tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/541-my-online-banking-with-wells-fargo-is-not-workingInfinite Kind: Discussion 2020-10-15T17:37:04Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/371285392015-06-15T14:22:24Z2015-06-15T14:22:24ZMy online banking with Wells Fargo is not working<div><p>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:</p>
<ol>
<li>Select your bank account in Moneydance
<br></li>
<li>Select the Online->Setup Online Banking
button/menu
<br></li>
<li>Click the "Disable" button. If you don't see a disable
button, just close the setup window.
<br></li>
<li>Repeat the previous steps for any additional accounts at the
same institution.<br></li>
<li>Select the Online->Setup Online Banking button/menu
(again)
<br></li>
<li>Click the "New Connection" button and select your bank and hit
OK<br></li>
<li>Continue with the setup process, entering your
username/password
</li>
</ol>
<p>Make sure you pick new connection, <strong>even though your bank
is still one of the connection choices after you disable
it.</strong> Choosing your bank from the list of available banks
will force Moneydance to download the updated information, which
should then allow you to connect.</p>
<p>Please let me know if you continue to have connection problems
after recreating your connection.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/371285392015-06-15T15:55:08Z2020-10-15T17:37:04ZMy online banking with Wells Fargo is not working<div><p>I tried the steps below and they did not work. I¹ve attached a screen shot<br>
of the error message.</p>
<p>Regards,</p>
<p>Cary<br>
678.770.8787</p>
<p>From: Ian <a href="mailto:tender+de32a666a0@tenderapp.com">tender+de32a666a0@tenderapp.com</a><br>
Reply-To: <a href="mailto:support@infinitekind.com">support@infinitekind.com</a><br>
Date: Monday, June 15, 2015 at 10:22 AM<br>
To: Cary Green <a href="mailto:cary.green@me.com">cary.green@me.com</a><br>
Subject: Re: My online banking with Wells Fargo is not working [Online<br>
Banking #541]</p></div>cary.greentag:infinitekind.tenderapp.com,2009-01-14:Comment/371285392015-06-15T16:03:07Z2015-06-15T16:03:07ZMy online banking with Wells Fargo is not working<div><p>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:</p>
<p><a href="http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-data-file-to-a-different-location-in-moneydance-2012-and-above">
http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-da...</a></p>
<p>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!</p>
<p>To use the file, first save it to your computer and then follow
these steps:</p>
<ol>
<li>In Moneydance, click on the Extensions Menu and choose the
<strong>Manage Extensions</strong> option.<br></li>
<li>From the list of available extensions, choose the Python
Interface extension, then click Install to download the extension
and finish to complete the installation.<br></li>
<li>Close the Manage Extensions window.<br></li>
<li>Again, click the Extensions menu. This time, choose the
<strong>Python Interface</strong> option.<br></li>
<li>In the python window, click the <strong>read from file</strong>
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.<br></li>
<li>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.</li>
</ol>
<p>Hopefully, that will work. If it doesn't, let me know and we'll
continue troubleshooting.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/371285392015-06-15T17:21:41Z2020-10-15T17:37:04ZMy online banking with Wells Fargo is not working<div><p>That seemed to work. I’ll let you know if I have additional problems. Thanks<br>
for your help.</p>
<p>Regards,</p>
<p>Cary<br>
678.770.8787</p>
<p>From: Ian <a href="mailto:tender+de32a666a0@tenderapp.com">tender+de32a666a0@tenderapp.com</a><br>
Reply-To: <a href="mailto:support@infinitekind.com">support@infinitekind.com</a><br>
Date: Monday, June 15, 2015 at 12:03 PM<br>
To: Cary Green <a href="mailto:cary.green@me.com">cary.green@me.com</a><br>
Subject: Re: My online banking with Wells Fargo is not working [Online<br>
Banking #541]</p></div>cary.greentag:infinitekind.tenderapp.com,2009-01-14:Comment/371285392015-06-16T12:54:12Z2015-06-16T12:54:12ZMy online banking with Wells Fargo is not working<div><p>Hi Cary,</p>
<p>Great to hear you're back up and running, please feel free to
contact us for any additional support!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley