[No Thirst Software] Re: Automatic download
On Jan 10, 2009, at 10:37 AM, bluegol...@gmail.com wrote: > Just to educate me, can you help me understand the various ways that > banks do downloading or point me to where I can read about it? Each bank is a bit different and some make it very hard to find the download links. Typically it is a link on their webpage that's visible when you are viewing the account detail. Most sites also offer a "Search" option and you can search for download or OFX or QIF and find more information. Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic download
Just to educate me, can you help me understand the various ways that banks do downloading or point me to where I can read about it? On Jan 2, 11:24 am, Kevin Hoctor wrote: > On Jan 2, 2009, at 10:17 AM, bluegol...@gmail.com wrote: > > > Both the Navy Federal and Bank of America military bank accounts work > > through Quicken. I'm not sure of the difference between "direct > > download" and an "OFX server," but either way Quicken is able to > > download transactions from each bank tranparently to me. > > Thanks. I'll work on these for 1.4.2. > > Peace, > > Kevin Hoctor > ke...@nothirst.com > No Thirst Software LLChttp://nothirst.comhttp://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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic Download: Change Password
I had to do this same thing (setting up an account at Union Bank of California). I messed about trying to find a demo of Quicken (no luck) and then tried iBank. That did the trick. Once I changed the password in iBank, downloads worked fine in MW. I actually felt a little guilty using iBank’s free demo just to set up a competitor’s software! Good luck, ds On Jan 2, 2009, at 3:24 PM, Kevin Hoctor wrote: > > On Jan 2, 2009, at 11:32 AM, afterwords wrote: > >> Any suggestions on which one to download that has a trial? > > > You might try this one http://moneydance.com/other > > Peace, --~--~-~--~~~---~--~~ 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic Download: Change Password
On Jan 2, 2009, at 11:32 AM, afterwords wrote: > Any suggestions on which one to download that has a trial? You might try this one http://moneydance.com/other Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic Download: Change Password
Any suggestions on which one to download that has a trial? On Jan 2, 10:03 am, Kevin Hoctor wrote: > On Jan 2, 2009, at 11:00 AM, afterwords wrote: > > > > > Me again. Just trying to get all of my accounts setup to use the > > automatic download function (I am so excited to get it working; it > > will save me a ton of time). I contacted Zions Bank where my checking/ > > savings are and setup what they call PC Banking (as opposed to > > internet banking). They gave me a user name and password and let me > > know that I should change the password after the first time logging > > in. I asked for clarification and was told that Quicken would prompt > > me to change the password. I asked if there was an online interface to > > do so and they replied 'No'. > > > Does MoneyWell handle the changing of passwords? I am unable to log in > > using the credentials they gave me, instead I get the following error > > message: > > > [15510] ERROR There was a problem with your online session. If the > > problem continues, contact your financial institution to resolve it. > > Or, perform a one-step update to receive the latest version of your > > software. > > > I am guessing that this has something to do with being prompted to > > change passwords. Any ideas? > > This is missing from MoneyWell and I'm trying to fix that in 1.4.2. If > you want to access your account with a demo of another product for now > to activate the online banking, that is a quick workaround. Sorry for > this limitation. It will go away quickly. > > Peace, > > Kevin Hoctor > ke...@nothirst.com > No Thirst Software LLChttp://nothirst.comhttp://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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic Download: Change Password
Good idea. I hadn't thought of that. Thanks. On Jan 2, 10:03 am, Kevin Hoctor wrote: > On Jan 2, 2009, at 11:00 AM, afterwords wrote: > > > > > Me again. Just trying to get all of my accounts setup to use the > > automatic download function (I am so excited to get it working; it > > will save me a ton of time). I contacted Zions Bank where my checking/ > > savings are and setup what they call PC Banking (as opposed to > > internet banking). They gave me a user name and password and let me > > know that I should change the password after the first time logging > > in. I asked for clarification and was told that Quicken would prompt > > me to change the password. I asked if there was an online interface to > > do so and they replied 'No'. > > > Does MoneyWell handle the changing of passwords? I am unable to log in > > using the credentials they gave me, instead I get the following error > > message: > > > [15510] ERROR There was a problem with your online session. If the > > problem continues, contact your financial institution to resolve it. > > Or, perform a one-step update to receive the latest version of your > > software. > > > I am guessing that this has something to do with being prompted to > > change passwords. Any ideas? > > This is missing from MoneyWell and I'm trying to fix that in 1.4.2. If > you want to access your account with a demo of another product for now > to activate the online banking, that is a quick workaround. Sorry for > this limitation. It will go away quickly. > > Peace, > > Kevin Hoctor > ke...