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Connecting to New Bank

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Rob Tidwell

Oct 27, 2021 @ 09:33 PM

One of the BBVA customers that is now with PNC. I have my Customer ID and PIN. I have disabled online banking and bill pay for ALL BBVA accounts and attempted to create a connection to PNC. I followed the instructions to change the PIN. When I try to connect, it says Account not found and references my old BBVA acct # even though in the setup process it asked for my new account #

If I look in Tools > acct > Account Details:

ofx_account_number: XXXXXXXXXX (old BBVA account #)
ofx_account_type: CHECKING
ofx_acct_msg_type: 4
ofx_bank_id: 071921891 (correct new routing #)
ofx_bpaccount_number: XXXXXXXXX (correct new PNC acct #)
ofx_bpaccount_type: CHECKING
ofx_bpbank_id: 071921891 (correct new routing #)

I tried creating a new account. I went to setup online banking, after completing the process and try to download transactions, nothing happens. When I went back into setup online banking, the previous settings were gone and it took me through the new connection setup process again. I then looked in Match Online Accounts, there was a PNC Direct-Connect profile but it was empty. I then went back to the original BBVA account (now set to connect to PNC) and disabled online banking. Then, the PNC Direct-Connect profile was missing from the Match Online Accounts dropdown.

I have tried the above steps multiple times and each behavior is reproduceable. I also tried disabling online banking configuration from all of the BBVA and PNC accounts. I then tried setting up my old BBVA acct to connect to PNC again. Same as before, account not found and references my old BBVA account number. I looked in the Match Online Accounts and the PNC Direct-Connect profile is back in the dropdown but is again empty.

I have looked at the logs in the console window but have not spotted any errors except when I try to connect to PNC with the old account I do see the account not found error.

I am out of ideas.

Thanks!

1. 1 Posted by dtd on Oct 27, 2021 @ 09:39 PM

   

   just a user...
   version number of Moneydance?
   operating system?

   appears you are using 2022(something)... @Stuart Beesley and I found an OFX bug in 4058- ... I'd suggest using Stuart's toolbox, but you would need to get version 4059 (note one of the fixes is ofx related)

   hope that helps.

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2. 2 Posted by Rob on Oct 27, 2021 @ 09:57 PM

   

   Thanks for the reply dtd!

   Version is 2022 (4055). running on Win10

   I just upgraded to 4058 but behavior is the same.

   How would I go about getting 4059?

   Thanks,
   Rob

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3. 3 Posted by dtd on Oct 27, 2021 @ 10:14 PM

   

   www.moneydance.com/preview

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4. 4 Posted by Rob on Oct 27, 2021 @ 10:30 PM

   

   @dtd

   I upgraded to the 4059 and still no change. I then used the toolbox to delete the PNC profile. I was then able to setup online banking and download transactions from PNC! THANKS!!!! I am guessing that the profile was corrupt or something.

   That toolbox is amazing! I can see how it could get some folks into a lot of trouble though! :)

   Thanks again!!
   Rob

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5. 5 Posted by dtd on Oct 27, 2021 @ 10:36 PM

   

   It may have been corrupted because of the bug. And yes, by having toolbox delete the corrupt profile, you could create a new, good one now that the bug is fixed.

   re toolbox - that's why stuart asks so many times - are you SURE you want to do this?
   and why by default everything is read only.

   and why you should always have a backup made before changing things.

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6. 6 Posted by Stuart Beesley ... on Oct 28, 2021 @ 05:15 AM

   

   Toolbox 🧰 +1 😃
   (PS. Toolbox is pretty safe and you would have to try very hard to damage anything. In fact you probably would have to be trying to break something).

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7. 7 Posted by dwg on Oct 28, 2021 @ 05:48 AM

   

   FWIW Stuart has enlisted the aid of some experienced Moneydance users to test out the various utilities within the Toolbox.

   We have tried to break it and have it do the wrong thing., while not exhaustive it would take some "creativity" to break things, however the cardinal rule of taking a backup before you start should be heeded.

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8. 8 Posted by Stuart Beesley ... on Oct 28, 2021 @ 08:11 AM

   

   Thanks dwg. I agree, always backup. And in fact Toolbox always asks you to, and can make, a backup before any update routine.

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9. 9 Posted by Rob Tidwell on Oct 28, 2021 @ 02:44 PM

   

   Stuart and dwg,

   I was definitely referring to user error when I mentioned people getting into trouble. LOL
   I can see that the toolbox does have the safeguards in place and that was part of why I said it was amazing. Safe to use AND powerful!

   Again Stuart, my compliments on the Toolbox! That is some impressive work! Thanks!

   Rob

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10. 10 Posted by Stuart Beesley ... on Oct 28, 2021 @ 04:25 PM

    

    Thanks! PPS - I always run Toolbox on my own live dataset (every feature) [gulp] before I release it to others too......

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11. 11 Posted by dtd on Oct 28, 2021 @ 07:37 PM

    

    A test copy of your live dataset, I hope. Or at least you have a backup of it.

    Otherwise you are breaking your own rules!

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12. System closed this discussion on Jan 27, 2022 @ 07:40 PM.