Downloading Transactions from Investment Accounts
Robin
I have 3 Investment Accts that I am trying to set up in MD. The first one is at Smith Barney. I get the account set up, add the security and when I attempt to download, get the following error:
There was an error communicating with your financial institution. The details of this error are below.
A communication or parsing error occurred. This could be the
result of a network problem, a proxy error, or misconfigured
server.
Error Description: java.io.IOException: HTTP Error:500 Server
Error
I know my username and password are correct, as I can use them
log into Smith Barney's website without any problem.
Any ideas? Corrections? Workaround?
I have 2 investment accounts at Fidelity. I set them both up in MD exactly the same way, added the securities the same way. One downloads transactions correctly. The other I get no error message but never downloads any transactions. Any ideas?
Thanks for your help.
Robin
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1 Posted by -Kevin N. on May 06, 2010 @ 04:31 PM
Hi Robin, Take a look at the following thread:
http://help.infinitekind.com/discussions/problems/706-multiple-acco...
Look at post number six from Oilcan
HTH -Kevin N.
2 Posted by Robin on May 06, 2010 @ 05:35 PM
Looked at the thread you mentioned. This is not the problem I am encountering. I did not have the problem of all trades being downloaded into 1 account when they should have been separated. This 2nd Fidelity account that will not download any transactions was set up correctly. I even disabled it, removed it, recreated it, re activated it for online access, and still I don't get any transactions!
Also, if you could comment on the error code I'm getting from the Smith Barney investment account I asked about above, would really appreciate any help you can give me.
Thanks!
Robin
3 Posted by Tom Freeman on May 07, 2010 @ 05:05 AM
Robin,
You've hit upon a small bug in Moneydance from an older version of Moneydance. The error window you received is too small to show the full error message, but it's not immediately obvious that there's more to the message. If you update to the latest build of Moneydance, you should be able to see the full error message. You can download the update from our website at http://moneydance.com/trac/wiki/Moneydance2010Beta. Once you've updated, can you please copy and paste the full error message here?
Tom
4 Posted by Robin on May 07, 2010 @ 10:47 AM
Tom,
That isn't the problem either. I'm using build 748 and have been since the beginning. I just took a screen shot of the error message. I've enlarged the error message box so you can see that there is no more of the message. Any other ideas?
5 Posted by Jessica Little on May 07, 2010 @ 06:51 PM
Hi Robin,
Regarding your Smith Barney account: Which connection are you using in Moneydance? Also, were you formerly a Morgan Stanley customer? If so and you're using the "Smith Barney - Investments" connection, try the "Morgan Stanley (Smith Barney)" connection and see if you have better luck. If that still doesn't work, please make sure that you've entered all your account information correctly in Moneydance. Any typos can cause errors like the one you're experiencing. You could try completely deleting and recreating the account, just to make sure. If none of that works, let me know and we'll do more troubleshooting.
Regarding Fidelity: As an experiment, try deleting both of your Fidelity account in Moneydance and then just setting up the 2nd (non-working) one. This will eliminate the possibility that the two accounts are interfering with each other. Does that allow you to download transaction? If so, try adding back in the other account and see if they both still work. If not, let me know.
Jessica Little
Moneydance Support
6 Posted by Jon on May 07, 2010 @ 07:17 PM
Hi Jessica,
I want very much to stop using Quicken on the Windows side of my iMac. However, in trying to setup with MD, I have the following problem. All of the suffixes currently displayed on my archive files are QDF, not QIF.
More to the point, I need to be able to import accounts from several institutions like Fidelity, American Funds, TIB bank, T. Rowe Price, Financial Network Investment Corp., to name a few.
In a case like this I need to have a streamlined way of setting up and refreshing data from these accounts in order to stay current. Is this within the scope of what's reasonable to expect from MD, if so please advise how.
There are a number of us who are in the same position, wanting to get away from Quicken, we hope this is possible with MD. Pls help!
7 Posted by Jessica Little on May 07, 2010 @ 07:31 PM
Hi Jon,
Our invest support people will be happy to help you through the details of moving over from Quicken, but it will be much easier to do that in a new thread instead of confusing this one with two different topic. Could you start a new discussion with your questions? This will make it much easier for us to provide support.
