Citibank and Chase Bank on line problems

Lukas's Avatar


04 May, 2019 05:08 AM

I am unable to set up online banking with neither Citibank nor Chase Bank.
Credit Cards accounts (American express or Discover) are downloading transactions just fine.

  1. 1 Posted by TonyRI on 04 May, 2019 11:25 AM

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    Hi Lukas,

    You have to enable Chase Connections by a procedure within your Profile Settings from your Chase Web Site connection. Look under "more settings" and authorize "Desktop Apps". Follow the outlined process.

    I have a Citi Credit card and have no problems connecting, however there have been a couple of recent complaints about not being able to connect to Citi.


    Tony (NOT from Moneydance Support)

  2. 2 Posted by TonyRI on 04 May, 2019 11:27 AM

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  3. 3 Posted by Lukas on 04 May, 2019 02:55 PM

    Lukas's Avatar

    Thank you TonyRI. The Chase solution worked!
    I have the Citibank Checking, Savings and Credit card accounts.
    There is no Citi Bank on the financial institution list - there is only Citi Cards or Citi Investments or Citi Private Bank etc.
    There is a separete login for bank accounts and credit cards accounts at Citibank.

    Thank you

  4. 4 Posted by TonyRI on 04 May, 2019 03:20 PM

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    Hi Lukas,

    You're welcome. Glad that you got your Chase account working!

    Thanks for letting me know about Citi Cards having a different connection setup in Moneydance vs other Citibank accounts. I'm not sure how you proceed with that, but another MD customer may know; certainly, TIK Support would be able to advise you.

    Good Luck!

    Tony :)

  5. System closed this discussion on 03 Aug, 2019 03:30 PM.

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