Wells Fargo
I have been using Moneydance for several years with Wells Fargo. I am running version 2015.3 for several months now with no issue. Today when I tried to access my Wells Fargo account online to pay some bills I received the following error message. Any suggestions to fix this problem?
There was an error communicating with your financial institution. The details of this error are below.
Bank Name: Wells Fargo Bank
The error code reported by the server was: 2000
The financial management software you are using is no longer supported. Please upgrade your software or contact us at 1-800-956-4442 for assistance. (2000:9)
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Support Staff 1 Posted by Ethan on 11 Jun, 2015 09:39 PM
We've updated our connection information for your bank, so you should be able to connect now. 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 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
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.
Ethan
Moneydance Support
2 Posted by mccord.bill on 12 Jun, 2015 02:32 AM
I tried following your instructions and I was still unable to connect. Please help!
3 Posted by kscoles on 12 Jun, 2015 02:56 AM
I get the same error message after following this procedure. Trying to connect to "Wells Fargo Bank".
As a follow-up, I used the Pyton file reset, reconnected to the bank, and I'm all good.
4 Posted by mccord.bill on 12 Jun, 2015 03:05 AM
Never mind, this worked for me:
http://help.infinitekind.com/discussions/online-banking/462-wells-fargo-error-2000
5 Posted by patyi888 on 12 Jun, 2015 03:08 AM
Worked for me. Thanks!
Support Staff 6 Posted by Ethan on 12 Jun, 2015 02:09 PM
Just to make sure, when recreating your connection, it's critical to use the New Connection button to reconnect to Wells Fargo. If you just select it from the dropdown, you will not get updated information.
If that still doesn't work, you'll need to force clear the current connection information for your bank in Moneydance. I'm attaching a file called remove_one_service_2015.py (or remove_one_service.py if you're 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:
Hopefully, that will work. If it doesn't, let me know and we'll continue troubleshooting.
Ethan
Moneydance Support
7 Posted by truemant on 12 Jun, 2015 07:15 PM
Its sad that it took so long to get this problem resolved.
1) the problem first showed up in Moneydance on Wed, 6/10 with an error message from Wells Fargo indicated that our financial mgmt sw is no long supported - the message gives an 800 number to call Wells fargo, which I did. they agreed that my Moneydance version from 2012 was no longer supported since it used Quicken format and Quicken from 2012 was no longer supported2) I went online to purchase Moneydance 2015, but it had the same problem3) I went online to a Moneydance blog and input my situation and asked for help. After at least 50+ emails, some from Moneydance support, some from other frustrated users - we got BAD recommendations - that is, if you don't have the Disable key in your version of Moneydance 2015 - the suggestion to skip to step 5 was bad advice - that doesn't work.
4) Following a suggestion from some email I went online to a similar diaglog from 2011 where someone from Moneydance support provided a file to download ("remove_all_services.py") then click in Moneydance "Extension", etc. etc., but this doesn't work - i.e., the file "remove_all_services.py" is incompatible with Moneydance 2015.
5) It took to the the 3rd day of the problem for you to provide both the old version and 2015 version of "remove...etc" - the 2015 version does work with Moneydance 2015! and does solve the problem
All this is to say: 1) not your finest day; and 2) is Moneydance going to take back the version of Moneydance 2015 that was unnecessarily purchased to "fix" the problem and reimburse all of us - because this version didn't solve the problem!
Tom Trueman
(240) 848-8284 (Mobile); (828) 264-8769 (Home Office)
From: Ethan <[email blocked]>
To: [email blocked]
Sent: Friday, June 12, 2015 10:09 AM
Subject: Re: Wells Fargo [Online Banking #487]
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Support Staff 8 Posted by Ethan on 12 Jun, 2015 07:27 PM
Hello,
I apologise for your frustration, and I certainly understand.
To clarify a few things:
The message that said that users had to upgrade their software was sent by Wells Fargo, not Moneydance. We unfortunately have no control over the error messages that banks choose to send through their direct connections. This would have been the correct information were one using Quicken, which forces users to upgrade every few years, and Wells Fargo probably assumed everyone was using that program. All that was needed for Moneydance was to reset the connection to the new information to make their systems think you all had updated your version of Quicken, which Moneydance's direct connection emulates. I certainly understand how this was confusing. Usually banks do not send out error messages this misleading.
Most people, as usual, reported that resetting one's connection worked for them. Sometimes this doesn't, and that's when we recommend the python script option. I certainly understand that these threads can be overwhelming when many people start responding to many different threads at once.
As there was no need to upgrade Moneydance to solve this problem, we would be happy to offer refunds to anyone who did this by following the misleading instructions from Wells Fargo. If this applies to you, please send in a description of the situation and your purchase information in a new private thread.
Please let me know if I can be of further assistance,
Ethan
Moneydance Support
9 Posted by MICHAEL NOVACK on 12 Jun, 2015 11:09 PM
I did exactly what you suggested and received the same exact error message.
Support Staff 10 Posted by Ian L on 15 Jun, 2015 01:34 PM
Hi Michael,
Could you describe what steps you took at what isn't working? Did you try using the python file?
Ian
Infinite Kind Support
11 Posted by MICHAEL NOVACK on 15 Jun, 2015 03:22 PM
Yes I did use the Python file and then set it up again. That appears to have fixed the problem.
Thanks for your help.
Mike
Sent from my iPad
Ethan closed this discussion on 16 Jun, 2015 12:57 PM.