Just Purchased - Want Money Back - Can't Online Connect To Chase
I just purchased this software and I can not connect to Chase. After doing some research it sounds like others can't connect to Chase either. Unless there is a fix, I would like a refund. Invoice number is 6781757.
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Support Staff 1 Posted by Ethan on 21 Jun, 2015 11:42 PM
Hello,
We have many customers that use Moneydance with Chase. Have you contacted your bank to enable your accounts for direct connections? Many financial institutions will 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. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."
Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use.
It looks like you may be able to activate your accounts for direct connection online with Chase at https://www.chase.com/business-banking/online-banking/download-acco.... Note that they may want to charge you a fee for this depending on your account type.
An alternative 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, OFX, OFC, or QIF 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.
Please let me know if I can be of further assistance,
Ethan
Moneydance Support
David Hanley closed this discussion on 22 Jun, 2015 11:45 AM.