Cannot connect to bank or import any type of files

General Discussions and Announcements

Re: Cannot connect to bank or import any type of files

Postby mthadm » Wed Jun 04, 2008 1:11 am

So you know we just posted Build 29, which does address Chase and Fidelity Investments issues
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MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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Cannot Import From Bank

Postby MeteorLady » Wed Jun 04, 2008 2:36 pm

I connected to my bank OK, but when I click the button to download I get a message that I am not linked to any bank. How do I link to the bank. I entered all the information in the first window. Tried Help but no help. I really do like your product though.... Thanks
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Re: Cannot connect to bank or import any type of files

Postby mthadm » Wed Jun 04, 2008 3:09 pm

It looks like your information has not been saved into the database, so I would suggest to setup the bank again,
click test connection, when connection is successfull you will get a message saying so and the save button will become available.

At this point click on the "Save" and you can go ahead and start downloading statements.
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Posts: 1056
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Re: Cannot connect to bank or import any type of files

Postby freeskier93 » Fri Jun 06, 2008 5:54 pm

Hi,
I'm running OS X 10.4.11, and I'm having trouble connecting to Wells Fargo. The error says either the user name or password are incorrect but I know for sure they are correct. Also, I downloaded the free beta version off of Apple's website, so I am wondering if any future updates I will have to pay for. I would have no problem paying because I think this is a great program and is one of the only professional finance management program for Mac. Sorry to get off topic...
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Re: Cannot connect to bank or import any type of files

Postby mthadm » Fri Jun 06, 2008 9:13 pm

You may need to call Wells Fargo and have them enable your accounts for downloading. Many banks require that step before they let you connect,
it actually makes sense from the security standpoint.

You can use beta version as long as you would like, there is no obligation to purchase it. We are planning to release a regular version shortly that will contain all the bug fixes and more functionality, if you like the program you can upgrade to the regular version at the time when it becomes available
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
User avatar
mthadm
Site Admin
 
Posts: 1056
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