Can't download VISA transactions from Chase Bank credit card

Gerry Goldberg's Avatar

Gerry Goldberg

08 Jan, 2010 01:52 AM

I'm just getting started with my trial version of MoneyDance. I am able to download checking account data from the Chase website as a stored QIF file and then import the data into MD. However, when I try to download from my Chase Visa account, there is no option to save this info as a stored QIF file. Chase tech support tells me that I must have Quicken (or Microsoft Money) installed so that the download can go directly to that application. I don'e have either of these applications and don't want to have them. Has anyone had this problem? If so, how do I get around it?

Thanks,

Gerry Goldberg

  1. 1 Posted by John Belew on 08 Jan, 2010 02:28 PM

    John Belew's Avatar

    This link seems to offer credti-card downloads in QIF and OFX formats:

    https://cards.chase.com/Account/DownloadActivity.aspx

  2. 2 Posted by -Kevin N. on 08 Jan, 2010 02:31 PM

    -Kevin N.'s Avatar

    Hi Gerry,
    There is no need to have Quicken or MS Money insalled on your machine. Chase just hasn't heard of Moneydance (MD) yet.

    MD will download Chase Visa transactions directly from Chase. No need to D/L a .qif file.

    Make sure you've activated your Visa account to download directly into MD (Quicken, MS Money) by logging onto your Chase Visa account > click on the "Customer Center" tab and activate your account to download transactions directly into MD. (Quicken, MS Money) from the Reference Center section near the bottom of the page.

    Once you have authorized your account with Chase, set up "Online Banking" in MD for your Chase Visa account and MD will directly D/L your transactions.
    HTH -Kevin N.

  3. 3 Posted by Gerry Goldberg on 08 Jan, 2010 09:01 PM

    Gerry Goldberg's Avatar

    Thanks for your help. I'll give your suggestions a try and let you know if I still have problems with this.

    Gerry Goldberg

  4. 4 Posted by Angie Rauscher on 09 Jan, 2010 07:54 PM

    Angie Rauscher's Avatar

    Gerry,

    It seems that you got great advice. Please let me know if I can be of further assistance.

    Angie Rauscher
    Moneydance Support

  5. Angie Rauscher closed this discussion on 09 Jan, 2010 07:54 PM.

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