tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/3206-trouble-connecting-with-prosperity-bank-txInfinite Kind: Discussion 2016-10-02T02:39:07Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/400145422016-06-01T15:53:18Z2016-06-01T15:53:18ZTrouble connecting with Prosperity Bank TX<div><p>Hi Alan,</p>
<p>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:</p>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select the Online->Setup Online Banking
button/menu
<br></li>
<li>Click the "Disable" button. If you don't see a disable
button, just close the setup window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the
same institution.<br></li>
<li>Select the Online->Setup Online Banking button/menu
(again)
<br></li>
<li>Click the "New Connection" button and select your bank and hit
OK<br></li>
<li>Continue with the setup process, entering your
username/password
</li>
</ol>
<p><strong>Make sure you pick new connection, even though your bank
is still one of the connection choices after you disable
it.</strong> Choosing your bank from the list of available banks
will force Moneydance to download the updated information, which
should then allow you to connect.</p>
<p>Please let me know if you continue to have connection problems
after recreating your connection.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/400145422016-06-02T18:31:51Z2016-06-02T18:31:51ZTrouble connecting with Prosperity Bank TX<div><p>That doesn't work. I find the bank in the new connections and it
won't connect at all. I am now having a problem with Fidelity
investments. I disabled it and tried to set up a new connection and
it won't connect at all either. The error is a little different and
the screenshot is attached.</p></div>alanniestag:infinitekind.tenderapp.com,2009-01-14:Comment/400145422016-06-03T08:23:12Z2016-06-03T08:23:12ZTrouble connecting with Prosperity Bank TX<div><p>Hi Alan,</p>
<p>Can you try upgrading to the latest preview release of
Moneydance to see if this resolves this issue? You can download it
from <a href="http://infinitekind.com/preview">here</a>.</p>
<p>Please let me know if you have any questions or are still
experiencing connection issues after the upgrade.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/400145422016-06-03T13:01:33Z2016-06-03T13:01:33ZTrouble connecting with Prosperity Bank TX<div><p>Ian,<br>
Maybe the problem is that I have not upgraded. I still have the
2014.5 version of Moneydance. I tried the new version when it first
came out but it didn’t work well, lost all my data, and I
reverted to the older version using time-machine on my mac. When I
have time and am sure I have copies of my data in case of another
disaster, I will perhaps attempt it. Everything else is working
well so I didn’t see the need until now.<br>
Alan</p></div>alanniestag:infinitekind.tenderapp.com,2009-01-14:Comment/400145422016-06-03T13:07:36Z2016-06-03T13:07:36ZTrouble connecting with Prosperity Bank TX<div><p>Hi Alan,</p>
<p>When you're ready to upgrade you can download the latest preview
version from my last reply and follow the steps in <a href="http://help.infinitekind.com/kb/moneydance-2015/upgrading-to-moneydance-2015-from-moneydance-2012-and-2014">
this article</a> to open your data and convert to the new file
format, without any issues.</p>
<p>If you are concerned about your data you can take a backup
before upgrading as you did last time just to be on the safe side.
If you encounter any difficulties after performing the upgrade you
can let us know and we can work through these together.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/400145422016-06-17T17:25:21Z2016-06-17T17:25:21ZTrouble connecting with Prosperity Bank TX<div><p>Hi Ian,<br>
I have downloaded the newest version of Moneydance, and it seems to
work just fine for me so far. The problem with downloading from
Prosperity and Fidelity is now solved. Thanks. Turns out I had
already purchased the upgrade when it came out so I don’t
need to pay again to have a registered version. Yea.<br>
Alan</p></div>alannies