Online downloading accounts

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12 May, 2015 04:27 AM

My bank (Bank of the West) just updated their website and the online banking. I am having trouble downloading transactions since this took place this last weekend. I updated my software to your latest version with the same experience. I don't know if the problem is on their website or a new conflict with MoneyDance. When I try to download transactions, I get an error connecting to the website. It usually says the connection timed out. Are you aware of this issue with Bank of the West and if so, do you have a suggestion?

  1. 1 Posted by lancegoddard on 12 May, 2015 04:52 AM

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    I'm having the same issue with Wells Fargo and B of A, and as far as I know they have not updated their websites.

  2. 2 Posted by David Hanley on 12 May, 2015 10:43 AM

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    Hi Doug,

    Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1) Select your bank account in Moneydance

    2) Select the Online->Setup Online Banking button/menu

    3) Click the "Disable" button.  If you don't see a disable button, continue to step 5.

    4) Select the Online->Setup Online Banking button/menu (again)

    5) Click the "New Connection" button and select your bank and hit OK
6) Continue with the setup process, entering your username/password

    7) Repeat steps 1-6 for any additional accounts

    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let me know if you continue to have connection problems after recreating your connection.

    David Hanley
    Infinite Kind Support

  3. 3 Posted by Douglas Forry on 12 May, 2015 11:37 AM

    Douglas Forry's Avatar

    Thanks for the obvious solution that I already tried several times.

  4. 4 Posted by Jerome on 12 May, 2015 11:42 AM

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    Hello Douglas,

    Are you saying that you have already tried to recreate your connection without success? It is not clear from your last response.

    If you are still having connection problems, then could you send me the contents of your error console?  Here's how to get the logs:

    1)  In Moneydance, click on the Help menu and select the Console Window option.  This will open the console messages window.
    2) While the Console Window is open, attempt to connect to your bank.  Any error messages should be recorded to the Console.
    3) Select all of the text in the Console and use the "Copy to Clipboard" button at the bottom to copy the text.
    4) Paste the text from the message window into a text file (preferably saved with a .txt extension) and attach that file to your response here.

    The debugging logs that this produces will contain your account information.  I've made sure that this conversation is private, so the info won't be broadcast to the world, but just to be safe you should redact any account info in the debug logs.  Just replace it with something like "ACCOUNT NUMBER HERE" and it should be fine.

    Infinite Kind Support

  5. System closed this discussion on 19 Mar, 2016 04:54 AM.

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