Demo online setup - supported ?

rzep999's Avatar


28 Jan, 2020 02:03 AM

I am looking to move on from Quicken. Downloaded demo. I am having problems setting up checking chase account to do downloads. I am getting ::

The given customer ID or PIN is not valid. For more information, contact your financial institution.

Additional information from the server:

I know the id/pass is correct . This is what I use in chrome and quicken to get to my account.

Is this because I am running demo version ?

  1. 1 Posted by Andrew on 28 Jan, 2020 11:03 AM

    Andrew's Avatar

    Hi Robert,

    Sorry to hear about the issue you've encountered.

    Have you checked for a message within the Secure Message Inbox on the Chase site.

    This is a crucial step. Then you should be able to confirm the connection from within the message before you can connect from within Moneydance.

    Chase allow you to enable Direct Connect on their website, and I have provided the steps below:

    • Log on to the Chase website.
    • Look to the upper right-hand corner of the webpage for the head and torso icon.
    • Click the head and torso icon and select 'More Settings'.
    • A list of items will appear on the left side.
    • Scroll all the way to the bottom of the list. There you'll see the link for 'Desktop apps' under the AccountSafe menu
    • Click to activate your account.

    You should be able to connect from within Moneydance after that. If you still have trouble, you may need to perform one more verification steps. To do so, follow these steps:

    • Log on to Chase's site.
    • Go to your Secure Message Inbox. You should have a message asking you to confirm your connection. Click the link to confirm.

    Do not hesitate to contact us again, if you need further assistance.

    Andrew, Infinite Kind Support

  2. 2 Posted by rzep999 on 29 Jan, 2020 06:58 PM

    rzep999's Avatar

    thanks . That worked ok. Seems 2 years of transactions got downloaded.. I guess I could live with that. The end balance is not correct to what Chase shows, Are there things to look for ? I dont want to go 1 by 1 two years worth of entries and manually compare.

    In general, what is recommended way of switching from quicken ? I can bite the bullet and say that up to date X is quicken (mostly for book-keeping records) and from X+1 would be moneydance. This would seem to work as quicken 2017 (in my case) is only phased out w/r online downloads.

    Realistically, how well QIF covnersion is working ? I have 30 year worth of data and my firt attemp failed misreable as MoneyDance show pretty much every account with incorrect balances. I have probably 20+ accounts, some closed, most not, mostlly all fall into Banking/Inventments/Assets;

    How likely is for me to get successful QIF conversion into money dance ?

  3. 3 Posted by dtd on 29 Jan, 2020 09:59 PM

    dtd's Avatar

    Just a user here who went through this a couple of months ago.

    The QIF conversion is problematic as MD insists on full accounting principles whereas Quicken gets a little funky at times. The MD conversion seems good for most everything but investment accounts and those accounts which interact with investment accounts.

     The quickest "fix" that I know of is the following:

    1) If you have any ACCOUNTX accounts that were created during the import, hide them and make sure they no longer impact your total net worth.
    2) Compare your quicken account final balances to your MD balances. Most are probably fine. For those that are not, artificially change the initial MD balance to make the MD and Q final account balances match. As you will quickly surmise, this is just a quick "fix" to the QIF import issues.

    Those two should be able to be done fairly quickly. The biggest caveat is that your historical balances for the non-matching accounts will be totally meaningless, but going forward from the conversion date, they should be fine. (And you seem to indicate that would be ok for you.)

    Hopefully, this will at least show that MD is a valid possibility. Many will probably take this as an "ok" solution, given history is history. For me, this was just a first step as funky historical balances bothered me.

    In your particular case, given you mention download starting issues of 2 years of downloads, I suggest reconciling everything in Quicken before doing the QIF export.
    (It is easy to start over in Moneydance, I did it multiple times in converting)

    If all your items are reconciled, then you do a "new" download of two years, it is easy to distinguish between old and new items. Do a sort, and delete the OLD items that match the new items. (This prevents the same download over and over). Then you should be able to move forward. [There is a merge option in MD, but I found doing this easier.]


  4. 4 Posted by rzep999 on 30 Jan, 2020 03:16 PM

    rzep999's Avatar

    thanks for the input Dantadavis. In my case since everything starts with checking account and fans out to investments etc ... it kind of mean outside of couple straight savings accounts, all others will be impacted. I tried that and I can see it what you are seeing.

    I am on quicken 2017 and sounds like I should be able to use it indefinitely without the download support.At this point, I am leaning towards using MD starting with Quicken cut off date and Quicken before that.

    I have not spent much time with MD outside what I said above. Some stuff is somewhat strange. For example, I got the the chase checking visible/downloaded. I have credit card on the chase as well (same login) and when trying to add to MD Chase CC, it does not see ... what is the catch here ?

  5. System closed this discussion on 30 Apr, 2020 03:20 PM.

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