moneydance not supported by wellsfargo

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ang.deml

11 Jun, 2015 08:56 PM

I recently encountered a problem with WellsFargo stating they don't support Moneydance. I haven't had any problems until yesterday. When I called WellsFargo they said I needed to contact Moneydance, because they couldn't do anything about it. When I tried to download accounts to balance our checking an error message keeps coming up saying the financial instituiton no longer supports your software. Is there any update that I should do? Or is it truely not supported and no longer a function I can use?
Thanks,
Angie

  1. 1 Posted by Ethan on 11 Jun, 2015 09:38 PM

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    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. 2 Posted by James Fisher on 14 Jun, 2015 12:48 PM

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    I have the same problem. After downloading the latest Moneydance upgrade, I still have the same problem. I already disabled on-line banking for all of my accounts. But when I try to set up a new connection, I still get the same message. And I did pick "new connection and re-select Wells Fargo Bank in the process. Also used the same login and password that I use to sign in to the Wells website. Help! I don't want to switch software. Thanks!

  3. 3 Posted by Ethan on 14 Jun, 2015 12:53 PM

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    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 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

  4. 4 Posted by Jim Fisher on 14 Jun, 2015 09:27 PM

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    Ethan,

    That did it! I’m back in business. I did have to use the extension procedure to clear. Once this step was complete, I was able to set-up my new connections. Thank you very much for your assistance.

    Jim

  5. System closed this discussion on 19 Mar, 2016 04:57 AM.

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