Is it me or is NetBenefits not allowing connections again.

robert.l.spaulding's Avatar


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

    Ian O's Avatar

    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

    msumick's Avatar

    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

    tskramer64's Avatar

    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

    tskramer64's Avatar

    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

    cgrinds's Avatar

    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.

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