Problem importing downloaded transactions

Stepehn Field's Avatar

Stepehn Field

11 Jan, 2022 01:37 AM

Hello, I have been a money dance user for my personal accounts for many years. Recently I created a new file for a business I started and attempted to import OFX and QFX downloads as I routinely do with my personal account file. However, the transactions do not import. I am following the same procedure (although with a different bank) that I do with the other file where I have never had any issues. I am using version 2022.2. Any suggestions??

Thank you!

  1. 1 Posted by Stuart Beesley ... on 11 Jan, 2022 08:07 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    So what does actually happen? What messages do you actually see?
    Find help/console after an import and post that here.
    Have you checked the ofx file for actual data in a text editor?
    What appears in online menu, match online accounts under the ofx import option?

  2. 2 Posted by Stephen Field on 11 Jan, 2022 12:37 PM

    Stephen Field's Avatar

    Stuart - thank you for your help. I hadn't considered trying to open the file in text editor. When I did, the info appeared incomplete. I tried the download again and it worked.

  3. Ethan closed this discussion on 16 Jan, 2022 08:21 PM.

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