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Chase - Will not download

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Scott Hill

23 May, 2022 03:06 PM

I download transactions from Chase and Citibank. Both have always worked (for years). I tried Moneydance+, but did see much benefit for what I do. So, I unsubscribed; however, I lost connection to Chase checking and cannot re-establish? When I go to Online ==> Set Up Online Banking, it brings us the Moneydance+ window. My Citibank credit cards show a link to the right accounts but Chase does not.

I've tried everything I know to try. Can you help?

Thanks,
Scott

1. 1 Posted by -Kevin N. on 23 May, 2022 10:07 PM

   

   Hi Scott,

   Before you can re-connect to Chase via OFX direct-connect, you must first disconnect Moneydance+ from Chase.

   Take a look at the following Moneydance KB article for instructions on how to do so.
   https://infinitekind.tenderapp.com/kb/moneydance/connect-accounts-w...

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

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2. 2 Posted by Home on 24 May, 2022 02:03 PM

   

   Here is what it looks like.

   When I choose Online ==> Set Up Online Banking, the same screen appears?

   Scott Hill
   903-918-7424
   Sent from my iPhone

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3. 3 Posted by Home on 24 May, 2022 02:06 PM

   

   I clicked on Expired, Please Re-link to right off Chase. Then, I chose disconnect. Here is the result.

   Scott Hill
   903-918-7424
   Sent from my iPhone

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4. Maddy closed this discussion on 24 May, 2022 05:07 PM.