Can't import QIF into new file. Just getting one record

Bill Barton's Avatar

Bill Barton

18 Feb, 2020 09:11 PM

Running MD v2017.7.1 (1671)

I use MD to track several Chase credit card accounts. Trying to set up new one is failing. I'm downloading transactions into a QIF file and importing that file, but all I get is the first record. I've looked at the file with a raw editor and see that two years of transactions are in there. Also failing with a partial export/import.

What am I missing here?

  1. 1 Posted by dwg on 18 Feb, 2020 09:32 PM

    dwg's Avatar

    I'm a fellow user.

    I think I may know the cause of your QIF problem. If you post say the first 20 lines of the file it is pretty easy to check.

  2. 2 Posted by Bill Barton on 19 Feb, 2020 01:07 AM

    Bill Barton's Avatar

    DWG
    I'm not comfortable posting part of my credit card transaction download QIF in a public forum. Is there any way you can explain it without that? 
    I'm just viewing the file using Notepad, but I can see transaction dates ranging over two years. When I import, I just get the first record. I've imported many such files into MD with no issues. 
    I've re-downloaded the file from Chase several times. I've deleted the account and recreated it. I've deleted the account and tried to let MD create it on the fly during the import. When I create the account and then use the "Download Transactions" option from the "Online" menu, I only get the *last* record, oddly enough. There are clues here, but I've run out of guesses. 
    B
    ------------------------ On Tuesday, February 18, 2020, 03:32:44 PM CST, dwg <[email blocked]> wrote:
     
       
    |

  3. 3 Posted by dwg on 19 Feb, 2020 05:47 AM

    dwg's Avatar

    I'm a fellow user.

    A QIF transaction file can contain one or more records however each record must be terminated by an End of Record indicator. In the case of QIF files the End of Record indicator is a caret (^) and that needs to sit in character position 1 on a line by itself.

    A valid QIF transaction file looks like:

    !Type:Bank
    D03/03/10
    T-379.00
    PCITY OF SPRINGFIELD
    ^
    D03/04/10
    T-20.28
    PYOUR LOCAL SUPERMARKET
    ^
    D03/03/10
    T-421.35
    PSPRINGFIELD WATER UTILITY
    ^

    If a file has only a Caret at the end of the file only the last record will be imported. If there are no carets then many importers will read the End of File indicator as an end of record and also only import the last transaction.

    The reason I usually only ask for about 20 lines is not only is it easy to count it only shares about 4 transactions which does not really tell anyone anything but does show the file structure.

    Chase is a serial offender in producing malformed QIF files, and from past user comments seems to be unwilling to fix up their bad programming. A better option to QIF is if you can download OFX files.

  4. Support Staff 4 Posted by Ethan on 20 Feb, 2020 01:39 AM

    Ethan's Avatar

    If dwg's advice didn't answer your question, and you'd like further assistance, you can open up a separate private thread to post your question and attach your file. Only you and the support staff will be able to see it. But I agree, we've seen this from Chase before. I'm pretty sure they offer either OFX or QFX downloads as well for most of their accounts, which would be a better choice than the QIF format anyway.

    Ethan
    Infinite Kind Support

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