Thanks!
Jessica Little
Moneydance Support
8 Posted by Robin on May 07, 2010 @ 08:11 PM
Jessica,
So the Smith Barney account is fixed! Yeah! Turned out I had to use the Morgan Stanley/Smith Barney online setup, even though I was originally on the SB side not the MS side.
Now as for the Fidelity Accounts: I deleted both accts as you requested, restarted MD and recreated just the problem account. Nada. No transactions, no balance, nothing! No errors either. I'm stumped.
BTW, as an aside, does MD support direct bill pay with Fidelity??
Thanks again for trying to help.
Robin
9 Posted by Jessica Little on May 08, 2010 @ 01:19 PM
Hi Robin,
Glad to hear the SB account is working! Now for the Fidelity one. It sounds like that account definitely exists but for some reason just isn't sending any information. I'm not sure what's going on there, so some logs would be helpful. If you would be willing, could you send me the contents of your error console? Here's how to get the log in Moneydance 2010:
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 email that file to me at [email blocked]. Please DON'T attach the file here, since this is a public forum and the file will contain some of your account information. 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.
Hopefully, the logs will contain some information that will help clear up what's going on.
And, to answer your bill pay question, Moneydance does not support bill payments through Fidelity, since their server does not appear to be set up for it.
Jessica Little
Moneydance Support
10 Posted by Jessica Little on May 12, 2010 @ 05:48 PM
Hi Robin,
I'm sorry for the delay in getting back to you. I received your logs, and I can't see anything immediately wrong. It looks like Moneydance is connecting properly to the account and downloading all of the available account information without errors. Are you sure there are any transactions available for download? If you haven't made any transactions on that account in the window of time for which Fidelity offers downloads, there would be nothing to download.
If you're sure there should be something to download, let me know and I can try to see what else might be up. You might also want to call Fidelity and verify with them that you're connecting ok and that there are transactions available to download.
Jessica Little
Moneydance Support
11 Posted by Robin on May 12, 2010 @ 06:21 PM
Jessica,
I know there are transactions to download because I'm trying to convert from Quicken H&B 2009 and I'm still running that parallel to MD until I see if this is going to work. Quicken downloaded all the new transactions w/o any problem so I know there are transactions there.
In addition to the problem with Fidelity, I'm also still unable to get any transactions downloaded from a USAA Home Equity LOC. Again, I know there are recent items there. I have the LOC set up as a credit card as your FAQ directs. I have no problem downloading these from Quicken either.
I really would like to get away from Quicken, as I'm using a MacBook Pro now and the the only reason I'm running a virtual Windows machine is for Quicken. Would love to ditch that if possible but I can't unless I can get these things worked out.
Thanks.
Robin
12 Posted by Jessica Little on May 13, 2010 @ 02:54 PM
Hi Robin,
Could you possibly send me logs of your successful Quicken connections to Fidelity and USAA? Maybe by looking at what Quicken is doing I can get a sense of what we might be doing differently. Again, you can just email the logs to me at [email blocked].
Jessica Little
Moneydance Support
13 Posted by Jessica Little on May 14, 2010 @ 03:13 PM
Hi Robin,
I received your logs. For your USAA account, it looks like they might actually be sending it as a bank-type account. If you set that account up as a bank account, are you able to download transactions?
As far as your Fidelity account goes, I have a couple of possible ideas as to what might be going on, but I'm not really sure so I'd like to check in with Sean (our lead developer) about what he thinks might be going on. I'll get back to you shortly with what we figure out.
Jessica Little
Moneydance Support
14 Posted by Jessica Little on May 14, 2010 @ 03:24 PM
Hi again,
Sean suggested trying the "reset sync" button in the online setup window for the non-working fidelity account. it might just be that Moneydance somehow got out of sync with Fidelity on that account, and resetting the sync will allow you to download transactions again.
Hope that helps! Let me know if it doesn't and we'll see what else we can try.
Jessica Little
Moneydance Support
Angie Rauscher closed this discussion on Jul 24, 2011 @ 07:49 PM.