How to download from PayPal

Harry Parker's Avatar

Harry Parker

17 Feb, 2010 04:24 PM

I've searched and searched here to no avail. how does one download from PayPal???

All they give is a CVS file??, Tab, text and pdf.

Thanks

  1. Support Staff 1 Posted by Ben Spencer on 17 Feb, 2010 06:05 PM

    Ben Spencer's Avatar

    Unfortunately PayPal do not support direct connection with OFX (Open financial exchange) so we cannot directly import their transactions.

    We do have afree extension that imports CSV files. However becasue CSV is not a standard format used for transaction download you have to tell moneydacne whhich fields in the csv file match to the corisponding fields in the register. If you want to install this extension select extension->Add =, click next, select "Text file importer" and click next.

    I am sorry if this does not meet your needs.

    Sincerely

    Ben Spencer

  2. 2 Posted by Harry on 18 Feb, 2010 02:20 PM

    Harry's Avatar

    I just need a solution.

    So what I think you are saying is:

    Download a CVS file from PayPal and use a plugin? of some sort?
    Which, I think is available from your webpage? Correct?

    Thanks. Will look into that.

    I am amazed that PayPal doesn't have qif files, something, anything.
    Absolutely ridiculous.

    I LOVE my MoneyDance though!

    Thanks

    Harry Parker
    www.TheHarryParker.com
    www.TeamILLVision.com

    "Whether you think you can, or that you can't, you are usually
    right." Henry Ford

  3. Support Staff 3 Posted by Ben Spencer on 18 Feb, 2010 03:18 PM

    Ben Spencer's Avatar

    Hi

    Its not a plugin that you download from the website rather you can download and install it directly from within the Moneydance software. Run moneydance and select Add from the Extensions menu. Click Next and then select Text File Importer from the list of extensions. Click Next to install it. This will create a new menu item on the extensions menu called "Text File Importer" that you can use to import a csv file.

    Sincerely

    Ben Spencer

  4. 4 Posted by Rachel on 16 May, 2010 12:54 AM

    Rachel's Avatar

    PayPal does offer downloads in .qif and other formats. Recently, Quicken even offered direct connect and it worked in the one-step update for me for the last several months just before I switched over to Moneydance this week. See the picture for a shot of the paypal screen - hover over the "History" link, and a "Download History" dropdown option will appear, bringing up this screen.

    If you can duplicate the Quicken ease of direct connect, please add PayPal to the list of supported financial institutions. That would be really nice.

  5. 5 Posted by Jessica Little on 17 May, 2010 08:12 PM

    Jessica Little's Avatar

    Quicken supports two methods of accessing your accounts: direct connect and web connect. With web connect, they basically connect to your bank's website and download and import OFX, QFX, QIF, and OFC files. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. Moneydance only supports automatic connections through direct connect and not web connect. You can still download OFX, QFX, QIF, and OFC files files from your bank and import them, but there's currently no way to do this automatically from within Moneydance.

    We are looking into the possibility of offering web connect but there are several obstacles for us at the moment. Since in web connect the program is interfacing with the banks web interface each different web connection with a bank will be different. Moreover, if a bank changes their interface then we may have to totally restructure that banks web connect process. Its all a bit of a daunting process, especially determining a method that meets our high standards of quality and security but we are definitely looking into our options. We will keep the Moneydance community updated about new developments in web connect for Moneydance.

    Jessica Little
    Moneydance Support

  6. 6 Posted by Rachel on 31 May, 2010 02:53 PM

    Rachel's Avatar

    OK, I mean that I was able to use webconnect with quicken to automatically download pay-pal transactions within the onestep update in quicken. It would be nice to have automatic pay-pal synchronization within moneydance. Sounds like you are working on it, so I am encouraged.

  7. 7 Posted by Nepa on 21 Jun, 2010 11:36 AM

    Nepa's Avatar

    You can convert your PayPal CSV downloads to OFX using iCreateOFX Basic from http://icreateofx.co.uk/Convert-CSV-to-OFX

  8. 8 Posted by Rachel on 25 Jun, 2010 04:08 AM

    Rachel's Avatar

    Moneydance will directly import the .qif files that PayPal creates. No converter needed. You just have to log into your paypal account periodically and download all transactions since the last download. Initiating the download is not automatic like it is in Quicken, but the importing of the transactions is automated and smooth.

  9. 9 Posted by Nepa Luzinka on 19 Nov, 2010 08:55 AM

    Nepa Luzinka's Avatar

    I have looked for the option to download QIF files from PayPal and do not seem to find it. Could you please point me to where you saw the option to download QIFs?

    Either that, or PayPal (like Quicken) have decided to drop the format after all, in which case the OFX converters are definitely the flavour of the moment! You can also try the recently released PayPal OFX Converter from http://kkltd.co.uk/PayPalOFXConverter.aspx

    -----Original Message-----
    From: Rachel [mailto:[email blocked]]
    Sent: 25 June 2010 05:11
    To: [email blocked]
    Subject: Re: How to download from PayPal [Questions]

  10. 10 Posted by Angie Rauscher on 19 Nov, 2010 09:59 AM

    Angie Rauscher's Avatar

    Nepa,

    I'm 100% sure PayPal will allow you to download QIF files, because I did it this morning! Here's how to do it:
    1-Sign into PayPal
    2-Hover over the "History" item on the menu bar and select the "Download History" option (see Screenshot 1)
    3- You'll be presented with an interface which lets you choose a date range and a file type. Qif is one of the types available in the dropdown menu. (See Screenshot 2

    Most web browsers will ask you what program you want to use to open the file, in which case you should choose Moneydance. If not, just drag the downloaded file only the Moneydance window to begin the import process.

    I hope this helps, and please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

    Check out our new blog series, Moneydance on the Road.

  11. 11 Posted by Nepa Luzinka on 19 Nov, 2010 10:48 AM

    Nepa Luzinka's Avatar

    Angie - and I'd looked for ages (and there it was staring me in the face!).
    Thanks

    -----Original Message-----
    From: Angie Rauscher [mailto:[email blocked]]
    Sent: 19 November 2010 10:00
    To: [email blocked]
    Subject: Re: How to download from PayPal [Questions]

  12. Angie Rauscher closed this discussion on 19 Nov, 2010 12:05 PM.

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