On Nov 15, 2008, at 2:15 PM, Falken Creative wrote: > I recently moved from 1.3 to the 1.4 demo. Here's my main question... > I am not sure how to convert my existing accounts (checking, saving, > etc) to allow me to download my transactions from my bank. I bank at > Washington Mutual. > > I have tried setting it up myself, and I would think that it should be > self explanatory, but I'm running into issues. > > Here are the steps I have been going through: > > -- select an existing account (my savings account) > -- under the "online banking" header in the right panel, click the "+" > icon next to "Connect" > -- I select my bank (washington mutual) > -- I put in my username and password (I know they are correct) > -- Under the "connect as" option, I'm not sure what to connect > as. I'm using the moneywell app, but In addition to the "Moneywell" > option, I'm also given options for Quicken and Microsoft Money. That > seems to be a confusing point that needs to be better explained. I'll > select connect as "Moneywell" for now > -- I then get asked to create a new account. I'm assuming that > since this is a new version, my old savings account won't work with > the new download system (?). I give it a new name, put in my balance, > and select "continue". I leave the Routing and Account #s blank for > now. > > -- With that all done, I have a new account set up, Savings2, that has > a starting balance in it. With that account selected, I edit the > right panel, adding in my new connection options I just set up, and > checking the "Enable Online Banking" and "Enable Automatic Reconcile" > checkboxes. > > -- I click the "Download" button on the toolbar... and my browser > opens, asking me to log in to the Wamu banking website. I'm not > seeing any download of existing transactions. I know the username/ > password I entered is correct. > > So... Is Washington Mutual not compatible with Moneywell at this > point? Have I done something incorrect in the process above? I have > tried adding my bank's routing number/account number to the account I > set up, and it doesn't seem to change anything. Thoughts?
Washington Mutual doesn't support OFX direct connect. They only allow web downloads. You can contact them and ask for them to support direct connect from software like Quicken (they won't know MoneyWell so just say Quicken). If you had picked an FI that supported this, MoneyWell would have asked it for the list of accounts and tried to match them up with your existing accounts. Peace, Kevin Hoctor [EMAIL PROTECTED] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [EMAIL PROTECTED] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
