USAA Script to fix the broken download issue
Need to reconnect to USAA? I have written a (run one-time only) script to make USAA download to Moneydance work again. All it does it fix your connection profile. You simply run once, and then use standard Moneydance. It's not needed again.
This is now the IK recommended fix as they are working on 'medium and long-term' improvements to ofx connections
You must be on MD version 2019.4 (build 1904) or newer (if older, you must upgrade, else usaa will never work again).
[@@ 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…. @@]
Following these simple, but complete, PDF instructions will make USAA download to your Moneydance file.
My python script creates a new USAA profile in Moneydance to replace the broken USAA profile. It has been used since Feb 23 by more than 100+ users successfully 😃
This script will allow you to download USAA transactions again. It isn't rocket science, really. You don't have to wait for IK/MD to fix the problem, nor will it stop you from embracing the Moneydance fix if/when it happens. I just fix the connection profile.
NOTE: usaa have changed their download data (content, format). If you get some data duplication afterwards, this is NOTHING to do with the script, it's what usaa are now sending. You simply need to do a one-time cleanup, keep the new data, and that's it.
DISCLAIMER: I have no affiliation with Moneydance. It's entirely possible that this won't work for you. Pretty much the worst that can happen is that your bank logon / service profile won't work - but then it's not working anyway.. You can always just delete the profile and start again, if you wish.
PLEASE ALWAYS BACKUP YOUR DATA FIRST!
The first thing to do is read the walk through PDF guide: ofx_create_new_usaa_bank_custom_profile.pdf
The latest PDF guide (now version 8a) is always here:
[https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sour...]
The latest zip file containing the script to fix USAA/Moneydance is at: [https://github.com/yogi1967/MoneydancePythonScripts/raw/master/usef...]
FYI - When you click these links, you may see a blank screen (depending on your browser) and the file(s) will auto download to your downloads folder
You need to unzip this file. The script is called: ofx_create_new_usaa_bank_custom_profile.py
Quick Details:
- Make a backup first.
- Read the instructions.
- Once you run the script, Moneydance takes over with the new profile.
PS - If you get issues ensure a) you are connecting from a USA IP; and that any PiHole, Blockers etc are not getting in the way..
If you have problems, post - We love to solve problems.
CREDITS and thanks: @dtd and @hleofxquotes
I am not support, just a fellow user and creator of the very free and most-excellent Toolbox 🧰 extension for Moneydance.
The latest useful_scripts.zip package and Toolbox are on my site: [https://yogi1967.github.io/MoneydancePythonScripts/]
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511 Posted by dwk on 01 May, 2021 10:57 PM
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 .....
512 Posted by dwk on 01 May, 2021 11:01 PM
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?
513 Posted by dwg on 01 May, 2021 11:05 PM
Instructions for deleting an unwanted data set are contained in the Knowledge Base.
https://infinitekind.tenderapp.com/kb/file-locations-and-changes/de...
514 Posted by dwk on 01 May, 2021 11:08 PM
Thanks much ... will do this now.
515 Posted by dtd on 01 May, 2021 11:23 PM
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.
516 Posted by andreablander on 02 May, 2021 02:28 AM
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!
517 Posted by dtd on 02 May, 2021 05:38 AM
Hmm..well first of all, congratulations, the script worked!
For the rest, we are talking moneydance issues - but we want to help. Were these accounts working before Jan 26? Did the savings account even appear? And "USAA preselected" will not happen in Moneydance, only in the script, and you said the script succeeded.
So say more - sounds like you are there, but please read the documentation carefully. Sounds like you are doing so, but indeed what you say you are seeing sounds odd.
Again, this is moneydance, not the script, unless you are running the script more than once.
518 Posted by dtd on 02 May, 2021 05:47 AM
I went to my test account, and change always appears in accounts that were working before. In a brand new, never downloaded account, moneydance asks for you to "set things up" - and you can pick the usaa custom profile, and it asks for an account number and a customer login - is this your situation?
if so, provide a credit card number (which probably won't work - error 2003, yknow) and the usaa provided (new) userid. See if that helps you move on.
519 Posted by Stuart Beesley ... on 02 May, 2021 06:47 AM
@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?
520 Posted by Stuart Beesley ... on 02 May, 2021 09:41 AM
@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...?
521 Posted by clanders on 02 May, 2021 10:45 AM
-----------------------------------------From: "Stuart Beesley - JUST
A FELLOW USER"
To: [email blocked]
Cc:
Sent: Sunday May 2 2021 4:42:12AM
Subject: Re: USAA Script to fix the broken download issue [Online
Banking #18363]
522 Posted by Stuart Beesley ... on 02 May, 2021 10:49 AM
@clanders Your email didn’t make it. You have to reply above the dashed line in email or click the link to reply online.
