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1. Review moneydance 2014 pdf#
2. Review moneydance 2014 update#
3. Review moneydance 2014 manual#
4. Review moneydance 2014 software#

You should then use the extension to “prime” a new USAA profile with the information you gathered above. Then click 'Yes' to delete the USAA connection, and follow the prompts to confirm the deletion. Select the USAA connection profile, and click 'OK'. You will be presented with a drop-down menu that includes your existing connection profiles. Under the 'UPDATE FUNCTIONS' heading chooseĭelete OFX Banking Service / Login Profile (remove_one_service.py) Then select MENU: Online Banking (OFX) Tools.

You should use the extension to remove your existing USAA connection. Once installed, choose Extensions > Toolbox, to open the extension. You can download the Toolbox extension via Extensions > Manage Extensions. The Access ID is your userid and the Access PIN is your userpassword.Ĭopy both of these fields and enter them in the same document as the clientUid.Īt this point, you should have one document that contains your clientUid, userid and userpassword.Īfter following these steps you will receive an email from USAA stating you've allowed Quicken to access USAA Step 2 – Run the Toolbox Extension On the next page, you'll see your Access ID and Access PIN Then open your web browser to the same page as before, and click 'Allow' to authorise access with Quicken. We do not need the session_id as it will change Make sure you haven't taken note of the session_id by mistake. We'd recommend you create a new seperate text file where you can store the details you'll need Take note of this clientUid as we'll need it later. It is 36 characters consisting of - XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX (8-4-4-4-12) This is the information after "client_id". Within this, you can find your clientUID. read&response_type=code&code_challenge=my_challenge&state=my_state&code _challenge_method=plain&session_id=nonothere-nopenope-nope-clientidisit The following is an example of the information you'll see. On this screen, you should copy all the text in your web browser address bar (see the purple arrow) and paste into a text program like TextEdit, Notepad, Word etc. You will see the following page where we can retrieve your clientUid -ĭo not allow Quicken access just yet as that'll direct you to another page

Review moneydance 2014 pdf#

If you prefer to use the original PDF document, it can be downloading via the following link. It is estimated the steps below will take around 30 minutes to complete.

Review moneydance 2014 manual#

The script is not guaranteed to work, but the majority of customers who have followed the steps have reported success.īefore following the steps below, take a manual backup of your data file via File -> Export Backup.

Many thanks to Stuart, for instructions and testing, and for credits and technical OFX input.

Review moneydance 2014 update#

Stuart Beesley, a Moneydance user and contributor to the support forum, has written a python script that allows you to update your Moneydance dataset with the correct OFX connection settings that USAA requires.

We are working to resolve this, but I’m afraid the connection is not working correctly at this time.

Review moneydance 2014 software#

Unfortunately USAA have recently made a change that seems to have disabled direct OFX connections, which Moneydance and other software requires to directly communicate with their servers.