Unable to connect to Credit Union

ken's Avatar

ken

31 Mar, 2015 08:29 PM

I am a new user (still on the trial version). I have been successful in downloading from all of my institutions except for Marshland Credit Union.

Marshland is listed in you institution list. I enter the required data; software says it has what it needs; then it does nothing. If I try to update Marshland, the line is grayed out.

I am using Marshland with Quicken and have no issues signing on in my browser.

  1. 1 Posted by Jerome on 01 Apr, 2015 01:46 PM

    Jerome's Avatar

    Hi Ken,

    Could you send me the contents of your error console?  Here's how to get the logs:

    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 attach that file to your response here.

    The debugging logs that this produces will contain your account information.  I've made sure that this conversation is private, so the info won't be broadcast to the world, but 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.

    Jerome
    Infinite Kind Support

  2. 2 Posted by ken on 01 Apr, 2015 03:58 PM

    ken's Avatar

    Jerome........

    Per your request see attached file.

    Ken

  3. Support Staff 3 Posted by Ian L on 03 Apr, 2015 12:43 PM

    Ian L's Avatar

    Hi Ken,

    Could you check your account settings in Moneydance to make sure that your account and routing numbers are entered correctly? A typo in either of those could cause the problem you are seeing.

    Ian
    Infinite Kind Support

  4. 4 Posted by ken on 03 Apr, 2015 06:53 PM

    ken's Avatar

    I have tried this operation more than 20 times, each time copying the
    Routing and Account numbers directly from a blank check (I also tried
    using the account numbers S1 or S8 which are type of account), with the
    same result. I also enter the Customer ID. I am not able to select
    OnLine Banking or Bill Pay as they are "grayed out". The last step
    indicates that MoneyDance has the information that is needed. Then
    nothing else happens (as fare as I can tell). There is no feedback to
    the user of success or failure of the input data (I am assuming that the
    software tries to communicate with Marshland FCU at this time). When
    doing an online update, there is no attempt to try Marshland
    FCU (all other accounts update properly). Why isn't there some sort of
    feedback as to what failed??????

    I am able to communicate with Quicken. The information that Quicken
    uses is the Routing Number; Type of Account (S1 or S8); and Customer
    ID. Quicken also requires the account password. There is no place in
    your setup for a password entry. The other information I enter is the
    same as it is in Quicken (Quicken does not use the account number
    printed on the check).

    Just a note that Marshland FCU requires a 4 digit verification at log
    in, which you enter from a visual 4 digit image. Quicken prompts for
    this entry.

    Hope I have not confused you.

    Ken

  5. Support Staff 5 Posted by Ian L on 08 Apr, 2015 01:30 PM

    Ian L's Avatar

    To log into Marshland through Moneydance, you'll need to use your member number as your username and your regular website password as the password.

    Can you try completely resetting your connection to your bank and see if that fixes the problem you're seeing? To do 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 data set, just in case something goes wrong. You can use these instructions to create a backup:

    http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-da...

    except copy your data set instead of moving it, in order to create a backup. 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 Manage Extensions option.
    2) From the list of available extensions, choose the python scripting interface extension, then click Install to download the extension and finish to complete the installation.
    3) Close the Manage Extensions window.
    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.

    Ian
    Infinite Kind Support

  6. 6 Posted by ken on 08 Apr, 2015 04:04 PM

    ken's Avatar

    Ian...

    No luck.....

    When setting up the account, there is no place for a password. It asks
    for: Routing Number; Account Number; Customer ID and Account Type.

    Secondly, and I don't know if it is important. After running the Remove
    one Account as instructed, when I went in to add the account back in,
    all of the entries I used last time were still there, with the exception
    of the Customer ID which was blank.

    After re-adding the account the conditions are still the same.

    Ken

  7. Support Staff 7 Posted by Ian L on 08 Apr, 2015 05:38 PM

    Ian L's Avatar

    If you try connecting in a completely new Moneydance file, are you able to log in? You can create a new file using the File->New menu option.

