Thanks for the info. I didn't think of actually using Quicken to set up MoneyWell! I don't know if I have access to a copy of Quicken or not... but at least I know what the problem is. If I can't work it out, I will cancel the Quicken-style access for which my bank charge $4.00 a month, the greedy pigs.
ds On Dec 20, 11:25 pm, bvz <[email protected]> wrote: > I had a similar issue with my bank (Wells Fargo)... getting the same > error code. > > I had been using Quicken a couple of years ago but gave up because it > was so terrible. But, as a result, I had Quicken access. When I > tried to use MW, the whole thing failed for me (most likely because I > could not remember my PIN). I called the bank and they told me > something similar to the answer you received: They reset my PIN to the > one that came in the letter and told me to log in using Quicken and > that it would prompt me for a new PIN. > > So that is exactly what I did. I logged in using my old copy of > quicken, it prompted me for a new PIN which I entered. Once that was > done, I was able to set up MoneyWell using this new PIN. (Guess > Quicken is good for something afterall) > > Here is how I got it to work for me once I had used Quicken to reset > my PIN: > > I chose my bank from the list of banks supplied by moneywell. > Once I had it selected, I clicked on "Download accounts from > selection" and then clicked on "Continue" > On the next page, MW asks for your User Name, Password, and what to > connect as. > Enter your SSN as the user name > Enter your new PIN. > > Let me know if this helps or not. > > Ben > > On Dec 20, 6:22 pm, largecorp <[email protected]> wrote: > > > Hi, Sorry to bug about my specific bank. I have a checking account at > > Union Bank of California, which is on the MoneyWell list with a choice > > for webconnect or direct. I choose "direct" and MoneyWell asks for > > username and password. > > > So... what username and password do I use? > > > I do have a username and password that I've used for webconnect--that > > does not work here. > > > I just requested Quicken access from the bank. They sent me a letter > > with a new PIN, but I've tried using that as password with no luck. > > > I called the bank and they walked me through setting up Quicken. They > > said I first enter my social security number (!) as "customer id." And > > then Quicken will prompt me for the new PIN they sent. > > > Obviously, MoneyWell doesn't work the same way. > > > Can you advise on what I need to get MoneyWell talking to my bank? > > (The error code is 15500.) > > > Thanks! > > > ds --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
