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Chase Online Error 2000

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Josh

Nov 08, 2019 @ 04:42 PM

Hello,

I'm having issues connecting to Chase for online download of transactions. I've enable desktop application in Chase (previous solution found in forum) and I'm still getting error code 2000 when I try and configure my Chase Checking to Money dance a week later. From the message attached, I've checked the Chase email and complied.

I called Chase and they said they are not compatible with moneydance, however, it appear from forums that it works for some.

I've also tried connecting my other bank checking - Chevron Federal Credit Union... also unable to connect.

Can you help me out with this as I'm a fan of moneydance, when it seamlessly works. Thx.

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1. Support Staff 1 Posted by Maddy on Nov 08, 2019 @ 05:14 PM

   

   Hi Josh,

   We are sorry to hear about the problem you have encountered.

   Which version and build of Moneydance are you using?
   To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

   Can you let me know which operating system you're running on your computer/s?

   In regards to Chase:

   Chase allow you to enable Direct Connect on their website, and I have provided the steps below:
   - Log on to the Chase website. - Look to the upper right-hand corner of the webpage for the head and torso icon. - Click the head and torso icon and select 'More Settings'. A list of items will appear on the left side.
   - Scroll all the way to the bottom of the list. There you'll see the link for 'Desktop apps' under the AccountSafe menu
   - Click to activate your account.

   You should be able to connect from within Moneydance after that. If you still have trouble, you may need to perform one more verification steps. To do so, follow these steps:

   • Log on to Chase's site.
   • Go to your Secure Message Inbox.
   • You should have a message asking you to confirm your connection.
   • Click the link to confirm.

   ---

   If you haven't already, you should try to recreate you connections with your banks.
   You will need to disable your current connections and then recreate them using the New Connection button on the Online Banking Setup screen, in turn. To do so, you can follow these steps:

   1. Select your bank account in Moneydance

      
   2. Select Online --> Setup Online Banking
      
   3. Click the "Disable" button. If you don't see this button, just close the window.

      
   4. Repeat the previous steps for any additional accounts at the same institution.
      
   5. Select Online --> Setup Online Banking (again)

      
   6. Click the "New Connection" button and select your bank and hit OK
      
   7. Continue with the setup process, entering your username/password


   Make sure you pick "New Connection", even though your bank is still one of the connection choices after you disable it. Choosing your bank from the long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

   Let me know if you continue to have connection problems after recreating your connections and we'll troubleshoot further.

   --
   Maddy, Infinite Kind Support

   • Edit

2. 2 Posted by J Anonymous on Nov 08, 2019 @ 05:56 PM

   

   Hello Maddy,

   Thanks for the prompt reply.

   I’m using version 2019.3 1880 on macOS Catalina 10.15.1. I done all your recommended steps literally ~15 times.

   If I could get Chevron Federal Credit Union to work, I’d simply leave Chase.

   Appreciate the help.

   Josh

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3. 3 Posted by EdfromHuntsvill... on Nov 08, 2019 @ 06:08 PM

   

   I am still unable to connect as well.
   I did a search to see if anyone was getting this error using Quicken, and came up with this thread on their support page:
   https://community.quicken.com/discussion/7858408/costco-visa-anywhe...
   It mentions a solution to use "Costco Anywhere Visa" instead of "Citi cards" as the FI. However, this is not a choice under the FIs that are available to MD.
   Can this FI be added to MD somehow?

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4. 4 Posted by -Kevin N. on Nov 08, 2019 @ 07:58 PM

   

   Hi Josh,

   Just to confirm that the Chase OFX server is not down, I was able to successfully connect to both of my Chase Visa accounts @ 2:55 PM EST.

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

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5. Support Staff 5 Posted by Maddy on Nov 11, 2019 @ 09:43 AM

   

   Hi Josh,

   Can you try the following on Chase's website?

   • Click on the head and shoulders in the top right.

   • Choose "Profile & settings"

   • Select "AccountSafe" (with SM in superscript after AccountSafe)

   • Click "Desktop Software"

   • Choose and account.

   Please let us know how you get on, alternatively, can you try creating a new data set in Moneydance by going to File -> New, then try setting up your connection(s) that aren't working in that new data set and see if you can download then?

   Thank you

   --
   Maddy, Infinite Kind Support

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6. 6 Posted by J Anonymous on Nov 11, 2019 @ 05:11 PM

   

   Hello,

   I tried this and was sent another secured message from Chase. I believe the error is on their side and will give them call to resolve.

   How can I get online banking for Chevron Federal Credit Union? This would be the best option for me.

   Thank you!

   Josh

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7. 7 Posted by Josh on Nov 11, 2019 @ 05:38 PM

   

   Okay! Got it figured out. The issue was I was using Safari browser and because of this, when I verified my identity (after enabling desktop software) in Chase's secured messages, I wasn't getting the next prompt to continue the verification process.

   I switched to chrome browser and completed the verification. Chase now works in Moneydance!!!

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8. Support Staff 8 Posted by Maddy on Nov 11, 2019 @ 06:42 PM

   

   Hi Josh!
   I'm very pleased to hear that. This information is certainly going to be useful to other users too.
   Please do not hesitate to contact us again, if you need further assistance.

   --
   Maddy, Infinite Kind Support

   • Edit

9. 9 Posted by Anish on Nov 26, 2019 @ 12:17 AM

   

   This comment was split into a new private discussion: Chase Online Error 2000

   Hi,

   I am a new user on version 2019.3 running on Windows 7 pro desktop. I am also currently using Quicken and testing out MD. I have the same problem as Josh that I cannot connect to Chase. I followed all the instructions that Maddy gave. My account is activated under desktop app (since I had do it for Quicken). I regenerated a new secure message from Chase, which I activated through my secure Inbox after logging into my Chase Account. I then followed the step of disabling the connection, setting up a new connection and trying to connect, but I still get the error code: 2000. I even set up a new test file and tried but no luck. Any other suggestions or thoughts, please let me know.

   Also those folks who have successfully connected to Chase after confirming their identity in the Secure mail, what happens when you click on the link. For me it brought me back to my home account summary screen. I tried this step using both Firefox and Chrome browser and had the same results. Did people get identity verified or similar confirmation? Just wanted to make sure my browsers were not at fault.

   Thanks.

   • Edit

10. System closed this discussion on Feb 25, 2020 @ 12:20 AM.