Re: [GNC] New User-Chase Bank Problems

[Steve Cohen]

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 
mailto:gnucash-user@gnucash.org>> wrote:



    > On Dec 15, 2018, at 8:10 PM, Michael Mantei 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
    >
    >
    20181214144405.000#NAME
    REMOVED#
    > #PASSWORD REMOVED#
    > ENGChase

Bank1601QWIN22004f67a05f-bb69-45a7-ab66-d1f52dc4ef7120181214144405.000119691231 


    >
    > -
    >
    > 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 

Re: [GNC] New User-Chase Bank Problems

[Michael Mantei]

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 
mailto:gnucash-user@gnucash.org>> wrote:



> On Dec 15, 2018, at 8:10 PM, Michael Mantei 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
>
>
20181214144405.000#NAME
REMOVED#
> #PASSWORD REMOVED#
> ENGChase

Bank1601QWIN22004f67a05f-bb69-45a7-ab66-d1f52dc4ef7120181214144405.000119691231
>
> -
>
> 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 


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Re: [GNC] New User-Chase Bank Problems

[Michael Mantei]

I copied an old entry from the OFX LOG. I am using APPVER 2700 and have 
the exact same issue.  I've check my messages with Chase, and there 
aren't any. I don't know that anything is actually being sent to them. 
I've been with Chase for 4 years and have used Quicken with them the 
whole time.  I've never been charged to connect, that I can recall. It's 
always just worked.


Thanks for the feedback anyways.

Mike

On 12/15/2018 5:30 PM, David Reiser wrote:

On Dec 15, 2018, at 8:10 PM, Michael Mantei  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

20181214144405.000#NAME REMOVED#
#PASSWORD REMOVED#
ENGChase 
Bank1601QWIN22004f67a05f-bb69-45a7-ab66-d1f52dc4ef7120181214144405.000119691231

-

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



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Re: [GNC] New User-Chase Bank Problems

[Fross, Michael]

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> wrote:

>
> > On Dec 15, 2018, at 8:10 PM, Michael Mantei  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
> >
> > 20181214144405.000#NAME
> REMOVED#
> > #PASSWORD REMOVED#
> > ENGChase
> Bank1601QWIN22004f67a05f-bb69-45a7-ab66-d1f52dc4ef7120181214144405.000119691231
> >
> > -
> >
> > 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
>
>
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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Re: [GNC] New User-Chase Bank Problems

[David Reiser via gnucash-user]

> On Dec 15, 2018, at 8:10 PM, Michael Mantei  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
> 
> 20181214144405.000#NAME REMOVED#
> #PASSWORD REMOVED#
> ENGChase 
> Bank1601QWIN22004f67a05f-bb69-45a7-ab66-d1f52dc4ef7120181214144405.000119691231
> 
> -
> 
> 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


___
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To update your subscription preferences or to unsubscribe:
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[GNC] New User-Chase Bank Problems

[Michael Mantei]

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

20181214144405.000#NAME 
REMOVED#

#PASSWORD REMOVED#
ENGChase 
Bank1601QWIN22004f67a05f-bb69-45a7-ab66-d1f52dc4ef7120181214144405.000119691231


-

Anyone have any ideas what I am doing wrong? Your help would be greatly 
appreciated.


SciFiGeek


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