download transactions from chase

Elmo's Avatar


09 Dec, 2009 04:14 PM

could not download transactions from Chase. This is not a good time of year for this kind of problem: TAXES

"Error Description: Unexpected end of file from server."

  1. 1 Posted by Jessica Little on 09 Dec, 2009 06:06 PM

    Jessica Little's Avatar

    We've updated our connection information for your bank, so you should be able to connect now. 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
    4) Select the Online->Setup Online Banking button/menu (again)
    5) Click the "New Connection" button and select your bank and hit OK
    6) Continue with the setup process, entering your username/password
    7) Repeat steps 1-6 for each account

    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.

    Jessica Little
    Moneydance Support

  2. 2 Posted by Violet on 10 Dec, 2009 03:57 PM

    Violet's Avatar

    I did the above in hopes of once again accessing my three Chase accounts. However, when I set up the new connection with Chase, I get a message that says,

    "Error: Untrusted Server Certificate Chain"

    Now what??

  3. 3 Posted by Jessica Little on 10 Dec, 2009 07:36 PM

    Jessica Little's Avatar

    Hi Violet,

    What version of Moneydance 2008 are you using? You can find out your version by going to the Help Menu and choosing the About Moneydance option. If you are not using the most recent preview version or 2008 (2008r4 Build 643), please update to that version. You can download the update from our website at This update has resolved a few key issues our users have been experiencing. Alternately, you can upgrade to Moneydance 2010, which should also fix the error.

    Please let me know if your issue persists and we will look into other solutions.

    Jessica Little
    Moneydance Support

  4. 4 Posted by JDS on 13 Dec, 2009 03:22 PM

    JDS's Avatar

    This worked once, but the problem has returned, and this no longer works. It does not work with build 643, or with MD2010.

  5. 5 Posted by macspack on 13 Dec, 2009 10:32 PM

    macspack's Avatar

    Chase has 2 options. One is free and the other is paid. If you have not setup paid access, then I am pretty sure that there is no way to download directly into MD. I am not going to pay chase any money, so I log into my account and then go to the financial software section under customer service and download a .qfx file. Please note, that if you are a mac user, you need to use Firefox. Chase downloads will not work with Safari. Not that big of a deal, but had to overcome these minor issues and now I am a happy camper.

  6. 6 Posted by Jessica Little on 16 Dec, 2009 03:10 PM

    Jessica Little's Avatar

    Hi JDS,

    Thank you for reporting that you are also experiencing this problem with MD2010 and build 643 of MD2008. We're currently investigating the problem and will hopefully have a solution soon. I'll let you know when I know more.

    I'm sorry for the inconvenience. Thanks for your interest in Moneydance!

    Jessica Little
    Moneydance Support

  7. 7 Posted by jds on 18 Dec, 2009 03:29 PM

    jds 's Avatar

    An update: I've gone to your latest build, 728, disabled my account, and reenabled. The problem with the account number is fixed for payment transactions, but it still does not go through. I get a message with the only details as Bank:Chase. I.e., still not fixed.

  8. 8 Posted by Jessica Little on 29 Dec, 2009 08:45 PM

    Jessica Little's Avatar

    Hi JDS,

    We've just put out the second release of MD2010. Would you be willing update and let me know if you're still experiencing problems? If you could copy any error message you get from MD2010 here, that would be great.

    thanks for your patience and help in troubleshooting this problem.

    Jessica Little
    Moneydance Support

  9. 9 Posted by Kevin on 30 Dec, 2009 05:13 PM

    Kevin's Avatar

    I just downloaded a trial version of this, and I am also having problems logging into chase to download credit card transactions. It gives me a blank error message. I am able to download transactions for another credit card though.

  10. 10 Posted by Jessica Little on 30 Dec, 2009 06:09 PM

    Jessica Little's Avatar

    Hi Kevin,

    You may need to activate your account with Chase for direct downloads. If you haven't already done so, please contact Chase and ask them to activate your account for direct connect (not web connect) with Quicken 2008. This should allow you to connect with Moneydance.

    If you still have problems connecting, it would be best if you could open a new discussion with details about your problem, including what operating system and version of Moneydance you are using. It will be much easier for us to help troubleshoot your connection that way.

    Hope this helps. Thanks for your interest in Moneydance!

    Jessica Little
    Moneydance Support

  11. 11 Posted by jds on 09 Jan, 2010 05:18 PM

    jds's Avatar

    I am again having problems with Chase. I can download transactions, but cannot pay bills any longer. I am using build 735 of Moneydance on Linux. I have the following symptoms.

    1. A bill that it says was sent via the bank was never sent, and the bank claims that it has no record of it. Other bills went through fine. This was last month.

    2. I sent one payment out today, and there was no error message. It seems to have gone through, because when I go to Online -> Online Bill Payment ... it shows up as "Will process".

    3. However, when I tried a second payment, I got the error message:

    There was an error communicating with your financial institution. The details of this error are below.

    Bank Name: Chase

    Account: Chase Bank
    Account Number: ********83

    The error code reported by the server was: 2000
    We were unable to process your request. Please try again later.

    1. So, I went online and downloaded the latest build and tried again. Got the same
      error message. Disabled the account, reconnected and tried again. Same problem.

    2. Tried paying a bill to a different account just now, and this time it worked!? Why does it work to pay RCN but not AT&T?


  12. 12 Posted by jds on 09 Jan, 2010 06:11 PM

    jds's Avatar

    An important update:

    I think that the problem might have to do with the dates for delivery. I logged on to Chase's site to pay the bills there. There were two payments that I was unable to make with Moneydance and these both caused problems with the delivery dates, and Chase required me to change them. Chase does not fix this problem itself and required me to figure out which date was not on a weekend, or even a Monday (since Chase wants to deliver the day before), and was within the deadline that I wanted. This is probably what caused Moneydance to choke on these payments.

  13. 13 Posted by Jessica Little on 09 Jan, 2010 08:38 PM

    Jessica Little's Avatar

    Hi jds,

    Thanks for the update. It's unfortunate that Chase doesn't send a more useful error message when the date is incorrect for their system, but it's good to know that's what's going on. Please let us know if you have any further problems connecting to Chase.

    Jessica Little
    Moneydance Support

  14. Angie Rauscher closed this discussion on 04 Sep, 2010 03:59 AM.

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