. Nothing has worked to resurrect it. Also, on another topic, why are there 50+ PayPal, Inc. entries in the list of online connections? Any way to get rid of that?</p></div>jeremytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T20:16:48Z2021-03-18T20:16:48ZUSAA Script to fix the broken download issue<div><p>@jeremy 😃 +1 (=37). I see no reason why your PayPal extension would be affected. Can you post your console log?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T20:29:47Z2021-03-18T20:29:49ZUSAA Script to fix the broken download issue<div><p>@Stuart</p>
<p>I most recently tried installing from a file (downloaded from GitHub) and this is what popped up in the Console:</p>
<pre>
<code>`Exception in thread "JavaFX Application Thread" java.lang.IllegalArgumentException: WebView@710a30ae[styleClass=root web-view]is already set as root of another scene
at javafx.graphics/javafx.scene.Scene$8.invalidated(Unknown Source)
at javafx.base/javafx.beans.property.ObjectPropertyBase.markInvalid(Unknown Source)
at javafx.base/javafx.beans.property.ObjectPropertyBase.set(Unknown Source)
at javafx.graphics/javafx.scene.Scene.setRoot(Unknown Source)
at javafx.graphics/javafx.scene.Scene.(Unknown Source)
at javafx.graphics/javafx.scene.Scene.(Unknown Source)
at com.moneydance.apps.md.view.gui.bot.RobotBrowser.addToPanel(RobotBrowser.java:289)
at com.moneydance.apps.md.view.gui.bot.RobotBrowser.lambda$addToPanel$9(RobotBrowser.java:292)
at javafx.graphics/com.sun.javafx.application.PlatformImpl.lambda$runLater$10(Unknown Source)
at java.base/java.security.AccessController.doPrivileged(Unknown Source)
at javafx.graphics/com.sun.javafx.application.PlatformImpl.lambda$runLater$11(Unknown Source)
at javafx.graphics/com.sun.glass.ui.InvokeLaterDispatcher$Future.run(Unknown Source)`</code>
</pre>
<p>And when installing via the Extension installer, here is what comes up:</p>
<pre>
<code>opening connection with no proxy to https://infinitekind.com/app/md/extensions/paypalimporter.mxt
connecting to: https://infinitekind.com/app/md/extensions/paypalimporter.mxt with method: GET proxy: null
CookieHandler request for https://infinitekind.com/app/md/extensions/paypalimporter.mxt
Cookies retrieved: {Cookie=[]}
Sending https request:
GET /app/md/extensions/paypalimporter.mxt HTTP/1.1
Content-Length: 0
Host: infinitekind.com
DNT: 1
Accept-Encoding: gzip, inflate
Connection: close
---end headers
GET https://infinitekind.com/app/md/extensions/paypalimporter.mxt
<<HTTP/1.1 200 OK
<<date: Thu, 18 Mar 2021 19:46:01 GMT
<<server: Apache/2.4.18 (Ubuntu)
<<vary: Accept-Encoding
<<last-modified: Wed, 30 May 2018 07:57:52 GMT
<<etag: "6fd21-56d67b5296000"
<<accept-ranges: bytes
<<content-length: 458017
<<connection: close
trying to verify external module: paypalimporter
trying to verify external module: paypalimporter
initialized extension paypalimporter in 0.004 seconds
opening connection with no proxy to https://infinitekind.com/app/md/extensions.dct
connecting to: https://infinitekind.com/app/md/extensions.dct with method: GET proxy: null
CookieHandler request for https://infinitekind.com/app/md/extensions.dct
Cookies retrieved: {Cookie=[]}
Sending https request:
GET /app/md/extensions.dct HTTP/1.1
Content-Length: 0
Host: infinitekind.com
DNT: 1
Accept-Encoding: gzip, inflate
Connection: close
---end headers
GET https://infinitekind.com/app/md/extensions.dct
<<HTTP/1.1 200 OK
<<date: Thu, 18 Mar 2021 19:46:04 GMT
<<server: Apache/2.4.18 (Ubuntu)
<<vary: Accept-Encoding
<<last-modified: Sat, 05 Dec 2020 21:45:12 GMT
<<etag: "4685-5b5be81f0aa00"
<<accept-ranges: bytes
<<content-length: 18053
<<connection: close</code>
</pre></div>jeremytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T20:53:39Z2021-03-18T22:24:28ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T21:08:24Z2021-03-18T21:08:57ZUSAA Script to fix the broken download issue<div><p>After installing the PP Importer and reloading, here is the Console Log (private info redacted):</p>
<pre>
<code>Starting Moneydance 2021.1 (3051) at Thu Mar 18 16:02:36 CDT 2021
Settings Folder: /Users/######/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance
OS: Mac OS X 10.16 x86_64
Java: 15.0.1 (AdoptOpenJDK)
Is in sandbox: true; restricted file access: false
Library path: /Applications/Moneydance.app/Contents/MacOS:/Applications/Moneydance.app/Contents/PlugIns/vm.jdk/Contents/Home/lib
creatingURLStreamHandler for protocol 'moneydanceextloader'
initialized extension balpred in 0.009 seconds
initialized extension moneyPie in 0.003 seconds
creatingURLStreamHandler for protocol 'http'
initialized extension moneyforesight in 0.953 seconds
initialized extension paypalimporter in 0.003 seconds
multires images not supported: java.lang.ClassNotFoundException: sun/awt/image/MultiResolutionImage.class
initialized extension updater in 0.006 seconds
Initializing fonts:
default: [[SF Pro Display, SF Display, Helvetica Neue, Helvetica, Lucida Grande, Dialog]]
printing: [[Helvetica, SF Pro Display, SF Display, Helvetica Neue, Helvetica, Lucida Grande, Dialog]]
monospaced: [[Gill Sans, Menlo, Monaco, Monospaced]]
coding: [[Hack, Monospaced]]
fonts resolved:
default: SF Pro Display:13.0:style0
mono: Gill Sans:13.0:style0
coding: Hack:13.0:style0
print: Helvetica:12.0:style0
header: SF Pro Display:15.0:style0
register: SF Pro Display:12.0:style0
reportTitle: SF Pro Display:32.0:style0
calendarTitle: SF Pro Display:12.0:style0
reportHeader: SF Pro Display:11.0:style0
detailTitle: SF Pro Display:15.0:style0
detected system appearance: org.violetlib.vappearances.VAppearanceImpl@3bd418e4
Setting look and feel class to org.violetlib.aqua.AquaLookAndFeel
Unable to map image: java.lang.IllegalArgumentException: argument type mismatch
initialized extension yahooqt in 0.975 seconds
opening last file: #####################
loading dataset: /Users/********/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/36be6508-4f75-409f-82d1-1df5192494ae.moneydance
Java version: 1500001
creatingURLStreamHandler for protocol 'https'
updater: read 33504 bytes of update info
Retrieving signature
updater: using public key: updater_pub_0
Sweet! We've gotten a signed description of the update info
Version info retrieved; we are up to date!
loading with 128 bit encryption key
reading trunk data tiksync/trunk
trunk data loaded (1.298 seconds), checking for incremental updates
loading un-synced txn files...
loading synced txn files...
replacing root: null () with new root: ***** ***** (##############)
starting syncing via encryptedFS(GenericFSSyncFolder:shared_folder:base=###########:subpath=##########:)
item count: 103
VAQUA: system appearance did change
detected system appearance: org.violetlib.vappearances.VAppearanceImpl@3bd418e4
VAQUA: applying updated theme: mac_dark_mode
Setting look and feel class to org.violetlib.aqua.AquaLookAndFeel</code>
</pre>
<p>When clicking the Download PayPal Transactions... menu item, literally nothing happens on screen or in the console.</p></div>jeremytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T21:23:16Z2021-03-18T22:25:00ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T21:26:57Z2021-03-18T21:26:58ZUSAA Script to fix the broken download issue<div><p>@Stuart, is there a repository where I can download it? I do the typical n00b thing and do not save the previous version dmg files :/</p></div>jeremytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T21:45:05Z2021-03-18T22:25:11ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T21:55:26Z2021-03-18T22:00:15ZUSAA Script to fix the broken download issue<div><p>@Stuart Thank you sir! That did it. I will update my issue on the PP Importer GitHub page.</p></div>jeremytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T22:10:22Z2021-03-18T22:11:17ZUSAA Script to fix the broken download issue<div><p>@Jeremy just so others don't get confused, your statement:<br>
I installed this script today and it downloaded my accounts as it should.</p>
<p>would be more properly stated:<br>
I ran the script today, and the new custom profile worked.<br>
Moneydance was able to download my USAA accounts.</p>
<p>The difference seems subtle, but it is significant to "what happens where" - the script fixes the profile, it does not download anything.</p>
<p>As for the paypal issue - now that you and Stuart are talking - it would be nice if you'd redact (i.e. edit it down to about nothing) the messages (you too, Stuart! ) so that again, people don't think paypal and this script are connected...</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T22:24:17Z2021-03-18T22:24:17ZUSAA Script to fix the broken download issue<div><p>@Jeremy. I just tested the Paypal importer. it loads under 3036 and not under 3051. This is nothing to do with the USAA Script. It's related to the 3051 update... S</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-18T22:26:14Z2021-03-18T22:26:14ZUSAA Script to fix the broken download issue<div><p>All, the USAA Scripts are working well with 37 people reconnected so far....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T05:31:43Z2021-03-19T05:31:43ZUSAA Script to fix the broken download issue<div><p>@Monica Gere 😃 +1 (=38)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T15:04:40Z2021-03-19T15:04:41ZUSAA Script to fix the broken download issue<div><p>@Stuart</p>
<p>Is there any way to suppress the "0" that populates the Check# field for pretty much every transaction? i.e. if(check#. == null or check# == 0) then set check# = ""</p>
<p>Thanks,<br>
Jeremy</p></div>jeremytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T15:08:40Z2021-03-19T15:08:40ZUSAA Script to fix the broken download issue<div><p>Sorry. No idea. This is nothing to do with the script. This is the new download format and the std moneydance code.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T17:29:29Z2021-03-19T18:30:50ZUSAA Script to fix the broken download issue<div><p>@Jeremy - there seems to be some confusion about what this script does. It does one thing - create a custom profile for USAA in Moneydance to replace the broken one.</p>
<p>This "reopens the gates" that USAA closed on Jan 26.</p>
<p>Anything else is Moneydance using the new custom profile. Even step 5 and step 6 in the documentation I wrote are all about Moneydance, the script is finished at the end of step 4.</p>
<p>So, a lot of words to say - having zeroes in the check number field has nothing to do with the script at all. It's what USAA sends post Jan 26.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T18:18:57Z2021-03-19T18:18:57ZUSAA Script to fix the broken download issue<div><p>@Jeremy,</p>
<p>Would Batch Change > Check # help?</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T20:22:06Z2021-03-19T20:22:07ZUSAA Script to fix the broken download issue<div><p>Is there ANY official news from IK on when they might be able to fix this problem? Is that even possible if the new standard is Quicken proprietary?</p></div>Guy Burnstag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T20:45:36Z2021-03-19T20:45:36ZUSAA Script to fix the broken download issue<div><p>@Guy Burns. Which problem are you referring to?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T20:54:25Z2021-03-19T20:54:26ZUSAA Script to fix the broken download issue<div><p>@Stuart Beesley, I'm referring to the original root problem that makes this all of this necessary. Do we know if it's even possible for IK to "fix" given the proprietary nature of the new financial exchange protocol? If it's possible, has there been any comms from IK on how soon it <em>might</em> be resolved?</p></div>Guy Burnstag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-19T21:06:01Z2021-03-19T21:06:01ZUSAA Script to fix the broken download issue<div><p>@Guy Burns - no idea; I have no affiliation with IK nor do I have any info. However, I suspect it will be a while. In the mean time, my fix script works perfectly well and allows you to continue to use standard Moneydance. If you need to connect, I suggest you use this. S</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T02:50:35Z2021-03-21T02:50:38ZUSAA Script to fix the broken download issue<div><p>so I decided to give this a go. was jumping on to complain that it wasn't working even after retrying. But as I was posting, I realized I was using the ofx_create_new_secu_bank custom profile script rather than the usaa one because the scripts are named so similarly (both start with ofx_create_new and clearly I'm not paying close enough attention). I thought it weird the instructions had me write down the clientUUID and the script didn't ever ask for it. Also thought it weird it was referring to this SECU bank profile, but didn't put it all together until I started to fire up a comment and complain about it.</p>
<p>Fortunately, I figured it out before looking like a complete buffoon in public, however, I'm more than happy to admit my idiocy if it helps anyone realize that this script is pretty solidly written. I messed up pretty handily here, but it still managed to clean up my mess when I ran the right script. Good job, fellas.</p>
<p>Only problem I have now is that one of my accounts downloaded transactions back to like October, so there are a TON of duplicate entries to clean up. The other 3 accounts did <em>not</em> do that. Also of note, you can change the account nicknames on your credit card at any time to make it easier to distinguish which card is which. I hadn't done that step until the end when it didn't recognize my credit card. I just switched the nicknames real quick on USAA, changed the connection information, and it pulled down the new nicknames so I knew which account was which.</p>
<p>Solid work here even when IK can't get their stuff together to figure it out, the community comes together to make it work.</p></div>doug browntag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T03:46:34Z2021-03-21T03:46:34ZUSAA Script to fix the broken download issue<div><p>@doug brown - great to hear you made it work for you! Sorry about the similar names for the script file, but yes, paying attention is good... ;)</p>
<p>Glad to hear recent additions to the documentation about nicknames was helpful, especially if you have multiple credit cards (which is where most of the usaa change account number problems are)</p>
<p>As for tons of transactions - that's the last transaction date issue which is also covered. For some reason that one account was probably "zeroed" out for last transaction date so you got everything usaa had. Hopefully you won't have significant merge issues, which is also discussed.</p>
<p>And to those reading - the above parts have nothing to do with the script, which basically just plain works, but we try to explore the new world of downloading usaa post Jan 26 as well, to help out.</p>
<p>Glad it works, and hope you get it all cleaned up now that USAA is downloading again.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T05:02:03Z2021-03-21T05:02:03ZUSAA Script to fix the broken download issue<div><p>@doug brown 😃 +1 (=39)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T20:41:22Z2021-03-21T21:12:02ZUSAA Script to fix the broken download issue<div><p>Works on Linux Thanks!</p></div>jamdotag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T21:08:20Z2021-03-21T21:20:03ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T21:19:45Z2021-03-21T21:19:45ZUSAA Script to fix the broken download issue<div><p>@jamdo 😃 +1 (=40).</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T21:34:05Z2021-03-21T21:34:05ZUSAA Script to fix the broken download issue<div><p>@dtd @Stuart Beasley I reported earlier that the script worked with no issues. That is on Linux Mate.<br>
I did find one quirk, however. As noted by others I had a low activity account that was not identified. I waited for interest to post, but that did not solve the issue. I made a small transfer between accounts and I was then able to connect it to MoneyDance without a problem. Thanks again.</p></div>bfilitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-21T21:57:36Z2021-03-21T21:57:36ZUSAA Script to fix the broken download issue<div><p>@tjparrott61 😃 +1 (=41)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-23T21:22:19Z2021-03-23T21:22:19ZUSAA Script to fix the broken download issue<div><p>As the documentation person for this 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 is fixed, by users. If you have been wanting to download 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></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-23T22:41:52Z2021-03-23T22:41:52ZUSAA Script to fix the broken download issue<div><blockquote>
<p>USAA download is fixed, by users. If you have been wanting to download again, you don't need to wait for IK/MD</p>
</blockquote>
<p>Sigh ... we should hold IK/MD up to their responsibility end. They can fix this. They have the responsibility and resources (see how much times and effort were put into the last two betas)</p>
<p>All this does is to enable them to act irresponsibly. Again sigh ...</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-23T22:56:22Z2021-03-23T22:56:22ZUSAA Script to fix the broken download issue<div><p>Agree with your statement, but</p>
<p>All this does is to enable them to act irresponsibly. Again sigh ...</p>
<p>Actually, I think this also allows users to get their USAA downloads again... I'm not apologizing for IK/MD, but withholding a solution to try to force IK/MD to do the right thing doesn't feel right, either.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-23T23:59:59Z2021-03-23T23:59:59ZUSAA Script to fix the broken download issue<div><p>I'll be a bit kinder here and say that TIKs real problem is a lack of communication in this.</p>
<p>As good an interim solution this is I do not consider it a long term approach that could be taken, users manually extract part of a URL to me is not a viable permanent approach.</p>
<p>So they:</p>
<ol>
<li>
<p>Either work with USAA to come up with a programatic approach, assuming USAA is willing and co-operative, it is not clear that they are.</p>
</li>
<li>
<p>Develop a way that Moneydance can itself extract the string from the URL, something I do not think that Moneydance is close to having in todays version of the software.</p>
</li>
</ol>
<p>As for the solution you have provided I am not convinced they have the resources that could be devoted to this.</p>
<p>The documentation that exists today does not inspire that they could do as thorough a job as dtd has.</p>
<p>As for the programming I think it would mean that they would have to stop all other work to work on an interim solution, I question if this would be viable.</p>
<p>I do not think TIK has a lot of resources so in general has to work on more long term solutions. The recent spate of bad preview releases points to other problems and not just resourcing.</p>
<p>If TIK was more communicative on what is being done where they are at the goal they want to release it would in my view stop a lot of comments, not all but many.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-24T00:49:08Z2021-03-24T00:53:32ZUSAA Script to fix the broken download issue<div><p>Thank you to both hleofxquotes and dwg....</p>
<p>So all that said, given the lack of communication from IK/MD - as to timing for a fix, or long term direction, or providing a solution via grabbing a piece from a url (which is indeed the issue) - Stuart is providing the "grab a piece from a url" solution and creating a new custom profile for USAA that works.</p>
<p>So, to those reading, feel free to wait for IK/MD to deliver. But if you don't want to wait, there is a solution available that has worked now for a month.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-24T08:02:43Z2021-03-24T08:02:43ZUSAA Script to fix the broken download issue<div><p>To anyone reading this, the usaa fix script works. Circa 40+ people have now successfully reconnected.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-24T23:41:11Z2021-03-24T23:41:12ZUSAA Script to fix the broken download issue<div><p>Love that this connects and downloads! I have noticed that I'm re-downloading some transactions. I'm sure it's a setting or something somewhere, but not sure where to begin looking?</p></div>mchristensontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T00:14:28Z2021-03-25T00:28:56ZUSAA Script to fix the broken download issue<div><p>@mchristenson - Glad the script worked for you!</p>
<p>As to redownloading - this is about Moneydance, not the script. If you have duplicate transactions - use the merge function to put them together.</p>
<p>If something else, describe more. We try to help with the "it works again" issues as USAA did change a bit on how they download on Jan 26.</p>
<p>One comment - if you have redownloading (like maybe the "don't download again code" changed?) again, try to merge, but if that doesn't seem tenable - KEEP THE NEW TRANSACTION. Going forward, you have to get Moneydance and USAA to agree what needs to be downloaded. If you delete the new download in favor of the older one, USAA/Moneydance will continue to download that item ad nauseum.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T01:01:56Z2021-03-25T01:01:57ZUSAA Script to fix the broken download issue<div><p>I was trying to merge, and did so, but then it still downloaded some transactions (not all) and stopped offering "merge" as an option.</p>
<p>I will try to pay more attention and report back!</p></div>mchristensontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T08:45:02Z2021-03-25T08:45:02ZUSAA Script to fix the broken download issue<div><p>@mchristenson 😃 +1 (=42)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T12:20:26Z2021-03-25T21:36:17ZUSAA Script to fix the broken download issue<div><p>Hi, Stuart (@Stuart Beesley - JUST A FELLOW USER). Thanks for the script! I tried to apply it yesterday, it all seemed to go ok, but looking in the console log when I do an online download for the USAA account, Using the absolute latest MD (2021.1 (3056)), I'm getting a response that I think indicates a problem (personal details removed):</p>
<p>Can you tell from this what's going on? As I said, as far as I can tell I followed along on the instructions, and copied/pasted all the information required...</p>
<p>Thanks for your help (and thanks again for ALL the work!)<br>
- Bryan</p></div>bzstag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T12:32:28Z2021-03-25T12:32:28ZUSAA Script to fix the broken download issue<div><p>Hi Bryan, well I can see you have a good connection profile... But you are getting a 'forbidden' response.. I would suggest that it's one of these things:<br>
1/ Your Client UID of: 9fef871a-f181-4734-b603-938XXXXXX is wrong<br>
2/ Your Credentials are wrong.</p>
<ul>
<li>Have you authorised online/direct/quicken access?</li>
<li>Did you capture the UID BEFORE visiting the view quicken credentials screen?</li>
<li>Are you using the quicken credentials presented on the view credentials screen (rather than your normal bank logon credentials)?</li>
</ul>
<p>Pls grab these again, run the script again and try again?</p>
<p>DTD might jump in here with more suggestions....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T12:35:10Z2021-03-25T12:35:10ZUSAA Script to fix the broken download issue<div><p>Hi, Stuart. Thanks for the quick response! In answer to your<br>
questions, yes for all - but I'll go ahead and re-do them to verify, and<br>
update you on any changes.</p></div>bzstag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T16:40:41Z2022-07-13T12:41:56ZUSAA Script to fix the broken download issue<div><p>Hey Stuart, finally got around to getting the script set up and running.</p>
<p>All seems well except for a pesky 2000 error on my primary checking account. I am getting a good connection and data download on my savings account, credit card, and joint checking account I share with my wife - but the primary checking keeps throwing the error.</p>
<p>Any suggestions?</p></div>taser8tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T16:53:26Z2021-03-25T16:53:26ZUSAA Script to fix the broken download issue<div><p>@sean 😃 +1 (=43). I’m sure dtd will chip in about the 2000 error.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T18:21:08Z2021-03-25T18:21:08ZUSAA Script to fix the broken download issue<div><p>Hi, Stewart. Well, I figured it out, and it's not what I expected. All the credentials were correct, but I'm using this from outside the US - although I have no problem connecting to the "normal" USAA online banking, apparently when connecting through the new API they are blocking non-US access. I turned on my VPN, and voila, it works without an error now. Note that in "earlier days", running WITH a VPN would generate errors (because only bad guys used VPNs...?), but now it appears to be OK with most of my accounts, and required for the new USAA access.</p>
<p>Thanks again! Hopefully if anyone else is using MD and USAA from abroad, this news will help them get it working as well...</p></div>bzstag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T18:33:44Z2021-03-25T18:33:44ZUSAA Script to fix the broken download issue<div><p>@bzs 😃 +1 (=44). Great tip about the VPN and needing to be in the USA... I can hear @dtd tapping the keyboard right now to update the documentation to 7.1....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T19:20:03Z2021-03-25T19:28:09ZUSAA Script to fix the broken download issue<div><p>Responses to recent messages.</p>
<p>First, it's great to see the script and new USAA custom profile worked for everyone!</p>
<p>And now, we deal with the USAA/Money "dance" as the linkages work again. This is "business as usual", but both Stuart and dtd (me) aren't the provide a script and then ignore the aftermath. We both like helping.</p>
<p>bzs - Good tip (as Stuart says - I've already added "Outside US issues" to the documentation of "after the script is done, what might you encounter".) Also, now that you've diagnosed, could you edit and remove the long console log from your message?</p>
<p>Sean - if I read it right, you are up and working, and all but one of your accounts downloads fine. You might want to open the console (not Moneybot, the other one... ;) and see what is different about that account vs. the others. Do you download one at a time, or all accounts at once? Try both methods, again observing the console log. Don't publish the whole thing here, but I think you can report back the results. If you don't know how to interpret the console, send it to dtd at tbg3.com, with redactions for security. EDIT: You might also try disabling that account, and reselecting it (or even see if it is listed) in the Moneydance online setup.</p>
<p>mchristensen - sigh, either you get nothing, or too much. so yes, a few questions to direct you about the multiple transactions. Once you've downloaded them, (and don't touch them), and then download again, do you get them yet again, or does USAA/Moneydance think it is done? If you delete or merge them, is that when they download again? I guess I need to know what is repeated, or does it only repeat when you change things around? Are the downloaded items VALID or you don't consider them correct? i.e. supposedly you wouldn't be getting them unless they are correct, they might just be duplicates (and if so - keep the NEW one vs the old one. You may have to copy paste data from one to the other if you cannot merge.) Hope that gives you a start to stabilizing the transactions, and then moving forward.</p>
<p>Hope that helps, and bzs thanks for the documentation item.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T19:56:35Z2021-03-25T19:56:35ZUSAA Script to fix the broken download issue<div><p>I finally mustered the courage to take the recommended steps, and all seemed fairly straightforward. But when i ran the script I obtained a message that my version 2017.5 "SORRY YOUR VERSION IS TOO OLD FOR THIS"</p>
