tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/487-wells-fargoInfinite Kind: Discussion 2020-03-11T18:10:21Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-11T21:39:58Z2015-06-11T21:39:58ZWells Fargo<div><p>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:</p>
<p>1) Select your bank account in Moneydance<br>
2) Select the Online->Setup Online Banking button/menu<br>
3) Click the <strong>Disable</strong> button. If you don't see a
disable button, continue to step 5.<br>
4) Select the Online->Setup Online Banking button/menu
(again)<br>
5) Click the <strong>New Connection</strong> button and select your
bank from the list of available institutions that pops up. Hit
OK<br>
6) Continue with the setup process, entering your
username/password<br>
7) Repeat steps 1-6 for any additional accounts</p>
<p>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.</p>
<p>Please let me know if you continue to have connection problems
after recreating your connection.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T02:32:47Z2015-06-12T02:32:47ZWells Fargo<div><p>I tried following your instructions and I was still unable to
connect. Please help!</p></div>mccord.billtag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T02:56:01Z2015-06-12T03:34:10ZWells Fargo<div><p>I get the same error message after following this procedure.
Trying to connect to "Wells Fargo Bank".</p>
<p>As a follow-up, I used the Pyton file reset, reconnected to the
bank, and I'm all good.</p></div>kscolestag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T03:05:43Z2015-06-12T03:05:43ZWells Fargo<div><p>Never mind, this worked for me:<br>
<a href="http://help.infinitekind.com/discussions/online-banking/462-wells-fargo-error-2000">
http://help.infinitekind.com/discussions/online-banking/462-wells-f...</a></p></div>mccord.billtag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T03:08:25Z2015-06-12T03:08:26ZWells Fargo<div><p>Worked for me. Thanks!</p></div>patyi888tag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T14:09:26Z2015-06-12T14:09:26ZWells Fargo<div><p>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.</p>
<p>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:</p>
<p><a href="http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-data-file-to-a-different-location-in-moneydance-2012-and-above">
http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-da...</a></p>
<p>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!</p>
<p>To use the file, first save it to your computer and then follow
these steps:</p>
<ol>
<li>In Moneydance, click on the Extensions Menu and choose the
<strong>Manage Extensions</strong> option.<br></li>
<li>From the list of available extensions, choose the Python
Interface extension, then click Install to download the extension
and finish to complete the installation.<br></li>
<li>Close the Manage Extensions window.<br></li>
<li>Again, click the Extensions menu. This time, choose the
<strong>Python Interface</strong> option.<br></li>
<li>In the python window, click the <strong>read from file</strong>
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.<br></li>
<li>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.</li>
</ol>
<p>Hopefully, that will work. If it doesn't, let me know and we'll
continue troubleshooting.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T19:15:36Z2015-06-12T19:15:37ZWells Fargo<div><p>Its sad that it took so long to get this problem resolved.<br>
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.<br>
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. <br>
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</p>
<p>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!<br>
Tom Trueman<br>
(240) 848-8284 (Mobile); (828) 264-8769 (Home Office)</p>
<pre>
<code> From: Ethan <tender+d407639708@tenderapp.com></code>
</pre>
<p>To: <a href="mailto:truemant@yahoo.com">truemant@yahoo.com</a>
Sent: Friday, June 12, 2015 10:09 AM Subject: Re: Wells Fargo
[Online Banking #487]</p>
<p>#yiv2908652152 pre {width:92%;margin:10px 2%;padding:5px
2%;background:#efefef;border:1px solid #d6d6d6;}#yiv2908652152
blockquote {margin-left:0;padding-left:1em;border-left:5px solid
#ccc;}</p>
<p>Having trouble reading this? View this discussion online: Wells
Fargo. To unsubscribe and stop receiving emails from <a href="http://help.infinitekind.com">http://help.infinitekind.com</a>,
visit this page</p></div>truemanttag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T19:27:52Z2015-06-12T19:27:52ZWells Fargo<div><p>Hello,</p>
<p>I apologise for your frustration, and I certainly
understand.</p>
<p>To clarify a few things:</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-12T23:09:07Z2015-06-12T23:09:07ZWells Fargo<div><p>I did exactly what you suggested and received the same exact
error message.</p></div>MICHAEL NOVACKtag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-15T13:34:22Z2015-06-15T13:34:22ZWells Fargo<div><p>Hi Michael,</p>
<p>Could you describe what steps you took at what isn't working?
Did you try using the python file?</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/371041322015-06-15T15:22:35Z2015-06-15T15:22:36ZWells Fargo<div><p>Yes I did use the Python file and then set it up again. That
appears to have fixed the problem.</p>
<p>Thanks for your help.</p>
<p>Mike</p>
<p>Sent from my iPad</p></div>MICHAEL NOVACK