Is it me or is NetBenefits not allowing connections again.

robert.l.spaulding's Avatar

robert.l.spaulding

13 Apr, 2018 04:43 PM

No Moneydance
No Quicken
No Stockmarket Eye

They are playing ignorant.

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  1. Support Staff 31 Posted by Ian O on 22 Jun, 2018 11:24 AM

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    Hi All,

    Thanks for the logs that have been provided. Unfortunately I've been unable to replicate the issue on my own system. Which makes troubleshooting a little trickier. As some customers are able to connect with Fidelity NetBenefits, this would suggest the problem may not be with the connection information we hold.

    I'm wondering if creating a new blank data set would allow a connection. This would be a useful test as this will indicate if the issue is your data set or with Moneydance's configuration on your system.
    Can someone, who is still unable to connect, try creating a completely new data set to see if you can connect here? You can create a new data set in Moneydance by navigating to File --> New, and then use the File --> Open option to switch back and forth between data sets.

    Ian O
    Infinite Kind Support

  2. 32 Posted by msumick on 22 Jun, 2018 05:13 PM

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    I have confirmed that creating a new account corrects the problem. My Netbenefits account downloads without any errors.

    I guess the question now is how do I fix my data file?

  3. 33 Posted by tskramer64 on 22 Jun, 2018 11:28 PM

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    I too confirmed this works. Please advise on a fix for our current data files - thanks!

  4. 34 Posted by tskramer64 on 14 Jul, 2018 10:59 PM

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    So I took this a step further and setup another Fidelity NB account in my current data file (that contains my original NB account that errors while downloading). This also downloads from Fidelity NetBenefits without issue, but of course I don't have all the historical downloads from my original investment account. Is there a way to use the "batch change" feature to move all my historical transactions from the corrupted account over to the newly established account?

  5. 35 Posted by cgrinds on 26 Jul, 2018 01:11 PM

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    A new version of Moneydance was released today. There was no mention of this problem being fixed. Any updates on this?

    If you have no plans to ever fix, please communicate that so those of us effected can plan accordingly. This has been an issue since March 2018.

  6. 36 Posted by msumick on 23 Aug, 2018 04:46 PM

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    An additional piece of information: when I synced up my file on a 2nd computer, that computer was able to download transactions. Given that the data is from the sync of from the 1st computer, I have no idea why the 1st computer would fail and the 2nd would not. The 2nd computer is a mac running the latest MacOS, which would be the only difference.

  7. 37 Posted by Michael on 06 Oct, 2018 04:07 PM

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    Moneydance connects for me but never pulls any new data. It says "Downloaded zero new transactions..." every time.

  8. Support Staff 38 Posted by Tom Freeman on 10 Oct, 2018 07:07 PM

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    @michael Can you confirm there are transactions to download from the net benefits site. I just tried and was able to download transactions.

    If there are transactions not downloading, can you send me your errlog.txt file? If you're using Mac OS X, it should be located at one of these locations within your Home folder:

    ~/Library/Containers/com.infinitekind.MoneydanceOSX/Data/Library/Application Support/Moneydance/errlog.txt

    or:

    ~/Library/Application Support/Moneydance/errlog.txt

    If you have any trouble finding your Home Library folder, open Finder and select Go -> Go to Folder and and copy and paste in the following:

    ~/Library

    This should pull up your local Library folder.

    If you're using Windows, it should be located at:

    C:\Users\(yourusername)\.moneydance\errlog.txt

    Tom Freeman
    Infinite Kind Support

  9. 39 Posted by Michael on 11 Oct, 2018 11:52 PM

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    Hi Tom,
    Murphy's Law being what it is, when I tried to reproduce the transaction Moneydance did indeed download a transaction. *One* transaction, even though the prior transaction in Moneydance is from Oct 2017. It has never pulled any of the intermediate ones.

    I suspect something wonky with the account. I migrated to Moneydance from Quicken and investment accounts didn't seem to import properly. I've cleaned up some data manually, but my Fidelity account was too daunting due to many years of transactions.

  10. robert.l.spaulding closed this discussion on 12 Oct, 2018 12:32 PM.

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