Chase bank

Frank Cunningham's Avatar

Frank Cunningham

26 Oct, 2018 08:24 PM

I this application not compatable with Chase banking, I have confirmed my Identity with chase , and it still says , user not authorized to access acount with this application? Please help

  1. 1 Posted by Frank Cunningha... on 26 Oct, 2018 08:32 PM

    Frank Cunningham's Avatar

    anyone here?

  2. 2 Posted by -Kevin N. on 26 Oct, 2018 08:37 PM

    -Kevin N.'s Avatar

    Hi Frank,

    I'm a Chase Visa client. Moneydance can connect to Chase via direct-connect.

    Did you authorize your account(s) at Chase for desktop apps on the Chase website?

    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.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by Frank Cunningha... on 26 Oct, 2018 08:41 PM

    Frank Cunningham's Avatar

    I thought I did by replying to the secure message , Please walk me though

  4. 4 Posted by -Kevin N. on 26 Oct, 2018 08:50 PM

    -Kevin N.'s Avatar

    Hi Frank,

    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.

    Log on to the Chase website.
    Click on the head-and-torso icon in the upper right-hand corner.
    Select 'More Settings'.
    From the list that appears on the left side of the resulting webpage, scroll down to 'Desktop apps'.
    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.

    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.

    After that, you should have no problem connecting.

    -Kevin N. (not a member of MD support)

  5. 5 Posted by Frank Cunningha... on 26 Oct, 2018 08:56 PM

    Frank Cunningham's Avatar

    ok thanks i have it working

  6. 6 Posted by -Kevin N. on 26 Oct, 2018 08:59 PM

    -Kevin N.'s Avatar

    Hi Frank,

    You're welcome.
    I'm glad to hear that you were able to get it working and thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

  7. 7 Posted by Frank Cunningha... on 26 Oct, 2018 10:52 PM

    Frank Cunningham's Avatar

    Thanks again for al the help, It seams to be connecting now but, there is
    no information being down loaded, any suggestions, In using the logon for
    my web access, should thi sbe the same ?

  8. 8 Posted by -Kevin N. on 26 Oct, 2018 11:23 PM

    -Kevin N.'s Avatar

    Hi Frank,

    Try this...

    Open Moneydance to the Chase account in question.
    From the MD menu bar, go to Online > Set Up Online Banking.
    In the resulting form, click on the 'Reset Sync' button.
    Doing so will instruct Moneydance to download any and all available data on their OFX server for that account.

    -Kevin N. (not a member of MD support)

  9. 9 Posted by -Kevin N. on 26 Oct, 2018 11:39 PM

    -Kevin N.'s Avatar

    ...and oh yea, :) the user ID and password are the same in MD as for the Chase website.

    -Kevin N. (not a member of MD support)

  10. 10 Posted by rivernut on 28 Oct, 2018 08:21 PM

    rivernut's Avatar

    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.
    MD should pay you.

  11. 11 Posted by -Kevin N. on 28 Oct, 2018 08:37 PM

    -Kevin N.'s Avatar

    Hi rivernut,

    You're welcome. I'm glad to be of help.

    Could Chase hide that option any better?

    MD should pay you.

    I'm very happily retired and not looking for employment ever again. :)

    -Kevin N. (not a member of MD support)

  12. 12 Posted by Danny on 28 Dec, 2018 03:53 PM

    Danny's Avatar

    I just tried this and Chase is saying I need to pay $9.95 a month for this! No way.

  13. 13 Posted by -Kevin N. on 28 Dec, 2018 04:52 PM

    -Kevin N.'s Avatar

    Hi Danny,

    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.

    As a Chase Visa client, I have not (yet) been informed of any impending charge for direct-connect service.

    Chase does provide the file formats needed for manual downloads and importing into Moneydance.

    -Kevin N. (not a member of MD support)

  14. 14 Posted by Danny on 29 Dec, 2018 01:41 AM

    Danny's Avatar

    I think you may be on to something Kevin. My account is a business checking account. That stinks. Darn you Chase!!

  15. System closed this discussion on 30 Mar, 2019 01:50 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac