MM Import formats

All replies

• 

  

  0

  Sign in to vote

  I suggest that you look through all of this thread: https://social.microsoft.com/Forums/en-US/b2bc7e8b-4912-473b-bcb7-f8bf2cbe55e3/cant-import-qif-file-from-chase-bank-to-money-plus?forum=money

  Thursday, January 4, 2018 11:22 PM

  Moderator
• 

  

  0

  Sign in to vote

  Cal,

  Thanks for the link.  It is surely full of Chase customers who have recently been dealing with Chase/MM download problems for some time, and a lot of excellent solutions, particularly the changing the extension to .OFX.  I had received that input a long time ago from Chase but had lost my notes on it. I've had the same less than expected IT support from Chase.  They have now (within the past several months) decided to delete "ALL" digital download capabilities for their personal account (CC) customers.  All that is available is a downloaded PDF.  Even Quicken has been cleared from the download options.  My business account still has the Microsoft Download format option but there is discussion (from my local Chase bank) that that will also be deleted.  I wrote a letter and took it by the local Chase bank and asked them to forward it into their management feedback system.  Calling directly got me "We have been trained and we are no longer supporting Microsoft Money".  I surely agree with the sentiment of many posters, "Microsoft Money is a great program" and there aren't any replacements.

  Thanks for all the effort you have put into keeping MM going, but when the banks stop downloading any digital formats I'm not sure what the options will be.  For the time being, I'm going to transfer all my financial activities to my business account and hope for the best.

  Thanks again,

  John R.

  ---

  John A

  Thursday, January 4, 2018 11:44 PM
• 

  

  0

  Sign in to vote

  Citibank checking web site offers OFX, QFX, QIF, CSV, QBO, tab-delimited text, and pipe-delimited text.

  I know CAPITALONE360 (former ING Direct) works for savings, and may for checking, with PocketSense for the downloading to Microsoft Money. But I have seen people write that Capital One non-360 has stopped working.  You could consider that for personal checking maybe. I cannot be sure how that would work.

  Your broker may offer free checking. Mine does, and it works with checking too.  Your broker may well work nicely via PocketSense. I have a batch file, triggered by a Windows Scheduler, to run each night to fetch transactions. The way it works is that you set up Money to track the cash account for the investment account. The checks download as transactions into the cash transactions.  The checks will have a number in the Num column in the Money register.

  Friday, January 5, 2018 12:05 AM

  Moderator
• 

  

  0

  Sign in to vote

  I read on the PocketSense site that Chase Bank has resumed working properly with PocketSense. It could be that the web interface has changed recently, and you should try again. It could be that you might consider using PocketSense with Chase banking.

  I don't know if that works for all customers. It could be an extra fee or maybe only free to high rollers. If you decide to try, let it be known. PocketSense takes some fiddling to set up, but it is really nice once set up.  Some others could have some knowledge  to share of how to make that work with Chase bank. I don't use Chase myself.

  Friday, January 5, 2018 6:54 PM

  Moderator
• 

  

  1

  Sign in to vote

  Having just set up Chase accounts to work with Pocketsense, here are my findings:

  • Quicken downloads are offered on the web, but only to the primary account holder, and only after you have logged onto the web, click on top left button and then click on Profile & Settings > Manage Account Security > Desktop apps > activate Quicken.  Otherwise, you will only be offered pdf downloads.
  • Then clear you account credentials (if any): Pocketsense > Setup > Delete Account
  • Add your Chase account:  Pocketsense > Setup > Add Account
  • For each account user, after running Pocketsense > Setup > Test Account, you will get an error informing you that you have a secure message requiring your verification.  Logon to your web account, click on top left button and then click on Secure Messages and then click on the link within your most recent message to activate downloads.
  • Now you can test once again and you should have a successful download that you'll need to Send to Money so that you can match with the appropriate account in Money.
  • Test each account individually and match to Money accounts before running the regular combined downloads.

  
  
  
  

  • Edited by ameridan Tuesday, January 16, 2018 3:19 PM

  Sunday, January 7, 2018 9:35 PM
• 

  

  0

  Sign in to vote

  ameidan,

  Interesting approach.  Does this work even though the Chase account does not permit any downloads other than PDF?

  jaustin

  ---

  John A

  Tuesday, January 16, 2018 3:09 PM
• 

  

  0

  Sign in to vote

  yes.  see the first bullet item.

  Tuesday, January 16, 2018 3:16 PM
• 

  

  0

  Sign in to vote

  ameridan,

  Did some searching around and came across a Chase Direct Connect PFM Service but haven't been able to contact Chase and find out specifics.  Appears to be for specific accounts (e.g., Business) and costs $9.95/month.  Also found a Https://ofx.chase.com URL that appears you can sign-up for. Maybe is the same as the Chase Direct Connect PFM Service.  Will continue to see if there are any straightforward options. The Quicken, PocketSense, Chase approach looks a little more than I want to undertake at the current time.  I'm only interesting in connecting to my Chase Credit Card accounts.

  Thanks for you inputs,

  jaustin

  ---

  John A

  Tuesday, January 16, 2018 3:47 PM