Error 2000
Hello,
I am trying to set up Moneydance for the first time. However, I'm receiving an Error 2000 for setting up my Chase online bank account. Please advise.
Thank you,
George
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1 Posted by Ian L on 05 Nov, 2015 09:01 PM
Many financial institutions (including Chase) require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance.
To enable the connection with Chase you can call them at 1-877-242-7372, or go with the simpler method and use their website. First, log on to Chase's site, and click the Customer Center Tab. Click on "Financial Management Software". Select "Activate Direct Access through PFM service" and follow the prompts from there. Good luck getting set up, and if you have any other questions please don't hesitate to ask.
Ian
Infinite Kind Support
2 Posted by George Cressy I... on 05 Nov, 2015 09:10 PM
Ian,
You're spectacular.
George
3 Posted by Ian L on 05 Nov, 2015 09:14 PM
Glad you think so! :-)
Please let me know if I can be of any further assistance, and thanks for using Moneydance.
Ian
Infinite Kind Support
Ian L closed this discussion on 05 Nov, 2015 09:14 PM.
George Cressy III re-opened this discussion on 06 Nov, 2015 11:49 AM
4 Posted by George Cressy I... on 06 Nov, 2015 11:49 AM
Ian,
I do have another matter for you. Is it possible to setup my Wealthfront
account in Moneydance? I'm particularly interested in Moneydance being able
to pull current information/setup "online banking".
Thanks a lot,
George
--
George S. Cressy, III
Indiana University Maurer School of Law | 2017
University of Dayton | 2014 | Finance, Accounting
Cell: (574) 904 2735
5 Posted by Ian L on 06 Nov, 2015 12:19 PM
Unfortunately, it appears that your bank doesn't support direct OFX connections, which Moneydance requires in order to talk directly to a bank. The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.
Ian
Infinite Kind Support
6 Posted by George Cressy I... on 06 Nov, 2015 12:28 PM
Fastest support ever. Thanks, Ian.
I have the info imported. Appreciate your assistance.
--
George S. Cressy, III
Indiana University Maurer School of Law | 2017
University of Dayton | 2014 | Finance, Accounting
Cell: (574) 904 2735
Ian L closed this discussion on 06 Nov, 2015 12:31 PM.
George Cressy III re-opened this discussion on 06 Nov, 2015 02:45 PM
7 Posted by George Cressy I... on 06 Nov, 2015 02:45 PM
Alright--another one. I want to import my checking account data since
inception (2010). Chase said PFM files are limited to the past 24 months,
but that I can access all my monthly statements in PDF format. Can I import
these into Moneydance somehow? I found an Infinite Kind thread speaking to
this, but it's dated 2009. Any updates?
--
George S. Cressy, III
Indiana University Maurer School of Law | 2017
University of Dayton | 2014 | Finance, Accounting
Cell: (574) 904 2735
8 Posted by -Kevin N. on 06 Nov, 2015 04:25 PM
Hi George,
If you don't mind my jumping in here...
Chase PDF files can not be directly imported into Moneydance.
Although, it is possible indirectly BUT, I have to confess that it is a bit involved. It might be a good weekend project.
In order to import the data from a Chase PDF, you would need to:
A) Copy the relevant data from the PDF then Paste it into a text editor.
B) Manually add the required delimiters (commas) to each txn.
One comma after the Date and one comma after the State postal code at the end of the Description.
For example:
Before 11/06 Freds Dept Store Albany NY 50.00
After 11/06, Freds Dept Store Albany NY, 50.00 (note the two commas)
C) Finally, import the file using one of two available Moneydance extensions. I would recommend the CSV Importer.
If you're interested in attempting this, I will try to help you with it.
-Kevin N.
9 Posted by George Cressy I... on 06 Nov, 2015 04:30 PM
That's great, Kevin. Thanks for the quick reply and helpful information.
This does sound like a weekend project--but I think I'll be glad to have
all my data unified.
I'll reach back out if I need further assistance.
Thanks again,
George
--
George S. Cressy, III
Indiana University Maurer School of Law | 2017
University of Dayton | 2014 | Finance, Accounting
Cell: (574) 904 2735
David Hanley closed this discussion on 06 Nov, 2015 04:54 PM.