tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/22008-my-grandsouth-bankInfinite Kind: Discussion 2022-07-25T07:40:32Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-06-29T12:18:30Z2022-06-29T12:18:30ZMy Grandsouth Bank <div><p>Hi Charlie,</p>
<p>Please find the reply I received from Plaid support below:</p>
<p>"Thank you for contacting Plaid Support!</p>
<p>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.</p>
<p>Could you please prompt the user to try the following?</p>
<ul>
<li>Login directly at <a href="https://retailonline.fiservapps.com/Login/053207957">https://retailonline.fiservapps.com/Login/053207957</a></li>
<li>Complete/accept any outstanding Terms and Conditions, Annual Net Income Update, Phone Setup, or Notification Enrollment on the portal.</li>
</ul>
<p>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."</p>
<p>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.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-06-30T19:50:58Z2022-06-30T19:50:59ZMy Grandsouth Bank <div><p>Hi Maddy,<br>
Well, <em>partial success</em>.<br>
First, when I tried connecting way back when, when the connection failed on<br>
plaid I was just directed to login to my bank account and supply<br>
information but I was sent to the regular login site for the bank . When I<br>
logged in to the bank I was just sent to the normal account page and no<br>
information was requested.<br>
If I had been redirected to the login site address just supplied, then I<br>
would have been able to enter the permissions needed. There is no direct<br>
access provided by the bank website for a customer to find this location.<br>
Apparently it is related to their 'Mobile Banking' feature which is<br>
tailored for access via a cell phone and not something that I need or want.</p>
<p><em>Now the down side</em>, although the account shows as connected in MD, fresh data are still not downloaded.</p>
<p>I SUSPECT that the format is still set as QFX and that's not what is<br>
required but I see no way to change that when I edit the account.</p>
<p>Thanks for all your help</p></div>Charlie Vaughntag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-06-30T20:17:54Z2022-06-30T20:17:55ZMy Grandsouth Bank <div><p>Update:<br>
Now I get this error:<br>
The account you've connected is being scanned and will be ready for<br>
download shortly. Please retry your download a bit later, or contact<br>
Moneydance support if it has been more than a few hours.</p>
<p>Account:GrandSouth Bank<br>
Account Number:<br>
Additional information from the server:<br>
Error type: ITEM_ERROR<br>
Error code: PRODUCT_NOT_READY<br>
Item ID: LB73rN0amvHqqyDXZyMES4dYgApe1zt0wQ8rm<br>
Request ID: du4E6btsy0lW2Zm<br>
Message: the requested product is not yet ready. please provide a webhook<br>
or try the request again later</p>
<p>Just to let you know. I will be checking again tomorrow. Thanks</p></div>Charlie Vaughntag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-01T09:34:49Z2022-07-01T09:34:49ZMy Grandsouth Bank <div><p>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.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-01T22:10:58Z2022-07-01T22:10:59ZMy Grandsouth Bank <div><p>Thanks Maddy,<br>
I was just too anxious, turns out it took several hours. Finally<br>
everything is working. Only complaint was that a bunch of duplicate<br>
transactions were downloaded. The duplicates were from about the time that<br>
it stopped importing.<br>
Hopefully, this won't happen next time.<br>
Thanks again and happy 4th<br>
Charlie</p></div>Charlie Vaughntag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-02T05:25:22Z2022-07-02T05:25:22ZMy Grandsouth Bank <div><p>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.</p>
<p>When I have this happen, I copy/paste the different bits (like memo) into the duplicated items and then delete the original item.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-02T14:44:36Z2022-07-02T14:44:36ZMy Grandsouth Bank <div><p>Thanks<br>
I'll keep that in mind. Too bad the matching doesn't keep date, payee and<br>
amount in the decision process.</p></div>Charlie Vaughntag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-02T22:38:09Z2022-07-02T22:38:09ZMy Grandsouth Bank <div><p>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...</p>
<p>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.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-04T10:23:45Z2022-07-04T10:23:45ZMy Grandsouth Bank <div><p>@Charlie</p>
<p>In order to remove the duplicate transactions, you could proceed as follow:</p>
<ul>
<li>Navigate to "Extensions->Manage Extensions" and install the "Toolbox".</li>
<li>
<p>Launch "Toolbox", navigate to Toolbox Options (on top left corner) and select -<strong>Update Mode</strong>->Yes->Do Back Up Now</p>
</li>
<li>
<p>Navigate to <em>Menu: Online Banking (OFX) Tools</em> In the resulting window, under "Update Functions" you should select:<br>
"Delete ALL cached OnlineTxnList Record/Txns (delete_intermediate_downloaded_transaction_chaches.py)".</p>
</li>
</ul>
<p>Finally, choose "Proceed" to select the relevant account.<br>
<strong>Restart Moneydance</strong>.</p>
<p>Please keep us posted on your progress, Thank you!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-04T17:52:51Z2022-07-04T17:52:55ZMy Grandsouth Bank <div><p>I followed your instructions and updated the toolbox. When I attempted<br>
to "Delete<br>
ALL cached OnlineTxnList Record/Txns (delete_intermediate_<br>
downloaded_transaction_chaches.py)",<br>
It said that there were none and I declined to "go ahead anyway".<br>
I checked with the bank and there were no new transactions.<br>
I did a download from the account and it said that there were Zero new<br>
transactions (from 7 downloaded).<br>
Everything seems to be working as it was back before all this started.<br>
Thank you again<br>
Charlie</p></div>Charlie Vaughntag:infinitekind.tenderapp.com,2009-01-14:Comment/526782122022-07-25T07:40:29Z2022-07-25T07:40:29ZMy Grandsouth Bank <div><p>You are welcome!<br>
I'm very pleased to hear that.<br>
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy