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Money dance doesn't remember my password

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morricej

07 Jun, 2015 11:07 PM

I am having some troubles with Moneydance remembering my online banking passwords. I am using version 2014.4 (967). I made a change to my banking passwords and updated them in Mondeydance (Online -> Setup Online Banking -> Change -> ...). After I update the password, Moneydance still prompts me for my password when I try to download the transactions. I enter my password when prompted and the transactions are then downloaded. The online banking was working before I updated my banking passwords, but now I am having this issue with all of my accounts that I updated. Also, I did double check that my encryption settings were still set, and they still indicated to 'Store Online Passwords in File'.

Any ideas/suggestions?

1. Support Staff 1 Posted by Ethan on 08 Jun, 2015 12:39 PM

   

   Can you try resetting your direct connections for these accounts? 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.
   4) Select the Online->Setup Online Banking button/menu (again)
   5) Click the New Connection button and select your bank from the list of available institutions that pops up. Hit OK
   6) Continue with the setup process, entering your username/password
   7) Repeat steps 1-6 for any additional accounts

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

   Ethan
   Moneydance Support

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2. 2 Posted by Jarrod Morrice on 08 Jun, 2015 11:18 PM

   

   This worked, thanks!

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3. Support Staff 3 Posted by Ethan on 09 Jun, 2015 12:58 PM

   

   Great! Please let me know if I can be of further assistance,

   Ethan
   Moneydance Support

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4. Ethan closed this discussion on 09 Jun, 2015 12:58 PM.

5. Jarrod Morrice re-opened this discussion on 05 Jul, 2015 07:12 PM

6. 4 Posted by Jarrod Morrice on 05 Jul, 2015 07:12 PM

   

   Sorry to bother you again about this, but the software, again, does not seem to be saving the passwords. It seems the solution that was recommended to me last time was only a temporary one. Is there anything else that I can do. I am getting very frustrated by the fact that the software doesn’t remember the passwords and is making me think of switching programs.

   -Jarrod

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7. 5 Posted by David Hanley on 05 Jul, 2015 09:01 PM

   

   Hi Jarrod

   Moneydance will allow you to save your online passwords only if your dataset is encrypted with a passphrase for security purposes. If you'd like to enable this please do the following:

   Open Moneydance.
   Click the File menu -> Encryption .
   Check the box marked Encrypt Data File.
   Choose and confirm a passphrase and hint.
   Check the box marked Store Online Passwords in File.
   Click O.K.

   The next time you enter your online passwords, Moneydance will store them in your dataset for later use. You will need to enter your passphase each time you access your dataset. Please be sure not to lose your passphrase, encrypting the file will make your data completely inaccessible to both you, and anyone else without the correct passphrase!

   Hope this helps, and feel free to contact me with any questions about this process!

   David Hanley
   Infinite Kind Support

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8. 6 Posted by Jarrod Morrice on 18 Jul, 2015 10:24 AM

   

   I have already got encryption in my file and it was previously storing my passwords. Sorry I thought by replying to my previous message you would have been able to see the whole problem that I originally posed.

   I have been using MoneyDance for quite some time with it remembering my passwords. I changed my passwords for my banking institution for security reasons, updated the passwords in MoneyDance (Online -> Setup Online Banking -> Change -> etc.), and then downloaded them. Money dance will sometimes download the passwords for the session that I updated them. But when I come back later, Moneydance no longer remembers the passwords. Someone from MoneyDance gave me a solution, which turned out to be temporary, and was the original e-mail that I replied to. This is the ‘solution' that they had me do:

   1) Select your bank account in Moneydance
   2) Select the Online->Setup Online Banking button/menu
   3) Click the Disable button.
   4) Select the Online->Setup Online Banking button/menu (again)
   5) Click the New Connection button and select your bank from the list of available institutions that pops up. Hit OK
   6) Continue with the setup process, entering your username/password
   7) Repeat steps 1-6 for any additional accounts

   What are some other solutions.

   -Jarrod

   • Edit

9. Support Staff 7 Posted by Ethan on 18 Jul, 2015 11:44 AM

   

   Hello Jarrod,

   Let's try to force clear the current connection information for your banks in Moneydance. I'm attaching a file called remove_one_service_2015.py (or remove_one_service.py if you are using Moneydance 2014 or earlier) that will help do that. Before proceeding, please back up your Moneydance data set, just in case something goes wrong. You can use these instructions to create a backup:

   http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-da...

   except copy your data set instead of moving it, in order to create a backup. So far, this hasn't caused any problems, but better safe than sorry!

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

   1. In Moneydance, click on the Extensions Menu and choose the Manage Extensions option.
      
   2. From the list of available extensions, choose the Python Interface extension, then click Install to download the extension and finish to complete the installation.
      
   3. Close the Manage Extensions window.
      
   4. Again, click the Extensions menu. This time, choose the Python Interface option.
      
   5. In the python window, click the read from file button and load the remove_one_service_2015.py file from whereever you saved it. You will be asked to select which connection you want to clear. Choose your bank, and click OK. You'll get a confirmation message when the connection has been removed. Close the window when done.
      
   6. Set up the connection to your bank like normal. Since all of your settings have been cleared, you should get the most recent connection information for your bank.

   Hopefully, that will work. If it doesn't, let me know and we'll continue troubleshooting.

   Ethan
   Moneydance Support

   • remove_one_service_2015.py 529 Bytes
   • remove_one_service.py 511 Bytes
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10. Jerome closed this discussion on 26 Oct, 2015 03:22 PM.