tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1390-error-2000Infinite Kind: Discussion 2018-10-18T14:04:12Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-05T21:01:14Z2015-11-05T21:01:14ZError 2000<div><p>Many financial institutions (including Chase) require you to
enable your accounts for application-based online banking. You can
accomplish this by asking your bank to set up your account for
direct connections from Quicken. Moneydance uses exactly the same
OFX server connection protocol as Quicken but your bank
representative may not know this and mistakenly believe that you
can not connect in Moneydance.</p>
<p>To enable the connection with Chase you can call them at
1-877-242-7372, or go with the simpler method and use their
website. First, log on to Chase's site, and click the Customer
Center Tab. Click on "Financial Management Software". Select
"Activate Direct Access through PFM service" and follow the prompts
from there. Good luck getting set up, and if you have any other
questions please don't hesitate to ask.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-05T21:10:20Z2015-11-05T21:10:20ZError 2000<div><p>Ian,</p>
<p>You're spectacular.</p>
<p>George</p></div>George Cressy IIItag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-05T21:14:17Z2015-11-05T21:14:17ZError 2000<div><p>Glad you think so! :-)</p>
<p>Please let me know if I can be of any further assistance, and
thanks for using Moneydance.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-06T11:49:10Z2015-11-06T11:49:10ZError 2000<div><p>Ian,</p>
<p>I do have another matter for you. Is it possible to setup my
Wealthfront<br>
account in Moneydance? I'm particularly interested in Moneydance
being able<br>
to pull current information/setup "online banking".</p>
<p>Thanks a lot,<br>
George</p>
<h2><a class="anchor" name="" href="#"></a></h2>
<p>George S. Cressy, III</p>
<p>Indiana University Maurer School of Law | 2017<br>
University of Dayton | 2014 | Finance, Accounting<br>
Cell: (574) 904 2735</p></div>George Cressy IIItag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-06T12:19:39Z2015-11-06T12:19:39ZError 2000<div><p>Unfortunately, it appears that your bank doesn't support direct
OFX connections, which Moneydance requires in order to talk
directly to a bank. The best way to get your transactions into
Moneydance is to use a web browser to download them from your
bank's web site. You can download into QFX, QIF, OFX or OFC files
(sometimes referred to as Quicken or MS Money files), any of which
will import cleanly into Moneydance. You can also open your bank's
download page directly (after entering the appropriate address in
the Account->Edit Account menu) by going to the menu bar and
selecting Online->Open Account Website.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-06T12:28:39Z2015-11-06T12:28:39ZError 2000<div><p>Fastest support ever. Thanks, Ian.</p>
<p>I have the info imported. Appreciate your assistance.</p>
<h2><a class="anchor" name="" href="#"></a></h2>
<p>George S. Cressy, III</p>
<p>Indiana University Maurer School of Law | 2017<br>
University of Dayton | 2014 | Finance, Accounting<br>
Cell: (574) 904 2735</p></div>George Cressy IIItag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-06T14:45:48Z2015-11-06T14:45:48ZError 2000<div><p>Alright--another one. I want to import my checking account data
since<br>
inception (2010). Chase said PFM files are limited to the past 24
months,<br>
but that I can access all my monthly statements in PDF format. Can
I import<br>
these into Moneydance somehow? I found an Infinite Kind thread
speaking to<br>
this, but it's dated 2009. Any updates?</p>
<h2><a class="anchor" name="" href="#"></a></h2>
<p>George S. Cressy, III</p>
<p>Indiana University Maurer School of Law | 2017<br>
University of Dayton | 2014 | Finance, Accounting<br>
Cell: (574) 904 2735</p></div>George Cressy IIItag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-06T16:25:45Z2015-11-06T16:25:45ZError 2000<div><p>Hi George,</p>
<p>If you don't mind my jumping in here...</p>
<p>Chase PDF files can not be <em>directly</em> imported into
Moneydance.</p>
<p>Although, it is possible <em>indirectly</em> BUT, I have to
confess that it is a bit involved. It might be a good weekend
project.</p>
<p>In order to import the data from a Chase PDF, you would need
to:</p>
<p>A) Copy the relevant data from the PDF then Paste it into a text
editor.</p>
<p>B) Manually add the required delimiters (commas) to each
txn.<br>
One comma after the Date and one comma after the State postal code
at the end of the Description.</p>
<p>For example:<br>
Before 11/06 Freds Dept Store Albany NY 50.00<br>
After 11/06, Freds Dept Store Albany NY, 50.00 (note the two
commas)</p>
<p>C) Finally, import the file using one of two available
Moneydance extensions. I would recommend the CSV Importer.</p>
<p>If you're interested in attempting this, I will try to help you
with it.</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/383912612015-11-06T16:30:44Z2015-11-06T16:30:45ZError 2000<div><p>That's great, Kevin. Thanks for the quick reply and helpful
information.<br>
This does sound like a weekend project--but I think I'll be glad to
have<br>
all my data unified.</p>
<p>I'll reach back out if I need further assistance.</p>
<p>Thanks again,</p>
<p>George</p>
<h2><a href="#" name="" class="anchor"></a></h2>
<p>George S. Cressy, III</p>
<p>Indiana University Maurer School of Law | 2017<br>
University of Dayton | 2014 | Finance, Accounting<br>
Cell: (574) 904 2735</p></div>George Cressy III