My Grandsouth Bank
My GrandSouth Bank connection cannot be made. I have tried disconnecting and that at least got rid of the insistent messages that there was an error. I have since tried to reconnect multiple times using credentials that I know are correct and keep getting the attached message that I need to log into my bank and update my account but there is nothing to update when I log in direct using the same credentials.
Everything was fine up until this week when, apparently, something changed outside of my control.
-
MDancePlus.jpg
26.8 KB
MDancePlus.jpg
Showing page 2 out of 2. View the first page
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
Support Staff 31 Posted by Maddy on 29 Jun, 2022 12:18 PM
Hi Charlie,
Please find the reply I received from Plaid support below:
"Thank you for contacting Plaid Support!
The Item is currently returning USER_SETUP_REQUIRED error state, and I have confirmed with GrandSouth Bank - Personal (ins_114709) that this connection attempt was unsuccessful due to outstanding actions that the user must complete in the institution's portal.
Could you please prompt the user to try the following?
Once those steps are followed, please try to Link the account again. If you are still seeing similar issues on your end after having the user perform those steps above, please let us know, and we'll investigate further."
In conclusion, the problem does not lie in the way you have set up your accounts within Moneydance but in the missing completion on the bank's website.
--
Maddy, Infinite Kind Support
32 Posted by Charlie Vaughn on 30 Jun, 2022 07:50 PM
Hi Maddy,
Well, *partial success*.
First, when I tried connecting way back when, when the connection failed on
plaid I was just directed to login to my bank account and supply
information but I was sent to the regular login site for the bank . When I
logged in to the bank I was just sent to the normal account page and no
information was requested.
If I had been redirected to the login site address just supplied, then I
would have been able to enter the permissions needed. There is no direct
access provided by the bank website for a customer to find this location.
Apparently it is related to their 'Mobile Banking' feature which is
tailored for access via a cell phone and not something that I need or want.
*Now the down side*, although the account shows as connected in MD, fresh
data are still not downloaded.
I SUSPECT that the format is still set as QFX and that's not what is
required but I see no way to change that when I edit the account.
Thanks for all your help
33 Posted by Charlie Vaughn on 30 Jun, 2022 08:17 PM
Update:
Now I get this error:
The account you've connected is being scanned and will be ready for
download shortly. Please retry your download a bit later, or contact
Moneydance support if it has been more than a few hours.
Account:GrandSouth Bank
Account Number:
Additional information from the server:
Error type: ITEM_ERROR
Error code: PRODUCT_NOT_READY
Item ID: LB73rN0amvHqqyDXZyMES4dYgApe1zt0wQ8rm
Request ID: du4E6btsy0lW2Zm
Message: the requested product is not yet ready. please provide a webhook
or try the request again later
Just to let you know. I will be checking again tomorrow. Thanks
Support Staff 34 Posted by Maddy on 01 Jul, 2022 09:34 AM
Generally, the Error code: PRODUCT_NOT_READY means that Plaid is gathering your transactions and it may take some time before they are ready. They will download the transactions in the background and then when they are ready, Moneydance can acquire them.
--
Maddy, Infinite Kind Support
35 Posted by Charlie Vaughn on 01 Jul, 2022 10:10 PM
Thanks Maddy,
I was just too anxious, turns out it took several hours. Finally
everything is working. Only complaint was that a bunch of duplicate
transactions were downloaded. The duplicates were from about the time that
it stopped importing.
Hopefully, this won't happen next time.
Thanks again and happy 4th
Charlie
36 Posted by dtd on 02 Jul, 2022 05:25 AM
just a user - in general, keep the duplicates, delete the originals - there is a secret code called FITID which prevents the duplicates, but if you delete the duplicates vs the originals, you will likely get the item downloaded again.
When I have this happen, I copy/paste the different bits (like memo) into the duplicated items and then delete the original item.
37 Posted by Charlie Vaughn on 02 Jul, 2022 02:44 PM
Thanks
I'll keep that in mind. Too bad the matching doesn't keep date, payee and
amount in the decision process.
38 Posted by dtd on 02 Jul, 2022 10:38 PM
The reason that FITID is used versus the ones you mention is that you can indeed have two (or even more) transactions that have the same date, payee, and amount...
Like you buy 3 sport tickets, but for some reason, you buy the 3 tickets in three transactions. This one may be a stretch, but transactions that appear to be duplicates do occur, the FITID sorts that out.
Support Staff 39 Posted by Maddy on 04 Jul, 2022 10:23 AM
@Charlie
In order to remove the duplicate transactions, you could proceed as follow:
Launch "Toolbox", navigate to Toolbox Options (on top left corner) and select -Update Mode->Yes->Do Back Up Now
Navigate to Menu: Online Banking (OFX) Tools In the resulting window, under "Update Functions" you should select:
"Delete ALL cached OnlineTxnList Record/Txns (delete_intermediate_downloaded_transaction_chaches.py)".
Finally, choose "Proceed" to select the relevant account.
Restart Moneydance.
Please keep us posted on your progress, Thank you!
--
Maddy, Infinite Kind Support
40 Posted by Charlie Vaughn on 04 Jul, 2022 05:52 PM
I followed your instructions and updated the toolbox. When I attempted
to "Delete
ALL cached OnlineTxnList Record/Txns (delete_intermediate_
downloaded_transaction_chaches.py)",
It said that there were none and I declined to "go ahead anyway".
I checked with the bank and there were no new transactions.
I did a download from the account and it said that there were Zero new
transactions (from 7 downloaded).
Everything seems to be working as it was back before all this started.
Thank you again
Charlie
Support Staff 41 Posted by Maddy on 25 Jul, 2022 07:40 AM
You are welcome!
I'm very pleased to hear that.
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.
--
Maddy, Infinite Kind Support
Maddy closed this discussion on 25 Jul, 2022 07:40 AM.