Transaction download not working for Wells Fargo
Moneydance 2008r3(639), MacOSX. I have multiple accounts for Wells Fargo, none of them will successfully download. I've started with a clean set of accounts, upgraded to the preview version, no dice. Interestingly, investments accounts from Wells Fargo do download just fine. The only error reported is Signon invalid.
Where's the debug window to see what's going on in detail?
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1 Posted by Angie Rauscher on 09 Jun, 2009 02:23 AM
I am sorry to hear you are having trouble accessing your accounts. My first question is if you are attempting to do a direct connect through Moneydance, or to download a file for import.
Second, Wells Fargo and Wells Fargo Investments Accounts are two separate institutions for the purposes of direct connect. Is it possible you do not have the appropriate access set up for the non-investment accounts?
Most financial institutions will require you to enable your accounts for application-based online banking. If you have your financial institution set up your account as if you were using Quicken 2008 for Windows then it should also work with Moneydance since they use the same protocol. This is sometimes necessary as many banks don't yet recognize Moneydance or know how to deal with it. Keep in mind that application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use.
Do let me know, and we'll move on to the next steps.
Angie Rauscher Moneydance Support
Angie Rauscher closed this discussion on 09 Jun, 2009 02:23 AM.
cwilson re-opened this discussion on 09 Jun, 2009 03:36 AM
2 Posted by cwilson on 09 Jun, 2009 03:36 AM
I'm attempting to download transactions directly from Moneydance. Importing a QIF formatted file manually downloaded from the WF website works fine.
Wells Fargo apparently does have a separate mechanism for app-based banking; the fact that the WF Investment worked led me to believe it would also work for the 'normal' accounts. I'm enrolling in that now.
thanks for the prompt response.