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Bank of America and chase

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Tim meza

01 Jun, 2012 03:46 AM

Hi I just purchased your software and I can't connect with bank of America and chase it keeps
Giving me an error code 2000
How do I fix this issue please

1. 2 Posted by james f on 01 Jun, 2012 11:07 AM

   

   I Bank with Chase.

   You need to enable your account at Chase for their Direct Access service for Quicken users. See attached screenshots and follow the mouse. You need to select 1. Customer Center, 2. Financial Management Software, 3. Activate Direct Access (mine is already activated so it looks a little different).

   Then you need to choose "Chase" in the dropdown menu of Financial Institutions when setting up the Direct Connect for your account within Moneydance. See attached screenshot.

   Your login credentials for Direct Connect downloading of data from Chase is the same as your Web login to your account at chase.com.

   You also need to enable your account at BoA for their Direct Connect service for Quicken users.

   • chase1.png 233.6 KB
   • chase2.png 188.4 KB
   • chase3.png 189.4 KB
   • chase4.png 146.7 KB

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2. 3 Posted by james f on 01 Jun, 2012 11:22 AM

   

   By the way,
   You'll also want to set your Netwok Preferences in Moneydance to the following screenshot for best control over the downloading and Merge process.

   You'll find Network Preferences within Moneydance under File > Preferences.

   • NetworkPreferences.png 135.8 KB

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3. Support Staff 4 Posted by Ben Spencer on 04 Jun, 2012 11:33 PM

   

   A refund was requested in another thread and so I am closing this discussion.

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4. Ben Spencer closed this discussion on 04 Jun, 2012 11:33 PM.

5. Tim Meza re-opened this discussion on 05 Jun, 2012 12:17 AM

6. 5 Posted by Tim Meza on 05 Jun, 2012 12:17 AM

   

   Thanks

   Sent from my iPhone

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7. Angie Rauscher closed this discussion on 05 Jun, 2012 05:04 AM.

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