Downloading Bank data
I have been using Moneydance for about a year, with no issues. Recently, when I go to down load account info I get the following message;
"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: javax.net.ssl.SSLHandshakeException:
java.security.cert.CertificateException: Untrusted Server
Certificate Chain"
Sometimes, after restarting the computer, it works again. But most of the time I am getting this message. I haven't changed a thing with my accounts or with the login info used by Moneydance.
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1 Posted by Mike 2 on 15 Nov, 2009 08:30 PM
I'm receiving the same error with my bank accounts. My credit cards (with another company) are downloading without issue.
2 Posted by Angie Rauscher on 16 Nov, 2009 01:58 AM
Mike,
What version of Moneydance are you using? You can find out your version by going to the Help Menu and choosing the About Moneydance option. If you are not using the most recent preview version (2008r4 Build 643), please update to that version. You can download the update from our website at http://moneydance.com/preview. This new version has updated connection information for several financial institutions.
If the problem persists, could you please let me know which bank(s) you are having trouble connecting with, and when the issue began (3 days ago, 3 weeks ago, etc).
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!
Angie Rauscher
Moneydance Support
3 Posted by kcirtap on 18 Nov, 2009 10:32 PM
I've had a problem downloading transactions from Chase bank and from BB&T.
1) Chase: I get this error:
There was an error communicating with your financial institution. The details of this error are below.
There was an error communicating with the server. This could be the result of a network problem, or the server may be offline or not responding. Please try the operation again later.
Error Description: java.net.SocketException: Unexpected end of file from server
This has been occurring about 7 days. I can get on the site directly through the internet so their server must be "up".
2) BB&T: My MD software locks up when I try to download transactions. I have to force quit it. This has occurred about 2 weeks. I am able to get on their site directly through the internet and pay bills that way. No error is posted.
I'm using build r643. I am able to download transactions for other accounts. Any help is appreciated.
Patrick
4 Posted by Jennifer Copela... on 18 Nov, 2009 10:52 PM
We are having the same issue downloading from Chase with the same error message. Started about a week ago also. We are also using R643 on a mac running OSX 10.6.2
5 Posted by kcirtap on 18 Nov, 2009 11:21 PM
Here's some additional information:
I'm also on a mac running 10.6.2 OS X. I found that if I wait it out, my BB&T error is the same as the Chase bank error but takes minutes to appear instead of seconds.
Patrick
6 Posted by john on 21 Nov, 2009 05:14 PM
Same problem here. OS X 10.6.2, MD R643.
7 Posted by Jessica Little on 24 Nov, 2009 02:52 PM
For those experiencing problems with Chase: They recently made some changes on their server, which is what's causing th eerror messages you are receiving. To clear the error, you'll need to disable your current connection to Chase and then recreate it using the New Connection button in the Online Banking Setup screen. Once you've done this, you're connection to Chase should work again.
For those experiencing BB&T errors: I don't know of any recent changes to their servers. If you disable and recreate your connection to BB&T, do the errors persist?
Jessica Little
Moneydance Support
8 Posted by john on 24 Nov, 2009 05:55 PM
Disabling and recreating my BB&T connection worked. There were two entries in the full list, one for "BB&T" and one for "BB&T Banking and Bill Payment." Only the second worked.
9 Posted by Jessica Little on 24 Nov, 2009 09:13 PM
Hi John,
Good to hear that recreating your connection worked. Thanks for pointing out that we still have the old BB&T connection in our database. I'll make sure that gets removed in the next few days.
Jessica Little
Moneydance Support
10 Posted by Jennifer Copela... on 25 Nov, 2009 12:59 AM
We are getting the same error message when we setup a new connection under Chase.
Jennifer Copeland
11 Posted by Jessica Little on 25 Nov, 2009 04:38 PM
Hi Jennifer,
To clear the Chase error, 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
4) Select the Online->Setup Online Banking button/menu (again)
5) Click the "New Connection" button and select your bank and hit OK
6) Continue with the setup process, entering your username/password
7) Repeat steps 1-6 for each account
Make sure you pick new connection, even though Chase 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.
Jessica Little
Moneydance Support
12 Posted by mevancic@todays... on 25 Nov, 2009 08:16 PM
#
----------
Sent from my Verizon Wireless mobile phone
------Original Message------
From: Jessica Little <[email blocked]>
To: <[email blocked]>
Date: Wed, Nov 25, 8:38 AM -0800
Subject: Re: Downloading Bank data [Problems]
13 Posted by kcirtap on 26 Nov, 2009 02:23 AM
The above fix worked for me with Chase and BB&T. Thanks.
Patrick
14 Posted by Jennifer Copela... on 01 Dec, 2009 03:50 PM
Jessica,
I apologize for the delay in getting back to you on this.
I just tried setting up a new connection once again following the exact steps you provided.
