Importing web connect from Bank of America

Mike Swenson's Avatar

Mike Swenson

23 Nov, 2019 11:05 PM

I have been importing credit card transactions from my Bank of America account for years using Web connect for Quicken 2017. Recently the imports have been placing all of the transactions into the payment category in the register of Moneydance, rather than placing charges into the charge category. I am using the newest version of MoneyDance (2019.3-1881). How can I resolve this?

  1. 1 Posted by derekkent23 on 24 Nov, 2019 08:34 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Mike.

    It looks like some banks are now not following the spec for QFX/OFX files.

    Do a FILE (MONEYDANCE on Mac) – EXPORT BACKUP in case the following does not work for you.

    Moneydance has added a workaround. Make sure under FILE (MONEYDANCE on Mac) – PREFERENCES – NETWORK that IGNORE TRANSACTION TYPE IN FAVOR OF AMOUNT SIGN is ticked and see if that helps.

    If your build of 2019 hasn’t got this fix update from https://infinitekind.com/preview

    For transaction already entered double click on the amount and add a “-“ in front of the value, when you re-save the transaction the value will switch to the other type.

    If you have other banks that work, I am not sure what happens to them if you have the box tick when you import.

    All my bank follow the rules so I don’t need to tick the box. However, I did restore a backup to do a test. Ticked the box and did an import on one of my banks and there were no issues.

    Perhaps do a test, first do an EXPORT BACKUP and if something goes wrong do a RESTORE FROM BACKUP.

    Hope this helps.

  2. 2 Posted by Michael Swenson on 26 Nov, 2019 04:02 AM

    Michael Swenson's Avatar

    Thanks very much for the suggestion—it definitely helped!

  3. 3 Posted by derekkent23 on 26 Nov, 2019 01:43 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Mike.

    Glad I was able to help.

    Have Fun.

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