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My online banking with Wells Fargo is not working

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cary.green

15 Jun, 2015 02:15 PM

As of this morning, I am unable to download my transactions from Wells Fargo Bank. I updated MoneyDance to Build 1225 but that did not solve the problem. Please advise.

Cary Green

1. Support Staff 1 Posted by Ian L on 15 Jun, 2015 02:22 PM

   

   Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? 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, just close the setup window.

      
   4. Repeat the previous steps for any additional accounts at the same institution.
      
   5. Select the Online->Setup Online Banking button/menu (again)

      
   6. Click the "New Connection" button and select your bank and hit OK
      
   7. Continue with the setup process, entering your username/password


   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.

   Ian
   Infinite Kind Support

   • Edit

2. 2 Posted by Cary Green on 15 Jun, 2015 03:55 PM

   

   I tried the steps below and they did not work. I¹ve attached a screen shot
   of the error message.

   Regards,

   Cary
   678.770.8787

   From: Ian <[email blocked]>
   Reply-To: <[email blocked]>
   Date: Monday, June 15, 2015 at 10:22 AM
   To: Cary Green <[email blocked]>
   Subject: Re: My online banking with Wells Fargo is not working [Online
   Banking #541]

   • Screen_Shot_2015-06-15_at_11.53.53_AM.png 30.2 KB
   • Edit

3. Support Staff 3 Posted by Ian L on 15 Jun, 2015 04:03 PM

   

   Can you try completely resetting your connection to your bank and see if that fixes the problem you're seeing? To do this, you'll need to force clear the current connection information for your bank in Moneydance. I'm sending a file called remove_one_service_2015.py 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 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.

   Ian
   Infinite Kind Support

   • remove_one_service_2015.py 529 Bytes
   • Edit

4. 4 Posted by Cary Green on 15 Jun, 2015 05:21 PM

   

   That seemed to work. I’ll let you know if I have additional problems. Thanks
   for your help.

   Regards,

   Cary
   678.770.8787

   From: Ian <[email blocked]>
   Reply-To: <[email blocked]>
   Date: Monday, June 15, 2015 at 12:03 PM
   To: Cary Green <[email blocked]>
   Subject: Re: My online banking with Wells Fargo is not working [Online
   Banking #541]

   • Edit

5. 5 Posted by David Hanley on 16 Jun, 2015 12:54 PM

   

   Hi Cary,

   Great to hear you're back up and running, please feel free to contact us for any additional support!

   David Hanley
   Infinite Kind Support

   • Edit

6. David Hanley closed this discussion on 16 Jun, 2015 12:54 PM.