<p>(And by the way, the "Window" pick I used was "Python Scripting" - if that matters.</p></div>eric.klandermantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T20:03:02Z2021-03-25T20:22:03ZUSAA Script to fix the broken download issue<div><p>Yes, I think 2017 and older is the cutoff point that Stuart encountered in creating a new custom profile. I should add that to the documentation, it's regrettable, but I admire that Stuart went back as far as possilbe, as it does work on 2019 forward.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T20:47:18Z2021-03-25T20:47:18ZUSAA Script to fix the broken download issue<div><p>@eric.klanderman - yup... USAA requires fixes/updates to allow the connection to work and these only exist in newer versions of MD.. Over time you will find more banks failing unless you upgrade - sorry...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T21:54:09Z2022-07-13T12:41:56ZUSAA Script to fix the broken download issue<div><p>@dtd - Tried all, no change. Whether I get accounts one by one or all together, the one checking account errors out. Tried disabling and re-enabling, no change.</p>
<p>I did a rudimentary comparison between the console results from a successful download and the bad one; I see a difference in "DTCLIENT" numbers, TRNUID; the expected account number, of course. The unsuccessful one does not have anything where the other has a "DTSTART". There are several differences in cookie references on both sides.</p>
<p>Those seem to be the main ones.</p>
<p>Thanks for the help!</p></div>taser8tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T22:03:08Z2021-03-25T22:03:08ZUSAA Script to fix the broken download issue<div><p>Ok, this may seem weird, but I've encountered "bad accounts" within Moneydance and two of my Chase accounts in the past - if anything - this tests Moneydance accounts, vs. USAA connection. So if you are willing, go with me on this (or tell me no, that's fine too)</p>
<p>Make an export backup first of course.</p>
<p>Then create a new checking account, call it USAA Primary Account Test (or whatever you want - call it snitzfritz for all I care). Disable the account that doesn't work. Then ENABLE this account and connect with the problematic account. See if it works. (I do this because all the others work, why not this one?)</p>
<p>If it works, then yay. move all the transactions from the one account to the new one, change snitzfritz to the main name, and delete the other account since it is now empty. And you get to deal with the duplicate transactions, sorry.</p>
<p>If it DOES NOT WORK, then we have to start to question what is going on with USAA, but we'll deal with that if such happens.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T22:15:25Z2021-03-25T22:15:25ZUSAA Script to fix the broken download issue<div><p>Since we are on page 12 now, let me restate that the script works extremely well (40+ users so far).</p>
<p>The issues you may be reading are dealing with the fact the script does work so well. What we are dealing with are the repercussions of what USAA did on Jan 26, now that we are getting downloads again. USAA made some changes, and now that we see them, (account number changes, transaction issues, etc.) we are trying to help "make it all good" - but this has nothing to do with the script, which only fixes the connection profile.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T22:21:13Z2022-07-13T12:41:56ZUSAA Script to fix the broken download issue<div><p>Okay, tried it - I think I'm tracking the logic on this test. I'm assuming when you say to disable the account you mean pick "disable" under the "set up online banking" for the "old" account. Did that, set up the new one, still get the same error.</p>
<p>May I just point out that my last name IS Murphy...</p></div>taser8tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T22:31:04Z2021-03-25T22:33:25ZUSAA Script to fix the broken download issue<div><p>Ok, sigh. As you say, the logic is to test the integrity of the older account.</p>
<p>Given the new account doesn't work, try one more thing (I don't think it will work, but it will give the temerity towards complaining to USAA (which will be a very frustrating experience)</p>
<p>Create a brand new empty database. Create a checking account. Run the script (of course) to make usaa work. put in all the dang credentials and create a new profile. EDIT: Make sure the account is connected to online download ...<br>
Try to download. as you say, i think you see the logic.</p>
<p>given it doesn't work, we now have to start complaining to usaa - do grab a console log of all of this, and keep it in a file - maybe send it via email to me and/or Stuart, but at this point, I think we'd just say - something is wrong here, but who knows.</p>
<p>Glad all your other accounts work!</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T22:38:15Z2021-03-25T22:38:15ZUSAA Script to fix the broken download issue<div><p>Since you may not see the edit I made - create the new profile using the script with a WORKING account. Then connect the checking account you just created in the empty database via online banking, and see if the bad account shows up in the picklist. That would be part of the process to determine why in the h-e-doublehockeysticks this account wont work.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-25T23:04:05Z2021-11-22T19:58:35ZUSAA Script to fix the broken download issue<div><p>Sean. If this latest test doesn’t work. Then by all means open console. Keep it open. Download one that works and then one that doesn’t. And then email me the console output.</p>
<p>If it does work we should collaborate to debug why (for others)</p>
<p>…</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-28T19:11:07Z2021-03-28T19:11:07ZUSAA Script to fix the broken download issue<div><p>Stuart - thanks for putting the script together - i just ran it successfully - odd thing - it downloaded duplicates going back to october (my history goes back years and years - n to sure why that month) - i have only been about 6 weeks unable to download - wasnt too hard to delete the 400 duplicates - all balanced ok -</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-28T19:25:45Z2021-03-28T19:26:40ZUSAA Script to fix the broken download issue<div><p>@Stuart, @dtd, @hleofxquotes;</p>
<p>Just wanted to confirm that your script and instructions worked as expected for me. Like others, I had some issues getting the credit card to work correctly, but I used your appendix section and worked through it...I'd note that re-linking the credit card caused an (Old) card number to come up for linking--my guess is that was a USAA problem (I've had cards w/ them for decades). Anyway, since I only have one card, the link connection choice was straightforward.<br>
In any case, wanted to say thanks for your work on this and other tasks you take on as volunteers.</p>
<p>Take care,<br>
Dale [NOT STAFF--JUST ANOTHER USER]</p></div>dalefurrow (Fellow User)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-28T19:44:38Z2021-03-28T19:44:38ZUSAA Script to fix the broken download issue<div><p>@v3hanson 😃 +1 (=45)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-28T19:46:12Z2021-03-28T19:46:12ZUSAA Script to fix the broken download issue<div><p>@dalefurrow 😃 +1 (=46)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-28T20:44:03Z2021-03-28T20:44:03ZUSAA Script to fix the broken download issue<div><p>@v3hanson - I note my script is populating "date_avail_accts" to 2020/02/04. Is this the date it's going back to? I will change this to 2021-01-26.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-28T20:49:55Z2021-03-28T20:58:53ZUSAA Script to fix the broken download issue<div><p>@ Stuart - I'd make the date a bit before 2021-01-26 as some may have run into the cutoff, but had not downloaded for a time.</p>
<p>A good cutoff might be 2021-01-01 ? And if someone DOES need an older download, they could do reset sync on the account? (You can probably hear me typing on Version 7b.... ;) )</p>
<p>Oh, and the date it is going back to is probably six months. USAA historically held six months, Schwab holds 18 !</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-28T21:18:34Z2021-03-28T21:18:34ZUSAA Script to fix the broken download issue<div><p>@dtd - we should consider just putting the last download date fix straight into the script too.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T14:14:45Z2021-03-29T14:15:34ZUSAA Script to fix the broken download issue<div><p>Oh wow, you folks rock.<br>
:) +1 (=47)</p>
<p>Thank you.</p></div>dhbnntttag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T14:50:32Z2021-03-29T14:50:32ZUSAA Script to fix the broken download issue<div><p>@dhbnntt 😃 +1 (=47)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T15:05:55Z2021-03-29T15:05:55ZUSAA Script to fix the broken download issue<div><p>no my date is going back to October 2020 - i just initiated my second download and over 300 dupes downloaded again - not quite sure how to handle this</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T16:49:59Z2021-03-29T16:49:59ZUSAA Script to fix the broken download issue<div><p>@v3hanson - can you follow the steps in the PDF to use Toolbox and edit the last txn download date to one more recent, perhaps this week and see if that helps?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T16:51:48Z2021-03-29T16:51:48ZUSAA Script to fix the broken download issue<div><p>@Sean - glad we sorted your 2000 error on one old account. It seems that your account was from 2007 with 1000s of txns. The fix was to change the last txn download date to this week using Toolbox 🧰 +1; and hey. presto it worked. 😃</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T19:24:20Z2021-03-29T19:40:00ZUSAA Script to fix the broken download issue<div><p>@v3hansen - unfortunately, usaa changed all the "already been downloaded" codes on Jan 26, so when you delete the NEW download, MD still doesn't have that code buried in the transaction, so it will download over and over till you keep it.</p>
<p>There are two ways to fix it. One is to keep the new downloaded items vs. deleting them, but my impression is 300 is a lot to deal with. (You could merge them with the other transactions, or if they won't merge, keep the new one vs. the old one. (Again, unfortunately, USAA new downloaded items are cruder than they used to be, so it is natural to not want the new ones... but)</p>
<p>If you have a 2021 preview version, you can use Stuart's Toolbox tool to change the account's "last txn date", which will tell that account - i just don't want anything downloaded before a certain date. That's mentioned in the pdf file and Stuart referenced it a couple messages back.</p>
<p>Nothing to do with the script, of course, the script just reopens the USAA floodgates, and what you see is what everyone using Quicken sees now. They are complaining as well... That said, Stuart and I like solving problems, so the addendum in the instructions just keeps getting longer... we are way beyond what we intended to do originally (just make USAA download again) - now we are trying to help people deal with the "new USAA methodology"....</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T19:30:51Z2021-03-29T19:30:51ZUSAA Script to fix the broken download issue<div><p>i will dig in on this - btw when i download the next version of moneydance (i have the latest) will i have to run the script again if Moneydance hasn’t fixed it ?</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T19:38:13Z2021-03-29T19:38:13ZUSAA Script to fix the broken download issue<div><p>Nope. The fix sticks. No need to rerun script.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-29T19:44:31Z2021-03-29T19:46:40ZUSAA Script to fix the broken download issue<div><p>As Stuart says, the custom profile is independent of the MD version. That said, if MD HAS fixed usaa downloads at some point, you can move to their fixed profile, IF you wish to do so.</p>
<p>Anyone waiting for MD, of course, will run into the exact same issues you are running into now. You just get to see them first.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-30T00:30:06Z2021-03-30T00:30:06ZUSAA Script to fix the broken download issue<div><p>@v3hanson - I updated the documentation to Version 7b, specifically to address how USAA now sometimes downloads "too much". May help as you "dig in".</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-30T13:06:14Z2021-03-30T13:06:14ZUSAA Script to fix the broken download issue<div><p>Big thanks to the developers of this script. I was going to wait it out for an official fix from MD, but that doesn't seem to be coming any time soon. The PDF walk-through was seamless and I was up and running in about 15 mins.</p>
<p>I will say, it's a bit pathetic that we had to rely on the good graces of a few fellow users to fix this problem. Not that IK support has ever been great, but this is ridiculous. And the lack of updates on the issue is appalling. The only thing saving MD at this point is a lack of alternatives for those of us who don't like Quicken or other cloud-based platforms.</p></div>sodak1181tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-30T13:19:37Z2021-03-30T13:19:37ZUSAA Script to fix the broken download issue<div><p>@sodak1181 😃 +1 (48)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-30T13:21:37Z2021-03-30T13:22:12ZUSAA Script to fix the broken download issue<div><p>FYI. This is a now an IK recognised fix and they have written a knowledge base article:</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></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-30T17:28:38Z2021-03-30T17:28:38ZUSAA Script to fix the broken download issue<div><p>Stuart:<br>
Thank you, thank you, thank you! This works and works well! Apart from a Savings account which doesn't seem to be recognized, all of my accounts are working great after running your script. (The savings account is so small as to not be worth much bother.) I would suggest that MD implement something like your script in the program; surely other banks besides USAA change things and break the online connections. By the way, USAA should send you a fee; I think more than a few people have considered changing banks after their indifference to the chaos they caused. I know I have.</p></div>00mjwhitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-30T18:39:14Z2021-03-30T18:39:14ZUSAA Script to fix the broken download issue<div><p>@00mjwhite 😃 +1 (=49). Try putting a small txn into your savings account and see if it appears.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-30T23:23:49Z2021-03-30T23:23:49ZUSAA Script to fix the broken download issue<div><p>@Stuart - A bit off topic, but I noticed in your PDF that you mention the "don't download again" field and you say that it's hidden. Where is that at? I can see how that would be useful but I can't seem to find it. Thanks for the help.</p></div>sodak1181tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-31T00:40:35Z2021-03-31T00:40:35ZUSAA Script to fix the broken download issue<div><p>@sodak1181 - well, that's my writing, but let me try to explain.</p>
<p>When a bank and Md connect, the bank sends the "new" transactions, and MD downloads them into MD. You see most of the data, but one piece (which probably has some inexplicable code like abcdefghijklmnop ) is a code to say - ok, you have this transaction, and we don't need to do it again. Well, it's not surprising that MD doesn't feel a need to show this code, so it is "hidden", but still there.</p>
<p>So, NORMALLY, you get the download, merge it or confirm it, and it is never downloaded again. Of course, with the USAA changes, those download codes (sometimes) change (haven't figured out when or why they do, honestly) and you get all those downloads again, and if you delete the new ones (since they are indeed duplicates), the "code" is gone, and they get downloaded again (and again - if you keep deleting them)</p>
<p>I discuss this in the newest documentation (7c). As for "finding" that code - well Stuart better be asleep right now, but MAYBE toolbox can show them,but honestly, they are mostly transactional codes that won't mean much, other than to stop constant downloads.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-31T03:10:11Z2021-03-31T03:10:11ZUSAA Script to fix the broken download issue<div><p>The OFX specification defines that there is a transaction ID. This is what the software uses to determine if a transaction has already been downloaded and if it has to discard it.</p>
<p>The transaction ID needs to be a unique reference for that transaction, it would be expected that the OFX server software would generate it and assign it to the transaction, the ID has no use outside of OFX.</p>
<p>As dtd has said delete this new transaction and the code is gone and Moneydance will download the transaction again. If you have a manually entered transaction and merge them then the code is merged into the existing transaction to prevent future downloads.</p>
<p>Banks have been known to change the ID generator, software like Moneydance has no idea how to deal with this, all the transactions have new IDs so it will usually be necessary to go through the merge process to merge in the new IDs.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-31T04:00:18Z2021-03-31T04:00:18ZUSAA Script to fix the broken download issue<div><p>dwg - thanks for the clarification.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-31T06:22:46Z2021-03-31T06:22:46ZUSAA Script to fix the broken download issue<div><p>Try this. Locate a txn in the register. Right click. Show record details from the popup menu.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-31T06:28:59Z2021-03-31T06:28:59ZUSAA Script to fix the broken download issue<div><p>Thanks, all. Appreciate the rundown.</p></div>sodak1181tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-31T18:38:43Z2021-03-31T20:20:18ZUSAA Script to fix the broken download issue<div><p>Re: duplicate transactions</p>
<p>I think it is useful to view this type of problems as two separate cases</p>
<ol>
<li>What (how many) transactions were downloaded?<br></li>
<li>and for those download transactions, are there enough/correct information to detect duplicates.</li>
</ol>
<p>For case #1, the exchange goes like this</p>
<ul>
<li>MD send an OFX request asking for transactions from a specified day. For example:since 2021/01/18. In the request, it looks something like this</li>
</ul>
<pre>
<code><INCTRAN>
<DTSTART>20210118</DTSTART></code>
</pre>
<ul>
<li>The server then returns a response with a list of transactions starting from 20210118</li>
</ul>
<p>In perfect world, that how it goes. But in real life, s**t happens and here are some of the typical reason where things go side way</p>
<ul>
<li>The client (MD in this case) does not send DTSTART or send bad DTSTART</li>
<li>The server does not honor DTSTART and send all transactions it has.</li>
<li>The server does not have access to "older" transactions and can only send what it has. For example: client asks for 60 days but server has only 30 days of information.</li>
</ul>
<p>The best way to sort this out is to look at both the request and response.</p>
<p>For the request, look for value of DTSTART.<br>
For the response, look for value of DTASOF (there will be multiple) to see if any of them is outside the requested range<br></p>
<pre>
<code> <DTASOF>20210213033014.000[-5:EST]</DTASOF></code>
</pre>
<p>For case #2, the server must assign a unique ID for each transaction. In the response, such value will look something like this with tag FITID (for each transaction)</p>
<pre>
<code> <FITID>ec443a72-0ffc-438c-aeee-1cff993767c4</FITID></code>
</pre>
<p>Things that could go wrong</p>
<ul>
<li>The server does not send FITID</li>
<li>The server changes FITID for same transaction. I've seen this when a transaction is in PENDING state. Some FI will assign a FITID while the transaction in PENDING and then assign another FITID when the transaction is SETTLED.</li>
</ul>
<p>Program such as MD relies on this FITID value to be unique in order to detect duplicates.</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-03-31T20:19:07Z2021-03-31T20:19:07ZUSAA Script to fix the broken download issue<div><p>To others - the current messages have nothing to do with the script, which just works, this is about what happens once USAA is downloading transactions again.</p>
<p>@hleofxquotes - thanks for the post - once again, you show your knowledge of ofx and explain it well.</p>
<p>Of course, this info is beyond the point of the script (to reopen the ofx gateway), but the info intrigues me as to what is different now that usaa downloads again. So, my curiosity beckons, and I may dive into your tool again (is current version still, hmmm, 295?) as well as get console logs from MD as to what is sent by USAA now.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-01T02:11:07Z2021-04-01T02:11:07ZUSAA Script to fix the broken download issue<div><p>@monty 😃 +1 (=50) 🎉</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-01T16:00:50Z2021-04-01T16:00:50ZUSAA Script to fix the broken download issue<div><p>Stuart,<br>
I got the savings account to work today after making a small transfer to the savings account. Again, thanks for your help.</p>
<p>I also found out that Apple now allows exports of OFX (and other types) files from Apple CC which can be imported into MD and thought that I should pass that information along. This isn’t an automatic download such as you have helped us achieve with USAA, but is a small file that basically goes from one’s phone to computer via AirDrop (or otherwise) and is then imported into MD. It certainly beats doing it by hand, but it would be even better if it were automatic. Here is a link if others are interested:<br>
<a href="https://www.macrumors.com/how-to/export-apple-card-data-to-spreadsheet/">https://www.macrumors.com/how-to/export-apple-card-data-to-spreadsh...</a><br>
Mike</p></div>00mjwhitetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-01T16:08:13Z2021-04-01T16:08:13ZUSAA Script to fix the broken download issue<div><p>@00mjwhite 😃 *2 (still = 50)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-01T19:05:58Z2021-04-01T19:05:59ZUSAA Script to fix the broken download issue<div><p>I ran the script (finally after debating it for too long!) and got transactions for 6 months. Then I ran the toolbox extension and reran the script with a different back-up file and it only downloaded to the date I selected. Bravo Stuart!!! Kudos to you and to everyone who provided constructive feedback.</p></div>Bernie Bretontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-01T19:23:12Z2021-04-01T19:23:12ZUSAA Script to fix the broken download issue<div><p>@Bernie Breton 😃 +1 (=51)</p>
<p>Toolbox 🧰 😃 +1 too</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-01T23:19:47Z2021-04-01T23:19:47ZUSAA Script to fix the broken download issue<div><p>This worked very well for me, thanks Stuart! I have two credit card accounts with USAA and both are now downloading. I did it first with a test file, as suggested. Then had to do the change set up for downloading (who would have thought that USAA uses different internal account numbers than what's on the card). Then repeated everything in my main Moneydance file and it works like a charm! Thanks again!</p></div>tahartmantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-01T23:25:11Z2021-04-01T23:25:11ZUSAA Script to fix the broken download issue<div><p>@tahartman - fantastic!</p>
<p>As for the different credit card numbers, this change primarily happened on Jan 26, 2021. Before then, the credit card numbers matched (with some exceptions I won't get into), but they "all" seem different now. (I'm sure some stayed the same).</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-02T07:19:13Z2021-04-02T07:19:13ZUSAA Script to fix the broken download issue<div><p>@tahartman 😃 +1 (=52)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-03T16:39:36Z2021-04-03T16:39:36ZUSAA Script to fix the broken download issue<div><blockquote>
<p>different credit card numbers</p>
</blockquote>
<p>Most likely that was done to satisfy credit-card related security standard (limited exposure of actual credit card number via transmission).</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-04T02:12:51Z2021-04-04T02:12:51ZUSAA Script to fix the broken download issue<div><p>@hleofxquotes - that sounds right to me.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-04T02:46:01Z2021-04-04T02:46:01ZUSAA Script to fix the broken download issue<div><p>Me too.</p>
<p>Sent from my iPhone</p></div>tahartmantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-04T23:03:38Z2021-04-04T23:03:39ZUSAA Script to fix the broken download issue<div><p>Quick question - Downloading without any issues to my MAC using the python script. Is there anything to do for the data to synch with the iPhone Moneydance app? See to not be updating with changes made to some accounts.</p></div>Bernie Bretontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-04T23:17:41Z2021-04-04T23:17:41ZUSAA Script to fix the broken download issue<div><p>The python script fixes the USAA download profile. Assuming you did this to the computer that does the downloads. If there are new downloads, it is within Moneydance, the script has nothing to do with that. And yes, it should sync.</p>
<p>That said, if you replaced your primary file with a fixed file (i.e. like a backup) versus modifying the live file itself, that breaks the synchronization and you have to reset that up.</p>
<p>My methodology was to test the script on a test file, then modify the live file versus replacing the live file (no need to do so, the script just modifies the USAA profile). That methodology works.</p>
<p>Can you describe if you did this differently?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-04T23:26:23Z2021-04-04T23:26:24ZUSAA Script to fix the broken download issue<div><p>I had to use a couple of different backup and then I went back to the file on my desktop for the final script and most likely not the original file. I most likely will have to reset the synchronization. Something else to figure out ☺ but so thrilled it is downloading form USAA again.</p>
<p>Bernie</p></div>Bernie Bretontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-05T01:45:31Z2021-04-05T01:45:31ZUSAA Script to fix the broken download issue<div><p>@Bernie Breton 😃 +1 (=53). As @dtd says... the script has nothing to do with the actual download and will not directly affect syncing; however, if you did File/Restore from backup and kept this as your live dataset then the Sync would be disabled. In this situation, as you say, you will have to get sync reconnected.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-06T05:55:46Z2021-04-06T05:55:46ZUSAA Script to fix the broken download issue<div><p>@Michael McGregor 😃 +1 (=54)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-06T20:14:57Z2021-04-06T20:14:57ZUSAA Script to fix the broken download issue<div><p>Apologies if this has been addressed already - I scanned through the thread and didn't see anything.</p>
<p>I'm having a small issue with my USAA credit card downloads. For whatever reason, it will download transactions fine, but then the next day it will download the same transactions again. I then have to delete the first round of downloads and keep the second. Once I do that I'm good and it doesn't download the transactions a third time. And strangely enough, there's no merge option for these duplicates.</p>
<p>Anyone else have this issue?</p></div>sodak1181tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-06T20:24:05Z2021-04-06T20:24:05ZUSAA Script to fix the broken download issue<div><p>Some suggestions.<br>
- make sure you delete the original txns and keep the new downloaded txns - try toolbox, advanced mode, ofx tools, edit last txn download date and set it to today - dtd might have some ideas.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-06T20:29:23Z2021-04-06T20:32:20ZUSAA Script to fix the broken download issue<div><p>My one question is - is this a one off, one time problem, or does this "download transactions twice" happen day to day? i.e. you get everything fine, then download again the next day, get BRAND NEW downloads, then the day after that you get them again?</p>
<p>I do discuss the "one off, one time" problem in the pdf documentation, Version 7d, but it sounds like you are describing an ongoing problem versus a fix it once and done.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-06T22:25:51Z2021-04-06T22:26:11ZUSAA Script to fix the broken download issue<div><p>Yes, it's on going. It's been happening since I installed the script on the 30th.</p></div>sodak1181tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-06T22:53:38Z2021-04-07T16:29:38ZUSAA Script to fix the broken download issue<div><p>The script has nothing to do with this issue.The script runs once and then is gone. It just opens the gateway to USAA. You are observing how USAA downloads to you now.</p>
<p>So, what you describe as happening now is that USAA keeps downloading transactions to your credit card, even brand new ones, until you delete old ones and keep new ones.</p>
<p>Yes, this is unique.</p>
<p>What we have observed is that USAA will download duplicates, and if you delete the new duplicates, they will download again. You describe that you "do it right" (delete the old, not the new) and then those transactions stop downloading.</p>
<p>But what I'm hearing is that, let me make something up, that you fixed everything on say April 2, but then you downloaded transactions on April 4, and those download multiple times until you do the same fix. Things from April 2 and earlier no longer happen, it is the new items that are duplicated.</p>
<p>Please download the 7d documentaion from Stuart's initial post. And reread mags 361, 362, and 366 in this thread.</p>
<p>All I can think of is that something is wrong with your datafile, or the last txn download field. What version of MD are you using? If a preview version, it would be nice to see which credit cards you are having problems with, and what the last transaction date for those files are, and with a preview version you can do that with Stuart's toolbox extension.</p>
<p>Since this issue is not associated with the script, and this thread is about using the script, please either start a new thread and I will respond, or send email to dan at tbg3 dot com.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-10T03:26:58Z2021-04-10T03:36:29ZUSAA Script to fix the broken download issue<div><p>First, I can't thank y'all enough for all the work you've done to fix the problem with USAA! You are awesome!</p>
<p>I've followed instructions in PDF and am hung up on "Run Script. I get message: "Your system is not set up to save/store passwords. Do you want to continue?"</p>
<p>Then if I say yes "Do you have multiple DIFFERENT credentials where you wish to prime the default UUID into (Root's) Profile?</p>
<p>What does this mean and how do I fix?</p>
<p>Thanks!</p></div>mehkelley611tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-10T04:36:57Z2021-04-10T20:41:17ZUSAA Script to fix the broken download issue<div><p>@mehkelley611 Well, first of all, you are VERY close to done. Yay.</p>
<p>I have taken your questions and revised the PDF documentation to Version 7e. That should answer your questions about what to do.</p>
<p>The pertinent changes to you would be this:</p>
<p>You will also be asked “Do you have multiple DIFFERENT credentials where you wish to prime the default UUID into (Root's) Profile?”. Say SKIP THIS as it is an advanced fix for a small subgroup. (read Multiple Login Accounts for USAA at the end if you do say yes).</p>
<p>Note: You may be asked: "Your system is not set up to save/store passwords. Do you want to continue?" – Answer YES, you can explore this option in Moneydance later, if you wish.</p>
<p>When using online downloading, most people (including me) set up "save/store passwords" so that they don't have to input the username/password each time they run online downloads. You have it set up so that you enter the username/password each time, which is a choice - I just hadn't covered it in the document.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-10T07:17:20Z2021-04-10T07:17:20ZUSAA Script to fix the broken download issue<div><p>@mehkelley611. I presume you enter your bank connection password every time you download? This is ok and you can just click ok/yes/continue. If you would like the system to save your passwords then say no to stop. Go to file/passwords, set a password and then click to store passwords. Then restart MD. this is not mandatory.</p>
<p>Regarding ‘ Do you have multiple DIFFERENT credentials where you wish to prime the default UUID into (Root's) Profile?’.... most people say no. Do you have two different bank logins for separate account? I suspect not. But if you do then click yes.</p>
<p>Good luck. Let us know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T02:24:56Z2021-04-12T02:24:57ZUSAA Script to fix the broken download issue<div><p>Hey Stuart.<br>
Finally got back to it today. It worked! Had to do a little messing around with all my different accounts. Can’t thank you guys enough for all your work!</p>
<p>Thank you again!</p>
<p>Mary</p></div>mehkelley611tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T02:28:45Z2021-04-12T05:10:01ZUSAA Script to fix the broken download issue<div><p>Fantastic. The "little messing around" is why the addendum exists - USAA changed quite a bit in how they download items. Glad you got it all sorted out.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T05:01:43Z2021-04-12T05:01:43ZUSAA Script to fix the broken download issue<div><p>@mehkelley611 😃 +1 (=55)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T08:50:52Z2021-04-12T08:50:53ZUSAA Script to fix the broken download issue<div><p>Works like a charm. Thanks.</p></div>Daletag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T08:58:10Z2021-04-12T08:58:10ZUSAA Script to fix the broken download issue<div><p>@Dale 😃 +1 (=56)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T14:19:21Z2021-04-15T19:16:18ZUSAA Script to fix the broken download issue<div><p>I got the following pop-up when I tried running the script:<br>
SORRY YOUR MONEYDANCE VERSION IS TOO OLD FOR THIS SCRIPT/EXTENSION (min build 1904 required)</p>
<p>My Moneydance version is this: 2019.3 (1880)</p>
<p>I assume this means I have a 2019 version. Do I still have to upgrade MoneyDance?</p></div>stevescomtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T15:16:02Z2021-04-12T15:16:02ZUSAA Script to fix the broken download issue<div><p>@Steve McGhee.... You were so close.. The script checks for 2019.4 (build 1904).</p>
<p>So you might have to go and grab 2020.2(1929)<br>
<a href="https://infinitekind.com/download_2020">https://infinitekind.com/download_2020</a></p>
<p>I have a feeling it might be free (as you were using 2019).. You can always install, run the script, and then downgrade again... But if you can, better to stick with 2020 or later if poss.</p>
<p>Failing that. Just edit the py file (carefully) with a plain text editor - or even the moneybot edit function, and change line 72 to say 1880, then save, then try this...</p>
<p>Let me know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T19:54:14Z2021-04-12T20:06:49ZUSAA Script to fix the broken download issue<div><p>@Steve McGahee - the major question is did you buy Moneydance direct or through a 3rd party. Different policies apply. If you bought direct from Moneydance, check out this url:</p>
<p><a href="https://infinitekind.tenderapp.com/kb/purchasing-and-upgrading/upgrading">https://infinitekind.tenderapp.com/kb/purchasing-and-upgrading/upgr...</a></p>
<p>If bought direct, I think you can upgrade for free to at least 2020(1929). If bought third party, I don't know their upgrade policy.</p>
<p>Hope that helps. Just a user.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T21:20:26Z2021-04-12T21:20:26ZUSAA Script to fix the broken download issue<div><p>I'm a fellow user.</p>
<p>If you have a licensed version of Moneydance 2019 and you purchased Moneydance directly from the company then there are two possibilities.</p>
<ol>
<li>
<p>Your purchased Moneydance 2017 and upgraded to Moneydance 2019, because Moneydance 2020 i considered an extension to Moneydance 2019 you can upgrade to this version for free but to upgrade to Moneydance 2021 it would be half price upgrade.</p>
</li>
<li>
<p>You purchased Moneydance 2019, this would mean you can upgrade to Moneydance 2020 or 2021 for free.</p>
</li>
</ol>
<p>Software purchased directly qualifies for a free upgrade to what is deemed to be the next major release.</p>
<p>If you purchased the software from a third party you are subject to that vendors terms and conditions and as far as I am aware most do not provide for any free upgrade to newer versions.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-12T21:34:18Z2021-04-12T21:34:18ZUSAA Script to fix the broken download issue<div><p>As mentioned. Just edit the py file (carefully) with a plain text editor - or even the moneybot edit function, and change line 72 (from 1904) to 1880, then save, then run.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T10:03:05Z2021-04-14T10:03:05ZUSAA Script to fix the broken download issue<div><p>Team, is there an update on getting a real fix in place at this point? I've been patiently waiting, but have been running Mint in parallel and may cut the cord but want to confirm ETA on a real fix (not the work around).</p></div>wbbonneriiitag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T10:17:51Z2021-04-14T10:17:51ZUSAA Script to fix the broken download issue<div><p>Hi @wbbonnerii. Whilst you await an official ‘IK’ response.. My fix corrects the core Moneydance profile. You run it once and that’s it - it’s not involved / used ever again. Once you’ve run it, you are then simply back to using normal/standard Moneydance as always. Any fix for the profile IK eventually comes up with, will have to do exactly the same as my fix does now. The reason IK have not yet made a fix is that they would understandably like to automate some of the elements (to make it super-slick). It may take a long time for this to happen, especially as they are already now promoting my fix as the solution in their knowledge base.....! You will still need to do some of the steps my fix requires anyway. So, in my opinion, you are better off just doing this now rather than waiting. >55 people have successfully reconnected now... S</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T10:25:40Z2021-04-14T10:25:40ZUSAA Script to fix the broken download issue<div><p>Thank you Stuart...is it very complicated if you have 5-6 bank accounts with USAA?</p></div>wbbonneriiitag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T11:31:53Z2021-04-14T11:31:53ZUSAA Script to fix the broken download issue<div><p>Nope. A doddle. Read the pdf in post 1</p>
<p>In simple terms.<br>
Read pdf<br>
Logon on to usaa and get details<br>
Backup your data<br>
Download script, run script<br>
Configure 1 account.<br>
Use MD to download<br>
Assuming it works, use MD to add/configure the other 4<br>
Hey presto.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T17:06:58Z2021-04-15T19:17:06ZUSAA Script to fix the broken download issue<div><p>The change to the python script worked for the version. I was able to get through the dialog. (Thanks!!)</p>
<p>I restarted MD and tried to download transactions. I got this error:</p>
<p>There was an error communicating with your financial institution. The details of this error are below.</p>
<p>Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)<br>
Account: Checking 00aaaccctt<br>
Account Number: 00aaaccctt</p>
<p>A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.<br>
Error Description: java.io.IOException: HTTP Error:403 Forbidden</p>
<p>FYI, the script mentions needing a 2021 version to use Toolbox to update the last transaction date. I paid for a copy of Quicken and have been downloading transactions using Quicken and then importing them into MD. This has been a real pain for a number of reasons...but I don't need transactions going back to January, which is what MD thinks I need. Is there any other option or should I upgrade to 2021? (or manually clear out the hundreds of duplicate transactions)</p></div>stevescomtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T18:38:53Z2021-04-14T18:38:53ZUSAA Script to fix the broken download issue<div><p>It's hard to know whether MD2021 will fix your issue, but we do know that it all works on MD2021. Personally I would suggest MD2021.1 preview (3065).</p>
<p>Point 2 - are you running any VPN, PiHole, Blockers? If so, turn these off.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T18:52:55Z2021-04-14T19:16:24ZUSAA Script to fix the broken download issue<div><p>@Steve - as Stuart said, I don't know if this will work with build 1880, but there are issues that address your issue in the pdf. Specifically:</p>
<p>Are you in the U.S.?<br>
HTTP/1.1 403 FORBIDDEN – blah blah blah (are you in the U.S.?)</p>
<p>Now, even given Stuart's and my statements, I haven't seen java.io.exception associated with this error, so maybe 1880 is too old.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T19:04:18Z2021-04-14T19:21:20ZUSAA Script to fix the broken download issue<div><p>@wbboneriii - re your question "Team, is there an update on getting a real fix in place at this point? I've been patiently waiting, but have been running Mint in parallel and may cut the cord but want to confirm ETA on a real fix (not the work around)."</p>
<p>I'm just a user, but I am the writer of the pdf to use Stuart's script. As to real vs. workaround, that's not my call, but Moneydance has published a knowledgebase article on using the script, so I guess at minimum it's recognized by Moneydance as a solution.</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>It is based on my pdf, which I continue to revise as I observe people reaching success, to make it even easier to use.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
<p>As Stuart says, read this to see if can work for you. Note: If it seems long, most of the document addresses what happens AFTER you run the script, as USAA made some changes in what/how they download - you will have to deal with these steps even if/when Moneydance releases a real solution.</p>
<p>As to ETA for the real solution - I have no idea, but I could speculate given they published this knowledgebase article, and I am aware from other messages in other threads that they are looking to find a "permanent solution" by establishing a relationship with USAA vs. implementing the solution within Moneydance which would basically be what the script does, except within the software.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T20:50:47Z2021-04-15T19:16:18ZUSAA Script to fix the broken download issue<div><p>I downloaded 2021 MD (for half price, still WAY better than Quicken). Can you send instructions on how to use Toolbox? I can't find it.</p></div>stevescomtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T20:59:48Z2021-04-14T21:34:12ZUSAA Script to fix the broken download issue<div><p>I'm a fellow user.</p>
<p>When you are setting up online banking in Moneydance the first part of the process is to setup a profile for the specific user.</p>
<p>With the changes that USAA have made this is what Moneydance cannot do simply because there is extra information that is now required for this bank.</p>
<p>Stuart's script creates this profile with the extra information but and it is a big but it requires you to manually obtain the required extra information an you have to extract it from an URL</p>
<p>From the point of view of support management it is totally acceptable to do this as an interim solution to ensure that customers can continue to download information to Moneydance.</p>
<p>From the perspective of Product Management however for a long term solution this is not desirable, it is just too manual.</p>
<p>So from a long term perspective they would look towards how can they capture this extra information in an automated way. This is not a trivial undertaking, so a solution is likely to take some time and programming to achieve if they have to take that approach, The other alternative is if USAA can be co-operative and can provide another way to allow Moneydance to get this piece of information during the setup.</p>
<p>In either case the end result is very likely to be a profile like the one Stuart's script creates.</p>
<p>From the reports I have seen on the forum it appears Quicken has devised a way to programatically extract the required detail, this would not be a surprise since they have long had an embedded browser in the software to facilitate Web Connect.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T21:04:14Z2021-04-14T21:04:14ZUSAA Script to fix the broken download issue<div><p>Thanks as always @dwg, I can't quite post your statement of truth as I'm known as the writer of Stuart's pdf, and thus my statements can be "suspect" - but yes, everything you say is correct, as usual.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T21:09:08Z2021-04-14T21:15:24ZUSAA Script to fix the broken download issue<div><p>@Steve - welcome to 2021. You paid for 2021 (half price) and I think you get the next major version free. MD doesn't require you to upgrade, but their upgrade policy is quite liberal in my opinion.</p>
<p>Ok - first, obtain the latest preview version vs. the stable version. The latest is 3065 I think, and is almost the next stable version. <a href="http://www.moneydance.com/preview">www.moneydance.com/preview</a></p>
<p>I THINK you can then, in Moneydance, go to EXTENSIONS/MANAGE EXTENSIONS and Toolbox should be in the AVAILABLE section (and you can install).</p>
<p>Since I work closely with Stuart, I may be wrong, but you can get Toolbox from Stuart's web page as well:</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly95b2dpMTk2Ny5naXRodWIuaW8vTW9uZXlkYW5jZVB5dGhvblNjcmlwdHMv">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T21:10:14Z2021-04-14T21:20:40ZUSAA Script to fix the broken download issue<div><p>@Steve - btw, did running the USAA script work ok with 2021 in place? If not, let us know. You don't need to do downloads, just did it say Success.... ?</p>
<p>Nevermind, in rereading, you got success, you just can't connect with the 1880 version, and happily, the new profile is in your database and not dependent on the version. So, yes, you probably want toolbox first so you can set last txn date.</p>
<p>To quote from the pdf file:<br>
More likely, you want to set the date from which downloads occur, so you don’t get many months of duplicate data. Optional: If you are using Moneydance 2021 build 3056+, you can change the last transaction date vs. only resetting it. The free Toolbox extension (by the USAA fix script author) can change this date. Use advanced mode, OFX Banking menu, ‘update OFX Last Txn Update Date’ option. Toolbox can do many other OFX ‘things’. Again, totally optional, but useful versus keeping/merging those duplicates. <a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T21:23:10Z2021-04-15T05:07:45ZUSAA Script to fix the broken download issue<div><p>Hi Steve. After installing MD2021.1 preview 3065 then go to my page and download the signed toolbox. Drag the downloaded mxt file on to your moneydance left side bar and it will install.</p>
<p>Have you run the usaa script and are downloads working?</p>
<p><a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T21:25:36Z2021-04-14T21:25:36ZUSAA Script to fix the broken download issue<div><p>@Stuart - when we go fast and furious, it's always easy to miss messages:</p>
<p>Steve said:<br>
FYI, the script mentions needing a 2021 version to use Toolbox to update the last transaction date. I paid for a copy of Quicken and have been downloading transactions using Quicken and then importing them into MD. This has been a real pain for a number of reasons...but I don't need transactions going back to January, which is what MD thinks I need. Is there any other option or should I upgrade to 2021? (or manually clear out the hundreds of duplicate transactions)</p>
<p>That's why he needs toolbox.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-14T21:42:17Z2021-04-14T21:42:54ZUSAA Script to fix the broken download issue<div><p>There have been some great questions recently about our long term fix for the USAA situation. In the short term we're very grateful for Stuart's script and would recommend that people use it for now. In the medium term we are working on an update that will make signing up for OFX connections with a web-based flow and authentication much simpler and friendly. In the long term we are working on an implementation of FDX which will make use of the web-based authentication flow, followed by a more friendly API which is likely to eventually eclipse the capabilities of OFX.</p>
<p>An official announcement will be coming soon, but The Infinite Kind is now a full member of the <a href="http://financialdataexchange.org">Financial Data Exchange (FDX)</a> which is the organisation behind the FDX protocol. USAA is possibly the biggest driver of FDX and is one of the most prominent technical leaders. I've been spending the last few days soaking up information and making contacts at their annual summit/conference. FDX is coming to Moneydance and I'm confident that we'll soon have a solid long-term connection to USAA.</p>
<p>Thanks,<br>
Sean</p>
<p>--<br>
Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="https://infinitekind.com">https://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-15T09:36:11Z2021-04-15T19:16:18ZUSAA Script to fix the broken download issue<div><p>Sorry, I seem to be the problem child!</p>
<ol>
<li>
<p>I upgraded to 2021 version and dragged in the toolbox mxt file, but it wouldn't run. Then I loaded the latest preview version, and, voila, I got Toolbox to run. I was able to modify the last downloaded transaction date successfully!</p>
</li>
<li>
<p>Then I tried downloading my transactions from USAA. I got the following error:</p>
</li>
</ol>
<p>There was an error communicating with your financial institution. The details of this error are below.</p>
<p>Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)</p>
<p>The error code reported by the server was: 2000</p>
<p>We're unable to complete your request. To download USAA account transactions into Quicken, you'll need to verify your information. Get Access ID and PIN here <a href="https://df3cx-services.1fsapi.com/casm/usaa/enroll">https://df3cx-services.1fsapi.com/casm/usaa/enroll</a></p>
<ol>
<li>I tried re-running the create_new_usaa_custom_profile python script, and I ran through the dialog sucessfully. I double-checked all my ID info. I restarted MD and tried to download transactions, but I got the same error again.</li>
</ol>
<p>The "Bank Name" seems weird. Is that part of the script? Anything else I'm doing wrong?</p></div>stevescomtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-15T09:48:06Z2021-04-15T09:48:06ZUSAA Script to fix the broken download issue<div><p>This sounds suspiciously like you have not enabled your accounts for quicken on the USAA website, or you have not grabbed the right client id from the URL?</p>
<p>Can you do this.... help>open console. Keep console open. Download again. Paste the console into a text file. Review the text file and redact anything sensitive. Post the file here so I can see.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-15T10:01:43Z2021-04-15T12:25:30ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-15T14:22:13Z2021-04-15T19:16:18ZUSAA Script to fix the broken download issue<div><p>Great news! I have all the accounts under my USAA AccessID downloaded. Problem is, my wife has a separate USAA# and AccessID for her credit card. Her clientUid is the same as mine, but she has a different AccessID and PIN. I ran the script and selected YES – PRIME SECOND ACCOUNT. I primed her second account like the first with same clientUID, different AccessID.</p>
<p>All that seemed to go fine.<br>
The problem is that when I follow the dialog under "Setup Online Banking" for her credit card, the AccessID is primed with my ID. I change it to her AccessID, and then I get the 2000 error. If I continue, her account is not in the dropdown list (which are the accounts under my ID). Any suggestions?</p>
<p>Looks like the same issue as @gnuite on Mar 5...it's not clear how he/she got theirs working..</p>
<p>I'm very happy I can download again!! I'm very close to getting it all working again.</p>
<p>You guys rock!</p></div>stevescomtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-15T14:26:36Z2021-04-15T14:26:36ZUSAA Script to fix the broken download issue<div><p>@Steve McGahee 😃 +1 (=57)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-15T19:18:34Z2021-04-15T19:18:37ZUSAA Script to fix the broken download issue<div><p>I still need help with getting the second account to work. Any thoughts?</p></div>stevescomtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-15T23:30:04Z2021-04-15T23:30:04ZUSAA Script to fix the broken download issue<div><p>@stevescom - Congrats on at least getting this far. Stuart is based in the UK, so should be asleep now. I doubt I can help, but I've tested enough to at least ask pertinent questions.</p>
<p>Based on your messages:<br>
1) Your accounts are now downloading fine, and if you do rerun the script, you realize you have to re-enter your credentials again (as a tester, that got old for me quickly)<br>
2) I note you use the word PIN for the new password - are you entering your spouse's new userid and password vs. the PIN?<br>
3) At this point, given YOUR accounts are working - I think the 2000 error is about credentials vs. a real connection problem (I THINK - that's where Stuart can help more) - and why I pegged on PIN - make sure the userid/password for your spouse is correct before connecting.</p>
<p>Other than that, I'm sure Stuart will work with you once he is awake... ;)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-16T13:17:41Z2021-04-16T13:17:42ZUSAA Script to fix the broken download issue<div><p>When I went onto USAA to create the Quicken login, USAA refers to the ID and password as "Access ID" and "Access PIN". Those are distinct for me and my wife based on the fact that she has a different logon (and different USAA member number) to USAA. So, yes, I can download everything under my ID fine, but when I use her ID, it comes back with the 2000 error. And this is after running the script (a few times) and setting up (priming) both Access IDs.</p></div>stevescomtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-16T17:04:17Z2021-04-16T18:50:59ZUSAA Script to fix the broken download issue<div><p>@stevescom - I think you have Stuart's email, you should probably move to email for further diagnosis. If you don't have his email, send a quick email to dan at tbg3 dot com and I can share his email with you.</p>
<p>From Stuart:<br>
Can you do this.... help>open console. Keep console open. Download again. Paste the console into a text file. Review the text file and redact anything sensitive. (Send the file to me via email.)</p>
<p>EDIT - from dtd - just a shot in the dark as I have had trouble with multiple login ids in the past (not USAA). In a test database, or if you do a backup (just in case), set up a brand new empty account with the same type as one of your spousal accounts.With this empty account, set up online banking, type in your spouse Accessid/AccessPin and see if you get a 2000 error. (You can delete the empty account once finished)</p>
