Downloading Transactions

Susannah Kenton's Avatar

Susannah Kenton

03 Feb, 2019 06:44 AM

Hi - My US bank Wells Fargo seems to have stopped offering offering to download transactions as qif files and is only offering qfx or Comma Delimited. Money Dance doesn't seem to be able to import these files. Is there a work around please?

Also, I live in New Zealand and complete my accounts in New Zealand dollars even though I have some transactions in US dollars from my US bank account. When importing these, should I import them in the New Zealand currency so that they match all of the other records?

  1. 1 Posted by dwg on 03 Feb, 2019 07:50 AM

    dwg's Avatar

    I'm a fellow user.

    What version and build number of Moneydance are you using?

  2. 2 Posted by susannah Kenton on 03 Feb, 2019 08:40 AM

    susannah Kenton's Avatar

    Looks like the version is 2017.2

  3. 3 Posted by dwg on 03 Feb, 2019 08:46 AM

    dwg's Avatar

    I'm a fellow user.

    It is known that Wells Fargo stuffed up their OFX downloads. The Moneydance developers have made changes in the later Moneydance builds to accommodate this.

    You need to upgrade to the latest Moneydance 2017 build which is 2017.10.

    You can download it from:

  4. 4 Posted by susannah Kenton on 03 Feb, 2019 05:27 PM

    susannah Kenton's Avatar

    It worked! Thank you SO much dwg

  5. System closed this discussion on 05 May, 2019 05:30 PM.

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