My online banking with Wells Fargo is not working
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
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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:
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
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]
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:
Hopefully, that will work. If it doesn't, let me know and we'll continue troubleshooting.
Ian
Infinite Kind Support
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]
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
David Hanley closed this discussion on 16 Jun, 2015 12:54 PM.