<p>EDIT 2 - went back to look at the gnuite part, early March. Here's the final post where success was (mostly) achieved: It may help.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363-usaa-scripts-to-fix-the-broken-download-issue/page/5#comment_49074763">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-16T17:09:06Z2021-04-16T17:09:07ZUSAA Script to fix the broken download issue<div><p>I just followed your latest protocol and got the following SyntaxError in the log on the Money Bot Screen log:</p>
<p>Beginning file /Users/charleswhittenberg/Downloads/useful_scripts-2/ofx_create_new_usaa_bank_custom_profile.pdf at Fri Apr 16 12:00:44 CDT 2021<br>
Error running script: SyntaxError: Non-ASCII character in file '/Users/charleswhittenberg/Downloads/useful_scripts-2/ofx_create_new_usaa_bank_custom_profile.pdf', but no encoding declared; see <a href="http://www.python.org/peps/pep-0263.html">http://www.python.org/peps/pep-0263.html</a> for details<br>
File "", line None SyntaxError: Non-ASCII character in file '/Users/charleswhittenberg/Downloads/useful_scripts-2/ofx_create_new_usaa_bank_custom_profile.pdf', but no encoding declared; see <a href="http://www.python.org/peps/pep-0263.html">http://www.python.org/peps/pep-0263.html</a> for details<br>
Beginning snippet at Fri Apr 16 12:00:49 CDT 2021<br>
Finished running snippet normally at Fri Apr 16 12:00:49 CDT 2021</p>
<p>Any idea what I have done wrong or how do I fix this?</p>
<p>Thanks for all of your help</p>
<p>Chuck</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-16T17:20:45Z2021-04-16T17:20:45ZUSAA Script to fix the broken download issue<div><p>@chuck - It looks like you are trying to "run" the documentation (I note the .pdf in the file name), you need to run the script - (ends in .py)</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-16T17:34:39Z2021-04-16T17:34:39ZUSAA Script to fix the broken download issue<div><p>@Chuck Whittenberg - you are certainly not running the right file. Please download the ZIP, unzip, and then run the file with the .py extension</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-16T17:52:20Z2021-04-16T17:52:20ZUSAA Script to fix the broken download issue<div><p>Too simple! Thanks.</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-16T18:47:33Z2021-04-18T18:51:21ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T19:18:14Z2021-04-17T19:18:14ZUSAA Script to fix the broken download issue<div><p>@Chuck. Error 2003 is mentioned in the PDF (did you see that?). It's possible that you are connected but the account number is wrong... Are you trying to connect a Credit card. Once the script has run, and you have restarted, after the 2003 error, try this. Then do the standard Online setup and see if you can see the account(s)? Do these accounts have a recent transaction? If not, they won't appear? Failing this..... HELP>Open Console. Keep console open. Then try the download again. Post the console output here (you might want to redact personal info first)...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T19:42:20Z2021-04-17T19:42:20ZUSAA Script to fix the broken download issue<div><p>Stuart, yes, I did see the PDF note defining what the 2003 code mean, that is why I went through the entire Script process today after I specifically reconfirmed the various account numbers.</p>
<p>I studying the Bot output, I note that the system is not set to store passwords, I selected a single account, and “</p>
<blockquote>
<p>Found USAA service - to delete: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)</p>
<p>I suspect deleting or replacing the USAA Custom Profile is the issue because it comes up in conjunction with the Error Code 2003 citation:<br>
"Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)” and should be set to USAA Federal Savings Bank.</p>
</blockquote>
<p>How do we resolve this?</p>
<p>Chuck</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T19:46:21Z2021-04-17T19:49:41ZUSAA Script to fix the broken download issue<div><p>@Chuck - you have successfully run the script and have successfully connected to USAA. You should have version 7f of the documentation. Here is part of the document:</p>
<ol>
<li>Account not found. This is your bank telling you that it could not find the account you specified. You have successfully connected! We discuss Dealing with Credit Card numbers later, by looking at your account numbers and other items.</li>
</ol>
<p>Have you read the Dealing with Credit Card numbers section? USAA changed the credit cards and most do not match. You seem to also have trouble with checking, but you would try to deal with that the same way as a credit card. (PAGE 7 of documentation)</p>
<p>You do NOT need to run the script again. You have a successful connection. You have to match the numbers USAA reports to what you THINK your accounts are. Did you see the part about nicknaming accounts to help out? (Optional, but you appear to be having problems in the Dealing with Credit Cards section.)</p>
<p>You should NOT need to revisit the script. You have successfully connected. You just have to figure out which accounts go where.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T19:51:54Z2021-04-17T19:56:31ZUSAA Script to fix the broken download issue<div><p>"after I specifically reconfirmed the various account numbers. "</p>
<p>Reconfirming the various account numbers is irrelevant. As page 7 - Dealing with Credit Cards states - most of the account numbers within USAA (especially credit cards) have been changed and you will have to rematch them within Moneydance.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T19:59:29Z2021-04-17T19:59:29ZUSAA Script to fix the broken download issue<div><p>@chuck - you may also want to edit out the long moneybot console log, as I see some information you should have, but did not redact. Probably better just to delete that part of the message, as Stuart and I have now looked it over.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T20:57:28Z2021-04-17T20:57:28ZUSAA Script to fix the broken download issue<div><p>@chuck. As I mentioned. Please help/open console. Keep console open. Download again. Get the 2003 error. Post the (redacted) console here (not moneybot console. Do not rerun script).</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T21:44:46Z2021-04-17T21:44:47ZUSAA Script to fix the broken download issue<div><p>Stuart, I did read the PDF and the meaning of Code 2003. What is happening is not isolated to just credit cards, but is also applicable to my checking account as well. The Bot indicates that the Bank Name is not being changed from</p>
<blockquote>
<p>Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)</p>
<p>To USAA Federal Savings Bank. At this point, changing that Bank Name field is my issue for credit cards and checking.</p>
</blockquote>
<p>Any ideas? I have carefully reconfirmed that I am loading the correct IDs as your PDF instructions indicate that I must do.</p>
<p>Chuck Whittenberg</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T21:50:53Z2021-04-17T21:50:53ZUSAA Script to fix the broken download issue<div><p>@Chuck. Your interpretation of the moneybot console is wrong and ‘USAA Custom Profile’ is irrelevant to your issue. Respectfully, for the third time of asking.... please close moneybot and do not look at that again. Do menu Help/Open Console. Keep console open. Try the download again. Get the 2003 error. Then post a redacted console output back here. If you are not willing to do this then I cannot help you further. Up to you.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-17T22:14:31Z2021-04-17T22:26:07ZUSAA Script to fix the broken download issue<div><p>@Chuck, similarly, and also respectfully, for the third time, I ask that you read "Dealing with Credit Card Numbers" in the documentation. (I'm the person who wrote the documentation)</p>
<p>Your understanding of that section is the only way I can help you as well.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T16:35:30Z2021-04-18T16:35:32ZUSAA Script to fix the broken download issue<div><p>@Stuart Beesley @dtd @hleofxquotes: You Guys Rock!</p></div>brianbtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T16:38:15Z2021-04-18T16:38:15ZUSAA Script to fix the broken download issue<div><p>@brianb 😃 +1 (=58)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T17:56:44Z2021-04-18T17:56:45ZUSAA Script to fix the broken download issue<div><p>Stuart, I have success to report: my Credit Card is now downloading! Indeed, I have a second card and updated its info according to your PDF and that is working as well.Thank you because that is a huge help. Also, I have no more Code 2003 Messages.</p>
<p>My remaining issue is that the Checking Account still will not display the various transactions. By reading the Console Messages, I can see that Moneydance has accessed multiple Checking transactions, but none of them are actually being displayed when I select the Checking Account — Personal Finances view. Would you like for me to send the Redacted Console Messages to you for reference?</p>
<p>Thanks for sticking with me!</p>
<p>Chuck</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T18:01:26Z2021-04-18T18:01:26ZUSAA Script to fix the broken download issue<div><p>@Chuck - that's fantastic to hear. that things are working.</p>
<p>My one question before you move to Stuart helping, is did you do the same thing with the checking account that you did with the credit cards (i.e. go to online banking,get the list of accounts, and see if your checking account is a choice)?</p>
<p>If it is not there at all, that would be good info to have as well.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T18:43:43Z2021-04-18T18:43:44ZUSAA Script to fix the broken download issue<div><p>Yes, I believe so. When I go to Online, and select “Download all accounts” the script runs and the system attempts Checking and at the bottom of the screen says 9 transactions were downloaded, but they do not show up on my list of transactions. The script then goes in sequence to the two Credit Cards and successfully downloads them.</p>
<p>I have gone to Account and then Edit Account and the script then displays Checking Account. I click Ok and the screen closes — does not offer either Credit Card.</p>
<p>I hope that this helps.</p>
<p>Chuck</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T18:54:19Z2021-04-19T06:26:17ZUSAA Script to fix the broken download issue<div><p>@Chuck 😃 +1 (=59). Yes, please email me your console output. So Help>Console Window, then download your checking account, then send me that output.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T18:55:12Z2021-04-18T19:13:30ZUSAA Script to fix the broken download issue<div><p>Ok, if it says 9 transactions downloaded, then see if Stuart can help.</p>
<p>The only thing I can think of (outside of looking at the logs) is maybe you have a filter on, or the personal finances view is not set to sort by date.</p>
<p>So, other than that, move to Stuart.</p>
<p>EDIT: I do notice you keep saying "the script" as to actions in Moneydance. The script did one thing, and then is no longer in the picture - create a new profile that works. What you are dealing with now is "basic Moneydance". The script is no longer involved with anything. (and one reason you've been +1 by Stuart. The script worked. Now he's just trying to be helpful. )</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T20:40:47Z2021-04-18T20:40:47ZUSAA Script to fix the broken download issue<div><p>Just wanted to say I installed the script in March for two USAA credit cards and it works perfectly for me each week. Thank you Stuart!!</p></div>tahartmantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T20:57:16Z2021-04-18T20:57:16ZUSAA Script to fix the broken download issue<div><p>@tahartman 😃 +1 (=60)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T21:14:26Z2021-04-18T21:14:26ZUSAA Script to fix the broken download issue<div><p>Actually, you counted me in early April as<br>
#52! It’s worked perfectly since then.</p>
<p>Sent from my iPhone</p></div>tahartmantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-18T21:19:23Z2021-04-18T21:19:23ZUSAA Script to fix the broken download issue<div><p>@tahartman 😂 correction (=59)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-19T12:20:14Z2021-04-19T12:20:15ZUSAA Script to fix the broken download issue<div><p>Stuart, per your request, I am attaching the redacted Console Messages from this morning when I ran Online>Download Checking Account Transactions. Interesting that is mostly about Credit Card Accounts. Sadly, I will be away from my Computer now until later tonight. I will monitor my phone though.</p>
<p>Thanks,</p>
<p>Chuck Whittenberg</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-19T12:40:18Z2021-04-19T12:40:18ZUSAA Script to fix the broken download issue<div><p>@Chuck.. I'm a bit confused. This log says you are downloading Credit Card number ending ....79830 and then it says 'reading statement for (Checking Account: ....995)'. My take on this is that you have linked your online CC account to your MD checking account... Have you checked all your registers to see where the txns are actually going? But then the log is truncated, so I don't know what happens after this. Is what I say possible? If so, you will have to re-run online setup and link the right online accounts to the right MD accounts... ??</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-19T15:42:59Z2021-04-19T15:43:00ZUSAA Script to fix the broken download issue<div><p>Stuart, at this point anything is likely possible!</p>
<p>I’m not sure how to go check the registers. Does your script clear the<br>
registers? If so a straight reload is likely the easiest option. If they<br>
are not cleared I’m not sure what to do.</p>
<p>I was astonished as well that I saw so much Credit Card info on a checking<br>
account report. I have noticed that a new 7-digit Checking Account number<br>
was inserted by the system and when I ran. The download it directly linked<br>
back to my numbers.</p>
<p>Thanks for your help Stuart,</p>
<p>Chuck</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-19T16:18:10Z2021-04-19T16:18:10ZUSAA Script to fix the broken download issue<div><p>The script touches NO data, especially not the registers. These 'linkages' are all up to you and what account numbers you have stored on Tools/Accounts, and which of those you have linked to what bank accounts when the standard online menu pops up accounts to link..</p>
<p>Surely you use the 'registers' every day to look at your transactions in Moneydance by account... Select an account on the left side bar and look at your transactions.</p>
<p>@dtd - do you know how to unlink and relink the right accounts?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-19T19:27:23Z2021-04-19T19:27:23ZUSAA Script to fix the broken download issue<div><p>@Chuck - first of all FORGET about the script. The script has been run successfully, and you can connect to USAA again. That's it.</p>
<p>At this point you are simply using Moneydance. However, it appears you have linked the wrong accounts to USAA (Did you use nicknames at usaa.com to easily see which goes to what?)</p>
<p>Here's the link to the documentation again:<br>
<a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p>
<p>Note that anything I refer to now is in the ADDENDUM, which is about what you do in MONEYDANCE now that it is working again. I assume you set this up before USAA broke things, so you just need to set it up again.</p>
<p>@Stuart - how to do this is in the documentation already. Unlink/Relink is the Online/Change bit, except you have to delete all the misdirected transactions. Here is the pertinent text:</p>
<p>Given your profile has now been fixed, you should be able to use Moneydance to go to each account, do the ONLINE/SETUP BANKING bit, hit Change, find the other accounts in the list (you may have issues linking multiple accounts to weird numbers) and properly link your accounts between USAA/Moneydance. Fixing these one at a time, starting with the ones that match, would be a good process. If an account is missing, it may be due to little or no use. Wake it up with a small transaction; it should reappear once the transaction clears.<br>
This issue of odd numbers and “hard to figure out what goes where” are due to the USAA changes.<br>
Be careful here! Pay attention to which numbers go to which accounts. If you get the matching wrong, change the accounts again to attach to the correct accounts. You may have to delete any transactions you downloaded incorrectly, if the matching was wrong initially.</p>
<p>To add to this, give the list of accounts window time to come up, sometimes it takes a bit, and people pick the first one without realizing it.</p>
<p>I suspect that Chuck has things mismatched. Chuck, go to each and every USAA account, set up online banking for each one, INCLUDING Checking, and make sure you pick the account that goes to the same account in Moneydance.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-23T01:24:49Z2021-04-23T01:24:49ZUSAA Script to fix the broken download issue<div><p>All, I've been able to successfully connect to USAA but for some reason the online function is downloading duplicate transactions each day. How do we fix that?</p></div>wbbonneriiitag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-23T03:12:15Z2021-04-23T03:12:15ZUSAA Script to fix the broken download issue<div><p>@wbbonnerii - have you read the documentation discussing duplicate transactions?</p>
<p>You have to delete the original transactions, and keep the new ones. Please download the latest documentation and read that section.</p>
<p>I'm assuming you are deleting the new duplicates, and keeping the old ones - that will cause them to be downloaded again "each day".</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-23T05:17:28Z2021-04-23T05:17:28ZUSAA Script to fix the broken download issue<div><p>@wbbonnerii 😃 +1 (=60).</p>
<p>As @dtd says, pls delete the old txns, and keep the newly downloaded txns.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-23T15:56:19Z2021-04-23T15:56:19ZUSAA Script to fix the broken download issue<div><p>It isn't the previous historical transactions that are the problem. What happens is when I get up in the morning (happened early this morning), the transactions download properly; however, if the download function runs again on the same day (happened just five minutes ago), it duplicates the transactions again. So each day they are being downloaded twice and the program doesn't recognize that the download already happened that day.</p></div>wbbonneriiitag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-23T16:47:38Z2021-04-23T16:47:38ZUSAA Script to fix the broken download issue<div><p>In the PDF there is a section on editing the last txn download date (to today) using toolbox. Try that.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-24T19:07:01Z2021-04-24T19:07:01ZUSAA Script to fix the broken download issue<div><p>OK... finally did the script and all works ok for checking & credit card, but when I try to link the savings account, it doesn't come up in the list of accounts. Is there some limit to number of accounts at a bank? I'm actually connected to 7 separate accounts but only 6 show in the list.</p></div>mgphl52tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-24T23:17:19Z2021-04-24T23:17:19ZUSAA Script to fix the broken download issue<div><p>@mgphl52...</p>
<p>How often do you use the savings account? Others have seen missing accounts, but so far it is because of lack of use. In the documentation, we suggest,</p>
<p>If an account is missing, it may be due to little or no use. Wake it up with a small transaction; it should reappear once the transaction clears.</p>
<p>--- So far that seems to work.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-25T01:13:19Z2021-04-25T01:13:19ZUSAA Script to fix the broken download issue<div><p>I just transferred some money to the account. Will check in the AM to see<br>
what happens.<br>
Thanks for the suggestion!</p>
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<#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2></p></div>mgphl52tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-25T01:50:57Z2021-04-25T01:50:57ZUSAA Script to fix the broken download issue<div><p>Given today is Saturday, I'd give it till about Tuesday....</p>
<p>Bank accounts are hard to wake up over the weekend... ;)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-25T04:36:57Z2021-04-25T04:36:57ZUSAA Script to fix the broken download issue<div><p>@mgphl52 😃 +1 (=61)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-27T17:05:27Z2021-04-27T17:05:27ZUSAA Script to fix the broken download issue<div><p>@dtd & @stuart: Thanks! Appears to be all better now!</p></div>mgphl52tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-27T17:16:57Z2021-04-27T17:16:57ZUSAA Script to fix the broken download issue<div><p>@mgphl52 😃 +1 (=62)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T20:30:39Z2021-04-28T20:30:39ZUSAA Script to fix the broken download issue<div><p>For Beesley and dtd --</p>
<p>Hi - and thanks to you and others for making excellent progress in sorting out USAA access.</p>
<p>I have gotten to the point using the script where I established a TESTUSAA file on MoneyDance, using appropriate new data for the 6 essential data needs in the process. But right now I have in MoneyDance I have data up to 19 Jan (expected) but I do not download USAA account data beyond that date. I have tried the 'previous' and 'new' passwords to no avail. I presume I am making a simple error but wish guidance as to what it might be. For example, which 'password' is USAA looking for: new 'userpassword', ' userid', or my usual USAA pin or previous password.</p>
<p>So, help .....</p>
<p>Thanks,<br>
David</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T20:48:14Z2021-04-28T20:48:14ZUSAA Script to fix the broken download issue<div><p>I’m sure dtd will jump in. But in the PDF it tells you (how) to logon to usaa and request quicken credentials. These are the credentials to use.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T20:57:01Z2021-04-28T20:57:01ZUSAA Script to fix the broken download issue<div><p>If you are not successfully connecting, have you run the script within the TESTUSAA database? As the documentation says, gather the data from the usaa website (3 are the long data string, the new userid and password), then your one or two account numbers, and the usaa identification number)</p>
<p>Once you run the script and see "successful" - then try downloading data.</p>
<p>Hope that helps. I'd recommend, if you don't have it, the latest documentation (Version 8), and read it carefully (probably again), but this time follow the steps outlined as you go, or confirm that you've done them.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T20:59:56Z2021-04-28T20:59:56ZUSAA Script to fix the broken download issue<div><p>Thanks, I'll keep on it. Where do I find v8 of the script?</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T21:02:20Z2021-04-28T21:02:20ZUSAA Script to fix the broken download issue<div><p>This would be Version 8 of the documentation. The script has been the same for quite some time, but I keep tweaking the documentation as I see how people interpret what I wrote.</p>
<p>This is the link that is in the first message of this thread.</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T22:20:43Z2021-04-28T22:20:43ZUSAA Script to fix the broken download issue<div><p>I redid the script to establish my file but am still not connecting. Error: 2000.</p>
<p>Can you relate for me the terms for a USAA connection; as there are terms that I may be using wrong.</p>
<p>What are the equivalent terms between MoneyDance and USAA, since the logon is blocked by<br>
the wrong info I am sending to USAA.</p>
<p>For example: Equivalence of terms: That is, what are the Moneydance/Quicken term equivalents to the USAA needs for a<br>
"User ID" and for the "Password/Pin" ? As in the USAA logon:</p>
<p>That is, note these?<br>
clientUid = usaa user name? userID?<br>
userid = usaa PIN? or usaa password ?<br>
userpassword = usaa PIN? or usaa password ?<br>
Thanks ...</p>
<p>David</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T23:22:55Z2021-04-29T09:57:58ZUSAA Script to fix the broken download issue<div><p>Ok. First, did you download the documentation? Anything I say will be simply a repeat of what I have written, but I'll try to be specific to your questions.</p>
<p>There are three items you need from USAA - a long string of numbers called clientUid, a userid, and a password/pin. Gathering those three items are necessary - I spend time describing how to gather these numbers, and suggest you save them in a file. You use all three when the script asks for them.</p>
<p>All of clientuid, userid, and userpassword are described in the documentation.</p>
<p>I really don't know what else to say, other than to explicitly post the documentation itself. As to equivalence of terms, the documentation says what you need to gather and use.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T23:28:25Z2021-04-29T09:59:22ZUSAA Script to fix the broken download issue<div><p>Actually, what is it in the documentation you do not understand? (That's why I keep tweaking it to newer versions)</p>
<p>You talk about equivalence of terms - I TRY to say what you need to gather and then enter into the script, but there seems to be some disconnect for you. Could you explain to me what doesn't make sense to you between gathering the data you need (based on the documentation) and what you enter into the script when it asks for that same information?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-28T23:34:03Z2021-04-28T23:34:03ZUSAA Script to fix the broken download issue<div><p>Also, where are you located? Did you check the information in the documentation about Error 2000? i.e. are you outside the U.S.? Do you have blockers in place? Maybe it all is working, but there are other factors in play.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T03:38:30Z2021-04-29T03:38:30ZUSAA Script to fix the broken download issue<div><p>dtd</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T03:47:11Z2021-04-29T03:47:11ZUSAA Script to fix the broken download issue<div><p>SEAN -</p>
<p>I HAVE A QUESTION IN THE FINAL ACCOUNT UPDATE ACTION TO USAA. I WOULD APPRECIATE YOUR REPLY ... dtd THINKS I AM NOT USING THE 'SCRIPT' PROPERLY, BUT THIS QUESTION IS POST-SCRIPT AND DEALS WITH A FINAL STEP TO DOWNLOAD DATA.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T03:48:40Z2021-04-29T03:48:40ZUSAA Script to fix the broken download issue<div><p>Inside US</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T06:10:47Z2021-04-29T06:10:47ZUSAA Script to fix the broken download issue<div><p>@dwk. As dtd says, everything is explained in the pdf. Please can you confirm you have this? If you haven’t followed this, then the connection will not work?</p>
<ul>
<li>in file/passwords: have you set a master password and selected the options to store online passwords?</li>
<li>did you get the long string of numbers/letters called clientUID and use this in the script?</li>
<li>did you logon to usaa, select allow quicken access, and then save the displayed ‘access Id’ and ‘access pin’? These are what you should put into the script and also what you use in the screen shot above (MD calls them ‘user id’ and ‘password/PIN’)?</li>
</ul>
<p>You should not be seeing the pop up userid/password screen you sent above with empty boxes as my script populates these and then you just click download.</p>
<p>If you still have problems, Help/show console. Keep console open and try the download again. Post the console log here for review.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T09:52:34Z2021-04-29T09:52:34ZUSAA Script to fix the broken download issue<div><p>dwk - you've definitely run the script, otherwise you wouldn't get the "custom profile" you show in your post. The issue both Stuart and I are concerned about is the fact the userid box is empty.</p>