We bank with Chase.
I've tried establishing a new connection from the list of banks with "chase", "JP morgan chase bank", "JP Morgan", JP morgan chase bank - texas".
None of the seem to work.
I can get through all 5 steps.. but when the program prompts you to assign a new password.. I get an error message saying "password must be between 4 and 4 characters"
When I try using just 4 characters, I get another error message that says: "the given customer ID or PIN is not valid. For more information contact your financial institution. Additional information from the server: Signon (for example, user ID or password) invalid."
I get the same error message when I tick the box and try to bypass changing my password.
I am 100% sure the user name and password I am entering are the ones I use to access our Chase bank accounts online.
Hoping you might be able to help.
Thanks,
Jennifer Copeland
15 Posted by Jessica Little on 02 Dec, 2009 04:24 PM
Hi Jennifer,
Are the login credentials you're using the same as the ones that you use to log into the chase website? If so, you'll need to contact Chase to activate your account for direct connect access with them. They should issue you a different set of credentials for use with Moneydance. When you call them, ask them to activate you account for direct connections through Quicken 2008. if you tell them that you're using Moneydance, they will say they don't support Moneydance and refuse to get you set up. Once they've activated your account for Quicken, though, it should work fine in Moneydance.
Jessica Little
Moneydance Support
16 Posted by Jennifer Copela... on 12 Dec, 2009 12:30 AM
Jessica,
We are still having trouble downloading transactions from Chase. I called them yesterday and they said everything is setup for us to download into Quicken. I'm not sure what is causing our problem?
17 Posted by Jessica Little on 16 Dec, 2009 02:37 PM
Hi Jennifer,
Quicken can connect in two different ways: web connect and direct connect. Direct connect usually requires a different password than web connect. Did Chase give you a new password/pin to connect through Quicken? If not, then they were probably referencing web connect when they said that everything should work.
Chase has information about activating you PFM account on their website at https://www.chase.com/ccp/index.jsp?pg_name=ccpmapp/smallbusiness/o.... If you have already followed their instruction there and are still having password problems, I'm not sure what the problem is.
If you still have problems connecting, could you please send an email to [email blocked] about it? I may need to ask you for some debugging logs that will contain private banking information, and it would be better to do that in a private conversation instead of this public one. Hopefully, though, making sure Chase has activated your account for direct connect should fix the problem.
Jessica Little
Moneydance Support
18 Posted by Mike Sweeney on 18 Dec, 2009 02:26 AM
I have more or less the same issue with Kinecta. Moneydance throws a 500 internal server error no matter what I do trying to download my account info.
19 Posted by Jennifer Copela... on 18 Dec, 2009 02:31 AM
This is what it says for our account
Direct Access Activated
Our records show that Direct Access has been activated allowing you to access your account information directly within your personal financial planning software. To deactivate this service please contact Customer Service.
Begin forwarded message:
20 Posted by Mike Sweeney on 18 Dec, 2009 03:41 AM
Here is the error message I just go.
Not much for detail..
____________________________________
Dovie'andi se tovya sagain
"It's time to toss the dice"
21 Posted by Jessica Little on 30 Dec, 2009 09:23 PM
Mike,
Since your error seems to be a different issue than what others are experiencing, would you be willing to start a new discussion about it or send an email to [email blocked]? It will be easier to troubleshoot your problem if it's not mixed in with everything on this thread. Please include what operating system you are using, as well as your version of Moneydance and Java.
Jennifer,
I'm not sure what the problem is. It seems that you are set up for direct connections, and other users are reporting success in connecting to Chase. Could you verify that are using the correct login credentials? These are usually different than the username and password you use to log into your bank's website. If you're indeed using the correct connection credentials for Chase, would you be willing to send an email to [email blocked] about this? I may need to ask you for logs that might contain banking information, so it would be better not to do so on this public forum.
Jessica Little
Moneydance Support
22 Posted by Jennifer Copela... on 31 Dec, 2009 12:07 AM
I have no other login credentials besides the username and password for the chase.com
Begin forwarded message:
23 Posted by Jessica Little on 02 Jan, 2010 02:22 PM
Hi Jennifer,
Would you be willing to try an experiment? Create a new account in Moneydance and try to connect it to your Chase account. Does that work? If not, could you try creating a whole new Moneydance file and seeing if you are able to connect to Chase that way?
If that doesn't work, would you be willing to send me logs of your connection setup attempts? 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 set up your connection. 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].
The debugging logs that this produces will contain your account information. Since this is a public discussion, please don't post your file to this board! To be safe, you should also redact any account info in the debug logs. Just replace it with something like "ACCOUNT NUMBER HERE" and it should be fine.
Jessica Little
Moneydance Support
Angie Rauscher closed this discussion on 24 Jul, 2011 07:09 PM.