@nothirst.com > No Thirst Software LLChttp://nothirst.comhttp://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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic Download: Change Password
On Jan 2, 2009, at 11:00 AM, afterwords wrote: > Me again. Just trying to get all of my accounts setup to use the > automatic download function (I am so excited to get it working; it > will save me a ton of time). I contacted Zions Bank where my checking/ > savings are and setup what they call PC Banking (as opposed to > internet banking). They gave me a user name and password and let me > know that I should change the password after the first time logging > in. I asked for clarification and was told that Quicken would prompt > me to change the password. I asked if there was an online interface to > do so and they replied 'No'. > > Does MoneyWell handle the changing of passwords? I am unable to log in > using the credentials they gave me, instead I get the following error > message: > > [15510] ERROR There was a problem with your online session. If the > problem continues, contact your financial institution to resolve it. > Or, perform a one-step update to receive the latest version of your > software. > > I am guessing that this has something to do with being prompted to > change passwords. Any ideas? This is missing from MoneyWell and I'm trying to fix that in 1.4.2. If you want to access your account with a demo of another product for now to activate the online banking, that is a quick workaround. Sorry for this limitation. It will go away quickly. Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic download
On Jan 2, 2009, at 10:17 AM, bluegol...@gmail.com wrote: > Both the Navy Federal and Bank of America military bank accounts work > through Quicken. I'm not sure of the difference between "direct > download" and an "OFX server," but either way Quicken is able to > download transactions from each bank tranparently to me. Thanks. I'll work on these for 1.4.2. Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic download
Both the Navy Federal and Bank of America military bank accounts work through Quicken. I'm not sure of the difference between "direct download" and an "OFX server," but either way Quicken is able to download transactions from each bank tranparently to me. On Dec 22 2008, 10:29 am, Kevin Hoctor wrote: > On Dec 22, 2008, at 9:12 AM, bluegol...@gmail.com wrote: > > > Yes, you have the correct website. You will notice that they have a > > slightly different login than most banks, in that they have three > > fields that must be populated, plus they allow for multiple account > > numbers. Ideally, you should use the overarching access number, as > > that allows access to all subordinate accounts, and even accounts that > > one is a joint or custodial owner of. Then, they have both a user ID > > and also a password. I can name several products that all seem to > > access them with no problem (Yodlee, Mint, Quicken, etc., etc.) > > If you can access an account with Quicken, then I should be able to > get to it with MoneyWell also. The others like Yodlee and Mint don't > count because they don't do direct access but rather fake access as if > you were logging in from the website and scrap information off the web > pages. > > > I also have this problem with other accounts, too, such as my Bank of > > America Military Bank accounts. It also tells me that direct download > > is not available, BTW. They are athttps://www.bankofamerica.com/military/ > > . > > Let me know which ones can be accessed via Quicken and I'll work on > adding support for those. Thanks. > > Peace, > > Kevin Hoctor > ke...@nothirst.com > No Thirst Software LLChttp://nothirst.comhttp://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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic download