<p>Creating the custom profile with the script isn't magic - it requires you to put in the data you gathered from USAA. Seeing the empty box for userid suggests that wasn't entered when you ran the script, unless maybe you blanked it out for security purposes? Knowing that would help.</p>
<p>The second scenario, the error 2000 bit, could be due to many things, again, described in the documentation. We want you to successfully use the script and get your USAA data, but you have to help us help you,</p>
<p>Finally, reading your messages carefully, let me try to answer the "equivalence" issue you are concerned about.</p>
<p>You have a USAA id and password/pin that you use to log into USAA. That stays the same, but you no longer use those with Moneydance.</p>
<p>There are three pieces of information you gather from USAA - a long string called clientUid, which is 36 characters long. You also go to the "Allow Quicken to Access USAA" - in there is a NEW userid and password that you use within Moneydance (and in the script) - hope that separates out the "which userid and password" do I use.</p>
<p>Sorry you feel that you had to go to Stuart vs. my messages, but I've spent many many hours on that documentation - and all I can do at this point is repeat myself. The one thing I can do is keep improving the documentation when I find people don't "get" what I wrote - sounds like I can do something to clarify the USAA login vs. the new OFX login bit - as you say "equivalences".</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T13:40:46Z2022-07-13T12:41:57ZUSAA Script to fix the broken download issue<div><p>FWIW, I seem to recall the issue I had was that my last transaction date was blank. I used a tool that Stuart recommended to change the date to yesterday (at the time) and the 2000 error went away.</p></div>taser8tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T15:03:23Z2021-04-29T15:03:23ZUSAA Script to fix the broken download issue<div><p>stuart - i am so sorry to be asking this again - i just received my usaa bank statement - as i mentioned earlier downloads are going back six months - i need to change transaction date so i don't have to manually merge over 400 transactions since october last year - with over 400 replies in this discussion thread i can not easily find how to do this - if i click on auto merge as you do would that be best way to solve it rather then running script edit - i am really not good at that and will need hand holding - i went to the link for python scripts and it was way complicated for me (to be clear i have successfully installed the patch and have been able to download successfully - just too many - again if checking the auto merge box works i can just do that and then un check it for the the future</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T15:12:47Z2021-04-29T15:12:47ZUSAA Script to fix the broken download issue<div><p>Hi. Grab and read the pdf (post 1). It explains the following.</p>
<p>Install preview build 3066 of Moneydance<br>
<a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>Install latest signed toolbox<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p>
<p>Run toolbox.<br>
Advanced mode<br>
Ofx tools menu<br>
Edit/update last txn download date. Set it to yesterday.</p>
<p>Let us know it worked ok?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T15:14:30Z2021-04-29T15:16:36ZUSAA Script to fix the broken download issue<div><p>@dwk - ok, I've done some research, and have tried to put myself in your shoes.</p>
<p>There seem to be 3 issues that influenced this interchange:</p>
<p>1) Your concern that you were unsure if you were putting in the right information (i.e. old userid, new userid, etc) caused that to be our focus. One thing I am doing is trying to make which values go where more clear so this confusion won't happen again.</p>
<p>2) Having blanks in the pictures you posted emphasized that your data might not be correct, so we continued in that mode. After pulling out my test files (haven't done that in weeks) and trying to be "you" makes me think you blanked out those fields yourself for security purposes (am I correct in that?) - If so, then that confused us, would have been better to replace the values with garbage values.</p>
<p>3) I could not replicate the 2000 error, although I found a lot of strange errors I could generate.... :) - signon invalid, Error 400, a few others. However, you being able to generate a 2000 error suggests that you did get all the data in (my current conjecture) and you are now running into the next part of the documentation which describes how 2000 errors occur, as well as fixing the last transaction date (which Sean notes in the previous message).</p>
<p>So, I hope it's obvious I do want things to work for you. My next step is to create a Version 8a for the documentation which is clearer as to nomenclature.</p>
<p>I'd like you to verify that you sent that picture after blanking out the values (if you didn't do that, I'm going to be scratching my head again)</p>
<p>I'd suggest reading Stuart's post 481 again, as it is still spot on in diagnosing what's going on.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T15:20:12Z2022-07-13T12:41:57ZUSAA Script to fix the broken download issue<div><hr></div>taser8tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T16:57:39Z2021-04-29T16:57:39ZUSAA Script to fix the broken download issue<div><p>@dwk - another thought, are you trying to use the script with one or two accounts? (i.e. checking only, credit card only, both). I don't know how many accounts you have with USAA, but if you have many, try a different account, or just one of the two (if there are two).</p>
<p>If you consistently get error 2000, then this may separate the issue into connection issues vs. account issues.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T17:23:28Z2021-04-29T17:23:28ZUSAA Script to fix the broken download issue<div><p>Ok but if I set to yesterday going forward don’t I have to download every day or I will miss transactions ? Still asking if I toggle auto merge transactions will that work for the 400 dupes without doing toolbox etc</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T17:29:12Z2021-04-29T17:29:12ZUSAA Script to fix the broken download issue<div><p>Nope. If you set it to yesterday then that will be the start point for downloads. Try it. You can always set it back to zero again by using the online menu reset sync.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T17:30:50Z2021-04-29T17:30:50ZUSAA Script to fix the broken download issue<div><p>that means i will have to manually input all the transactions for the last month since i have not downloaded since - and i only have one account</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T17:32:51Z2021-04-29T17:32:51ZUSAA Script to fix the broken download issue<div><p>The date should update each time you download, if the account transaction date is working correctly. Setting to "yesterday" is not "yesterday", it would be 04/28/2021... then it should update again the next time you download.</p>
<p>Your issue is that it is probably currently set to either 0 (i.e. download from the oldest data available) or just a long time ago.</p>
<p>Auto merge works pre-download thru download. If you already have the 400 transactions in your account and didn't have that toggled on, it doesn't auto merge after the fact. You'd have to either delete the 400, set automerge, and download again... or merge by hand.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T17:36:09Z2021-04-29T17:36:09ZUSAA Script to fix the broken download issue<div><p>so,what is your status for this account? Do you have 400 items that need to be merged, and then a month of no downloads?</p>
<p>I think both Stuart and I would need the overall status of downloads vs. no downloads to help make a recommentdation.</p>
<p>It SOUNDS like you have six months of duplicates, from a month ago, and you haven't tried downloading since. Sounds like you may want to toggle "auto merge" on, and at least get that last month into the account.</p>
<p>You still might have those 400 to deal with, but again, I'm not absolutely sure of what ithe situation exactly is.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T17:44:09Z2021-04-29T17:44:09ZUSAA Script to fix the broken download issue<div><p>... as dtd says. Anyway if you want it to start from last month, set it to last month.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T18:34:13Z2021-04-29T18:34:13ZUSAA Script to fix the broken download issue<div><p>thanks - i installed the script about a month ago and it worked - but it started transactions back to october last year - so over 400 dupes - i deleted them only to have it do the same next time i downloaded - so took a breather - then realized if i had merged them rather than deleted would have been ok - so reading about auto merge option sounded great - got ready to try that - downloaded new beta version - ready to go - but now i can not find the new passcode for the account - back to ground zero and may have to start over - kicking my little derrière - i hope i can run the script again and get sign in codes again</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T19:23:00Z2021-04-29T19:23:00ZUSAA Script to fix the broken download issue<div><p>so found passcode everything worked and is ok :-) back in the fold</p></div>v3hansontag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T22:47:39Z2021-04-29T22:47:40ZUSAA Script to fix the broken download issue<div><p>Sorry, I have worked on this for far too long and have just taken a Quicken subscription complete with on-my-screen live help by someone who is an expert in the system. After 20 minutes, everything was linked active and the old stuff was gone.</p>
<p>Thanks for trying to help. Please remove me from these mailings.</p>
<p>Chuck</p></div>Chuck Whittenbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T23:10:41Z2021-04-29T23:10:41ZUSAA Script to fix the broken download issue<div><p>Come to the forum, then click unsubscribe from updates in the upper right corner. I don't know of any way that anyone else can unsubscribe other than yourself.</p>
<p>Good luck.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T23:20:08Z2021-04-29T23:20:08ZUSAA Script to fix the broken download issue<div><p>If you are doing this all through email, you can also unsubscribe from all posts by looking at the very last line and clicking ---this page---. Again, good luck.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T23:28:54Z2021-04-29T23:28:55ZUSAA Script to fix the broken download issue<div><hr></div>Briantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-29T23:31:41Z2021-04-29T23:31:41ZUSAA Script to fix the broken download issue<div><p>@dwk - given your concern about "equivalences", I have created a version 8a of the documentation to try to be more precise about each item. Available from the same link.</p>
<p>Hopefully this will make it clear as to what goes to what. Also, this might give more confidence that you are entering the right items in the right places, and for you, we can move to the 2000 error you are encountering once the script successfully finished.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T00:53:30Z2021-04-30T00:53:30ZUSAA Script to fix the broken download issue<div><p>Per script instructions, I eventually added all my accounts into my TESTUSAA file [I have a number of accounts (chk and cc)], but I only tested logging into USAA for an 'update' with a single checking account using the normal MoneyDance process.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T00:58:22Z2021-04-30T00:58:22ZUSAA Script to fix the broken download issue<div><p>Thanks, I will look at that now. I appreciate your patience.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T01:35:19Z2021-04-30T01:35:19ZUSAA Script to fix the broken download issue<div><p>Great to hear you are moving forward. I do look forward to your thoughts on Version 8a, as I made the changes due to your (appropriate) concern that I wasn't being precise enough.</p>
<p>As for your accounts, sorry to sound pedantic, but the "script" instructions ended after step 3, as the script had created the custom profile and was finished. The rest is about dealing with USAA changes within Moneydance.</p>
<p>Do you still get a 2000 error anywhere, or does everything now seem ok?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T01:56:40Z2021-04-30T01:56:40ZUSAA Script to fix the broken download issue<div><p>For clarity on my side:<br>
- where did you place changes in ver 8a? - for a simpler approach I plan to delete all my accounts in TESTUSAA except one checking account. Make sense? Would this result in any problem?</p>
<p>dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T02:26:43Z2021-04-30T02:26:43ZUSAA Script to fix the broken download issue<div><p>8a - anywhere I discussed the items to be downloaded ... specifically client_id, OFX userid, OFX password. That passes through the entire document.</p>
<p>I also twice mention "your normal USAA login to USAA works, but is no longer associated with moneydance at all."</p>
<p>As for TESTUSAA, the whole point of a test file is you can do whatever the heck you please, as it is just a test. Still, I would try to download each account into the TEST, just to make sure it works before you do it on your real data set.</p>
<p>So, no problem, but I think you'd want a full test of downloading from every account. Again - it's no harm no foul - you see if they all match, etc. before doing the real deal.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T18:19:56Z2021-04-30T18:19:56ZUSAA Script to fix the broken download issue<div><p>dtd -</p>
<p>I plan to redo my use of the 'script' to do it over and hopefully see where I likely made an error.</p>
<p>In the meantime, however, I am attaching two pictures below for information which I get in trying to connect with USAA accounts (in the parent account) online.<br>
The file I am using is the TESTUSAA parent account that I had previously created The data in this parent account generally contains data up generally up to late Jan 2021. The PIN is the one which I use when logging onto USAA.<br>
When I do logon, I also need to supply a 'PASSWORD' which does not seem to be required in connecting with an account.</p>
<p>dwk</p>
<p>====================</p>
<p>======================================================================</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T20:20:29Z2021-04-30T20:23:19ZUSAA Script to fix the broken download issue<div><p>@dwk - I agree with your decision to start over and do this again. Throw away this TESTUSAA, make a new backup from your live account, and make a TESTUSAA copy. As you know, this is in the documentation, just do it again with the knowledge you've gained. That's what tests are about.</p>
<p>Your 400 error and your statement "The PIN is the one which I use when logging onto USAA." shows you are using the wrong set of login items. I tried to modify the documentation to be more specific - so please download version 8a and read it as you start with a new TESTUSAA.</p>
<p>Specifically - you use your USAA login/password/pin ONLY for logging into USAA, you no longer use these for Moneydance. You get 3 new items that you use in the script, and two of them (NEW userid/password) when trying to connect. Again, this is now very specific (I hope) in Version 8a.</p>
<p>So, basically, as I said before it's all in the documentation - and I keep changing it if people misunderstand what I wrote.</p>
<p>The Version 8a link is in the very first post. I've also posted it here:</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T20:39:51Z2021-04-30T20:39:51ZUSAA Script to fix the broken download issue<div><p>There appears to be an issue when a charge is "pending" on USAA.<br>
I downloaded multiple transactions and, as expected, the pending charge was skipped. When I did a download later after the prior pending charge had finally cleared USAA, it did NOT download that charge! My guess is because other cleared charges had previously downloaded with dates after the pending charge date and whatever process ignored the "clear" date for that transaction.</p></div>mgphl52tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-04-30T23:16:33Z2021-04-30T23:16:33ZUSAA Script to fix the broken download issue<div><p>Interesting information, it might be good to start a "What's changed with USAA now that USAA works with Moneydance again" thread as this USAA script thread is already way too long, and I'm not going to add any more USAA works again caveats to the script documentation.</p>
<p>But thanks for the info, I have USAA accounts. I have not encountered this problem however. Start a new thread and monitor this issue for everyone, thanks!</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-01T22:57:49Z2021-05-01T22:57:49ZUSAA Script to fix the broken download issue<div><p>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 .....</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-01T23:01:52Z2021-05-01T23:01:52ZUSAA Script to fix the broken download issue<div><p>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?</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-01T23:05:14Z2021-05-01T23:05:14ZUSAA Script to fix the broken download issue<div><p>Instructions for deleting an unwanted data set are contained in the Knowledge Base.</p>
<p><a href="https://infinitekind.tenderapp.com/kb/file-locations-and-changes/deleting-files">https://infinitekind.tenderapp.com/kb/file-locations-and-changes/de...</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-01T23:08:39Z2021-05-01T23:08:39ZUSAA Script to fix the broken download issue<div><p>Thanks much ... will do this now.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-01T23:23:51Z2021-05-01T23:23:51ZUSAA Script to fix the broken download issue<div><p>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.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T02:28:52Z2021-05-02T03:16:09ZUSAA Script to fix the broken download issue<div><p>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!</p></div>andreablandertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T05:38:36Z2021-05-02T05:38:36ZUSAA Script to fix the broken download issue<div><p>Hmm..well first of all, congratulations, the script worked!</p>
<p>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.</p>
<p>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.</p>
<p>Again, this is moneydance, not the script, unless you are running the script more than once.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T05:47:56Z2021-05-02T05:47:56ZUSAA Script to fix the broken download issue<div><p>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?</p>
<p>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.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T06:47:44Z2021-05-02T06:47:44ZUSAA Script to fix the broken download issue<div><p>@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?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T09:41:58Z2021-05-02T09:41:58ZUSAA Script to fix the broken download issue<div><p>@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...?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T10:45:20Z2021-05-02T10:45:21ZUSAA Script to fix the broken download issue<div><p>-----------------------------------------From: "Stuart Beesley - JUST A FELLOW USER"<br>
To: <a href="mailto:clanders@satx.rr.com">clanders@satx.rr.com</a><br>
Cc:<br>
Sent: Sunday May 2 2021 4:42:12AM<br>
Subject: Re: USAA Script to fix the broken download issue [Online<br>
Banking #18363]</p></div>clanderstag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T10:49:53Z2021-05-02T10:49:53ZUSAA Script to fix the broken download issue<div><p>@clanders Your email didn’t make it. You have to reply above the dashed line in email or click the link to reply online.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T10:50:39Z2021-05-02T10:50:39ZUSAA Script to fix the broken download issue<div><p>@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.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T22:38:09Z2021-05-02T22:38:09ZUSAA Script to fix the broken download issue<div><p>Thanks for the comments. I will be looking at the script again quite soon.</p>
<p>But in the meantime:</p>
<ul>
<li>why are you convinced the script worked? (this question does not infer I believe otherwise)</li>
<li>I do not have any USAA savings accounts</li>
<li>all my checking and CC accounts appeared in TESTUSAA. And all with data only into February.</li>
</ul>
<p>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 .<br>
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.</p>
<p>dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T22:58:18Z2021-05-02T22:58:41ZUSAA Script to fix the broken download issue<div><p>@dwk - If you are referring to post 517, (about the script worked) I was talking to andreablander, not you.</p>
<p>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.</p>
<p>I've never asked you about USAA Savings Accounts, I don't think, though I have asked you about other things.</p>
<p>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....??</p>
<p>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.</p>
<p>May I say one last time - read the documentation carefully, and follow all the steps in order.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T23:42:23Z2021-05-02T23:42:23ZUSAA Script to fix the broken download issue<div><p>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.</p>
<p>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.</p>
<p>Thanks,</p>
<p>dwk</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-02T23:54:12Z2021-05-02T23:54:12ZUSAA Script to fix the broken download issue<div><p>dwk - It's all in the documentation, Version 8a,</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-12T18:41:07Z2021-05-12T18:41:09ZUSAA Script to fix the broken download issue<div><p>Implemented this fix about 6 weeks ago and all was working well until last week... I'm getting an error message now specifically when MD tries to download my USAA Visa transaction info (all other USAA accounts are downloading fine). Nothing in my account setup in MD or online at USAA has changed and the CC number is still the same. Below is the error message, anyone else having this new, isolated issue?</p>
<p>"There was an error communicating with your financial institution. The details of this error are below. Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)<br>
The error code reported by the server was: 2003<br>
Account Not Found"</p></div>Monica Geretag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-12T19:17:45Z2021-05-12T19:17:47ZUSAA Script to fix the broken download issue<div><p>Hi. I had the same problem. Moneydance and USAA seemed to be working<br>
fine. And then one savings account stopped downloading with the error<br>
message you report. I tried re-connecting that account but it did not<br>
solve the issue. I tried to download again a few days later and then it<br>
worked without me fixing it. I suspect something was up at USAA.</p></div>gelawtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-12T20:49:00Z2021-05-12T20:49:00ZUSAA Script to fix the broken download issue<div><p>@Monica Gere, @gelaw</p>
<p>As you are both aware, you are facing USAA/Moneydance issues, as the fixUSAA script isn't involved at all at this point (the working profile the script creates, is of course involved).</p>
<p>Problems with USAA postfix should be discussed, as USAA has been a pain about this whole issue of OFX downloads and, it appears, they still won't talk to Moneydance about a medium term fix.</p>
<p>I do have thoughts about both your posts, but I'm going to create a new thread called "USAA/Moneydance issues after OFX downloads are restored" as a way to keep this thread from getting so long as to be intractable (well, even MORE intractable ;) )</p>
<p>I'll comment on your issues there, but I'd appreciate you reposting your comments in the new thread so as to make the conversation followable. Thanks.</p>
<p>One reason I'm doing this is Stuart doesn't even use USAA, though I do, and I'm the one on more familiar ground here. During script testing, Stuart would say "I'm working blind" and I'd reply, "Shows how good you are doing!" Stuart did amazing work creating the script.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-13T19:10:46Z2021-05-13T19:10:46ZUSAA Script to fix the broken download issue<div><p>Thanks for the message. I have been off this for awhile but will be back on it next week.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-23T20:29:14Z2021-05-23T20:29:16ZUSAA Script to fix the broken download issue<div><p>@stuart @dtd Thank you so much for responding to my post (#516)!! My apologies for the delay, I got so frustrated I just had to walk away for a while. Re-reading the documentation, I think my issue may be at the very bottom "Multiple Login Accounts for USAA." My husband and I have different logins, so I assume the problems I'm having are because I didn't set it up with both sets of credentials in the first place. My evidence for the suspicion is that the credit card and checking account that are tied only to my login are the ones that are working fine. But the joint accounts are not -- so perhaps those are tied to his login, not mine. So my question is, can I add the second set of login credentials at this point in the game? If so, how? If not, do I need to start over? If the sad answer is yes, how do I do that? I did make the recommended backup copy before starting the whole process. Thanks for any guidance you can provide!!!</p></div>andreablandertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-23T20:40:04Z2021-05-23T20:40:04ZUSAA Script to fix the broken download issue<div><p>@andreablander. Sorry, you have to prime the second account upfront. But no harm done. You need to run the script again and select the option to prime second account. Then after this set up / link your accounts again. Note, some people have had problems with second accounts. It’s a bit careful trial and error.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-23T20:44:48Z2021-05-23T20:44:50ZUSAA Script to fix the broken download issue<div><p>@stuart Thanks! So I can leave my MoneyDance account as it is (sort of half-fixed with my two non-joint accounts now downloaded into the account), and just in the same instance of MD run the script as if I hadn't done it before? In other words, I don't need to run anything from backup?</p></div>andreablandertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-23T20:50:26Z2021-05-23T20:50:26ZUSAA Script to fix the broken download issue<div><p>Correct. As long as your two non joint accounts that you just downloaded are ok with good data, then yes, just rerun script. All it does is recreate your connection profile, nothing else. No need to restore backup for this.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-23T22:36:55Z2021-05-23T22:36:55ZUSAA Script to fix the broken download issue<div><p>@andreablander - As Stuart said, you can just create the profile again.</p>
<p>Some thoughts, though:</p>
<p>1) You don't need to GO to a backup, but make sure you MAKE A NEW BACKUP, as always. Stuart's script is pretty safe, but things can always mess up.</p>
<p>2) Obviously, you will need to do step 1 (gather credentials) for your husbands account.</p>
<p>3) Review which accounts are located where. This is especially important for multiple logins, as you've found out.... ;) --- Here is my assumption based on your messages.</p>
<p>ALL accounts are in ONE Moneydance file, both your two and however many joint accounts. Are there also accounts only in his name, as you seem to have two only in your name?</p>
