Wells Fargo compatibility

ashworth's Avatar

ashworth

11 Jun, 2015 10:04 PM

I have Moneydance ver 2014.5 (980) and found out today that it is no longer compatible with Wells Fargo Bank. it says that it is the latest version; however I see your version 2015 on this web site and I'm wondering if this needs to be purchased and is it compatible with Wells Fargo?

  1. 1 Posted by Ethan on 11 Jun, 2015 10:09 PM

    Ethan's Avatar

    Hello,

    No, you do not need to upgrade to resolve this. 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 ashworth on 11 Jun, 2015 10:18 PM

    ashworth's Avatar

    Yes, this worked fine.

    Thanks, Bob Ashworth

  3. 3 Posted by Ethan on 11 Jun, 2015 10:22 PM

    Ethan's Avatar

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

    Ethan
    Moneydance Support

  4. 4 Posted by mccord.bill on 12 Jun, 2015 02:36 AM

    mccord.bill's Avatar

    This didn't work for me!

  5. 5 Posted by mccord.bill on 12 Jun, 2015 03:05 AM

    mccord.bill's Avatar
  6. 6 Posted by Ethan on 12 Jun, 2015 02:10 PM

    Ethan's Avatar

    Great, I'm glad you found that, as that would have been the next step. Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  7. Ethan closed this discussion on 12 Jun, 2015 02:10 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac