Home → Problems →

Problems connecting to Chase

• Edit

mdowney

Nov 14, 2017 @ 05:27 PM

I have asked this question several times, but not yet gotten a response from Infinite Kind. Ian O was helping me, in a private discussion, but I have not heard from him in over 10 days. Perhaps someone else could jump in??

I am unable to connect to Chase to download credit card transactions. I contacted Chase, and they said they have not received a request from Moneydance for the information.

Help.
Thx, Marta

PS: this is now the 3rd or 4th time I have posted with no response from IK......this is your customer service??

1. 1 Posted by -Kevin N. on Nov 14, 2017 @ 06:13 PM

   

   Hi Marta,

   Can you confirm that you've set up your account at Chase for desktop apps?

   To do so, log on to the Chase credit card website.
   Click the 'Head & Torso' icon in the upper right-hand corner.
   Click on 'More Settings' from the resulting drop-down list.

   Look to the left hand column of items.
   Scroll down to the 'Manage Account Security' section.
   Click on 'Desktop Apps'.

   I'm not sure what the next step is as my account is already set up for desktop apps but I'm sure that it's obvious.

   Once you've set up your Chase account for desktop apps, try downloading to your Chase account from within Moneydance. It is likely that Moneydance will still throw an error message.

   This is because, you need to verify your identity with Chase. You should receive an email from Chase (shortly after attempting the download from within Moneydance) with instructions on how to verify your identity.

   After verifying your identity and provided that you correctly set up your online banking connection, you should then be able to download your credit card data into Moneydance from Chase.

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

   • Edit

2. System closed this discussion on Feb 13, 2018 @ 06:20 PM.