tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/20339-online-banking-download-transactions-function-failedInfinite Kind: Discussion 2022-02-13T09:00:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494749442021-11-06T02:46:06Z2021-11-06T02:46:06ZOnline Banking - download transactions function failed<div><p>just a user - what isn't working, could you describe in more detail?</p>
<p>I haven't yet tested USAA with MD+ as USAA has worked for me with OFX since February.</p>
<p>My impression, from reading other posts, is that MD+ can work with USAA, but the 2FA (two factor authentication) can get in the way. So more detail on what you see and such would help me help.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494749442021-11-06T06:05:23Z2021-11-06T06:05:23ZOnline Banking - download transactions function failed<div><p>@Jennifer - FYI we now have a quite simple process to follow to get usaa working with direct connection. If you’re interested in this, let us know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494749442021-11-14T02:17:04Z2021-11-14T02:17:04ZOnline Banking - download transactions function failed<div><p>To Stuart Beesley: OFX would be our preferred way. Is this a conversation we need to have, or are there instructions that you can pass on. We are long-time MD users, but our USAA connection no longer worked (can't remember the date, but it's been months), and we have been manually entering transactions. We were hoping MD+ might solve our issues.</p>
<p>Please advise.<br>
Jerry<br>
206-919-0688</p></div>jblanchardtag:infinitekind.tenderapp.com,2009-01-14:Comment/494749442021-11-14T02:24:51Z2021-11-14T02:24:51ZOnline Banking - download transactions function failed<div><p>just a user</p>
<p>Moneydance has written a knowledgebase article on how to do this.</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>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494749442021-11-14T02:29:18Z2021-11-14T02:30:52ZOnline Banking - download transactions function failed<div><p>Note that there are still references to the older, less simple way to fix USAA OFX ("python script", "script"), but basically the new instructions are now in STEP 1 - STEP 3, the rest is older, but mostly valid.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494749442021-11-14T02:36:38Z2021-11-14T02:36:38ZOnline Banking - download transactions function failed<div><p>@Stuart is hopefully in bed now, but he should be available in a few hours (he's based in the UK)</p>
<p>I could probably help some if you have questions in the next couple of hours.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494749442021-11-14T08:58:54Z2021-11-14T08:58:54ZOnline Banking - download transactions function failed<div><p>@Jerry, as @dtd says.....</p>
<p>Follow the knowledge-base article..<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></p>
<p>In very simple terms:<br>
1/ Log in to USAA and manually harvest your 36 digit ClientUID.<br>
2/ Install/run Toolbox extension. Advanced mode. MENU: Online Banking (OFX) Tools. Then option 'USAA ONLY: (NEW METHOD) Manually ‘prime’/overwrite stored Root UserIDS/ClientUIDs'. Follow the screen to enter your UserID and the ClientUID.<br>
3/ Then use the standard MD Online Setup menu (selecting the 'USAA Custom Profile')... From this point, you are using completely standard MD...</p></div>Stuart Beesley (Mr Toolbox)