<p>I'd login to both of your USAA accounts, and look over what is available. In your case, definitely set up nicknames - and make them different if the joint account appears in both logins. That way you can see in the picklist which one is being offered (and then you can put in the proper OFX login/password - as you will now have two of them.</p>
<p>As Stuart says, multiple logins are tricky, as USAA doesn't really help with what goes where anymore, and as you've seen even changes numbers. So nickname setting (totally unique) is really a good thing for your two accounts.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-23T22:48:36Z2021-05-23T22:48:36ZUSAA Script to fix the broken download issue<div><p>One more thing - if you do have issues, the good news is you can "just try again". Stuart worked hard to make his script unobtrusive, so it can just keep creating custom profiles till one works.</p>
<p>For example, reversing the OFX userid/password is how it worked for one person - joint doesn't always mean joint... :( - by reverse I mean create the profile with his credentials and "prime" with yours... if the first one (create with yours and prime with his) has problems.</p>
<p>Sorry this part isn't easy, but we did try to at least make it available.</p>
<p>Another thing you can do as well, create the profile with ONLY his credentials (i.e. don't try to do the multiple login bit) and see which accounts work, just as you get two to work with your credentials. That might provide some insight.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-24T05:29:56Z2021-05-24T05:29:59ZUSAA Script to fix the broken download issue<div><p>@stuart @dtd Not sure what is wrong. I have re-run the script twice, but only the account I list in the script will download transactions when i am done. When I go to "Set Up Online Acccount" to add the other accounts, I select USAA, and it never gives me the "Change" option you show in the documentation -- it just takes me right through to my profile and lets me select only the named accounts I have in MoneyDance. I get the screen shot below -- (the account number I am trying to download is correct), but I cannot figure out what to enter in the field "Customer ID" field. Any suggestions? Thank you!</p></div>andreablandertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-24T05:41:05Z2021-05-24T05:41:05ZUSAA Script to fix the broken download issue<div><p>@andreablander - Start by selecting the right account on the left sidebar. The change option only appears (I think) when an account already has a successfully linked online connection profile. Thus, on accounts you haven't linked yet, you need to select 'USSA custom' profile from the dropdown list, then NEXT (not new), then select the right account in the dropdown box, then the userid and pin box should appear. If not, shout, and then over to @dtd....?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-24T18:38:41Z2021-05-24T19:04:12ZUSAA Script to fix the broken download issue<div><p>(Note: This is a response to a post on the previous page, not to Stuart's initial message for this thread)</p>
<p>What Stuart said in his earlier post to you. However, given you are having problems, I'd recommend creating a backup, then a TESTUSAA file, and do your work there until you figure out what is going on. Your risk of changing something you don't intend to do is higher when you are not getting what you think you should get.</p>
<p>I do have a couple of questions, as I don't even know how to get to the screen you posted.</p>
<p>You say:<br>
When I go to "Set Up Online Acccount" to add the other accounts, I select USAA, and it never gives me the "Change" option you show in the documentation -- it just takes me right through to my profile and lets me select only the named accounts I have in MoneyDance.</p>
<p>First, my impression is that the verbiage is "Set Up Online Banking" - can you hit Moneydance/About Moneydance to verify the version you are using?</p>
<p>You also say "add the other accounts" as if they don't exist, and you also say it "lets me select only the named accounts I have in Moneydance' - which also suggests that you are trying to add a NEW account, because otherwise, one of the named accounts would be the one you want.</p>
<p>Here would be my methodology, because indeed you will not get "Change" if the account has never been set up for online banking.</p>
<p>1) Choose the account you want to get working in the left hand sidebar.<br>
2) Choose Online/Setup Online Banking<br>
3) Find USAA in the picklist presented.<br>
4. Click NEXT (not new)<br>
5. Verify the account you want is already chosen, or choose it. It will be one of the accounts you've already created, probably the one you are on. (This is where I'm confused in that you say you can't ADD an account), and then you also get a screen I'm not accustomed to seeing) - If you are doing something different here, i'd like to know what you are choosing, as I'm trying to do here.<br>
6. Click NEXT.<br>
7. A new window should come up entitled "Online Banking Authentication" with your USAA userid listed, and for you to enter the new password.</p>
<p>If this doesn't work for you, could you verify the version of MD you are using, and how you get to the screen you show.</p>
<p>Do NOT do this on your live database, as we are now exploring how you get to where you get as opposed to what I experience. If you make a backup, then a copy of the backup - TESTUSAA, you have already "fixed" the profile, so should be able to continue AS IF it is the live database, but we don't risk your actual data.</p>
<p>Also, as a point of order, are you setting up the profile with two logins? Maybe you should go back to one login until we figure out what's going wrong for you.</p>
<p>As I think - a couple more questions. Could you describe how many accounts you have, how many your husband has, and how many are in both? Have you changed nicknames in all the accounts?</p>
<p>You say you did get one working. Given you are in a test database, we can safely explore. For the working account, go to Online/Setup Online Banking - do you get the Change window for that one?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-24T18:48:54Z2021-05-24T19:13:49ZUSAA Script to fix the broken download issue<div><p>A couple more questions, as this may need to go into the documentation.</p>
<p>Can you verify the accounts you are trying to set up were working with USAA before January 26th, or is this a new online setup (explaining the lack of the "Change" window)</p>
<p>If you run the script again, can you juggle it up a little and put in a different account or a different credit card? Maybe even set up the script to use your husband's credentials and one his accounts?</p>
<p>I think the script is creating a working profile; but you are encountering difficulties in trying to link the other accounts, and only the ones the script sets up work for you. Are all the accounts in Moneydance already and you just have to relink them?</p>
<p>Just trying to get a feel for your overall situation, and where the disconnect in making this work for all your accounts might be (and yes it is complicated by two logins, which is why I suggest going back to one login, and making all accounts connected to that login work for you as a first step, before complexing it up again.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-25T15:15:31Z2021-05-25T15:15:31ZUSAA Script to fix the broken download issue<div><p>All,</p>
<p>We had a report that USAA stopped working with MD2021.1 build 3069. So, is anyone else out there running MD2021.1 build 3069 and still successfully connecting to USAA..? Pls respond..? Thx</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-25T15:39:33Z2021-05-25T15:39:34ZUSAA Script to fix the broken download issue<div><p>Connected this am. No problems</p></div>billpipertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-25T15:46:47Z2021-05-25T15:46:47ZUSAA Script to fix the broken download issue<div><p>Stuart - I connected yesterday and just now with no problems. All accounts<br>
downloaded. Thanks for your diligence in helping everyone manage their USAA<br>
accounts!<br>
All - MD2021.1 build 3069 is the latest version.<br>
Steve</p></div>Stephen Skiddtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-25T15:50:40Z2021-05-25T15:50:40ZUSAA Script to fix the broken download issue<div><p>We found the problem. Note to all in case this happens to other.</p>
<p>If you see this error in the console log:</p>
<pre>
<code>java.lang.IllegalArgumentException: type DIRECT is not compatible with address 127.0.0.1/:8866 at java.base/java.net.Proxy.(Unknown Source)</code>
</pre>
<p>Then check your MD Preferences/Network settings. If Use Proxy is NOT set, but you see data in the Host and Port fields (greyed out), then you need to enable the proxy, delete the fields, and then disable the proxy. Then try again....</p>
<p>Do let us know if you use this trick.</p>
<p>@dtd, for noting.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-25T16:12:25Z2021-05-25T16:12:26ZUSAA Script to fix the broken download issue<div><p>Moneydance 2021.1 (3069) - I successfully downloaded transactions from USAA<br>
earlier today (Tue 25 May 2021)</p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-28T02:20:09Z2021-05-28T02:20:09ZUSAA Script to fix the broken download issue<div><p>Updated MD and then followed your instructions. Worked great. Thanks for all your hard work!</p></div>docrobctag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-05-28T03:54:57Z2021-05-28T03:58:59ZUSAA Script to fix the broken download issue<div><p>Beating Stuart to the punch</p>
<p>@docrobc :) - +1 (=64)</p>
<p>And Stuart, given the ones who have come out successful over the last month without posting here, I'm going to declare:</p>
<p>@allthosefolks :) - +6 (=70)</p>
<p>and I think I'm being quite conservative. Don't argue with me. :)<br>
Remember I'm your document writer. :) :) :)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T14:35:01Z2021-06-06T17:20:50ZUSAA Script to fix the broken download issue<div><p>When trying to run script a question comes up asking "Do you have multiple different credentials where you wish to "prime" the default `UUID into (Root's) profile? this is not mentioned in the instructions.</p></div>jynxnyxtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T14:41:45Z2021-06-06T14:41:45ZUSAA Script to fix the broken download issue<div><p>It is... but if you only have one login to the bank then just say no.</p>
<p>(Not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T14:45:14Z2021-06-06T17:20:50ZUSAA Script to fix the broken download issue<div><p>Do I run the script for each account I have with USAA?</p></div>jynxnyxtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T15:29:43Z2021-06-06T17:23:57ZUSAA Script to fix the broken download issue<div><p>Getting error 2000 and went to the console window, but do not see error messages</p>
<p>Starting Moneydance 2021.1 (3069) at Sun Jun 06 11:24:20 EDT 2021<br>
Settings Folder: /xxxxxContainers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance<br>
OS: Mac OS X 10.15.7 x86_64<br>
Java: 15.0.1 (AdoptOpenJDK)<br>
Is in sandbox: true; restricted file access: false<br>
Library path: /Applications/Moneydance.app/xxxxxxxxPlugIns/vm.jdk/Contents/Home/lib<br>
Initializing fonts:<br>
default: [[SF Pro Display, SF Display, Helvetica Neue, Helvetica, Lucida Grande, Dialog]] printing: [[Helvetica, SF Pro Display, SF Display, Helvetica Neue, Helvetica, Lucida Grande, Dialog]] monospaced: [[Gill Sans, Menlo, Monaco, Monospaced]] coding: [[Hack, Monospaced]] fonts resolved:<br>
default: SF Pro Display:13.0:style0 mono: Gill Sans:13.0:style0 coding: Hack:13.0:style0 print: Helvetica:12.0:style0 header: SF Pro Display:15.0:style0 register: SF Pro Display:12.0:style0 reportTitle: SF Pro Display:32.0:style0 calendarTitle: SF Pro Display:12.0:style0 reportHeader: SF Pro Display:11.0:style0 detailTitle: SF Pro Display:15.0:style0 detected system appearance: org.violetlib.vappearances.VAppearanceImpl@5bda8e08<br>
detected system appearance: org.violetlib.vappearances.VAppearanceImpl@5bda8e08<br>
Setting look and feel class to org.violetlib.aqua.AquaLookAndFeel<br>
Unable to map image: java.lang.IllegalArgumentException: argument type mismatch<br>
opening last file: Personal Finances v3<br>
loading dataset: /xxxxxxx/Containers/com.infinitekind.MoneydanceOSX/Data/Documents/xxxxxx.moneydance<br>
creatingURLStreamHandler for protocol 'http'<br>
loading with 128 bit encryption key<br>
reading trunk data tiksync/trunk<br>
trunk data loaded (0.035 seconds), checking for incremental updates<br>
loading un-synced txn files...<br>
loading synced txn files...<br>
replacing root: null () with new root: Personal Finances v3 (xxxxxxxxxxxx<br>
VAQUA: system appearance did change<br>
detected system appearance: org.violetlib.vappearances.VAppearanceImpl@xxxxx<br>
VAQUA: applying updated theme: default<br>
detected system appearance: org.violetlib.vappearances.VAppearanceImplxxxxxx<br>
Setting look and feel class to org.violetlib.aqua.AquaLookAndFeel<br>
Java version: 1500001<br>
creatingURLStreamHandler for protocol 'https'<br>
Unrecognized cookie parameter: SameSite -> None<br>
loaded cookie from <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a> : visid_incap_xxxxxxxx=aJH2jVIvSjyEw88gNy3Qi4PovGAAAAAAQUIPAAAAAACKyMA9gYs5XxV23y5RHVmF; expires=Mon, 06 Jun 2022 09:49:49 GMT; HttpOnly; path=/; Domain=.1fsapi.com; Secure; SameSite=None -> visid_incap_xxxxxx=aJH2jVIvSjyEw88gNy3Qi4PovGAAAAAAQUIPAAAAAACKyMA9gYs5XxV23y5RHVmF; Mon, 06-Jun-2022 05:49:49 EDT; path=%2F; domain=.1fsapi.com; secure<br>
Unrecognized cookie parameter: SameSite -> None<br>
loaded cookie from <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a> : nlbi_xxxxxxx=DTIxxxxxxpath=/; Domain=.1fsapi.com; Secure; SameSite=None -> nlbi_xxxxxxx=DTIxxxxxxxxxxH; path=%2F; domain=.1fsapi.com; secure<br>
Unrecognized cookie parameter: SameSite -> None<br>
loaded cookie from <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a> : incap_ses_1246_xxxxxxxxghxnXLwWpneF6Kw==; path=/; Domain=.1fsapi.com; Secure; SameSite=None -> incap_ses_xxxxxxxx=qgBiIFLPO3vUsOq2+bdKEbfovGAAAAAA29ClxPDghxnXLwWpneF6Kw==; path=%2F; domain=.1fsapi.com; secure</p></div>jynxnyxtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T15:35:23Z2021-06-06T15:35:23ZUSAA Script to fix the broken download issue<div><p>Nope. You run once only. Just give it one account number. Then download. If that works then use the MD online menu, as per the pdf, to link further accounts.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T15:39:10Z2021-06-06T15:39:10ZUSAA Script to fix the broken download issue<div><p>You haven’t posted the whole log?</p>
<p>Some errors we’ve seen:<br>
2000. Connection error. Check the console log for details.<br>
If you get connection problems, please try disabling proxies, VPNs, Pi-Hole, Browser blockers, DNS Sinkholes, Cookie blockers to eliminate these as potential problems.</p>
<p>Menu help, show console. Keep console open. Run download again. Post whole (redacted) log.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T16:58:58Z2021-06-06T17:20:50ZUSAA Script to fix the broken download issue<div><p>Have I just exposed sensitive information?</p></div>jynxnyxtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T17:05:41Z2021-06-06T18:07:32ZUSAA Script to fix the broken download issue<div><p>The console log usually redacts things like passwords and such, but it does show things like where you tried to go, a few directory names, etc., so depending on what you consider sensitive the answer could go either way.</p>
<p>Some people redact more items by opening up the console log in an editor and then they XXXXX out things they don't want people to see.</p>
<p>In this particular case, I now know your xxxxxxx and yyyyyyy, but most people wouldn't worry about that. Otherwise, it mostly looks like info on that session.</p>
<p>If you are concerned, you can edit the message and remove most of the text by being on the forum (if you are not already) vs. using email.</p>
<p>just a user, hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T17:12:41Z2021-06-06T17:14:18ZUSAA Script to fix the broken download issue<div><p>Also, you mention the instructions, and what is or is not in it. That makes me think you are not using the latest version of the instructions, Version 8a, which can be found in the first message above here:</p>
<p>The latest PDF guide (now version 8a) is always here:<br>
[find link above in first message...]</p>
<p>I'll post the full link here as well, but I've found that doesn't always work...</p>
<p><a href="https://infinitekind.tenderapp.com/discussions/online-banking/18363/r?go=aHR0cHM6Ly9naXRodWIuY29tL3lvZ2kxOTY3L01vbmV5ZGFuY2VQeXRob25TY3JpcHRzL3Jhdy9tYXN0ZXIvc291cmNlL3VzZWZ1bF9zY3JpcHRzL29meF9jcmVhdGVfbmV3X3VzYWFfYmFua19jdXN0b21fcHJvZmlsZS5wZGY%3D">https://infinitekind.tenderapp.com/discussions/online-banking/18363...</a></p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T18:13:10Z2021-06-06T18:13:10ZUSAA Script to fix the broken download issue<div><p>@jynxnyx -I see you redacted some of the console log you posted, so I also redacted what I said I saw.</p>
<p>Reread post 554, as Stuart felt you didn't post the information he needed to see.</p>
<p>Alternatively, walk through the Version 8a document to see if there was something you didn't get to read when running the script, but I think Stuart already posted what you can do about 2000 errors.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T18:25:56Z2021-06-06T18:25:58ZUSAA Script to fix the broken download issue<div><p>OFXHEADER:100<br>
DATA:OFXSGML<br>
VERSION:103<br>
SECURITY:NONE<br>
ENCODING:USASCII<br>
CHARSET:1252<br>
COMPRESSION:NONE<br>
OLDFILEUID:NONE<br>
NEWFILEUID:NONE</p>
<p><br>
<br>
<br>
xxxxxxxxxxx.008<br>
xxxxxxxx<br>
*<br>
N<br>
ENG<br>
<br>
USAA Federal Savings Bank<br>
xxxxx<br>
<br>
QMOFX<br>
2300<br>
xxxxxxxxxxxxxxxx<br>
<br>
<br>
<br>
<br>
1xxxxxxxxxxx-1<br>
<br>
<br>
xxxxxxxxxxx<br>
xxxxxxxxxxxx<br>
CHECKING<br>
<br>
<br>
Y<br>
<br>
<br>
<br>
<br></p>
<p><<<<77<<<<<br>
connecting to: <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a> with method: POST<br>
Connecting with https headers:<br>
POST /casm/usaa/access.ofx HTTP/1.1<br>
Host: df3cx-services.1fsapi.com<br>
Content-Type: application/x-ofx<br>
Accept-Language: en-us<br>
Cookie: visid_incap_xxxxxxxx=7Vd/e4jFRF6zywazJcQo5xxxxxxxxxBDu/0bg1SIueM7m4j; nlbi_xxxxxxx=1+ZOcW8Scn2obhg4hXBnAwxxxxxxxxMioQiTBoCqg5EAWl; incap_ses_1246_xxxxxxxxxxxZZMYQJMfZThJBga3+bdKEdMKvWAAAAAA+KV4I6D92IMUoyzHke7Dnw==<br>
Date: Sun, 06 Jun 2021 13:50:51 EDT<br>
Accept: <em>/</em><br>
User-Agent: InetClntApp/3.0<br>
Content-Length: 679<br>
Cache-Control: no-cache<br>
Connection: close</p>
<p>---end headers HTTP/1.1 200<br>
Date: Sun, 06 Jun 2021 17:50:51 GMT<br>
Content-Type: application/x-ofx<br>
Content-Length: 677<br>
Vary: Origin<br>
Vary: Access-Control-Request-Method<br>
Vary: Access-Control-Request-Headers<br>
X-Content-Type-Options: nosniff<br>
X-XSS-Protection: 1; mode=block<br>
Cache-Control: no-cache, no-store, max-age=0, must-revalidate<br>
Pragma: no-cache<br>
Expires: 0<br>
Strict-Transport-Security: max-age=31536000 ; includeSubDomains<br>
X-Frame-Options: DENY<br>
X-CDN: Imperva<br>
Connection: close<br>
X-Iinfo: 9-xxxxxxxx-xxxxxxxx1 NNNN CT(19 15 0) RT(xxxxxxxxx 41) q(0 0 0 -1) r(1 1) U6</p>
<p>HTTP response headers:<br>
date: [Sun, 06 Jun 2021 17:50:51 GMT]<br>
content-length: [677]<br>
expires: [0]<br>
vary: [Access-Control-Request-Headers]<br>
x-frame-options: [DENY]<br>
x-cdn: [Imperva]<br>
x-iinfo: [9-xxxxxxx4-3xxxxxxxNNNN CT(19 15 0) RT(162xxxxxx864 41) q(0 0 0 -1) r(1 1) U6]<br>
pragma: [no-cache]<br>
strict-transport-security: [max-age=xxxxxxx ; includeSubDomains]<br>
x-content-type-options: [nosniff]<br>
x-xss-protection: [1; mode=block]<br>
content-type: [application/x-ofx]<br>
connection: [close]<br>
cache-control: [no-cache, no-store, max-age=0, must-revalidate]<br>
Reading message from <a href="https://df3cx-services.1fsapi.com/casm/usaa/access.ofx">https://df3cx-services.1fsapi.com/casm/usaa/access.ofx</a></p>
<p>OFXHEADER:100<br>
DATA:OFXSGML<br>
VERSION:103<br>
SECURITY:NONE<br>
ENCODING:USASCII<br>
CHARSET:1252<br>
COMPRESSION:NONE<br>
OLDFILEUID:NONE<br>
NEWFILEUID:NONE</p>
<p><code>2000ERRORWe're unable to complete your request. To download USAA account transactions into Quicken, you'll need to verify your information. Get Access ID and PIN here <a href="https://df3cx-services.1fsapi.com/casm/usaa/enroll">https://df3cx-services.1fsapi.com/casm/usaa/enroll</a>xxxxxxxxxx.229[-4:EDT]ENGUSAA Federal Savings Bank67811xxxx-1</code>15500ERRORBEGINRESPONSE>>>>><br>
<br>
<br>
<br>
<br>
<code>2000<br>
ERROR<br>
We're unable to complete your request. To download USAA account transactions into Quicken, you'll need to verify your information. Get Access ID and PIN here <a href="https://df3cx-services.1fsapi.com/casm/usaa/enroll">https://df3cx-services.1fsapi.com/casm/usaa/enroll</a><br>
<br>
20210606125051.229[-4:EDT]<br>
ENG<br>
<br>
USAA Federal Savings Bank<br>
XXXXX<br>
<br>
<br>
<br>
<br>
<br>
1XXXX8-1<br>
<br>
<code>15500<br>
ERROR<br>
<br>
<br>
<br></code></code></p>
<p><code><<<<<<<<ENDRESPONSE</code></p></div>jynxnyxtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T18:31:14Z2021-06-06T18:31:14ZUSAA Script to fix the broken download issue<div><p>It’s not clear why the error. Try another account? Have you typed the UID correctly. Have you enabled quicken access in the usaa logon?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-06T18:49:24Z2021-06-06T18:49:24ZUSAA Script to fix the broken download issue<div><p>This appears as if you ARE connecting to USAA, but you are being rejected by them.</p>
<p>When you went through the process of gathering the information for the script, did you get the access id and pin, or did you use your usaa login/password (forgive me for asking if the "computer is plugged in", but that's happened a few times) - also as Stuart says, make sure you did give access to USAA from Quicken. (Did you get an email saying that had happened?)</p>
<p>I'd recommend starting over with the script (don't worry, doing it again just gets rid of the broken profile (again). Use the checking account number (10 numbers), (let's keep any credit card out of it for now, we can make that work later), and enter the data you gathered and have in a text file for the script with copy/paste vs. if you manually typed anything in.</p>
<p>I'd recommend reading the documentation 8a as you do this, as it now has things in it about where people have inadvertently entered information incorrectly (things as simple as forgetting to clear out the field of the default info before putting in their personal info)</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T00:46:52Z2021-06-07T00:46:53ZUSAA Script to fix the broken download issue<div><p>Hi @dtd. Responding (finally) to your post #540.</p>
<p>I am answering the questions you asked, and numbering them to try to help make sure we are talking about the same thing.</p>
<p>(1) When I follow your steps 1-7, here is what happens: everything goes as you state until step 6. When, in step 6, I click Next, I get the screenshot I posted earlier, NOT a window entitled "Online Banking Authentication" (with USAA userid listed). Instead of having moved to 'authentication,' the window asking for Customer ID still is titled "Online Banking Signup."</p>
<p>(2) I am using MoneyDance Version 2021 (2006), I downloaded the free upgrade back in March when I first started trying to fix this.</p>
<p>(3) When you start talking about making backup databases and new files, I want to make sure I understand what you mean. I have on two separate occasions "exported to backup" the file I am trying to use. Once before I started tying anything, and then again the last time I was working on this.</p>
<p>So when you talk about making backups and working on a copy of the backup -- what do you mean? Should I open a new file in MD and then import my copy/renamed backup data into that new file? If not, what do you mean?</p>
<p>(4) The file now has two logins -- mine and my husband's. The first time I ran the script, I used only my login, and I was able to get my individual accounts working, but nothing that was joint. I re-ran the script and I assumed that USAA has my husband as the main account holder, so I set it up with his credentials, and entered mine as the second set. But now, after using both sets of credentials, I can only get the joint checking account to download, and my personal account gets the error described in this message in (1).</p>
<p>(5) As far as the accounts, I have a checking account and a credit card that are mine alone. We have one joint checking account, one joint credit card account. My husband has one credit card that is his alone. I changed the nicknames on everything so I could keep them straight.</p>
<p>(6) For the one working account (now the joint checking account), when I go to "Set up Online Banking," I DO!! get the "change" option. Is that a good sign?</p>
<p>I really appreciate your assistance!! Thank you!</p></div>andreablandertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T02:19:47Z2021-06-07T02:19:47ZUSAA Script to fix the broken download issue<div><p>1) I suggest upgrading to 2021.1(3069) - it's a free upgrade if you are currently using (2006). What OS are you using (Mac, Windows, Linux)? I'm trying to get us both on the same page as to the software.</p>
<p>2) Now that you've done the script a couple times, do you get "Setup Online Banking" vs. the Authentication page on the accounts that you had working on earlier script runs? (This is my biggest disconnect as to figuring out how to help you, as that stops everything.) I've even created a new thread asking others more knowledgeable than me when "Setup Online Banking" might happen.</p>
<p>Did all of your accounts work before January 26th, or are you trying to set up online banking for some accounts versus restoring what worked before?</p>
<p>(3) Do you have Version 8a of the documentation? It describes "testing" vs. operating on your live database (and then possibly restoring from backup if something goes terribly wrong). Given I want to have you "go wild", I wouldn't want you to do this on your actual data. So, (repeating the documentation) - one way to test is to make an export backup, then make a copy of the export backup and call it TESTUSAA. You then have 3 copies of your live database - Live, Export Backup, and a place to play (TESTUSAA).</p>
<p>I'd have you open up TESTUSAA to do all the script runs, and maybe do some stuff you'd never do to the live database, because when this is figured out, you just throw TESTUSAA away.</p>
<p>6) Yes, getting Change is good. Did you set up both the joint checking and credit card in the script? And what do you get as the "picklist" on this account as to which accounts you can choose?</p>
<p>Remember that making two accounts work is very experimental by Stuart. One thing to try to do is to go back to only one account and redo the script twice, and seeing what we see (i.e. how many accounts can you see on your login, and how many accounts can you see on his..... then how many on both). You become a guinea pig, sorry, but we've only had three people work on this - on page (i don't remember) are a few messages from someone who had similar problems but finally made it work for two accounts. --- BUT, this is why we do all this on TESTUSAA vs, your live data, until we get it sussed out.</p>
<p>Sorry, but two logins is just much harder. (Oh, I have two logins as well, but am blessed that all our accounts are joint accounts, and only need to use one login)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T06:06:09Z2021-06-07T06:06:10ZUSAA Script to fix the broken download issue<div><p>Hi.</p>
<p>(1) Did the upgrade. (2) After running the script the first time, with only my credentials, I got my personal checking and personal credit card to work. After running the script the second time with my husband's credentials too, I can ONLY get the authentication page on our joint checking account to work. For everything else (including joint credit card) I dead end at the "Set Up Online Banking" page asking for the mysterious Customer ID. Everything worked fine before January 26. (3) Yes, I have Documentation Version 8(a). Reading more carefully now I see the information about the test account. i will try this tomorrow. (6) I think I set up only the checking account in the script (the second time I ran it with both accounts), because I had done only my personal checking account the first time and had no trouble setting up my personal credit card. So I did the same the second time around. The strangest thing is that the picklist I get has only the old nicknames I had for my accounts, not the new ones I assigned them in USAA before running the script.</p></div>andreablandertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T12:20:16Z2021-06-07T12:20:16ZUSAA Script to fix the broken download issue<div><p>Ok, I dreamed about this last night, but I can't get back to you until later today.</p>
<p>So, don't do the testusaa thing yet, as I want to move to private message and work with you when you do that.</p>
<p>So, some thoughts, and as always, create a backup first.</p>
<p>Two things to try. Let's move away from the two logins totally for the moment, (i.e. in running the script yet again, say NO to two logins. Set up only your login, but put in both a checking and credit card to "kill two birds with one stone". See if you can get all the rest of your accounts to work. Then run the script, setting up only his login. See if you can get all his accounts to work.</p>
<p>I look at this as you have four accounts, and he has three accounts, assuming the joint ones are showing in both accounts. With your login, try to get the four to work, either by entering them in Stuart's script (two at a time), or see if my suggestion below works.</p>
<p>As for the mysterious screen I cannot reproduce (I'd hoped it would go away with the update), try using the Access ID (i.e. the new username given by USAA/Quicken) as the customer id. Also click "Online Banking" (one of the two checkboxes) and choose the appropriate account type. I'm assuming the account number you blanked out the number or the program did, but if not, you may need to enter the account number.</p>
<p>Taking this one step at a time, we want to get each SINGLE set of accounts working before tackling both at once.</p>
<p>As for "old nicknames" for your accounts, that's odd. I assume you've double checked that the new nicknames show up within USAA itself (i.e. they "took"). Login to both your accounts at USAA, and look at both sets of nicknames. Maybe the joint accounts have mismatched names, i.e. you set the nicknames in both places, right?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T12:28:16Z2021-06-07T12:28:16ZUSAA Script to fix the broken download issue<div><p>Oh, by "two at at a time" for Stuart's script, that would be needed if we cannot get the mysterious box in moneydance to work. i.e. You'd run Stuart's script once, get two working, then run the script again with the other two accounts. The idea is to prove that we CAN get all the accounts working, even if not all at the same time (yet).</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T17:41:06Z2021-06-07T17:41:06ZUSAA Script to fix the broken download issue<div><p>As dtd says (as I do the technical bits, he does the user docs and user help bits. ;-> ) .... steps to try...:<br>
- Create a new dataset for testing (file/New) and use this. I want to eliminate your dataset as causing issues. Set a master password and 'store passwords'. Restart MD. - Run script on test dataset for each scenario below.... - Try to get one logon working and then your accounts on this logon. - Then try the other login and get the accounts working on that.. If you can't get the above working, there is no point proceeding to 'multiple' logins....</p>
<p>Also, if you help, open console. Keep it open... I would love to see the messages appearing just before you see the 'Online Banking Signup' screen appear...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T21:11:10Z2021-06-07T21:31:09ZUSAA Script to fix the broken download issue<div><p>@andreablander - Stuart is considering that your datafile might have some profile issues. So starting with a brand new database to test vs. a copy of an export (which would have the same profile issues) is a good idea.</p>
<p>As the user doc person, one thing you might not get is "how do i get even one login working when I don't have any accounts in a new dataset? - so create a bunch of empty ones - like "mychecking", "mycreditcard", "jointchecking", "jointcredit", "spouse credit" (or whatever they are). Then you can still run Stuart's script, but then do the "matching" (if you can) using the step 1-7 bit in msg 540, or reread "relinking multiple accounts".<br>
In this case, you enter a checking or credit card in the script simply to get a working profile.<br>
Then do what Stuart suggests, now that you have "fresh" accounts to work with.<br>
Do not complicate this with the "multiple login" bit, just get one login working.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-07T21:19:59Z2021-06-07T21:19:59ZUSAA Script to fix the broken download issue<div><p>To clarify... just to eliminate any profile issues... I wouldn’t say ‘corruption’. If the tests work then we can work out why once we know.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-08T21:25:33Z2021-06-08T21:25:33ZUSAA Script to fix the broken download issue<div><p>I have run the script ad nauseam and was able to get one account to connect. Going to the online did not work to add the other accounts. Got on the phone with USAA and they were not helpful at all. Told me I should be using my login credentials and not the access-id</p></div>jynxnyxtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-08T21:56:17Z2021-06-08T21:56:17ZUSAA Script to fix the broken download issue<div><p>@jynxnyx - Well, usaa obviously told you wrong (hopefully you were saying you couldn't connect with quicken, if you said moneydance, they'd be even less helpful), since the access id and access pin are how you connect and download with quicken.</p>
<p>If you got one account to connect, you were successful! You don't need to run the script again once you have a successful connection, and a working profile.</p>
<p>I don't understand "going to the online did not work to add the other accounts". Once you have a successful connection, and a working profile, you use moneydance itself to add the other accounts, as the documentation (version 8a) states and walks you through reconnecting other accounts.</p>
<p>Please read the documentation (Version 8a) which tells you how to add other accounts once you have achieved a successful connection, which you say you have done.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-09T05:14:09Z2021-06-09T05:14:09ZUSAA Script to fix the broken download issue<div><p>I don’t know if this helps you, but I have had a usaa credit card for a long time. Some years ago they switched from MasterCard to visa. When I went through this process to get the link to moneydance working again, it didn’t work for the credit card. But when I went back and tried again using the method described in the instructions, I found that the credit card number on my account with usaa was really still the old one from my original credit card with them, even though I could only see the current one on my account.</p></div>docrobctag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-12T09:27:31Z2021-06-12T09:27:31ZUSAA Script to fix the broken download issue<div><p>Ran through the script and was able to link 6 of my 8 accounts. For whatever reason 2 of my savings accounts will not show up when I try to link them through setting up online banking.</p>
<p>I've tried "waking" the account up with transactions but a week later they still don't show up as an option from the drop down. Anyone have any solutions? I've already tried running the script again but I just get the same problem.</p></div>cosmo4181980tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-12T09:41:49Z2021-06-12T09:41:49ZUSAA Script to fix the broken download issue<div><p>Hi - do not run the script again - there is no point and it will just delete all the the config on the other accounts - meaning you have to do that again.... Once you have a successful connection, which you do, then any further tweaks are done in the std moneydance interface. Sorry, but 'waking' up the accounts is the usual fix... Are these accounts enabled to allow quicken downloads?</p>
<p>But giving a +1 😃 anyway as you have connected....</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-12T10:23:31Z2021-06-12T10:23:31ZUSAA Script to fix the broken download issue<div><p>I assume so since I was able to add 6 other accounts in MD. I haven't found anywhere on USAA that allows me to allow/deny quicken access.</p>
<p>Appreciate any help anyone can give.</p></div>cosmo4181980tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-12T10:35:36Z2021-06-12T10:35:36ZUSAA Script to fix the broken download issue<div><p>I don't know, but presumably the same place where you found your UUID and quicken credentials...? Or ring them and say 'can you check my accounts, as Quicken can download 6, but not these two - why?'..?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-12T10:43:35Z2021-06-12T10:43:35ZUSAA Script to fix the broken download issue<div><p>Thanks dude. I'll give them a ring.</p></div>cosmo4181980tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-12T20:25:12Z2021-06-12T20:25:12ZUSAA Script to fix the broken download issue<div><p>As you call, make sure you say you are using Quicken, it's the same concept, (i.e. you can't direct connect to two savings accounts), but if you say MD, you may get a "oh, well, that's why it is not working" type of response.</p>
<p>As for quicken, it's all or nothing, once you grant permission it should be everything within that login id at USAA. (If you have other login ids, that's another issue).</p>
<p>Did you change nicknames on accounts? That might wake them up after a couple days (total conjecture on my part).</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-12T23:58:12Z2021-06-12T23:58:12ZUSAA Script to fix the broken download issue<div><p>". ...(If you have other login ids, that's another issue)."</p>
<p>I would like to hear if anyone has gotten a spouse's credit card (her own login ID) to work on the family's joint MD software.</p>
<p>And if not, is InfiniteKind working that angle for the mid/long fix?</p>
<p>I have both a checking (joint) and my credit card working just fine, but can't seem to find any set of steps to integrate her credit card data into the mix.</p></div>eric.klandermantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-13T03:54:41Z2021-06-13T03:54:41ZUSAA Script to fix the broken download issue<div><p>It can be problematic, but yes others have made it work. You need to use the prime second account option with my script. Then add the other’s uuid and user id at that point. When it’s done, setup your accounts, then theirs. I believe the PDF explains this?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-13T04:28:25Z2021-06-13T04:28:25ZUSAA Script to fix the broken download issue<div><p>#eric - the real issue here is getting the new userid/password to "stick" and to not interfere with the other userid/password. But this isn't a script issue, it's a moneydance issue that i wish they would fix (forget medium/long term issues)</p>
<p>For example, I have many chase credit cards, and have FOUR logins (personal/business/spouse personal/spouse business) - and making them all work is like playing jenga. I play and futz, and once I get it working, I say "don't touch it anymore!"</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-13T17:34:31Z2021-06-13T17:34:31ZUSAA Script to fix the broken download issue<div><p>Script and instructions worked great, except the post-script merge note. Specifically, even with "Automatically Merge Downloaded Transactions" selected in preferences, I am left to manually merge all the transactions I'm downloading through the script-fixed connection. Not sure why, since Stuart seems to indicate it works for him. I get blue dots for every transaction and have to manually decide to merge. Why?</p></div>norwich2tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-13T19:05:31Z2021-06-13T19:20:31ZUSAA Script to fix the broken download issue<div><p>Congratulations on getting USAA to work again.</p>
<p>USAA changed what and how they download things - one change is in the FITID field (a hidden field that allows Moneydance/USAA to agree that the transaction has been downloaded, so don't do so again).</p>
<p>As for automatically merging downloaded transactions, this works sometimes, and sometimes does not. For me, it worked for manually entered transactions that didn't have an FITID (since it was manually entered), but not for older transactions (before Jan 26).</p>
<p>As for "I get blue dots for every transaction" = that's normal before confirmation. Are you saying you "get blue dots for every transaction, and there is another identical transaction as well"?</p>
<p>If you are using 2021.1(3069) you can use Stuart's toolbox to set a don't download before a certain date and I think USAA abides by this date.</p>
<p>If you do manually merge, it shouldn't be too hard (click, click, click click) unless there is no merge option. Then you have to keep the new transaction and delete the old. This should be a one time process, so although tedious, it's part of the getting back into the download game with Moneydance/USAA going forward.</p>
<p>All of this is in version 8a of the documentation (which it appears you have read).</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T20:21:43Z2021-06-15T20:21:44ZUSAA Script to fix the broken download issue<div><p>I just tried to get the information from<br>
<a href="https://www.usaa.com/accessid">https://www.usaa.com/accessid</a></p>
<p>No luck. I was redirected to a simple white screen that said:</p>
<p>{<br>
"error": "invalid_request",<br>
"error_description": "Validation error"<br>
}</p>
<p>I copied the URL and was able to get my client_id. Here's the URL with the client_id obfuscated with x's:<br>
<a href="https://api.usaa.com/auth/oauth/authorize?client_id=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx&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=xxxxxxxx-xxxx-x...</a></p>
<p>I saw no way on this page to get to the page with my Access ID and Access Pin</p></div>A Btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T20:59:47Z2021-06-15T20:59:47ZUSAA Script to fix the broken download issue<div><p>@A B - the basic issue is you can't get there from here at the moment.</p>
<p>Are you logged in to USAA with your normal login and password?<br>
Do you have any type of blockers in place to keep USAA from acknowledging your url attempts?</p>
<p>If both of those are not an issue, I'd suggest calling USAA and having them look over your account. (Always remember to say you are trying to get Quicken access, not Moneydance). Have them walk you through setting up connections with Quicken, as this is all about USAA and Quicken.... not about Moneydance (yet)</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T21:03:18Z2021-06-15T21:09:30ZUSAA Script to fix the broken download issue<div><p>Given you could get the client_id, I'm wondering if the usaa/quicken system was simply down when you tried?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T21:08:49Z2021-06-15T21:08:50ZUSAA Script to fix the broken download issue<div><p>@dtd I'm logged in and have no blockers. I disabled Safari extensions and allowed cross-site cookies.<br>
Same result.<br>
Thanks for your comments. I dislike calling USAA; maybe I'll give it a day and see if it clears up</p></div>A Btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T21:11:43Z2021-06-15T21:11:43ZUSAA Script to fix the broken download issue<div><p>I dislike calling usaa as well. they rarely help.</p>
<p>I just checked and it is working for me (i.e. taking me to the page and not white space)</p>
<p>ill see what happens when I use safari instead of firefox to access usaa.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T21:12:14Z2021-06-15T21:12:18ZUSAA Script to fix the broken download issue<div><p>Update: I tried Chrome and it appears to have worked.</p></div>A Btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T21:19:26Z2021-06-15T21:24:30ZUSAA Script to fix the broken download issue<div><p>I just typed in usaa.com/accessid without even being logged in (with safari), it took me to a login page, required verification (not surprising, I never use safari), and then it worked (for me).</p>
<p>So, I don't know what to say or suggest. It might be part of your account. Quicken disallowed? I have no idea. But it sounds like you might need to deal with USAA even if you dislike it. Other thoughts - outside the U.S.? When you login, you can see all your accounts and such, it's just accessid that's the issue? Maybe something in your profile about permissions? Try a different browser?</p>
<p>I got nothing else at the moment.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-15T21:20:56Z2021-06-15T21:20:56ZUSAA Script to fix the broken download issue<div><p>Chrome. Great! Move along, nothing happening here. I'm the author of the documentation (Version 8a now), hope the rest is easier!</p>
<p>(Take note for Version 8b - "Try a different browser if this doesn't work....")</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-17T23:34:05Z2021-06-17T23:34:05ZUSAA Script to fix the broken download issue<div><p>Freaking awesome! Worked on Mac Big Sur 11.4<br>
Only had to re-add credit card and savings accounts, but easily done.</p>
<p>Thanks!</p>
<p>Man, you never know how reliant you get on an app until it doesn't work for a long time. I pretty much stopped using USAA during this period because I was so tired of manual reconciliation. Speaks to how great the MD app and how thankful I am that this script worked!</p></div>jerryw.millertag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-06-19T18:20:15Z2021-06-21T14:58:08ZUSAA Script to fix the broken download issue<div><p>WOW! Fantastic Stuart. This is so great. Your script, Toolbox extension, and instructions were just what I needed. Thank you so much.</p>
<p>I forgot to turn off the automatic downloading of transactions I had enabled, so once they started working again I got many months of duplicates. Glad for MoneyDance Merge function!</p>
<p>Thanks to all! @StuartBeesley @Stuart_Beesley (not sure of the format) @dtd @hleofxquotes</p></div>0404towardtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-07-11T17:20:44Z2021-07-11T17:20:44ZUSAA Script to fix the broken download issue<div><p>Stuart thanks for the amazing work. I apologize if this question was answered in the 20 pages of responses. I sync my data to a second computer. Can I run the script on the second device with the same credentials as the first? Or will this cause conflicts? Again thank you.</p></div>jamdotag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-07-11T23:59:49Z2021-07-11T23:59:49ZUSAA Script to fix the broken download issue<div><p>just a user, and the doc writer</p>
<p>Do you download from both computers? (I don't, my primary does all the downloading.)</p>
<p>But to answer your question, you can run the script on both devices - it is a lot simpler than people seem to think (but that's the genius in it) - it simply creates a new profile that can connect to USAA.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-07-13T18:56:38Z2021-07-13T18:56:43ZUSAA Script to fix the broken download issue<div><p>Stuart, thank you, thank you for all the work you put into this. Finally got around to running it. The script and instructions were perfect. I can't seem to find the buy you a beer button :)</p></div>Andrewtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-07-15T22:20:18Z2021-07-15T22:20:19ZUSAA Script to fix the broken download issue<div><p>Stuart: thank you for the help. Unfortunately I have not been able to make it work. Follwing instructions assiduously, I arrive at Step 2: Download this file to get the python script:<br>
<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a><br>
Unzip the file, then look for this file (script):<br>
• ofx_create_new_usaa_bank_custom_profile.py</p>
<p>I have clicked on the link and downloaded the python script. I cannot unzip it. When I attempt to open it in Moneydance, the error message says: There was an error importing the file. ofx_create_new_usaa_bank_custom_profile.py Unknown file. Do I have to download Python? If so, can you provide instructions on how to use it? I am clearly not a programmer.</p>
<p>How do I solve this? Thank you.</p></div>Suetag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-07-15T22:33:33Z2021-07-15T22:35:39ZUSAA Script to fix the broken download issue<div><p>@Sue, i'm just the document writer.</p>
<p>Sounds like there may be a little confusion as to the order of what to do.<br>
My key take is the "I cannot unzip it" part.</p>
<p>First, you download the useful_scripts.zip file - note the "zip". You then unzip THAT file, which reveals quite a few useful_scripts, including the .py file. Is the .zip file what you cannot unzip? If that's the case, you need to find a better unzip program....</p>
<p>Once you extract the correct .py file (check the name), you don't try to unzip that file, nor do you need python (what you need is built into moneydance). You follow the instructions in Step 2 to get the Moneybot console to run the .py file.</p>
<p>Note - this has happened before, in a way, someone tried to get Moneydance to run the .pdf instruction file instead of the .py file.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-07-15T22:37:57Z2021-07-15T22:37:57ZUSAA Script to fix the broken download issue<div><p>Another comment - this isn't about programming, it's about files/folders, and locating the correct file to run. Sometimes just saying that gets one to look at this differently than thinking about programming.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-08-23T19:52:38Z2021-08-23T19:52:40ZUSAA Script to fix the broken download issue<div><p>I cannot get this script to work, I now get a java.net.UnknownHostException: df3cx-services.1fsapi.com error on all the accounts. I downloaded the latest Moneydance and after applying the script, my Vanguard accounts also no longer download thru the download all accounts, although; I can do the Vanguard accounts separately. Also, my savings account (USAA) is no longer recognized as a USAA account. What am I doing wrong? Thanx</p></div>ExCobraPilottag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-08-24T15:19:27Z2021-09-16T12:29:51ZUSAA Script to fix the broken download issue<div><p>This was working but now I'm getting this error in the screen shot for my 1 checking, 3 savings, and 1 credit card. All were working a few days ago.</p>
<p>UPDATE: USAA must have had server issues this morning. It is working fine tonight. No problems. Apparently early in the mornings (4am–6am and issue appears to be varied), USAA is running some batch jobs that makes this fail. If you attempt to download transactions later in the day, the download will work.</p>
<p>THIS IS NO LONGER AN ISSUE. IT MUST HAVE BEEN A USAA SERVER DOWN ISSUE!!! This post can be deleted.</p></div>jenkins007tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-08-25T01:27:42Z2021-08-25T01:27:42ZUSAA Script to fix the broken download issue<div><p>@excobrapilot - the script only does one thing - changes the USAA automated file download description.</p>
<p>The rest of your message doesn't relate to running the script. You may wish to post a new thread saying someting like "I get this error on all accounts" - please help.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-09-29T15:25:39Z2021-09-29T15:25:40ZUSAA Script to fix the broken download issue<div><p>ofx_create_new_usaa_bank_custom_profile.py is throwing an exception at line 3153:</p>
<p>Exception: LOGIC ERROR: listAccountMDProxies != 2 - Some changes have been made - review log.....</p>
<p>Of course I double/triple checked all the account numbers and ran the script several different times. If I don't add the CC file, the error is listAccountMDProxies != 1. Returning to MoneyDance and trying to download results in no action. It doesn't ask for the PIN or show a "downloading" message or anything.</p>
<p>Reviewing the log in the console window, the only other error I see is "Found account [...] but no service profile exists (thus dead)"</p>
<p>I just upgraded from 2015 to version 2022 (4043).</p>
<p>Any suggestions?</p></div>gs2022tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-09-29T22:05:02Z2021-09-29T22:05:02ZUSAA Script to fix the broken download issue<div><p>I'd suggest installing 2021(3069). The script is months old, and some of the 2022 preview changes may have broken it, especially given that a lot of the recent changes have to do with online downloads.</p>
<p>I'm sure @Stuart will be looking this over.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-09-30T06:42:06Z2021-10-23T16:06:47ZUSAA Script to fix the broken download issue<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-01T18:16:10Z2021-10-01T18:16:10ZUSAA Script to fix the broken download issue<div><p>@gs2022. Moneydance builds 4040-4045 have a few issues (bugs that I have pointed out to Sean) with OFX which confuse the situation... 4045 is the best so far, but there are still more fixes pending.. With this in mind, I have spent a lot of time talking to Sean, understanding the 'upgraded' system, and I have enhanced my fix script to 'cope' with MD2022.... It's uploaded to my site.. I would be grateful to anyone (any brave souls) running build 4045 if they would be willing to try my upgraded script (build 15) to confirm that it runs OK, and that the usaa connection works afterwards... Thanks</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-01T23:06:16Z2021-10-01T23:06:16ZUSAA Script to fix the broken download issue<div><p>Will the new fix script still work with older versions of MD?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T11:09:41Z2021-10-02T11:09:41ZUSAA Script to fix the broken download issue<div><p>(PS - I have confirmed that the 'listAccountMDProxies' error mentioned in post 603 above was caused by the bug in the early MD2022 preview builds. This is resolved as of build 4045. If running this script on MD2022, then also please download the latest version of this script: build 15)....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T13:11:46Z2021-10-02T13:11:48ZUSAA Script to fix the broken download issue<div><p>I have been successfully using Moneydance with USAA for many months now after running this script just a single time earlier this year. If I update to the latest preview build 4045 - will things "just work" or do I need to re-run any scripts?</p>
<p>Question 2 - since this is a USAA discussion - many of us also have Schwab accounts now too - did anyone's Schwab download stop working in Sept 2021? Will updating to preview build 4045 fix that?</p></div>jpbears1tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T18:45:47Z2021-10-02T18:45:47ZUSAA Script to fix the broken download issue<div><p>just the writer of the script documentation :) - i.e. just a user</p>
<p>Normally, I could give a definitive answer, but I just moved and am living among boxes right now, so testing isn't my current priority.</p>
<p>Still - here are my "thoughts" based on lots of testing and writing early this year.</p>
<p>I'd say if you upgrade to 4045, USAA should continue to just work, as it is a "working profile" that you created many months ago. The SCRIPT may or may not be CURRENTLY working, Stuart has commented on that.</p>
