downloading to new accout

Steve's Avatar

Steve

17 Nov, 2022 04:53 PM

When I try to download from our credit union I get an error code that my password is incorrect. And I need to use the password that was supplied when I set up online quicken-quickbooks.
I have forgotten that password. The credit union does not have access to it either.
I can 'export' transactions but I can't get them to save to MD. How do I get these transactions to MD?
Preferably,
Is there a way to find my password in the 'toolbox' extension or other MD location.
As usual, Thanks for the help.
Steve

  1. Support Staff 1 Posted by Maddy on 18 Nov, 2022 12:00 PM

    Maddy's Avatar

    Hi Steve,
    We are sorry to hear about the problem you have encountered.

    Have you tried using the Forget Online Password feature under the Online Menu?

    Forget Online Passwords Forgets passwords (in encrypted data files) for Direct Connect enabled accounts. To remember your account passwords, your file must be encrypted, as outlined here.

    Then, in order to change your online password, open Moneydance and select your account. Choose Online --> Setup Online Banking. This will open a window that displays your current connection details for this account. Choose 'Change PIN' and enter your existing login credentials, finally input your new password.
    Additionally, if you would like Moneydance to remember your passwords for automatic downloads, you can select the “Store Online Passwords in File” option.
    After enabling this, you should enter your login credentials once more before they are stored, as outlined here.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Steve on 20 Nov, 2022 12:12 AM

    Steve's Avatar

    Thanks for the suggestion but:
    ** I have forgotten that password & don't have existing log in credentials. The credit union does not have access to it either.
    I can 'export' transactions but I can't get them to save to MD. How do I get these transactions to MD? **

    Do you have any other fixes-suggestions?
    Steve

  3. 3 Posted by TonyRI on 20 Nov, 2022 01:18 AM

    TonyRI's Avatar

    Hi Steve,

    I'm not from IK Support, but here's my take on things.

    You wouldn't be able to extract any passwords from Moneydance using toolbox, or any other method.

    You should be able to have your PIN reset at your Credit Union. You'd just have to contact the right office (Probably not your local Branch) and explain that you've forgotten your PIN/PSWD. There should be someone who works in their IT Department with Direct Connect/OFX online services that would be able to help you. Then just set your account up again in MD to use the new PIN.

    I'm not sure if I understand what you mean by I can 'export' transactions but I can't get them to save to MD. How do I get these transactions to MD?

    Are you exporting transactions from the Credit Union to import into MD (i.e. Manual Download)? If you're trying to perform a manual download, you can follow these instructions:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    You can perform the manual downloads until you get your Direct Connect/Direct OFX connection back up and running.

    Hope this helps,

    Tony (Fellow user, Not IK Support).

  4. 4 Posted by Stuart Beesley ... on 20 Nov, 2022 06:15 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Firstly are you talking about OFX or md+?

    If md+, then you are on your own on that one.

    If OFX, then it depends if you are saying that the OFX passwords were/are already stored in MD?

    If you think that they are in MD, then install latest signed version from here:

    https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sign...

    And then toolbox, online banking tools, option: ‘ View online banking configuration / connection data (OFX/DC and MD+) - VERY USEFUL, START HERE!’

    Look through then output for the ofx profile in question.

  5. 5 Posted by Stuart Beesley ... on 20 Nov, 2022 06:16 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @TonyRI - sorry to correct you, but OFX passwords, when stored in MD, can easily be viewed using toolbox.

  6. 6 Posted by TonyRI on 20 Nov, 2022 01:59 PM

    TonyRI's Avatar

    No apology necessary Stuart. Thanks, I was completely unaware of that feature in Toolbox and I appreciate learning new things!

    My apology to Steve, as I was just trying to provide my understanding and prefaced my answer with "my take on things," so I described what I would do if I were in the same situation.

    There always seems to be various ways to accomplish the same task, however the Toolbox method is certainly a better/quicker alternative to my response.

    Thanks again! :)

  7. 7 Posted by lhorne2 on 31 Dec, 2022 08:15 PM

    lhorne2's Avatar

    Sorry for the late reply to this discussion.
    I'm using MD not MD+.
    I did your toolbox suggestion (And then toolbox, online banking tools, option: ‘ View online banking configuration / connection data (OFX/DC and MD+) - VERY USEFUL, START HERE!’).
    But I don't see any of my passwords for my accounts, checking, savings, credit/debit cards. I see the 'getpassthis' , 'getpassthat' etc., but no password is shown on any of the accounts.
    I know for sure that I had passwords to all of my accounts as I have been using MD for quite a few years now.
    Any further help/suggestions will be appreciated.
    Thanks again,
    Steve

  8. 8 Posted by lhorne2 on 28 Jan, 2023 11:46 PM

    lhorne2's Avatar

    I have reached out to my credit union & they state that they don't have access to my password as it is stored in my banking program.
    But I can't find it to download to my new account.
    Does anybody have any help, tips or suggestions that can help to clear this up for me?
    Thanks,
    Steve

  9. 9 Posted by dwg on 29 Jan, 2023 02:17 AM

    dwg's Avatar

    It sounds like you need to ask your Credit Union to reset your online banking password on their system and then tell you what they have set it to, just as they would have done when they originally enabled it.

  10. Support Staff 10 Posted by Ethan on 29 Jan, 2023 10:01 PM

    Ethan's Avatar

    I agree with the previous comment. Maybe I'm misunderstanding what your bank said, but they need to reset your pin on their end. We can then reset your connection in Moneydance to match that. They should be able to reset your pin regardless of whatever program you are running. That won't change anything in the program itself (which sounds like the response they gave you?), but you can change that yourself.

    Ethan
    Infinite Kind Support

  11. 11 Posted by TonyRI on 30 Jan, 2023 02:42 PM

    TonyRI's Avatar

    @Ihorne2 and @Stuart Beesley

    I too have tried to find my Direct Connect/OFX password utilizing the suggested method and haven't had any luck. I even copied and pasted the output to a document file and performed a search for it (as I definitely know the OFX password) with no luck. I do see credit card passwords, but nothing available for my Checking/Savings/MM accounts with my Credit Union.

    Stuart, can you please verify the information that you had provided:

    "And then toolbox, online banking tools, option: ‘ View online banking configuration / connection data (OFX/DC and MD+) - VERY USEFUL, START HERE!’

    Look through then output for the ofx profile in question."

    Thanks,

    Tony

  12. 12 Posted by Stuart Beesley ... on 30 Jan, 2023 02:52 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @tonyri. If the ofx password has been stored, then yes, this option will show it (as long as you say NO to redact).

  13. 13 Posted by TonyRI on 30 Jan, 2023 03:44 PM

    TonyRI's Avatar

    @Stuart

    Ah, Okay, I was looking in the wrong area under the Account Names.

    I found it under:

    ROOT Data associated with service profile:

    REALMs configured:
    Realm: default User ID: XXXXX Etc.

    Thank you :)

  14. System closed this discussion on 01 May, 2023 03:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac