You're still getting the 2003 error, which means the account
isn't found. This is usually either because the account isn't
activated for direct connections or there is a mistake in the
account or routing number entered into Moneydance.
It may be the case that something got mixed up during your
initial setup and now Moneydance's connection information is
slightly corrupted. To fix this, you'll need to force clear all of
your current connection information in Moneydance. I'm sending a
file called remove_all_services.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
1) In Moneydance, click on the Extensions Menu and choose the
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 won't get any confirmation of anything happening, but you also
shouldn't get any error messages. 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
This whole thread is frightening me. Is all this connectivity
problem stemming from your NOT having established a direct connect
agreement with Citibank via their Quicken kit or is this all even
after youve filed with them through their Quicken kit?
If this is the case, then I am going to have to either switch
banks, or switch software because there is no way I can dive into
Please let me know,
Getting connected does not normally involve this much process.
I'm not sure what has happened with lcaston's file, but the normal
process is just to set up your accounts in Moneydance and then set
up online banking using the credentials found in the Quicken
If you have trouble connecting after getting your Quicken
Enrollment Kit, please luet me know and I'll help you figure it
I've moved this discussion off-line. No need to frighten other customers.
I'm still having the same issue. Console log is attached.
Should I reset the accounts on the bank side?
I've taken a screen shot of the savings account from Citibank's website. Is the "Preferred Money Market" significant? Does this mean I shouldn't be querying for the account as a savings account?
The fact that your account is a Money Market account might
indeed be significant. Your log files didn't come through; could
you please email it to me directly? Also, do you have the option of
downloading an OFX or QFX file from your bank's website? If so,
could you get one from your Money Market account and send that to
me as well? It may contain information that will be helpful in
It sounds like you're trying to use the Manual Setup button. I
would advise against that in this case, since we already support
direct connections through the New Connection button. Manual setup
can sometimes introduce connection problems. You should be able to
set up your account by simply selecting your bank from the list
that pops up when you click New Connection.
Is your bank sending your credit card info as CREDITCARD type
data of bank data (CHECKING or SAVINGS)? If they are not sending it
as credit card data, MD 2010 will not allow you to import it into a
credit card account set up in Moneydance. We've changed this MD
2011 do be more lenient, since a lot of banks do not properly tag
credit card data.
If that's not the problem, please let me know and we can do more
just got my quicken ofx interface and i am still having error
messages trying to connect online. I was on the phone with citibank
for a long time. They say that Moneydance is trying to connect to
the server as a payment request instead of an information download
and that may be part of the problem. Also, moneydance will not
download any information from money market accounts because they do
not handle payment requests...how do i get this thing combed out so
that I can budget my money instead of spending my time studying to
becoming a computer programmer...?
Citibank will not even discuss any program other than Quicken. I
fought with them for months, and finally had to cave and buy
Quicken. Even then, it's been a nightmare dealing with them. If
you're using the Mac program, which is what all of the level 2
techs use come to find out, the level 2 guys will help you out.
Other than that, you're on your own.
Quicken has an arrangement with Citibank whereby you end up
connecting to Quicken OFX servers, not Citibank servers. There is
an OFX protocol that apparently only Quicken knows about to
download the various accounts. Unless you're an OFX expert, and
have access to a Quicken log, you won't be able to figure out what
they're doing, and the vast majority of your accounts will not be
accessible via Moneydance. I managed to get my checking account
downloaded via Moneydance, and that was it.
As excited as I was about Moneydance, I had to move on. I
expect, and actually hope, that Jessica removes this thread.
Donna- Could you please let me know what type of account this is
set up in Moneydance as? (Bank, investment, etc). It would be
helpful if you could create a new "thread" so we can track this
issue separately, as it may not have the same root causes as the
Icaston- I'm glad you've found a solution which works for you, I
have had my own struggles with a large bank which shall remain
nameless. We're currently working on implementing other connection
tools, so hopefully our program will become a viable option for you
in the future.
ml- Yes, I often use this tactic, but mainly because I was
avoiding paying the monthly fee while traveling internationally
(and so using my US based bank less frequently). In Moneydance 2011
you can even have the program store the download page on your
bank's website and navigate there automatically!
Thank to you all, and if we can be of assistance please do let