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@gnucash.org <mailto:gnucash-user@gnucash.org>> wrote:
> On Dec 15, 2018, at 8:10 PM, Michael Mantei <mante...@gmail.com
<mailto:mante...@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
dbrei...@icloud.com <mailto:dbrei...@icloud.com>
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