Moneydance unable to download Chase Bank credit card Transactions

Jan 's Avatar

Jan

28 Feb, 2016 08:33 PM

This comment was split from the discussion: Moneydance unable to download Chase Bank credit card Transactions

Though the first time I upgraded to 2015.7 my ability to download directly from Chase resumed, it has since failed again. Downloading my activity from Chase as QIF is really annoying and I don't understand what would have changed to prevent direct downloads from the Chase website.

Is there a solution to this? If not, when will one arrive?

Jan

  1. 1 Posted by David Hanley on 28 Feb, 2016 08:33 PM

    David Hanley's Avatar

    Hi Jan,

    Can you please verify the exact build version of Moneydance you are running? To do this run Moneydance and from the menu bar select Help->Console Window... Then copy and paste the output of the console window to this discussion.

    Can you try re-creating your connection with your financial institution and see if that fixes the issue that you're seeing? You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select the Online->Setup Online Banking button/menu

    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select the Online->Setup Online Banking button/menu (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 list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let me know if you continue to have connection problems after recreating your connection.

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Jan Jacobson on 05 Mar, 2016 08:16 PM

    Jan Jacobson's Avatar

    Hi David-

    My build version is Moneydance 2015.7 (1343).

    I tried your recommendation and it worked.

    Thanks.

    Jan

  3. 3 Posted by Ian L on 07 Mar, 2016 01:40 PM

    Ian L's Avatar

    Great, glad things are working again. Please let me know if I can be of any further assistance, and thanks for using Moneydance.

    Ian
    Infinite Kind Support

  4. Ian L closed this discussion on 07 Mar, 2016 01:40 PM.

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