On Dec 22, 2008, at 9:12 AM, bluegol...@gmail.com wrote: > Yes, you have the correct website. You will notice that they have a > slightly different login than most banks, in that they have three > fields that must be populated, plus they allow for multiple account > numbers. Ideally, you should use the overarching access number, as > that allows access to all subordinate accounts, and even accounts that > one is a joint or custodial owner of. Then, they have both a user ID > and also a password. I can name several products that all seem to > access them with no problem (Yodlee, Mint, Quicken, etc., etc.) > If you can access an account with Quicken, then I should be able to get to it with MoneyWell also. The others like Yodlee and Mint don't count because they don't do direct access but rather fake access as if you were logging in from the website and scrap information off the web pages. > I also have this problem with other accounts, too, such as my Bank of > America Military Bank accounts. It also tells me that direct download > is not available, BTW. They are at https://www.bankofamerica.com/military/ > . Let me know which ones can be accessed via Quicken and I'll work on adding support for those. Thanks. Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic download
Yes, you have the correct website. You will notice that they have a slightly different login than most banks, in that they have three fields that must be populated, plus they allow for multiple account numbers. Ideally, you should use the overarching access number, as that allows access to all subordinate accounts, and even accounts that one is a joint or custodial owner of. Then, they have both a user ID and also a password. I can name several products that all seem to access them with no problem (Yodlee, Mint, Quicken, etc., etc.) I also have this problem with other accounts, too, such as my Bank of America Military Bank accounts. It also tells me that direct download is not available, BTW. They are at https://www.bankofamerica.com/military/. --~--~-~--~~~---~--~~ 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic download
Just so I'm clear (re: an earlier post of mine :-)): the fact, however, that my copy of Microsoft Money can connect directly to and automatically download from my two banks (TD Bank and ING Direct), however, DOESN'T mean that Moneywell can necessarily download directly also? (because Microsoft is using a proprietary protocol, unlike Quicken?) Just want to make sure I'm clear! :-) Best - - Robert On Dec 21, 11:31 am, Kevin Hoctor wrote: > On Dec 21, 2008, at 10:20 AM, bluegol...@gmail.com wrote: > > > I'm desperately trying to find an alternative to Quicken - which only > > runs on my old Windows computer and I want to switch the finances over > > to the Mac. The one feature that keeps getting in the way of finding > > a new program is automatic downloading of transactions from my bank. > > I've read a bunch about this and I can't understand why Quicken is > > able to accomplish this with my bank, but MoneyWell (and every other > > program I've tried) can't. For example, I use Navy Federal Credit > > Union, which works just fine from Quicken (automatically connects and > > downloads without any additional action on my part each time I run > > Quicken). Why, then, does MoneyWell tell me that direct download is > > not available from this institution? Can't MoneyWell just emulate a > > Quicken connection? Is anyone an expert on this that can explain why > > this won't work and whether or not there is a way to "trick" the NFCU > > server into thinking it's downloading to Quicken instead of MoneyWell? > > Hello, > > If Quicken can talk to NFCU, then I should be able to get MoneyWell to > do it also. Please confirm that this is the correct website for NFCU: > > http://www.navyfcu.org > > It make take a couple of days for me to finish getting the details and > then I'll post a request for you to give it another try. > > Peace, > > Kevin Hoctor > ke...@nothirst.com > No Thirst Software LLChttp://nothirst.comhttp://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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Automatic download
On Dec 21, 2008, at 10:20 AM, bluegol...@gmail.com wrote: > I'm desperately trying to find an alternative to Quicken - which only > runs on my old Windows computer and I want to switch the finances over > to the Mac. The one feature that keeps getting in the way of finding > a new program is automatic downloading of transactions from my bank. > I've read a bunch about this and I can't understand why Quicken is > able to accomplish this with my bank, but MoneyWell (and every other > program I've tried) can't. For example, I use Navy Federal Credit > Union, which works just fine from Quicken (automatically connects and > downloads without any additional action on my part each time I run > Quicken). Why, then, does MoneyWell tell me that direct download is > not available from this institution? Can't MoneyWell just emulate a > Quicken connection? Is anyone an expert on this that can explain why > this won't work and whether or not there is a way to "trick" the NFCU > server into thinking it's downloading to Quicken instead of MoneyWell? Hello, If Quicken can talk to NFCU, then I should be able to get MoneyWell to do it also. Please confirm that this is the correct website for NFCU: http://www.navyfcu.org It make take a couple of days for me to finish getting the details and then I'll post a request for you to give it another try. Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
