Peoples United to M&T - OFX service issue

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demusman

09 Sep, 2022 01:09 PM

Hello, Part of the Peoples/M&T merger.
Trying to setup moneydance to use M&T and it does not ask for a login.
I go to Online/Online banking setup, select M&T direct connect, it then goes to a screen asking for routing number, account number, cust ID, and account type. I enter all info but the bill payment and online banking check boxes are greyed out and can't be selected.
What am I missing?

  1. 1 Posted by demusman on 12 Sep, 2022 06:21 PM

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    No replies?
    Does that mean I'm out of luck with M&T Direct Connect??
    Maddy??

  2. Support Staff 2 Posted by Maddy on 13 Sep, 2022 02:00 PM

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    Hi Scott,
    Firstly, please accept my sincere apologies for the delay in responding to your query.

    Firstly, if you haven't already I would suggest resetting the connection to your bank.
    To do this, you'll need to force clear the current connection information for your bank in Moneydance by running the remove_one_service.py_' file attached.

    Before proceeding, take a manual backup via File --> Export Backup and save it to a location of your choice (just in case).

    To use the .py file, first save it to your computer and then follow these steps:

    1. In Moneydance, select Window --> Show Moneybot Console
    2. In the window that opens, select 'Open Script' then navigate to the .py file wherever you saved it on your system.
    3. Select Run to execute the file - you may need to drag the window to the right to reveal the button (not Run Snippet!)
    4. You will be asked to select which connection you want to clear. Choose Peoples United, and click OK. You'll get a confirmation message when the connection has been removed. Close the window when done.

    5. Set up the connection to M&T Bank Direct Connect by choosing the "New Connection" button. Since all of your settings have been cleared, you should get the most recent connection information for your bank.

    In addition, you may be required to re-enable the service as outlined here.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  3. 3 Posted by demusman on 13 Sep, 2022 02:36 PM

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    Already had the remove_one_service.py_' file and already did that step.
    I do not have a "New Connection" button. Where should that be?
    Using the latest version of Moneydance.

    When I follow the directions in the link you provided, I get to where I choose my bank (M&T Direct Connect) then hit next and it does not ask for a user/password.
    Just says "we have the information needed" and ends.

  4. Support Staff 4 Posted by Maddy on 13 Sep, 2022 02:59 PM

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    1) After removing the connection, restart Moneydance
    2) If you're using Moneydance 2022, select "Connect to OFX Service".
    3) you should re-enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance.

    Calling up your bank and stating precisely the following should get you started:

    "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    --
    Maddy, Infinite Kind Support

  5. 5 Posted by demusman on 13 Sep, 2022 03:04 PM

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    Ok, We're not getting far here....
    Where do I select "Connect to OFX Service"??
    I don't see that until I go to "Online/Setup Online Banking".
    From there I get the same as I described in my previous post.
    It does not ask for a login and says it has the required info.

    I have enrolled in Direct Connect through M&T already.

  6. Support Staff 6 Posted by Maddy on 13 Sep, 2022 03:10 PM

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    Select an account from the Sidebar on the left and navigate to Online->Set Up Online Banking->Connect to OFX Service and follow select M&T Bank Direct Connect and follow the on-screen instruction.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  7. 7 Posted by demusman on 13 Sep, 2022 03:16 PM

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    Let me show you what I mean.
    I choose ONLINE/SETUP ONLINE BANKING from menu.
     I get what's shown in the first attachment.
    I choose ofx and click next.
    I get second attachment.
    I choose M&T Direct connect. NEXT
    3rd attachment.
    Select Checking and NEXT.
    4th attachment. It does not ask for a login before this screen.
    On this screen I can leave all fields empty, then click next and I get the 5th attachment. I have also filled in those fields with correct info and it still just goes to the 5th attachment.

  8. Support Staff 8 Posted by Maddy on 13 Sep, 2022 03:23 PM

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    Can you navigate to File->Passwords and check whether you have the Store Online Passwords in file option selected, as outlined outlined in this article of the Knowledge base, perhaps?.

    --
    Maddy, Infinite Kind Support

  9. 9 Posted by demusman on 13 Sep, 2022 03:32 PM

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    I do have that selected but I just did that yesterday or the day before.
    Point being, I tried both ways since I started a new file for M&T and at first I was not saving passwords.

  10. 10 Posted by demusman on 13 Sep, 2022 04:47 PM

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    Found out Quicken users are having login issues too.
    Looks like you may have to change the way Moneydance connects to M&T.
    Is that something you can pass on to your programmers?

  11. Support Staff 11 Posted by Maddy on 14 Sep, 2022 07:30 AM

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    Thank you for sharing this information.
    I’m sorry to keep you waiting, but I’d like to run your query past the connection specialist who may be able to provide further information.

    We would recommend importing your data manually, for the time being. You can download it using the OFX or QFX file format, if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.
    The steps for manually importing your data are outlined in this article from the Knowledge Base.

    --
    Maddy, Infinite Kind Support

  12. 12 Posted by demusman on 20 Sep, 2022 05:13 PM

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    Any update on this?

  13. Support Staff 13 Posted by Maddy on 21 Sep, 2022 08:56 AM

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    Unfortunately the issue is ongoing among the Moneydance and other financial software's communities.

    Until the bank resolves the issue at their end, there is no much more we can do, to be fair.

    On the other end, you may want to consider trialing Moneydance + for the time being. This is a premium connection service that includes a 14 day free trial.

    --
    Maddy, Infinite Kind Support

  14. 14 Posted by demusman on 15 Oct, 2022 08:57 PM

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    So this has been fixed as of Friday the 14th but it still doesn't work in Moneydance.

  15. Support Staff 15 Posted by Maddy on 17 Oct, 2022 09:45 AM

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    It seem that your bank requires you to change your password to be less than 10 characters now. In order to achieve this you can select the Online->Setup Online Banking and choose the "Change PIN" button to change the password from the initial value to something that has less than 10 characters.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  16. 16 Posted by demusman on 17 Oct, 2022 11:15 AM

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    Yes but I don't think that applies to Moneydance since I don't even get to the point of entering any credentials.
    See here:
    https://infinitekind.tenderapp.com/discussions/online-banking/23608-peoples-united-to-mt?unresolve=true#comment_55721522

  17. 17 Posted by demusman on 25 Oct, 2022 12:31 PM

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    Maddy??

  18. Support Staff 18 Posted by Maddy on 25 Oct, 2022 12:48 PM

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    I’m sorry to keep you waiting, but I’d like to run your query past the development team who may be able to provide further information.

    --
    Maddy, Infinite Kind Support

  19. 19 Posted by demusman on 25 Oct, 2022 12:53 PM

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  20. 20 Posted by demusman on 31 Oct, 2022 09:40 PM

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    Maddy, Have you gotten a reply from your development team yet??

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