[GNC] New User-Chase Bank Problems
Steve Cohen
stevecoh2 at gmail.com
Fri Dec 21 17:58:20 EST 2018
I am also trying to set this up with Chase, where I have both bank and
credit card accounts. I've tried and failed since first using GNUCash
last year. Trying to understand what needs to be done.
I see in the Wizard "UserId is assigned to you by the bank after
applying for OFX DirectConnect"
I don't recall having ever done this much less possess any documents
from the bank. Yet on the Chase website, it says,
> Desktop apps
> You've set up your Chase accounts so desktop versions of apps like Quicken® or Intuit QuickBooks® can access them directly. To remove this access, contact help & support at 1-877-CHASEPC (1-877-242-7372). Keep in mind: this only applies to apps you've installed on your desktop. If you'd like to link your accounts to a mobile or website app, please go to the linked apps and websites page.
This access must have been granted back in the days when I used Quicken.
but I have no idea how to find my User Id.
Where do I go from here?
On 12/17/18 7:41 PM, Michael Mantei wrote:
> That's what I've done. No luck. I'm not getting any messages on the
> Chase site so I don't know if they are seeing anything or not. I just
> keep seeing the same thing over and over. I'm on my 27 user attempt and
> nothing has changed. I was hoping it was the fact that I hadn't removed
> the hyphens from the CLUID, but even removing them doesn't fix it.
>
>
> SciFiGeek
>
>
> On 12/15/2018 6:14 PM, Fross, Michael wrote:
>> Hello,
>>
>> I remember spending a lot of time to get it to work with my Chase
>> Freedom card. There were 2 things that needed be done. #1, create a
>> UUID and #2, go onto the website after you try it and give access.
>>
>> Summary:
>> 1. Generated a Version 4 UUID here:
>> a. https://www.uuidgenerator.net/version4
>> 2. Entered it in my user settings ClientUID field in the aqbanking
>> wizard - without the dashes
>> 3. Changed the Header version to 103 (was 102)
>> 4. Connect and instant success! Transactions and balance downloaded
>> with no error messages in log.
>> Go to your Chase Secure message box and allow the connection
>>
>> Thanks to Dave Reiser for figuring it out...I basically followed his
>> instructions. If you'd like me to paste the entire email let me
>> know. I saved it along with my summary above.
>>
>> Michael
>>
>> On Sat, Dec 15, 2018 at 7:32 PM David Reiser via gnucash-user
>> <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>> wrote:
>>
>>
>> > On Dec 15, 2018, at 8:10 PM, Michael Mantei <mantei64 at gmail.com
>> <mailto:mantei64 at gmail.com>> wrote:
>> >
>> > I was a user of Quicken for as long as I can remember. I'm now
>> trying to get serious about my finances and recently installed
>> GNUCash on my Windows 10 system. I simply installed the software,
>> and built my entire account structure manually, to match exactly
>> what I wanted it to be. Now I need to connect to my bank (Chase)
>> and can't do it.
>> >
>> > I'm using the AQBanking Wizard and have setup a user account and
>> it won't connect. I started reading lots of messages here then
>> created a new user. This one has the User Name and User Id set to
>> the same name I used with Quicken. I used an online app to
>> generate a Client UID. I've selected JPMorqan Chase Bank as my
>> bank and took the defaults on the Bank Settings page. For the
>> Application Settings, I have an Application ID of "QWIN". The
>> application version is set to 2700 and the header version is set
>> to 103. When I try to retrieve the account list, this is what I get:
>> >
>> >
>> > 14:06:57 Retrieving SSL certificate
>> > 14:06:57 Connecting to server...
>> > 14:06:57 Using GnuTLS default ciphers.
>> > 14:06:57 TLS: SSL-Ciphers negotiated:
>> TLS1.2:ECDHE-RSA-AES-256-GCM:AEAD
>> > 14:06:57 Signer not found
>> > 14:06:57 Certificate is not trusted
>> > 14:06:57 Connected.
>> > 14:06:57 Disconnected.
>> > 14:06:57 Connection ok, certificate probably received
>> > 14:06:57 Operation finished, you can now close this window.
>> >
>> > The OFX.log file shows this:
>> >
>> > Sending:
>> > -------------------------------------
>> > OFXHEADER:100
>> > DATA:OFXSGML
>> > VERSION:103
>> > SECURITY:NONE
>> > ENCODING:USASCII
>> > CHARSET:1252
>> > COMPRESSION:NONE
>> > OLDFILEUID:NONE
>> > NEWFILEUID:20181214144405.000
>> >
>> >
>> <OFX><SIGNONMSGSRQV1><SONRQ><DTCLIENT>20181214144405.000<USERID>#NAME
>> REMOVED#
>> > <USERPASS>#PASSWORD REMOVED#
>> > <LANGUAGE>ENG<FI><ORG>Chase
>>
>> Bank<FID>1601</FI><APPID>QWIN<APPVER>2200<CLIENTUID>4f67a05f-bb69-45a7-ab66-d1f52dc4ef71</SONRQ></SIGNONMSGSRQV1><SIGNUPMSGSRQV1><ACCTINFOTRNRQ><TRNUID>20181214144405.000<CLTCOOKIE>1<ACCTINFORQ><DTACCTUP>19691231</ACCTINFORQ></ACCTINFOTRNRQ></SIGNUPMSGSRQV1></OFX>
>>
>> >
>> > -----
>> >
>> > Anyone have any ideas what I am doing wrong? Your help would be
>> greatly appreciated.
>> >
>> > SciFiGeek
>> >
>>
>> The ofx log says you set the APPVER to 2200 instead of 2700. That
>> probably matters.
>>
>> Another thing is that you’re likely to have to do is log into the
>> Chase web site, and check your secure messages for one that asks
>> you if you were the one trying to sign in with a previously
>> unknown app (as identified by the new unique CLIENTUID). Once
>> you’ve followed the steps in the Chase message, you’ll be in
>> better shape. If you have no message yet, there’s a possibility
>> that the Chase system doesn’t think your software is capable
>> anyway (APPVER too low). Change the APPVER, try Aqbanking again,
>> and then check your account messages online again.
>>
>> I only have Chase credit cards. I don’t know if the procedure is
>> different for checking and savings accounts. Chase does by default
>> charge a fee for checking/savings access via OFXDirectConnect. But
>> since you’ve connected before, I’m assuming that isn’t causing you
>> problems.
>>
>> I also don’t know if Chase has changed the out-of-band
>> verification steps since the first round two years ago. Good luck.
>>
>>
>> --
>> Dave Reiser
>> dbreiser at icloud.com <mailto:dbreiser at icloud.com>
>>
>>
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