No new transactions

alan.howard's Avatar

alan.howard

10 Jan, 2018 06:27 PM

Moneydance (2017.4) reports no new transactions for Chase bank and credit card accounts even though there are new transactions. Citi Bank credit card download work correctly.

  1. Support Staff 1 Posted by Tom Freeman on 10 Jan, 2018 10:08 PM

    Tom Freeman's Avatar

    Can you update to the most current build of MD from here: http://infinitekind.com/preview

    We updated a few security certificates. Are you receiving any error messages when attempting to download? Your error log didn't indicate an FI connection and I believe the update should resolve that. If not please attach your errlog after the attempt.

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by alan.howard on 11 Jan, 2018 12:36 AM

    alan.howard's Avatar

    Tom

     

    Thanks for the quick response.

     

    There is no change with the new version.

     

    Log attached

     

    Alan Howard

    My password is the last 8 digits of p

  3. 3 Posted by -Kevin N. on 11 Jan, 2018 03:07 AM

    -Kevin N.'s Avatar

    Hi Alan,

    First, make a backup or copy of your data file.

    Then, something that you can try is to reset the sync to Chase.

    To do so, open Moneydance to the Chase account in question.
    From the menu bar, go to Online > Set Up Online Banking.
    In the resulting form, select 'Reset Sync'.
    Doing so instructs Moneydance to download any and all transactions available on the Chase server.
    Keep in mind that this may cause multiple instances of duplicate transactions that you'll need to deal with.

    -Kevin N. (not a member of MD support)

  4. Support Staff 4 Posted by Tom Freeman on 19 Jan, 2018 09:22 PM

    Tom Freeman's Avatar

    I am not seeing any indication that you connected to Chase.com. Try Kevin's suggestion and if that doesn't work, try resetting the connection.

    Go to online > set-up online and click disable. They return to online > set up online to reestablish the connection.

    Are you seeing any indication of a connection or lack of a connection. Another thing is that chase has an additional security protocol, after setting up an online connection you have to go to the secure message center on you chase.com account and conform your identity.

    Tom Freeman
    Infinite Kind Support

  5. 5 Posted by alan.howard on 19 Jan, 2018 10:24 PM

    alan.howard's Avatar

    Tom,

     

    I decided yesterday to try resetting the connections. That seemed to fix the problem and I was able to download new transactions. This morning I did an update all and was successful.

     

    Thanks for your help. You can close the ticket.

     

    Alan Howard

    My password is the last 8 digits of p

  6. Support Staff 6 Posted by Tom Freeman on 19 Jan, 2018 10:32 PM

    Tom Freeman's Avatar

    Tom Freeman
    Infinite Kind Support

  7. Tom Freeman closed this discussion on 19 Jan, 2018 10:32 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac