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Connection Failure

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jaffe

Jun 12, 2015 @ 12:20 PM

Out of the blue Wells Fargo will not connect with Moneydance. I have tried to recreate a new connection and always get the same failure message. See attachment. Please advise.

• Screen_Shot_2015-06-12_at_7.15.17_AM.jpg 127 KB

1. Support Staff 1 Posted by Ethan on Jun 12, 2015 @ 01:56 PM

   

   Just to make sure, are you following these steps to reset your connection? The critical one is step 5, where you click on the "new connection" button. Just selecting the bank from the existing list without doing this will not reset your connection:

   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

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2. 2 Posted by truemant on Jun 12, 2015 @ 02:21 PM

   

   Of course I followed those instructions before replying to you

   Sent from my iPhone
   Tom Trueman (240) 848-8284

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3. 3 Posted by Jon Jaffe on Jun 12, 2015 @ 02:27 PM

   

   All,

   My problem was completely solved with the Python Solution on my original file. I was able to use my original data files, and when I created a new connection all worked well. I recommend you use it unless a simple reconnection works.

   JJ

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4. Support Staff 4 Posted by Ethan on Jun 12, 2015 @ 02:40 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 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.py 511 Bytes
   • remove_one_service_2015.py 529 Bytes
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5. System closed this discussion on Mar 19, 2016 @ 04:57 AM.