<p>That said, there are quite a few things that broke and are now being fixed (in 4040, OFX was pretty much broken, period). These are PREVIEW versions, not releases. Unless you NEED the changes, or like testing, I'd stick with 2021(3069) for now, or if you have it 2021(3095) which was before the major changes now being looked at.</p>
<p>I am running 2021(3069) on my "real" database, and run preview versions with test databases. For 2022, I'll have to pay the half price upgrade fee, which is fine with me, but given my move, I haven't done so yet.</p>
<p>As for Schwab, I have a few accounts there, but not with much activity. Still, I did get a couple of dividend income items on Sep 30, so my Schwab download has not stopped working as of that date. Updating to preview 4045 should not change Schwab, unless you want to move to Moneydance+ , which I'd let others work with for the time being, again, unless you like testing software.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T19:03:33Z2021-10-02T19:03:33ZUSAA Script to fix the broken download issue<div><p>@jpbears1 - I see a report that Schwab quit working, but that was in moving to 4045, but with two reports (and one (me) that it is working) I'd keep an eye on it, but wouldn't move to 4045 thinking that would help.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T19:05:12Z2021-10-02T19:05:12ZUSAA Script to fix the broken download issue<div><p>One thing that might help is to get an errlog.txt or the console window output and post it (in a new thread) along with your version number, since we now have multiple versions being used.</p>
<p>If you post it here, under USAA, it might not get noticed as much.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T19:21:31Z2021-10-02T19:21:31ZUSAA Script to fix the broken download issue<div><p>I can now verify that I'm getting:</p>
<p><br>
plus other stuff of course</p>
<p>for my Schwab accounts, and this is with 2021(3069).</p>
<p>This is definitely something Sean needs to look into, as all of Schwab is piped through a MD server. Schwab may have turned it off, or something expired, or whatever.</p>
<p>I can also verify that I did get a connection on 9/30...</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T21:36:23Z2021-10-02T21:36:27ZUSAA Script to fix the broken download issue<div><p>Hi,</p>
<p>I get stuck at the very first step :<br>
After typing <a href="https://www.usaa.com/accessid">https://www.usaa.com/accessid</a></p>
<p>I get:</p>
<p>Access denied<br>
Error 16<br>
df3cx-services.1fsapi.com<br>
2021-10-02 21:24:27 UTC<br>
What happened?<br>
This request was blocked by the security rules</p>
<p>Are there any other alternatives? Thanks!</p></div>Boris tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-02T21:42:45Z2021-10-02T21:42:45ZUSAA Script to fix the broken download issue<div><p>Have you logged in to USAA before typing that?</p>
<p>Also, wrong date/time, antivirus, firewalls, vpns can possibly block websites.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-11T22:59:05Z2021-10-11T22:59:05ZUSAA Script to fix the broken download issue<div><p>This may be temporary, or it may be permanent.</p>
<p>As of 10/9 it worked. But now when I try to download USAA I get the FORBIDDEN bit when I try to connect.</p>
<p>Reporting it now, will keep watch. Still using 2021(3069) on live data so it doesn't have anything to do with 2022 release.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-14T22:34:20Z2021-10-14T22:34:20ZUSAA Script to fix the broken download issue<div><p>I'm not seeing any other posts about USAA stopping working.</p>
<p>Can someone verify that USAA is still working for them? If so, I'll try diagnosing differently than just assuming they shut more than me down.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-14T22:45:31Z2021-10-14T22:45:32ZUSAA Script to fix the broken download issue<div><p>I can confirm that USAA is still working for me.</p></div>jpbears1tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-14T22:49:37Z2021-10-14T22:50:05ZUSAA Script to fix the broken download issue<div><p>Great! Made me call USAA and they reset my account for Quicken access and now all is working again. Thanks for sending me down a different path.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-16T18:11:19Z2021-10-16T18:11:20ZUSAA Script to fix the broken download issue<div><p>With the latest version of MD and the new MD+, is there any action required to remove this connection profile for the MD+ service to work?</p></div>Kevintag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-16T19:57:27Z2021-10-16T19:57:27ZUSAA Script to fix the broken download issue<div><p>just a user</p>
<p>You would need to Disconnect it just as you would with any other profile.</p>
<p>You don't need to remove the profile, just don't use it (i.e. Disconnect)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-17T01:25:27Z2021-10-17T01:25:29ZUSAA Script to fix the broken download issue<div><p>dtd: Simple enough, thank you</p></div>Kevintag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-20T12:45:23Z2023-07-06T17:00:35ZUSAA Script to fix the broken download issue<div><p>Previously added all of my USAA accounts successfully using this process;<br>
<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><br>
I don't recall the exact version.</p>
<p>Yesterday installed Moneydance version 2022 (4056). All USAA downloads continue to work fine however I'm no longer able to add new USAA online accounts from menu Online/Setup Online Banking. Not seeing the "ofx_create_new_usaa_bank_custom_profile.py" selection and instead seeing standard "Connect to OFX Service" or "Connect to Moneydance+".</p>
<p>What happened to the "ofx_create_new_usaa_bank_custom_profile.py" selection?</p></div>briantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-21T00:29:20Z2021-10-21T00:29:20ZUSAA Script to fix the broken download issue<div><p>@Bruan - just a user here.</p>
<p>Try this - pick the "Connect to OFX service", then search for USAA in the bank list.</p>
<p>You should find something like USAA Custom Profile (ofx_create.....) Choose that.</p>
<p>Hopefully that will work. (I'm not yet on 2022(4056) with my live data.)</p>
<p>Given your issues, do a backup first of course.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-21T01:41:35Z2023-07-06T17:00:35ZUSAA Script to fix the broken download issue<div><p>@dtd</p>
<p>Name is actually Brian LOL typo on my part. Thanks for advice and tried suggestion but no luck, see attached png</p>
<p>Where does the custom profile get stored? In the .moneydance folder? I'm running ubuntu,</p></div>briantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-21T01:46:54Z2021-10-21T01:46:54ZUSAA Script to fix the broken download issue<div><p>You'll have to get @Stuart to answer those questions, I'm just the instruction writer.</p>
<p>Also, no png attached?</p>
<p>If you can verify it is totally missing, you could break the rule of "you only need to run the script once" and have it recreate the profile, but I'd personally hesitate to do that as USAA is working for you with other accounts, so the profile has to be somewhere.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-21T11:24:57Z2023-07-06T17:00:36ZUSAA Script to fix the broken download issue<div><p>Here is attached screen shots of what I'm seeing when adding a new online account and no option to select the custom USAA profile script.</p>
<p>Also an additional screen shot of current settings for one of my online USAA accounts. In this case the profile was created with previous version of moneydance and now persists in latest version.</p></div>briantag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-21T19:36:15Z2021-10-21T19:36:15ZUSAA Script to fix the broken download issue<div><p>Looks like something changed between versions, but I'm not sure what. Again, back to Stuart.</p>
<p>That said, Stuart just wrote a new script for version 4056 that allows multiple login ids for a bank, and he said he included usaa, so he may already be aware of the issue.</p>
<p>I'm supposed to be testing it, but, well, you know, life. He may be waiting for me to verify that this new script works for USAA in the new version (he can't test the real situation, given he's not in USAA).... but I'm not real available right now other than answering a couple messages here and there.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-23T15:19:33Z2021-10-23T15:19:33ZUSAA Script to fix the broken download issue<div><p>Apologies. Somehow I missed these posts. I will review the problem.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-23T15:56:35Z2021-10-23T16:09:42ZUSAA Script to fix the broken download issue<div><p>OK, the profile dropdown not appearing in MD2022 is an MD 'bug' / the feature has been 'removed' (it's not there any more)... Thus, this would apply to any profiles not just usaa... I have just reported this to Sean... It's nothing to do with my script... You won't be able to add new accounts to any profiles....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-23T16:12:48Z2021-10-23T16:12:48ZUSAA Script to fix the broken download issue<div><p>@Brian. Assuming your usaa profile is working for existing accounts, can you try this.... Download the latest useful_scripts package from my site and unzip..</p>
<p><a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a></p>
<p>BACKUP YOUR DATASET</p>
<p>Find ofx_populate_multiple_userids.py and run that in Moneybot... Manage the usaa profile, and select the extra account(s)... Don't change any other data...</p>
<p>Let me know if this lets you add extra accounts to your working usaa profile...?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-23T22:05:24Z2021-10-23T22:05:24ZUSAA Script to fix the broken download issue<div><p>OK, we (me and Sean/IK) have rigged up a fix for this issue (profile dropdown not appearing in MD2022).. You will need to run the latest usaa script (build 20)... MD now recognises this custom profile and it will appear in the select bank drop down box. In theory, this will allow you to add new accounts... @dtd is currently testing this...</p>
<p>NOTE: custom usaa profiles created before October 2022 will not have this new identifier, so whilst they will continue to work, you will not be able to add new accounts to it.... Hence the new script (build 20) is required.... This new script can run on all versions of MD....</p>
<p><a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/useful_scripts.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...</a></p>
<p>As an addendum, there is now another script within this package that allows you to edit a working profile and populate it with multiple UserIDs..... Again, I am sure @dtd will update later...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-10-27T05:35:50Z2021-10-27T05:35:50ZUSAA Script to fix the broken download issue<div><p>@Brian..... @All...... It's been a busy week, but we have resolved the USAA issues as regards the 'adding a new account to an existing USAA custom profile' issue.... And it gets better, we have resolved some of the core MD functionality too! It's involved script changes, MD code changes (i.e. MD2022 build: 4059) and back-end profile changes... Thanks to @dtd, @Sean (and @me!).. It's highly likely that this may well now work in MD2021 (and backwards too)....</p>
<p>NOTE: If on MD2022, you must be on build 4059 onwards</p>
<p>HOWEVER, it's also highly likely that existing custom usaa profiles will need to be recreated one last time.... or just deleted......</p>
<p>There are now three ways to get USAA working (option 1 is preferred):<br>
1/ Download latest Toolbox extension from my site. Advanced mode, Online Banking Tools Menu, OFX Authentication Menu, select:<br>
"USAA ONLY: Manually 'prime' / overwrite stored Root UserIDs/ClientUIDs" on this screen you then 'prime' MD with your UserID(s) and your unique ClientUUIDs that are needed for the connection. THIS HAS TO BE DONE FIRST.<br>
- Then you can use MD Online Menu, and run the normal Online Setup. From this point, you are 100% just using Online Setup and it should work....</p>
<p>OR</p>
<p>2/ Run Toolbox, Online Menu, and select:<br>
"USAA Only: Executes the special script to create a working USAA OFX Profile" this is an updated version of the 'old' script that completely sets up your USAA profile... But, now the standard MD Online Menu, Online Setup will work to add accounts later.</p>
<p>3/ Download the script from my site (useful_scripts) package.... It's the same as running option 2 above..</p>
<p>PPS - if you need multiple UserIDs and this isn't working for you, then once you have a working 1-user USAA connection, you can use the latest Toolbox, select Online Banking Menu, OFX Authentication Menu, then option:<br>
"Edit/Setup (multiple) UserIDs / Passwords (executes a special script)" This script will allow you to edit any working profile and setup multiple userIDs & passwords....</p>
<p>Links: Latest Toolbox (PREVIEW)<br>
<a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a><br>
<a href="https://github.com/yogi1967/MoneydancePythonScripts/raw/master/toolbox.zip">https://github.com/yogi1967/MoneydancePythonScripts/raw/master/tool...</a></p>
<p>Let me know if you do any of this, and your results? Thanks</p>
<p>I'm sure @dtd will be posting much better instructions... 😉</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-02T22:25:11Z2021-11-02T23:19:09ZUSAA Script to fix the broken download issue<div><p>Ok - @dtd here with "much better instructions" ;)</p>
<p>The "fix" is gone. No more script needed.</p>
<p>Creating a new profile for USAA is now built into Toolbox. No more complex to run than anything else Toolbox is called upon to do.</p>
<p>You still have to gather 3 items from USAA. Even if MD built something into their program, this gathering would be required.</p>
<p>But now - run two menu items in Toolbox and you should be in business again.</p>
<p>I'm sure Stuart will modify the initial post of this thread, but here is the new, 2 pages only, documentation. No script. Just get 3 pieces of data from USAA, and run two toolbox items. Done.</p>
<p>Note this documentation is "Version 9" and may be superseded as I've made a couple suggestions to Stuart to make the Toolbox items even simpler than they already are.</p>
<p>The link below should automatically go to your downloads folder.<br>
Note that the USAA only instruction is underneath: MENU: Online Banking (OFX) Tools</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-02T23:01:04Z2021-11-02T23:03:29ZUSAA Script to fix the broken download issue<div><p>.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-09T13:35:12Z2021-11-09T13:50:25ZUSAA Script to fix the broken download issue<div><p>I've had this USAA OFX connection working thanks to the script for many months.<br>
Yesterday & today, error 2000 returned from USAA.<br>
Came here to see if anyone else had the same problem.<br>
Downloaded the pdf in the message prior, deleted my USAA profile & tried to setup again but when I enter the access id & password retrieved from the USAA website, I still receive an error 2000.</p>
<p>MD 2022.2 (4060)</p>
<p>Taken from the console:</p>
<p><br>
<br>
<br>
<br>
<code>0<br>
INFO<br>
SUCCESS<br>
<br>
20211109081345.892[-5:EST]<br>
ENG<br>
<br>
USAA Federal Savings Bank<br>
67811<br>
<br>
<br>
<br>
<br>
<br>
1636463626003-10<br>
<br>
<code>2000<br>
ERROR<br>
General Error<br>
<br>
<br>
<br></code></code></p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-09T14:28:16Z2021-11-09T14:28:18ZUSAA Script to fix the broken download issue<div><p>I have the same problem, but I feel this whole year I've had this problem intermittently. It usually resolves itself, but it appears that the last transaction date I've got for now is November 5. Could be a longer term issue or it might resolve itself. Fingers crossed.</p></div>dougtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-09T15:53:27Z2021-11-10T12:59:34ZUSAA Script to fix the broken download issue<div><p>Thanks in advance for your work/help....<br>
I have followed the Version 9 "USAA Moneydance USER walk Through"<br>
All was going well during the setup....<br>
Then I tried to access myUSAA account with MD and got the Following</p>
<hr>
<p>There was an error communicating with your financial institution. The details of this error are below.</p>
<p>Bank Name: USAA Custom Profile (ofx_create_new_usaa_bank_profile_custom.py)</p>
<p>The error code reported by the server was: 2000</p>
<p>General Error</p>
<hr>
<p>Help.........<br>
############### 11/10/21 7:30 AM EST update<br>
I logged on today with the patch installed.<br>
Didn't change anything from yesterday.<br>
I only applied the patch to my credit card account.<br>
******** IT WORKED ********** Sooooo ...... I applied the patch to the rest on my accounts with USAA.<br>
Will see how things go tomorrow, will update.<br>
###############</p></div>james.f.roachtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-09T23:31:54Z2021-11-09T23:31:54ZUSAA Script to fix the broken download issue<div><p>I always check my own accounts, because you never know when USAA is going to change something again.</p>
<p>USAA has had intermittent issues (lack of connection) for the last few days; I don't know why, but as @doug notes, in the past it has resolved itself at some point.</p>
<p>I just checked my accounts in 2021(3069) (my live data) and 2022.2(4060) (my test data)</p>
<p>I have checking/credit card. Results as of this post:</p>
<p>3069: success/success<br>
4060: success/2000 error</p>
<p>I waited about 15 minutes and downloaded the 4060 credit card again: success</p>
<p>huw.richards - given your history, I would just try it again; maybe even only minutes apart. Or just try once day - if it doesn't work for quite some time, post again. I certainly won't be able to help, but would want to know.</p>
<p>james.f.roach - i'm hopeful you are just falling into the same issue, and trying again at some point will work. OTOH, if your client_id or userid or password was somehow mistyped in toolbox, then you may need to repeat the "priming" of the USAA custom script.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-09T23:44:31Z2021-11-09T23:44:31ZUSAA Script to fix the broken download issue<div><p>huw.richards - i note that you deleted the working script and ran the new toolbox item.</p>
<p>I should probably put a note into the the documentation like "if it ain't broke, don't fix it..." :)</p>
<p>I fix it constantly in testing with Stuart, but with my live data 2021(3069) I fixed it in February 2021, and haven't touched it since. But that's good, as I can test the old and the new.</p>
<p>I assume you ran the new USAA only item and entered the client_id and userid before you went back to moneydance to run online setup, but you don't mention that part.</p>
<p>I'd check those items carefully, given they are now "new" again. I'd try downloading again over the next day or two, maybe even minutes apart a couple of times.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-10T03:10:19Z2021-11-10T03:10:21ZUSAA Script to fix the broken download issue<div><p>You are right - I didn't mention that I followed the instructions to the letter in the pdf I downloaded but I did!<br>
I've had the occasional error over the last few months but not on consecutive days (I usually download around 8/9 am every day) hence my thought to re-run the setup. Once I saw the same 2000 error during setup I realised that it was a USAA error and probably not a MD / me error only now I had a non-working configuration.<br>
Approx 12 hours after my message above, I've been able to successfully re-link my 5 USAA accounts via Online -> Setup Online Banking for each account.<br>
Thanks for the script & your help as always!</p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-10T04:02:35Z2021-11-10T04:02:35ZUSAA Script to fix the broken download issue<div><p>huw.richards - so you "tested" like I do all the time, and the toolbox (non-MD script) bit works. Great!</p>
<p>Glad the simpler instructions (2 pages - most of it is just grabbing the three USAA items now) worked for you!</p>
<p>Hopefully james.f.roach will find a time period where USAA is working right now.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122021-11-10T14:43:21Z2021-11-10T14:43:25ZUSAA Script to fix the broken download issue<div><p>FYI - USAA accounts sync'd ok today (10 Nov 2021 09:38EST)<br>
So probably just a coincidence that I received the 2000 error on two consecutive days.</p></div>hbr245btag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-01T00:06:24Z2022-02-01T00:06:24ZUSAA Script to fix the broken download issue<div><p>I successfully used Stuart's scripts earlier this year, but decided to jump to Moneydance22 with "+" recently. I went through the "+" instructions to add USAA and all the accounts appear. However, when I go to download now, it asks me for my custom profile OFX username and password...which works. However, Moneydance+ instructions say that this shouldn't need this step anymore. Also, it does this for every account individually. What exactly do I need to do to remove it so I can use "Download transactions", or are the instructions wrong?</p></div>norwich2tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-01T02:51:20Z2022-02-01T02:51:20ZUSAA Script to fix the broken download issue<div><p>just a user</p>
<p>OFX always wins over MD+. So if you want to move to plus, then you have to disconnect the OFX connection (and this is true of all accounts, not just USAA).</p>
<p>So, good luck. That said, I personally see no reason to move to MD+ for accounts that still work with OFX, as I am not fond of passing through Plaid to get to my data (though with things like Schwab, I have no choice.)</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-01T22:21:56Z2022-02-01T22:21:56ZUSAA Script to fix the broken download issue<div><p>OK, thanks. I'll keep USAA on the OFX since it works...and add Schwab onto +. I assume that, as long as OFX is not set up, that + will work as it is supposed to...even with OFX on other accounts.</p></div>norwich2tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-01T22:36:40Z2022-02-01T22:36:40ZUSAA Script to fix the broken download issue<div><p>Yes you can use OFX for one institution and Moneydance+ for another, you just cannot have both set up for the one.</p>
<p>OFX/Direct Connect is arguably the superior solution so to use that if it is availble makes sense and to use Moneydance+ if it is not and your institution is support by that solution.</p>
<p>Typically histoically if you wanted minimum manual entry you looked at the solutions in the order of:</p>
<p>Direct Connect -> Download & Import -> Manual entry</p>
<p>With Moneydance plus this becomes:</p>
<p>Direct Connect -> Moneydance+ -> Download & Import -> Manual entry</p>
<p>Now if the developers can get a more complete implementation of the internal browser that is in Moneydance, I'll call this Moneydance Connect, you could potentially end up with:</p>
<p>Direct Connect -> Moneydance+ -> Moneydance Connect --> Download & Import -> Manual entry</p>
<p>If you are not interested in a subscription service or using a third party you remove Moneydance+ from the solution list.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-01T23:23:03Z2022-02-01T23:23:03ZUSAA Script to fix the broken download issue<div><p>also note that moneydance+ does not yet support investment accounts - so I keep twiddling my fingers waiting for Schwab investment accounts to be supported again.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-02T00:53:14Z2022-02-02T00:53:14ZUSAA Script to fix the broken download issue<div><p>Ah, so investment accounts like Schwabs x-USAA cant use either MD+ or OFX. How unfortunate. I guess that means download and import. Well, since Schwab did have OFX at one point, how do I remove that piece...since it won't work like USAA does presently?</p></div>norwich2tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-02T01:04:46Z2022-02-02T01:04:46ZUSAA Script to fix the broken download issue<div><p>You can disconnect Schwab accounts from OFX, as it's pretty obvious they will never work again. (Sean/MD worked to extend it a year, but Schwab cut it off on Oct 1, 2021)</p>
<p>And, sadly, download and import is only CSV, not OFX. That means it "could" work for bank and credit cards, but not investments...</p>
<p>With investments, you are sitting, and waiting. (as am I) - I can only report that this is probably one of the primary activities that the MD team is working on - just sad it has been 4 months now.... (looking at watch :) )</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-02T01:07:08Z2022-02-02T01:07:08ZUSAA Script to fix the broken download issue<div><p>added - I've been told that Schwab bank accounts do work with MD+ already (not investments), but for me, that's minor.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-04T02:37:07Z2022-02-04T02:37:07ZUSAA Script to fix the broken download issue<div><p>That sums it up then... except....does anyone have a link to how to remove a single (broken) OFX connection in MD22? In my case, Schwabbs? I imagine it is a matter of deleting a few lines in a script somewhere. Thanks.</p></div>norwich2tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-04T03:12:28Z2022-02-04T03:12:28ZUSAA Script to fix the broken download issue<div><p>I think all you really need to do is "Disconnect" ofx, unless something is messed up.</p>
<p>If messed up, Stuart's toolbox extension has the ability to remove the entire account ofx profile, but that's only if things within MD don't work properly.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-05T17:54:05Z2022-02-05T17:54:05ZUSAA Script to fix the broken download issue<div><p>Sounds like you are referring to a "disconnect" button, something that is available for each discrete institution used with Moneydance. I'll see if I can find that feature.</p></div>norwich2tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-02-11T05:32:20Z2022-02-11T05:32:20ZUSAA Script to fix the broken download issue<div><p>For OFX. Select the account on the left, then menu online banking, then setup online banking, then disconnect.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-04-20T10:41:08Z2022-04-20T10:41:38ZUSAA Script to fix the broken download issue<div><p>Deleted</p></div>iktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-04-27T10:00:47Z2022-04-27T10:00:47ZUSAA Script to fix the broken download issue<div><p>I followed the instructions on <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>When setting up login banking, when I get to the login, no matter what combination of UserID I use (USAA # or login name) and Password/PIN (both items, either item, both items with or without "/") I get this error:</p>
<p>The given customer ID or PIN is not valid. For more information, contact your financial institution.</p>
<p>Additional information from the server:<br>
Signon Invalid</p></div>iktag:infinitekind.tenderapp.com,2009-01-14:Comment/490534122022-04-27T17:26:03Z2022-04-27T17:26:03ZUSAA Script to fix the broken download issue<div><p>just a user<br>
Well, we can both see what is wrong. Your signon is invalid.</p>
<p>First, why are you even trying to use your USAA # ? What is the "/" about?<br>
Why are you trying to use your USAA password?</p>
<p>You also call this "login banking" instead of "automatic OFX downloads" - are you trying to log into the website? That's not what these instructions are about.</p>
<p>The instructions are quite specific - you need to get the quicken id, the quicken password, and the client_id from the url, then approve being set up with quicken. That's what you use when setting up USAA OFX with Moneydance.</p>
<p>The fact that you are trying multiple login ids, login passwords, and maybe even a "/" (where does that come from) suggests that having "signon invalid" would be extremely likely. I'd suggest re-reading the instructions to understand what you need to do.</p></div>dtd