tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/536-chase-credit-card-download-issuesInfinite Kind: Discussion 2018-09-27T13:46:36Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/7194052009-12-16T00:02:12Z2018-09-27T13:46:36ZChase Credit Card Download Issues<div><p>Same problem here, with 2008 and 2010. Using Mac OS X.</p></div>lstag:infinitekind.tenderapp.com,2009-01-14:Comment/7194052009-12-16T15:41:09Z2009-12-16T15:41:09ZChase Credit Card Download Issues<div><p>Hi,</p>
<p>We've updated our connection information for Chase, so you
should be able to connect now. You will need to disable your
current connection to your bank and then recreate it using the New
Connection button on the Online Banking Setup screen. To do so, you
can follow these steps:</p>
<p>1) Select your bank account in Moneydance<br>
2) Select the Online->Setup Online Banking button/menu<br>
3) Click the "Disable" button<br>
4) Select the Online->Setup Online Banking button/menu
(again)<br>
5) Click the "New Connection" button and select your bank and hit
OK<br>
6) Continue with the setup process, entering your
username/password<br>
7) Repeat steps 1-6 for each account</p>
<p>Make sure you pick new connection, even though your bank is
still one of the connection choices after you disable it. Choosing
your bank from the list of available banks will force Moneydance to
download the updated information, which should then allow you to
connect.</p>
<p>Please let me know if you continue to have connection problems
after recreating your connection.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/7194052009-12-16T16:56:45Z2013-03-08T21:43:26ZChase Credit Card Download Issues<div><p>Thanks! Works like a charm.</p>
<ul>
<li>Lanse Stover</li>
</ul></div>christag:infinitekind.tenderapp.com,2009-01-14:Comment/7194052010-01-13T00:50:35Z2010-01-13T00:50:39ZChase Credit Card Download Issues<div><p>I'm afraid this isn't working for me. I can get all my bank
accounts and other credit cards fine....but the Chase isn't working
even after following these steps.</p></div>jeremytag:infinitekind.tenderapp.com,2009-01-14:Comment/7194052010-01-13T16:32:39Z2010-01-13T16:32:39ZChase Credit Card Download Issues<div><p>Hi Jeremy,</p>
<p>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.</p>
<p>Additionally, application-based online banking often requires a
different login/PIN than the ones that are used for ATM or
web-based banking. When you enable your account for access from
Moneydance or Quicken, your financial institution should let you
know what customer ID/login and PIN to use.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance!</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/7194052010-01-14T03:29:21Z2010-01-14T03:29:21ZChase Credit Card Download Issues<div><p>*Dear Jessica,</p>
<p>This is what I found on the chase website after doing a
search:</p>
<p>To download account activity for free*</p>
<p>You may log on to Chase Online and download your account
activity into your<br>
financial management software at no fee. To do so, click on
Activity for<br>
your account, and then click Download Account Activity.</p>
<p><em>Note: Online balances for these services are current only
through the prior Business Day. In addition, the Wire Transfer, Tax
Payment and Direct Deposit<br>
Payroll services and personal account linkage available through
Chase Online<br>
SM for Business are not available with these other online banking
services.</em></p>
<p>So, putting two and two together...I signed online to my chase
account -<br>
clicked 'account' - then on the right is a 'see more options' tab
that shows<br>
you 'download account activity'. In the choice of format I chose
Quicken.</p>
<p>It seems to have worked. We'll see if it's everything I
needed...but it's<br>
more than I had.<br>
Thanks,</p></div>Jeremy Westtag:infinitekind.tenderapp.com,2009-01-14:Comment/7194052010-01-17T16:50:38Z2010-01-17T16:50:38ZChase Credit Card Download Issues<div><p>Hi Jeremy,</p>
<p>Glad to hear it's working for you now. Please let me know if I
can be of any further assistance.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Little