Viewing Reasons for Account Status Problems

You can view the reason for any bank connection or account status problem, such as if there is an error in connecting to a bank.

To view the reasons for account status problems:

  1. Go to Transactions > Bank > Japan Bank Feeds.

  2. In the Bank Information section, under the Bank Accounts subtab, look for the Status Reason column.

    This column displays the reason for any bank connection or account status problem. If there is no error in bank connection, this column is blank.

    Refer to the following table for a list of account status problems and their descriptions.

    Status Reason

    Description

    Connecting

    Connecting to a bank or financial institution and authenticating user information.

    Retrieving Data

    Authentication is complete.

    Retrieving bank details.

    Analyzing Transaction Details

    Data collection is complete.

    Processing, analyzing, and saving data in Moneytree.

    Login Required

    Login is required.

    Accept any updated bank terms to continue.

    Inactive Account

    Account is inactive.

    No data is collected unless the account is reactivated.

    Pending Moneytree Authentication

    Additional Information Required

    Some financial institutions require a passkey or secret phrase to continue.

    Missing One-Time Password

    One-time password is required.

    Enter the password sent by your bank to continue.

    Missing Image Verification

    Image verification is required.

    Complete the image verification to continue.

    Missing Puzzle Authentication

    Puzzle authentication is required.

    Complete the puzzle authentication to continue.

    Access Temporarily Locked

    Account is temporarily locked. Wait a few minutes and re-enter authentication details to continue.

    Locked Access

    Account is locked because of multiple failed logins.

    Contact the bank to unlock your account.

    Network Connection Error

    A network error occurred during authentication.

    Check your connection and try again.

    Moneytree Connection Error

    Moneytree Connection Error

    Can be caused by a temporary connection error, a service issue, or problems with retrieving data from the bank.

    Service Temporarily Unavailable

    Usage is beyond regular business hours.

    Wait until the system is back online during regular business hours.

    Session expired

    You might be logged in to duplicate accounts on Moneytree, or logged in to your bank's online banking on another device.

    Rectify the possible causes of the issue, and then refresh the session or log in again to your account.

Related Topics

General Notices