I'm a Chase Visa client. I'm not having any issue with connecting to Chase Visa.
Something that you can try on the Chase website, is to make sure that your account(s) are still authorized for 'Desktop apps'.
To do so, log on to the Chase website.
In the upper right-hand corner, click on the head-and-torso icon.
Select 'More Settings'.
From the list that appears on the left, scroll down and click on 'Desktop apps'.
My accounts are already authorized so I just get a message indicating as such.
Hopefully you can reauthorize your accounts and get this resolved.
I was thinking that maybe a firewall setting may be blocking Moneydance to your Chase connection but if you can connect to other financial institutions as well as Chase Visa then that rules that out.
There may some setting that is 'stuck' in your current data file. Something that you could try to check on this theory is to create a new data file, set up your Chase account and see if it works with the new data file.
If it does work in the new data file, I believe that there is a python script offered by MD support that completely removes an existing banking connection from a data file. Running it on your current data file may 'un-stick' whatever's 'stuck'. You should then be able to re-run the 'Set Up Online Banking' routine for Chase.
Henry on 08 Dec, 2018 01:06 AM
Unfortunately i have to confirm that there is an issue with bill pay through Chase and we haven't been able to come to the bottom of it.
We are waiting for a confirmation of a customer who opened a service case with instructions from our lead developer, to find out why the error message appears.
We stepped through and it did seem clear that Chase's response was stopping (and freezing the download thread) right in the middle of the list of payees associated with the account. When we tried to show the list of payees in the Chase web site it also yielded an error, so it seems clear that the error is on Chase's side for now.
I hope maybe you have a different "in" with Chase than I do. Calling their financial software support people (for lack of what to call them) is pretty useless for me. They won't acknowledge any issues.
Just for another piece of information, I regrettably downloaded a trial of another software out of desperation to get back to tracking my finances (I'm a financial analyst so this is driving me a little crazy) and the only account it will set up from Chase is a credit card. The trial is wide open so this tells me it's clearly not just a Moneydance issue so I'm not leaving. I wish it wasn't such a pain to change Banks - I'd leave Chase.
Success ! My third call to Chase technical support yielded a person that would open a ticket to investigate the issue. Either that or Moneydance support pushed enough. I was able to connect and download my checking and savings activity this morning.
Henry on 13 Dec, 2018 11:29 AM
Thank you for confirming, the 'Will Process' state means that it's already on the banks side. I will check in with the other customers with the same issue as you had.
Thank you for sharing the results with your communication with Chase.