Local bank not supported...
Cant connect with Chase...Error 2000 like everyone else here
Cant connect with US Bank...Various errors
Connected with Citi...transactions are incomplete and balance ir wrong
Nationwide retirement is a total mess...Nothing even resembling my actual account except a list of securities...
This may be the worst app Ive ever tried to use....
Maddy on 02 Dec, 2019 09:29 AM
We are sorry to hear about the problem you have encountered.
Firstly, Apple requires that you go through the Mac App Store's refund process to receive money back from purchases made through that service. Unfortunately, we cannot authorize the refund for App Store purchases on our end; you will have to go through their process on their site at http://www.apple.com/support/mac/app-store/contact/
In regards to Cant connect with Chase...Error 2000 like everyone else here, please see below:
Chase allow you to enable Direct Connect on their website, and I have provided the steps below:
Log on to the Chase website.
Look to the upper right-hand corner of the webpage for the head and torso icon.
Click the head and torso icon and select 'More Settings'.
A list of items will appear on the left side.
Scroll all the way to the bottom of the list. There you'll see the link for 'Desktop apps' under the AccountSafe menu
Click to activate your account.
You should be able to connect from within Moneydance after that. If you still have trouble, you may need to perform one more verification steps. To do so, follow these steps:
Log on to Chase's site.
Go to your Secure Message Inbox. You should have a message asking you to confirm your connection. Click the link to confirm.
As per Cant connect with US Bank...Various errors
Would you be able to provide further details? What error message do you receive?
If it's easier, you can send us a screenshot of what you're seeing. You can read instructions for taking a screenshot here - https://www.take-a-screenshot.org/
When you state: Connected with Citi...transactions are incomplete and balance ir wrong
Are you missing any transactions? Did you add an initial balance, as outlined here?
Also, please refer to this article about the confirmation process.
When transactions have been downloaded from the bank, they'll be 'unconfirmed' which is signified by a blue dot in the account register.
To begin the confirmation process, select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You should amend the category within this panel, then select 'Confirm'.
You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.
As you go through this process it will become quicker and easier. Moneydance will begin to recognise the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right.
The next time you download from the bank many of the correct categories will automatically be assigned, and this will improve and you confirm more transactions.
Finally, you say: Nationwide retirement is a total mess...Nothing even resembling my actual account except a list of securities
In order to help you sort out this account, we require further details/screenshots.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.