tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/11139-chase-bankInfinite Kind: Discussion 2019-03-30T01:50:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T20:32:59Z2018-10-26T20:32:59ZChase bank<div><p>anyone here?</p></div>Frank Cunninghamtag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T20:37:47Z2018-10-26T20:37:47ZChase bank<div><p>Hi Frank,</p>
<p>I'm a Chase Visa client. Moneydance can connect to Chase via direct-connect.</p>
<p>Did you authorize your account(s) at Chase for desktop apps on the Chase website?</p>
<p>The option to do so is rather hidden. If you need a hand finding it, let me know and I'll walk you through it.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T20:41:52Z2018-10-26T20:41:52ZChase bank<div><p>I thought I did by replying to the secure message , Please walk me though</p></div>Frank Cunninghamtag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T20:50:51Z2018-10-26T20:50:51ZChase bank<div><p>Hi Frank,</p>
<p>Assuming that the Chase banking website is constructed the same as the Chase Visa website, here's the way to authorize your accounts for desktop apps.</p>
<p>Log on to the Chase website.<br>
Click on the head-and-torso icon in the upper right-hand corner.<br>
Select 'More Settings'.<br>
From the list that appears on the left side of the resulting webpage, scroll down to 'Desktop apps'.<br>
I'm not 100% sure of what happens after you click on 'Desktop apps' because my account is already authorized but I'm sure it's self-explanatory.</p>
<p>After you've authorized your account, try to connect using Moneydance. You may or may not get another email requesting that you confirm your identity.</p>
<p>After that, you should have no problem connecting.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T20:56:34Z2018-10-26T20:56:35ZChase bank<div><p>ok thanks i have it working</p></div>Frank Cunninghamtag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T20:59:42Z2018-10-26T20:59:42ZChase bank<div><p>Hi Frank,</p>
<p>You're welcome.<br>
I'm glad to hear that you were able to get it working and thank you for reporting back with your results.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T22:52:32Z2018-10-26T22:52:33ZChase bank<div><p>Thanks again for al the help, It seams to be connecting now but, there is<br>
no information being down loaded, any suggestions, In using the logon for<br>
my web access, should thi sbe the same ?</p></div>Frank Cunninghamtag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T23:23:15Z2018-10-26T23:23:15ZChase bank<div><p>Hi Frank,</p>
<p>Try this...</p>
<p>Open Moneydance to the Chase account in question.<br>
From the MD menu bar, go to Online > Set Up Online Banking.<br>
In the resulting form, click on the 'Reset Sync' button.<br>
Doing so will instruct Moneydance to download any and all available data on their OFX server for that account.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-26T23:39:30Z2018-10-26T23:39:30ZChase bank<div><p>...and oh yea, :) the user ID and password are the same in MD as for the Chase website.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-28T20:21:05Z2018-10-28T20:22:46ZChase bank<div><p>Kevin you are a godsend. Thanks to your instructions I was able to download Chase today. I never EVER would have figured out to click the head-and-shoulders icon to fix this. The notice from Chase never mentions this.<br>
MD should pay you.</p></div>rivernuttag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-10-28T20:37:36Z2018-10-28T20:37:36ZChase bank<div><p>Hi rivernut,</p>
<p>You're welcome. I'm glad to be of help.</p>
<p>Could Chase hide that option any better?</p>
<blockquote>
<p>MD should pay you.</p>
</blockquote>
<p>I'm very happily retired and not looking for employment ever again. :)</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-12-28T15:53:11Z2018-12-28T15:53:13ZChase bank<div><p>I just tried this and Chase is saying I need to pay $9.95 a month for this! No way.</p></div>Dannytag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-12-28T16:52:15Z2018-12-28T16:52:15ZChase bank<div><p>Hi Danny,</p>
<p>Although I'm not a Chase Banking client, it was my understanding that the $9.95 fee was only charged to Business accounts - Individual accounts were exempt.</p>
<p>As a Chase Visa client, I have not (yet) been informed of any impending charge for direct-connect service.</p>
<p>Chase <em>does</em> provide the file formats needed for manual downloads and importing into Moneydance.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/463631872018-12-29T01:41:58Z2018-12-29T01:42:00ZChase bank<div><p>I think you may be on to something Kevin. My account is a business checking account. That stinks. Darn you Chase!!</p></div>Danny