tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/50-quicken-credit-card-and-chaseInfinite Kind: Discussion 2018-10-18T13:53:45Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-05-17T15:31:26Z2009-05-17T15:31:26ZQuicken Credit Card and Chase<div><p>Unfortunately TD Banknorth credit card doesn't support direct
OFX connections, which Moneydance (and other financial software)
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 from their web site. You can download into QFX, OFX
or OFC files (aka Quicken or MS Money files), any of which will
import cleanly into Moneydance.</p>
<p>If your TD Banknorth credit card begins to support direct OFX
connections in the future, we will be happy to work with them.</p>
<p>In regard to the issues you are having with the Quicken Chase
credit card, could you please provide me with a detailed
description of what happens when you try to download your Chase
transactions? The link you provided was helpful, but a step-by-step
description will help us to better determine the issue.</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-05-22T23:50:59Z2009-05-22T23:51:02ZQuicken Credit Card and Chase<div><p>I go through the "Setup Online Banking" process for the credit
card:</p>
<p>1) I select the Financial Institution: Chase 2) I select my
credit card account 3) I provide my login and password 4) I get a
dialog that says: "Please choose the account that you wish to
use:"</p>
<p>The account list is empty.</p>
<p>I used this credit card in Quicken for many years.</p>
<p>Help</p></div>Davidtag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-07-20T19:41:37Z2009-07-20T19:41:37ZQuicken Credit Card and Chase<div><p>David,</p>
<p>I apologize for the extended delay in our reply to you. Are you
still having difficulty with your connection? You have a Chase
Credit Card that is enabled for Direct Connect and you are unable
to establish a connection?</p>
<p>Sincerely,</p>
<p>Brian Adler</p>
<p>Moneydance Support</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-08-23T14:11:39Z2009-08-29T06:07:21ZQuicken Credit Card and Chase<div><p>I am having the same problem, but with the amazon.com card, also
serviced by chase. Below are the steps:<br>
- view amazon credit card account - Setup online banking - Select
Chase as my financial institution - Select my amazon.com moneydance
account - enter chase username/password (this appears to validate
against chase, as if i enter an incorrect pswd, i'm presented a
dialog box to that effect) - Here's the problem: the next dialog
box asks me to choose the account i wish to use, and has two dimmed
checkboxes with associated account dropdowns. The checkboxes are
Online Banking and Bill Payment Enabled. I don't have a chase
checking or savings, only a credit card. It seems like moneydance
is trying to signup for online banking for a checking or savings
account, rather than using a credit card.</p></div>Keithtag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-08-23T17:58:00Z2009-08-29T06:07:21ZQuicken Credit Card and Chase<div><p>Solved the problem -- it helps if the account type is credit
card instead of bank.</p>
<p>Since i found the ms money migration guide after i had started
importing accounts, i didn't precreate my accounts as the correct
type. My credit card accounts were imported as bank accounts, hence
the online confusion. I used the post about changing account types
to correct my mistake and online services now work fine for my
credit cards.</p></div>Keithtag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-08-27T00:00:03Z2009-08-27T00:00:03ZQuicken Credit Card and Chase<div><p>I checked and the account is a credit card type. I also tried
creating a new credit card account as an experiment for the Quicken
card.</p>
<p>When I go through the Online Payment setup, after I enter my
login and password, I get a screen with "Online Banking" and "Bill
Payment" prompts, but there are no accounts to pick.</p></div>Davidtag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-08-29T15:14:06Z2009-08-29T15:14:06ZQuicken Credit Card and Chase<div><p>David,</p>
<p>I may have a solution, please refer to the attached image so you
can see which screens I am referencing. On a slow or intermittent
Internet connection the program authenticates with screen 3 but
then while downloading the information for the dropdown in screen 4
it shows the user either screen 1 or 2. Basically I think
it’s just a situation where if the connection is too slow it
authenticates but then takes longer to return the results of the
query for the Account dropdown box. In the meantime it shows either
screen 1 or 2, so many people just click the “Next”
button again because they don’t see screen 4. Then it quickly
blips past screen 4 (when it finally had the data to show it). In
the next release we will be adding a “Downloading Bank
Information” message between screens 3 and 4 until MoneyDance
can retrieve all the necessary information.<br></p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Angie Rauscher</p>
<p>Moneydance Support</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-09-29T23:44:18Z2009-09-29T23:44:18ZQuicken Credit Card and Chase<div><p>Nope this is not my problem. Here are 4 screen captures showing
what I see.</p>
<p>The account is of type credit card.</p></div>Davidtag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-10-06T21:07:38Z2009-10-06T21:07:38ZQuicken Credit Card and Chase<div><p>Hi David,</p>
<p>I'm sorry for the delayed response.</p>
<p>Your account may not be enabled with Chase. Most financial
institutions will require you to enable your accounts for
application-based online banking. If you have your financial
institution set up your account as if you were using Quicken 2008
for Windows then it should also work with Moneydance since they use
the same protocol. This is sometimes necessary as many banks don't
yet recognize Moneydance or know how to deal with it. Once the
accounts are enabled for Direct Connect, they should appear in
Moneydance.</p>
<p>Please let me know if this doesn't solve your connection
problem.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/1451522009-10-11T18:13:21Z2009-10-11T18:13:21ZQuicken Credit Card and Chase<div><p>With Chase, direct access service also costs $9.95/mo. Whether
it is on, or not, shows in your profile info on their/your web
site. You can request they turn it on, on off, via their web site
"secure" email.</p></div>avp2