setting up

jennifer mikitish's Avatar

jennifer mikitish

16 Apr, 2019 05:36 PM

where are the instructions to connect to chase, I am doing this for the first time

  1. 1 Posted by TonyRI on 16 Apr, 2019 07:24 PM

    TonyRI's Avatar

    Hi Jennifer,

    Assuming that you have already set up an Account in Moneydance:

    https://infinitekind.tenderapp.com/kb/accounts-and-categories/creat...

    You first have to authorize your Chase Account to interact with Desktop Apps. That will be on your Chase website under your Profile Settings. Once you complete the Chase authorization procedure, you can setup your MD Account to Directly connect using these instructions:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...

    Regards,

    Tony (NOT from MD Support)

  2. System closed this discussion on 16 Jul, 2019 07:30 PM.

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