becky's Avatar


27 Jan, 2010 01:38 AM

I am trying to set up my accounts for a free trial. Every time I try to choose Chase for my on-line accounts it says that it can't find Bank Name: Chase.

  1. 1 Posted by Angie Rauscher on 27 Jan, 2010 02:59 PM

    Angie Rauscher's Avatar


    You've hit upon a small bug in Moneydance. The error window you received is too small to show the full error message, but it's not immediately obvious that there's more to the message. Please click and drag the lower right hand corner of the message window to expand the window, and then copy and paste the full error message here.

    Sorry for the inconvenience! We're working on a fix for this so that in the future it will be clear that the error message continues past "Bank Name."

    Angie Rauscher
    Moneydance Support

  2. 2 Posted by becky butler on 27 Jan, 2010 11:00 PM

    becky butler's Avatar

    The full message error is as follows:

    Bank Name: Chase

    The error code reported by the server was: 2000

  3. 3 Posted by Angie Rauscher on 28 Jan, 2010 01:21 AM

    Angie Rauscher's Avatar

    Dear Becky,

    Most financial institutions will require you to enable your accounts for application-based online banking. I'm afraid it is usually more productive to lie and tell your bank that you are using Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but you bank representative many 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."

    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.

    If this does not work, please let me know and we will look into other solutions.
    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Angie Rauscher
    Moneydance Support

  4. 4 Posted by Anthony on 28 Jan, 2010 01:49 AM

    Anthony's Avatar

    Chase (at least for credit card accounts - I can't speak to bank accounts or if they are different) is enabled via the logging into your account via the web site (although I suppose customer service can do it as well). I posted how to do this in this thread.

  5. 5 Posted by Oilcan on 30 Jan, 2010 08:19 AM

    Oilcan's Avatar

    Chase is interesting. They support "direct connect" of Credit Cards for free - only if you have a Credit Card relationship with them. You must enable the accounts on their website.

    If you have a checking account, "direct connect" is still supported, but you must pay $9.95 / mo fee for this. When my Washington Mutual account migrated to Chase's online banking, I lost the "direct connect" functionality. I am currently using Quicken (and testing MD 2010), so I am able to automatically use Quicken's "Express Web Connect" functionality to receive automatic downloads. However in MD, I will need to manually download and import these accounts.


  6. Jon Hoover closed this discussion on 30 Jan, 2010 02:16 PM.

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