    Ian
    Infinite Kind Support

  8. 8 Posted by ken on 08 Apr, 2015 07:24 PM

    ken's Avatar

    Tried it with a new file.............same result.

  9. Support Staff 9 Posted by Ian L on 09 Apr, 2015 01:58 PM

    Ian L's Avatar

    Hi Ken,

    Researching further, it looks like there might be a problem with the Marshland server at the moment. Are you getting an error message when you try to set up the connection using the New Connection button?

    Ian
    Infinite Kind Support

  10. 10 Posted by ken on 10 Apr, 2015 11:36 AM

    ken's Avatar

    Ian............

    I guess I have not been successful in communicating the problem, so let
    me start again.

    When I try to add my Checking or Savings account for Marshland FCU, the
    program takes me through the steps necessary to add the account(s) (I
    have tried both). At the end of the routine, Moneydance gives me a
    window that basically says it has everything it needs to connect.

     From that point on, NOTHING happens; no errors; no messages; just nothing.

    When going to the online menu, the Marshland account selected for update
    is grayed out.

    What ever is happening, Moneydance is just ignoring my input.

    I can log onto the Marshland web site any time. I can retrieve data
    from Marshland with Quicken and Mint without problem.

    Also, I don't see how this could possibly work since the initial data
    entry for the account has no place for a password.

    What am I missing?

    If necessary I can give you the information to set up one of the
    accounts and you can try de-bugging it from your end. I can always
    change the password on the account after you are finished. There is no
    danger to me since you can only look at the account and there is no bill
    pay or other way to withdraw from the account.

    ........Ken

  11. Support Staff 11 Posted by Ian L on 10 Apr, 2015 03:38 PM

    Ian L's Avatar

    Could you try disabling encryption on your file, restarting the program, and then re-enabling encryption? It seems like something is off in your file, and this process might clear the issue.

    Ian
    Infinite Kind Support

  12. 12 Posted by ken on 10 Apr, 2015 04:30 PM

    ken's Avatar

    Ian.....

    Things continue to deteriorate. I am unable to register Marshaland
    Credit Union. After selecting Marshland FCU in the new connection list
    of banks, I receive this ERROR:

    *Im sorry. An error occurred. JAVAX.net.ssiHandshake Exception: sun
    security validation exception: No tursted certificate found.**
    **
    **In addition, it appears that all of the user names and passwords from
    all my other accounts have "disappeared".*

    Also, if you remember, I cannot add Marshland to a new file (which was
    not encrypted).

    Ken

  13. 13 Posted by ken on 11 Apr, 2015 01:15 PM

    ken's Avatar

    Ian...........

    After I did this test (mistakenly on my active file) it removed all the
    log on credentials from the file. I have been able to restore all of
    the connections, except for American Express Card. I even tried
    removing the account with the utility ou sent me earlier. When I try to
    put the account on-line it goes through all the procedures (including
    selection of the card by number); says it has the necessary information,
    then comes back with an error indicating there is no communication
    between Moneydance and American express. Tried it several times with
    identical results. I am able to long onto the account from the browser
    and Quicken using the same credentials. Unlike the Marshland problem,
    this account shows up for online update. When you run it you get this
    error:

    Could be a com or parsing error.
    Could be as a result of a network or proxy error of mis-configured server.
    Error Description: Java.io.IOexception. HTTP Error 503 Server.

    I can't believe that other users have this much trouble with on-line
    accounts, so I suspect something is wrong on this end and I am
    suspicious that it may be win 8.1. Prior to installation on this
    computer (The computer is a Toshiba Laptop with Win8.1. I only have
    three other programs installed, since it was new.) it was installed on
    another win 8.1 laptop and it experienced the same Marshland problem.

    My exercise today is to install it on a win 7 laptop and see what the
    result is.

    I was willing to live with the Marshland not working and post it
    manually since there us usually only one or two transactions a month.
    American Express however is a bigger problem since it is my main credit
    card.

    Will let you know later how the Win 7 installation faired.

    My main concern now is getting the American Express account to work.

