BBVA Compass
Nick Picklo
via web
I see compass bank in the financial institution list which is now BBVA Compass. It doesn't allow me to set up online banking. I receive an error regarding the bank name.
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Support Staff 2 Posted by Angie Rauscher on 09 Mar, 2010 06:28 PM
It looks like our connection information for your bank might be out of date. I'll research the new information and let you know when we've updated our database. This should be within 7-10 business days.
I'm sorry for the inconvenience. Thanks for your interest in Moneydance!
Angie Rauscher
Moneydance Support
Support Staff 3 Posted by Jessica Little on 09 Mar, 2010 06:37 PM
Hi Nick,
We recently updated our connection information for Compass Bank, so you should be able to connect. You may 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, continue to step 5.
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 any additional accounts
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 still can't connect, I'll need more information about exactly what error you're getting. Unfortunately, you've hit upon a small bug in Moneydance regarding error messags. 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. Please click and drag the lower right hand corner of the message window to expand the window, and then copy and paste the full error message here.
Sorry for the inconvenience! We're working on a fix for this so that in the future it will be clear that the error message continues past "Bank Name."
Jessica Little
Moneydance Support
4 Posted by Michael Sitarzewski on 23 Jun, 2011 03:55 PM
I'm seeing a similar issue. I can choose Compass Bank, but the retrieving of the financial institution data fails. It works fine for Wells Fargo. Also, the drop down menu is empty when I first load the Online Banking setup window. It's a little weird. :)
5 Posted by Mike on 23 Jun, 2011 04:38 PM
I'm having a problem with online bill pay with Compass Bank as well. Can't connect, so I tried to Disable then set up a new connection and the screen just freezes at the online banking signup screen after I select the bank.
Support Staff 6 Posted by Jessica Little on 24 Jun, 2011 12:44 AM
It's seems like Moneydance is having trouble forgetting your old connection information. To fix this, you'll need to force clear the current connection information for your bank in Moneydance. I'm sending a file called remove_one_service.py that will help do that. Before proceeding, please back up your Moneydance file, just in case something goes wrong. So far, this hasn't caused any problems, but better safe than sorry!
To use the file, first save it to your computer and then follow these steps:
1) In Moneydance, click on the Extensions Menu and choose the Add... option
2) In the window that pops up, make sure the From Internet option is selected and then click next.
3) From the list of available extensions, choose the python scripting interface extension, then click Next to download the extension and finish to complete the installation.
4) Again, click the Extensions menu. This time, choose the Python Interface option.
5) In the python scripting window, click the read from file button and load the file from whereever you saved it. You will be asked to select which connection you want to clear. Choose your bank, and click OK. You'll get a confirmation message when the connection has been removed. Close the window when done.
6) Set up the connection to your bank like normal. Since all of your settings have been cleared, you should get the most recent connection information for your bank.
Hopefully, that will work. If it doesn't, let me know and we'll continue troubleshooting.
Jessica Little
Moneydance Support
7 Posted by Allison Cartwright on 11 Aug, 2011 09:10 PM
Hi Jessica,
I am having the same trouble. I can connect to my savings account with Compass BBVA, but receive this message when I try to set up the checking account:
There was an error communicating with your financial institution. The details of this error are below.
Bank Name: CompassPC
The error code reported by the server was: 2000
Application or version is unsupported
The checking account was working fine, but when it stopped I deleted the online banking setup and have been unable to reconnect since.
I tried following the solution above, but cannot download the .py file - this is what comes up (using Safari Version 5.0.5 (6533.21.1) on Mac OS 10.6.8 - it isn't actually downloading a file to my specified download location.
from javax.swing import *
import sys
root = moneydance.getRootAccount()
onlineInfo = root.getOnlineInfo()
services = []
for i in range(0, onlineInfo.getServiceCount()):
services.append(onlineInfo.getService(i))
selectedValue = JOptionPane.showInputDialog(None, "Select a service to delete", "Select a Service to Delete", JOptionPane.INFORMATION_MESSAGE, None, services, services[0])
if(selectedValue):
onlineInfo.removeService(services.index(selectedValue))
print "Connection information successfully removed."
Please advise!
Allison
8 Posted by Allison Cartwright on 11 Aug, 2011 09:25 PM
I was able to figure it out and it works now!
Thank you!
Support Staff 9 Posted by Angie Rauscher on 12 Aug, 2011 02:45 PM
Allison,
Wonderful! Thanks for using Moneydance, and please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 12 Aug, 2011 02:45 PM.