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liz's Avatar

liz

25 Jul, 2010 03:18 PM

I am having so much trouble getting started with this program!!! My computer is asking for a pin/password for chase bank but when I put all my passwords in and then contacted chase they said moneydance will have the pin for me. WHATS THE PIN????

  1. 1 Posted by james f on 25 Jul, 2010 04:59 PM

    james f's Avatar

    I use Chase Bank. In Chase Bank's situation, the user name and password are the same as you use for logging into Chase Bank's web site.

    You must have Direct Connect For Quicken chosen at Chase Bank in order for MoneyDance to establish a connection with Chase Bank. It costs $9.95 per month to have Direct Connect enable from Chase Bank.

    James

  2. 2 Posted by Angie Rauscher on 25 Jul, 2010 05:49 PM

    Angie Rauscher's Avatar

    Liz,

    As far as I know, James is correct about both the PIN and the fees Chase charges. Most financial institutions will 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 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 they do not support Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    Please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  3. Jessica Little closed this discussion on 27 Jul, 2010 03:05 PM.

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