Maddy on 08 Nov, 2019 05:14 PM
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:
Select your bank account in Moneydance
Select Online --> Setup Online Banking
Click the "Disable" button. If you don't see this button, just close the window.
Repeat the previous steps for any additional accounts at the same institution.
Select Online --> Setup Online Banking (again)
Click the "New Connection" button and select your bank and hit OK
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.
on 08 Nov, 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?
Maddy on 11 Nov, 2019 09:43 AM
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?
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!!!