523 Posted by Stuart Beesley ... on 02 May, 2021 10:50 AM
@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.
524 Posted by dwk on 02 May, 2021 10:38 PM
Thanks for the comments. I will be looking at the script again quite soon.
But in the meantime:
- why are you convinced the script worked? (this question does not infer I believe otherwise)
- I do not have any USAA savings accounts
- all my checking and CC accounts appeared in TESTUSAA. And all with data only into February.
Again, when I try to go online with the one checking account I have tried so far, I get blocked. I hear what you are saying that this step is somehow post-script but I have as yet not been able to "go online" with my accounts .
I just tried another attempt. First I disabled the online banking for this account (which did not exist anyway) and gave my script-result 'userpassword'. This did not work.
dwk
525 Posted by dtd on 02 May, 2021 10:58 PM
@dwk - If you are referring to post 517, (about the script worked) I was talking to andreablander, not you.
Your usage of the script doesn't work because you don't have the three data items you need - your 400 error shows you have the 36 character item typed in wrong into the script, and you yourself say you were using the wrong password.
I've never asked you about USAA Savings Accounts, I don't think, though I have asked you about other things.
Of course all your checking and CC accounts appeared in TESTUSAA. That was the whole point. And of course with data only till Jan 26. That's why you are trying to get the script to work. I'm trying to understand your point....??
You get blocked because you have your data entry wrong. And no, it is not post script, because you haven't gotten the script to work for you... again you provide wrong information. As for your latest attempt, it is meaningless because you don't have a working custom profile.
May I say one last time - read the documentation carefully, and follow all the steps in order.
526 Posted by dwk on 02 May, 2021 11:42 PM
Please clarify the steps you are, or one of the USAA users are, to get an account online with access to the 'corrected' USAA data.
Said differently, exactly what information are you using in order to bring a USAA account into an online status ... that is, a word description of the needed input (NOT the input itself) in order to 'Set up Online Banking' for an account in MoneyDance to be accepted by USAA.
Thanks,
dwk
527 Posted by dtd on 02 May, 2021 11:54 PM
dwk - It's all in the documentation, Version 8a,
528 Posted by Monica Gere on 12 May, 2021 06:41 PM
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?
"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)
The error code reported by the server was: 2003
Account Not Found"
529 Posted by gelaw on 12 May, 2021 07:17 PM
Hi. I had the same problem. Moneydance and USAA seemed to be working
fine. And then one savings account stopped downloading with the error
message you report. I tried re-connecting that account but it did not
solve the issue. I tried to download again a few days later and then it
worked without me fixing it. I suspect something was up at USAA.
530 Posted by dtd on 12 May, 2021 08:49 PM
@Monica Gere, @gelaw
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).
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.
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 ;) )
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.
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.
531 Posted by dwk on 13 May, 2021 07:10 PM
Thanks for the message. I have been off this for awhile but will be back on it next week.
532 Posted by andreablander on 23 May, 2021 08:29 PM
@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!!!
533 Posted by Stuart Beesley ... on 23 May, 2021 08:40 PM
@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.
534 Posted by andreablander on 23 May, 2021 08:44 PM
@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?
535 Posted by Stuart Beesley ... on 23 May, 2021 08:50 PM
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.
536 Posted by dtd on 23 May, 2021 10:36 PM
@andreablander - As Stuart said, you can just create the profile again.
Some thoughts, though:
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.
2) Obviously, you will need to do step 1 (gather credentials) for your husbands account.
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.
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?
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.
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.
Hope that helps.
537 Posted by dtd on 23 May, 2021 10:48 PM
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.
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.
Sorry this part isn't easy, but we did try to at least make it available.
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.
538 Posted by andreablander on 24 May, 2021 05:29 AM
@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!
539 Posted by Stuart Beesley ... on 24 May, 2021 05:41 AM
@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....?
540 Posted by dtd on 24 May, 2021 06:38 PM
(Note: This is a response to a post on the previous page, not to Stuart's initial message for this thread)
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.
I do have a couple of questions, as I don't even know how to get to the screen you posted.
You say:
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.
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?
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.
Here would be my methodology, because indeed you will not get "Change" if the account has never been set up for online banking.
1) Choose the account you want to get working in the left hand sidebar.
2) Choose Online/Setup Online Banking
3) Find USAA in the picklist presented.
4. Click NEXT (not new)
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.
6. Click NEXT.
7. A new window should come up entitled "Online Banking Authentication" with your USAA userid listed, and for you to enter the new password.
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.
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.
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.
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?
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?