QFX Connection with Chase

Gregory Hendel's Avatar

Gregory Hendel

20 Jul, 2016 04:14 PM

Hello,

I am trying to set up on line banking with Chase. I have successfully set up my checking and savings accounts. I then added my two credit card accounts. When I choose download transactions from the on-line menu, it downloads my checking account activity into me credit card account.

Can you help me?

Thank You,

Greg Hendel

  1. Support Staff 1 Posted by Ethan on 21 Jul, 2016 12:18 PM

    Ethan's Avatar

    Hello Greg,

    It is likely that this is a mapping issue. Your accounts are not mapped properly (in other words, one or more online accounts are pointing to your accounts in Moneydance incorrectly).

    To fix this, open the affected account, go to Online -> Set Up Online Banking, and click on the Disable button. Repeat for all other affected accounts. Then you will need to re-enable them one by one using the same menu. Once you have entered your ID and Password for an account, click Ok and wait (do not click next). You need to see a window that will display - Please choose the account you wish to use - which are your accounts listed in a drop down list. If you bypass this window - your Moneydance account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds.

    Ethan
    Moneydance Support

  2. System closed this discussion on 20 Oct, 2016 12:20 PM.

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