tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/595-just-purchased-want-money-back-cant-online-connect-to-chaseInfinite Kind: Discussion 2015-06-22T11:45:43Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/371812962015-06-21T23:42:45Z2015-06-21T23:42:45ZJust Purchased - Want Money Back - Can't Online Connect To Chase<div><p>Hello,</p>
<p>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."</p>
<p>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.</p>
<p>It looks like you may be able to activate your accounts for
direct connection online with Chase at <a href="https://www.chase.com/business-banking/online-banking/download-account-activity">
https://www.chase.com/business-banking/online-banking/download-acco...</a>.
Note that they may want to charge you a fee for this depending on
your account type.</p>
<p>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.</p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan