Money Dance + and Chase Bank not connecting

Dennis Hutchison's Avatar

Dennis Hutchison

Oct 09, 2022 @ 10:17 PM

I subscribed to Money Dance+ bacause Chase no longer downloads with OFX. However, Money Dance is still not able to download from Chase. I disconnected Chase and reconnected with Plaid. Is there something else I need to do?

  1. 1 Posted by dtd on Oct 10, 2022 @ 01:28 AM

    dtd's Avatar

    just a user, check out

    https://infinitekind.tenderapp.com/discussions/online-banking/23868-chase-and-discover-abandoning-ofx-hopefully-still-a-question-versus-a-statement

    for a lot of detail.

    For your particular question - are you sure you disconnected OFX downloads? Is Plaid connect cool?

    You might want to walk through this process to insure everything is correct.

    https://infinitekind.tenderapp.com/discussions/online-banking/23868-chase-and-discover-abandoning-ofx-hopefully-still-a-question-versus-a-statement#comment_56015212

  2. 2 Posted by dahutch1 on Oct 10, 2022 @ 03:14 AM

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    I am certain that I am disconnected from OFX for the Chase accounts.  I followed the instructions found on the link that you sent, but the result is always the same (I tried 3 times).  Going through the process, MD+ does download and I clear the transactions.  However, when I close and reopen Money Dance, the Chase accounts display and error message and do not download.  I also get an error message for a non-existent bank account labeled Money Dance +.

    Dennis Hutchison
    1452 N Ironbridge Way
    Eagle, ID 83616
    (208) 939-6287 (Home)
    (661) 993-2972 (Cell)
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  3. 3 Posted by dtd on Oct 10, 2022 @ 09:13 PM

    dtd's Avatar

    just a user - as I say in that link - there are many ways to get the setup wrong (not your fault) - I also say Moneydance should improve their code.

    You will probably need the Toolbox extension to clear out what appears to be duplicate entries in MD+ not attached properly. I'm not an expert here (Stuart Beesley is), but you probably need to go to the OFX/download tools, and clean out the duplicates. And no, I can't direct you specifically, but at least you have a direction to pursue.

  4. 4 Posted by dahutch1 on Oct 10, 2022 @ 09:58 PM

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    Thank you.

    Dennis Hutchison

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    Sent with Tutanota, the secure & ad-free mailbox.

  5. 5 Posted by Chris S. on Oct 11, 2022 @ 03:40 PM

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    Quicken users are reporting the same issue and someone from Chase, who appears to be a MOD is saying they did a server migration and it has messed up some users. As late as 10.8 she reports not ETA.

    I called Chase today because I'm having the same issue and the person I talked to tried to say it was Quicken's issue, not Chase's. I told her that both Quicken and MD are having the same issues, so it HAS to be a Chase issue.

    We went round and round and finally I had her open a ticket.

  6. 6 Posted by Chris S. on Oct 11, 2022 @ 03:47 PM

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    Actually, hold the phone. I was just told by Chase that they won't open a ticket because they don't believe they have a problem and are adamant that the Quicken issue is being worked on BY Quicken, despite a mod claiming otherwise.

    So, they are NOT going to look into this issue, which means they are useless to me. I'm canceling my Chase card and will find a bank that will support DL transactions.

  7. System closed this discussion on Jan 10, 2023 @ 03:50 PM.

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