Home → Online Banking →

connecting with Chase

• Edit

tendzinparsons

02 May, 2023 03:41 PM

Have a business account connected to Bank of America but want to connect a personal account to chase. But having trouble. Does Moneydance not work with Chase?

1. 1 Posted by tendzinparsons on 02 May, 2023 03:44 PM

   

   Does chase not support the new way of connecting to banks that I am paying for

   • Edit

2. 2 Posted by dtd on 02 May, 2023 07:55 PM

   

   just a user

   Chase discontinued OFX downloads (which is built into Moneydance) a few months ago.

   Moneydance partnered with Plaid (an aggregator) to provide the "new way" banks are providing information to customers (i.e. only through aggregators). Plaid charges Moneydance for this, which is why MD+ is an (optional) subscription program for those who want to continue automatic downloads with banks who don't (or no longer) support OFX.

   • Edit

3. 3 Posted by tendzinparsons on 02 May, 2023 08:01 PM

   

   Thanks and I am a happy customer in relation to connecting my money dance business account with Bank of America. My question is do you know if Plaid works to access Chase. I'm not able to make it work.

   • Edit

4. 4 Posted by dtd on 02 May, 2023 08:11 PM

   

   just a user

   I have about 12 Chase credit cards, and was very concerned when Chase dropped OFX... but they all transferred to MD+ and I download them each day.

   Can you describe what you can't make work?

   • Edit

5. 5 Posted by dtd on 02 May, 2023 08:14 PM

   

   What version of Moneydance are you using, and on what platform (Mac/PC/Linux)

   • Edit

6. 6 Posted by tendzinparsons on 02 May, 2023 08:23 PM

   

   I get to plaid page. Select Chase. Sends me to log in page for Chase. I log in and get this page
   ________________________________

   • Screenshot_2023-05-02_at_4.20.43_PM.png 455 KB
   • Edit

7. 7 Posted by tendzinparsons on 02 May, 2023 08:26 PM

   

   Am using a mac and moneydance and latest version 2023.1(5006) and it works for Bank of America
   ________________________________

   • Edit

8. 8 Posted by dtd on 02 May, 2023 09:31 PM

   

   just a user - looks like chase (connection) links are down?

   Has it been like this for a long time? or just yesterday or today?

   • Edit

9. 9 Posted by tendzinparsons on 02 May, 2023 10:45 PM

   

   A week or least.
   ________________________________

   • Edit

10. 10 Posted by dtd on 02 May, 2023 11:55 PM

    

    just a user - hmmm... I clicked Chase Bank, and Plaid took me to this url:

    https://secure09ea.chase.com/web/auth/thirdparty/authorize?response_type=code&client_id=PLAID_MONEYDANCE&scope=aggregator&redirect_uri=https%3A%2F%2Fcdn.plaid.com%2Flink%2Fv2%2Fstable%2Foauth.html&state=v2.73ba3f49-148c-4a0f-8855-e78ffd7441c7.0.0&code_challenge=4sjq2FhlwPlh2HBqHuymWVr2r-lcPAuIIDdvjBRGCTw&code_challenge_method=S256#thirdpartyaccess/index;clientId=PLAID_MONEYDANCE
    I logged in, and came to this:

    • 2023-05-02_17-53-54.png 202 KB
    • Edit

11. 11 Posted by dtd on 02 May, 2023 11:58 PM

    

    I notice the link you went to says "legacy" in the url - maybe that's part of the problem?

    And no, I have no idea how to fix that. That's about Chase - not moneydance.
    Maybe you are using an older Chase website version somehow?

    • Edit

12. System closed this discussion on 02 Aug, 2023 12:00 AM.