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TD Bank and Visa downloads

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Mary Ann Burge

Jun 11, 2017 @ 04:53 PM

I download banking transactions from TD Bank to all of my various bank accounts in Moneydance through OFX connections. I used to also download the Visa transactions but now they don't come across in theQFX . Is there anyway that I can get these transactions. It seems like it is worse now that I have upgraded to Version 7 in Moneydance. Now I have to manually enter each transaction into Moneydance and this is very frustrating - Mary Ann

1. Support Staff 1 Posted by Ethan on Jun 11, 2017 @ 08:10 PM

   

   Hello Mary Ann,

   Can you please describe what you mean when you say "they don't come across in the QFX" in more detail? What happens when you try to import these transactions? Are you getting any error messages, and if so, what are they?

   Ethan
   Moneydance Support

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2. 2 Posted by Howard Michael on Jun 12, 2017 @ 12:41 PM

   

   I also just started to have problems downloading TD bank transactions into moneydance. I get the error 403 message. Accounts from other institutions download without problem. I think its something on TD Banks end.
   Any advice ?

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3. 3 Posted by Ian O on Jun 12, 2017 @ 12:46 PM

   

   Hi Howard,

   Sorry to hear of the issue you have encountered when downloading your transaction data into Moneydance. 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.

   If you continue to have connection problems after recreating your connection, could you send me the contents of your error console?  Here's how to get the logs:

   1)  In Moneydance, click on the Help menu and select the Console Window option.  This will open the console messages window.
   2) While the Console Window is open, attempt to connect to your bank.  Any error messages should be recorded to the Console.
   3) Select all of the text in the Console and use the "Copy to Clipboard" button at the bottom to copy the text.
   4) Paste the text from the message window into a text file (preferably saved with a .txt extension) and attach that file to your response here.

   The debugging logs that this produces will contain your account information.  I've made sure that this conversation is private, so the info won't be broadcast to the world, but just to be safe you should redact any account info in the debug logs.  Just replace it with something like "ACCOUNT NUMBER HERE" and it should be fine.

   Ian O
   Infinite Kind Support

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4. 4 Posted by Howard Seigerma... on Jun 12, 2017 @ 03:14 PM

   

   I tried starting a new connection but got the same error message #403

   The files are attached.

   Thank you,

   Howard

   • Starting_Moneydance_2017.docx 115 KB
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5. 5 Posted by Ian O on Jun 12, 2017 @ 03:21 PM

   

   Hi Mary,

   Could you try downloading the latest preview version of Moneydance 2017 to see if this allows you to connect? It is possible that there has been a certificate update that will resolve this connection issue. You can download the preview version of Moneydance from here.

   If the issue persists, can you try re-creating your connection with your financial institution again and see if this allows you to connect?

   Ian O
   Infinite Kind Support

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6. 6 Posted by Howard Seigerma... on Jun 12, 2017 @ 03:57 PM

   

   Still same error 403 when trying to connect to TD Bank

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7. 7 Posted by Howard Seigerma... on Jun 13, 2017 @ 12:27 AM

   

   Not sure how but the problem has been resolved : )

   Thank you all for your suggestions and guidance.

   H

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8. 8 Posted by Ian O on Jun 13, 2017 @ 08:58 AM

   

   No problem, glad to hear everything is working again! I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions or need any assistance.

   Ian O
   Infinite Kind Support

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9. Ian O closed this discussion on Jun 13, 2017 @ 08:58 AM.