    Ken

  14. 14 Posted by ken on 11 Apr, 2015 02:14 PM

    ken's Avatar

    PART 2

    I installed Moneydance on a win7 machine and still was not able to
    connect to Marshland Credit Union. Does not seem like an OS problem.

    I was, as a test, able to establish an American Express connection and
    download transaction using the same credentials I am using on my main
    computer. So whatever is screwed up is on this computer. As I said
    earlier, removing the account and redoing it does not change the outcome.

    On my main computer I can open a new file and create the American
    Express account and download transactions. What ever the problem, it is
    in my file. How can I export all of my accounts and import them into a
    "new" account and re-establish my online connections?

    Seems like every step forward ends up two back. I really like this
    software and am trying to make it work. Should not be this hard.

    Ken

  15. Support Staff 15 Posted by Ian L on 13 Apr, 2015 02:07 PM

    Ian L's Avatar

    Hi Ken,

    If you set up a new account for your AMEX card in your original file, are you able to connect in that account? If so, you can just batch change all of the transactions in the old account to the new account, and then delete the old one.

    Ian
    Infinite Kind Support

  16. 16 Posted by ken on 13 Apr, 2015 05:30 PM

    ken's Avatar

    Ian........

    I fixed the AMEX Problem by adding a new account and transfering the
    transactions with Batch as you recommended.

    Still have the Mashland Problem however. I really think the problem
    lies in the information being requested by the setup routine. Moneydance
    never tries to connect to this account. It just accepts the input setup
    data and then does NOTHING.

    Again I am able to long on the the Account from the browser and I can
    also access the account from my Droid using the Marshland App.

    Thanks.

    Ken

  17. Support Staff 17 Posted by Ian L on 17 Apr, 2015 12:46 PM

    Ian L's Avatar

    Hi Ken,

    Sorry I haven't gotten back to you for a few days on this. I've been looking into the problem and think there is something we need to do on our end to get this connection working again. I'm talking to our lead developer about it. Hopefully I can have this working for you shortly.

    Ian
    Infinite Kind Support

  18. 18 Posted by ken on 17 Apr, 2015 01:00 PM

    ken's Avatar

    Ian...

    Thanks for the update. I appreciate your efforts.

    Ken

  19. 19 Posted by Gerald Achor on 17 Apr, 2015 06:48 PM

    Gerald Achor's Avatar

    Ian and Ken,

    To me, it sounds as if a new security certificate is needed for Marshland. The problem almost sounds identical when IK Staff realized that a new security certificate was needed to reconnect me back again to Hilliard Lyons.

    Just a thought. (g)

    Jerry

  20. Support Staff 20 Posted by Ian L on 18 Apr, 2015 11:34 AM

    Ian L's Avatar

    We've added the security certificate for Marshland (in build 1196), but there is still an error on the connection. It seems like the OFX server is not longer there. It may be the case that they have dropped support for Direct Connect, or it could be that they are having server problems. Specifically, this is the url that is returning an error:

    https://hb.marshlandfcu.coop/ofx/ofx.dll

    They'll need to correct this on their end. You should contact them and ask about it. Hopefully, it's just a server problem ad not a removal of the service.

    Ian
    Infinite Kind Support

  21. 21 Posted by ken on 26 Apr, 2015 09:15 AM

    ken's Avatar

    Ian....

    This is the reply I received from Marshland.

    Mr. Weiss,
    Marshland Credit Union does not support OFX. However Marshland Credit Union
    does support QFX. If you have any other questions or concerns please contact
    Marshland Credit Union at 912-279-2000.

    Ken Weiss
    M/Y SPIRIT

  22. Support Staff 22 Posted by Ian L on 27 Apr, 2015 01:26 PM

    Ian L's Avatar

    Unfortunately, it sounds like they must have removed direct connect support in this update. The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site.  You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    Sorry for the bad news. Please let me know if I can be of any further assistance, and thanks for using Moneydance.

    Ian
    Infinite Kind Support

  23. System closed this discussion on 19 Mar, 2016 04:55 AM.

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