[moneydance] Multiple accounts with USBank

[Tim Ashman]

When I first changed to moneydance I had this exact problem.  What I had to do 
was call up and tell us bank that I forgot my password and that I needed a 
new one.  They gave me a new password, I then had to wait 24 hours for that 
to take effect, then I was able to go into moneydance and put the old one in 
then the new one.  I remember thinking that moneydance should make this more 
flexible for obvious reasons, not to mention that I had to lie to the bank 
and be able to fake using quicken.

tim

On 07/12/2006 04:22 pm, Jason Goodwin wrote:
> The issue is that I have to setup my accounts one at a time in Moneydance
> (but that doesn't work). Because USBank technically requires you to change
> your password on the first login, Moneydance forces you to supply a new
> password when setting up an account for online transactions. I have one
> username / password to access all my accounts, and it only let me change
> the password on the first account. So, I cannot add a second / third
> account because Moneydance wants me to change my password and USBank
> doesn't. I need a way to tell Moneydance to not force a password change, or
> to have it understand that several of my accounts in fact share username /
> password for online transaction download / billpay. There was mention of
> this being a bug logged in Trac on the Moneydance site (no bug # listed)
> but I have been unable to locate it. If there isn't a bug filed, I will
> gladly submit details for one. I don't know if this is solely specific to
> USBank or if other institutions have the password change rule that
> Moneydance handles in the same way, but I wouldn't be surprised if there
> are others. This issue aside, I'm otherwise fairly happy with the software.
>
> --
> Jason
>
> On 7/12/06, Scott Zahn <scott at zahna.com> wrote:
> > What multiple accounts issue is this?  Is it a USBank only thing?  I have
> > several
> > accounts with 5/3 bank and have no problems accessing them all.
> >
> > -Scott
> >
> > On Wed, July 12, 2006 00:18, Jason Goodwin wrote:
> > > I've encountered the (apparently known) issue of having multiple
> >
> > accounts
> >
> > > with the same bank, where Moneydance forces you to change your password
> >
> > when
> >
> > > setting up the account. I setup the first account fine, but now I
> > > cannot setup additional accounts since I can't change my password again
> >
> > (hopefully
> >
> > > that is a minimum age issue with USBank that might be got around in a
> >
> > week's
> >
> > > time).
> > >
> > > I've seen several threads in the forums about this, has it been fixed?
> >
> > I'd
> >
> > > settle for a workaround at this point, otherwise I'll probably cancel
> >
> > the
> >
> > > service with USBank since they apparently charge for it.
> > >
> > > Thanks,
> > > --
> > > Jason
> > > _______________________________________________
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> > > moneydance-info at moneydance.com
> > > http://moneydance.com/mailman/listinfo/moneydance-info
> >
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>
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