Online Banking Suddenly Broken, Can't ReAdd it
Mark Carson
I have been using Online banking for years and then suddenly I started getting an error. I was unable to clear the issue via my banking page or via Moneydance so I removed the online banking and tried to re-add it. I go to Online>Setup Online Banking. I then select New Connection and chose my bank Truwest, and Personal Checking which is the account. That's when I start to have issues.
The next screen has Routing Number, Account Number and Customer ID. The first two are prepopulated but the Account Number is incorrect. I have attempted to use the prepopulated value and also overwritten it to what it should be, neither seems to affect it. For the customer ID I have used both my account number and my login for the bank, neither work. I was able to find the (incorrect) account number listed in my Account screen, but when I fix it there it still populates with the incorrect account number during Online Setup.
No matter what I put in these fields, I click Finish and nothing happens. Not even an error. Meanwhile, what I am not being asked for is my Direct Connect (OFX) password or any type of password for that matter. I am stuck, any idea where to go from here?
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Support Staff 1 Posted by Maddy on Sep 21, 2022 @ 12:06 PM
Hi Mark,
We are sorry to hear about the problem you have encountered.
In order to determine what might be causing the problem, could you provide the information below:
Which version and build of Moneydance are you using?
To check, open Moneydance and select Help --> About Moneydance
I believe you are entitled to a free upgrade to Moneydance 2021.1 (3069).
Have you tried re-enabling Direct Connect as outlined here?
You should restart Moneydance after making these changes.
Please keep us posted on your progress, Thank you!
--
Maddy, Infinite Kind Support
System closed this discussion on Dec 21, 2022 @ 12:10 PM.