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Online Payees with Chase

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singerdf's Avatar

singerdf

19 Dec, 2011 11:02 PM

Recently switched from Quicken 2008 to Moneydance as I upgraded to Lion. All was fine until I tried to set up online payees. I go through the whole window and click done and it adds nothing. I have called Chase and they do NOT support MD. I added a payee at Chase, still cannot add it in MD.

Any help would be greatly appreciated.

Debbie

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  1. 31 singerdf's Avatar singerdf on 27 Dec, 2011 04:48 PM

    Jessica,

    Conversation with Chase. As long as we can connect it is a problem at the other end.

    Ugh!

  2. 32 Jessica Little's Avatar Jessica Little on 27 Dec, 2011 05:03 PM

    Hi Debra,

    Unfortunately, I'm a bit at a loss as to what's going on here. According to your logs, you are connecting just fine. However, there don't seem to be any payees on the server for you to download. It's almost as if you somehow have two different lists of payee's, one on the website and one for direct connect.

    At this point, starting over is a good idea. Create a completely new Moneydance file, and try connecting through that. Be very careful to enter all of the correct account information. You maybe also want to disable and re-enable direct connect on your Chase account before starting in the new file. I believe you can do so on the Chase website. Hopefully, by starting over, you can clear out the oddity in the account and connect properly.

    Jessica Little
    Moneydance Support

  3. 33 singerdf's Avatar singerdf on 27 Dec, 2011 05:21 PM

    I will keep you posted,

    Debbie

  4. 34 Lawrence Keck's Avatar Lawrence Keck on 30 Dec, 2011 08:20 PM

    Hi, I got the chase online and bill payment working fine :) seems pretty nice, could use some added things in the payment, like a calendar view for payment date.. :)
    any updates coming soon?

  5. 35 Lawrence Keck's Avatar Lawrence Keck on 30 Dec, 2011 08:26 PM

    Hi, can i add my chase investments account to the money dance? if so how does it get setup?

  6. 36 -Kevin N.'s Avatar -Kevin N. on 30 Dec, 2011 09:06 PM

    Hi Lawrence,

    ...can i add my chase investments account to the money dance?

    There are two different 'Chase Investment Sevices' listed as being supported by Moneydance. http://moneydance.com/fi

    Look to Chapter 9 of the Moneydance User Guide for instructions in setting up Investment accounts and adding securities.

    HTH -Kevin N.

  7. Angie Rauscher closed this discussion on 23 Oct, 2012 01:56 PM.

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