tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/12209-palpal-qif-import-failsInfinite Kind: Discussion 2021-06-22T17:11:18Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-02-11T04:04:01Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I'm a fellow user.</p>
<p>I have just tried importing that one transaction in MD2019.1 (1855) and it worked as expected.</p>
<p>Does each transaction have a caret (^) after the transaction, missing this is one way of preventing QIF files loading correctly</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-02-12T00:45:45Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I am having exactly the same problem with Paypal and Moneydance 2019.1(1855) on Windows 7. Only one transaction out of a group is imported. I can see all of he transactions when I open the qif file in notepad. See attached file. There is a caret after each transaction</p></div>jcmoor1-nospamtag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-02-12T01:49:30Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I'm a fellow user.</p>
<p>I have been able to use the file download.qif to reproduce a totally different problem reported in another thread, that is importing this file creates an account with the name "Imported Bank Account".</p>
<p>There is something not right happening with QIF imports.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-02-12T01:54:24Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I have placed a pointer for the developer to this thread.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-02-27T23:01:42Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I do not know if it addresses this problem but the latest preview has some QIF fixes:</p>
<p><a href="http://infinitekind.com/preview">http://infinitekind.com/preview</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-03-11T19:26:18Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I tried the preview Moneydance (2019.2 (1860) and got the same effect. Only the first transaction is loaded.</p></div>miketag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-03-11T21:08:38Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I messed around with the QIF file a bit to see if I could get the Paypal version to import. I removed the split transaction that PayPal includes by default, but still no luck. However, I eventually figured out the problem. When as QIF file is imported, you have to select the account to import it to. The default is "Imported Bank Account". I always changed this to "PayPal" and the first transaction would get imported to my PayPal account. HOWEVER - After doing this a few times, I realized that Moneydance had created a new account called "imported Bank Account" and had put all the other (after the first) in that. I import QIF from other banks and this doesn't happen, however it looks like a moneydance bug to me in that it ignores the account name I select.</p></div>miketag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-03-11T22:08:04Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>I get the same result as Mike.</p></div>jcmoor1-nospamtag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-08T19:56:16Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>Hey all,</p>
<p>Could you give this a try with the current preview build? I believe I've fixed this issue, along with a bunch of other QIF import problems. <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>Thanks!<br>
Sean</p>
<p>--Sean Reilly Developer, The Infinite Kind<br>
<a href="https://infinitekind.com">https://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-08T21:54:05Z2019-04-09T07:30:04ZPaypal QIF import fails<div><p>Sean,<br>
The transactions are all importing, but:</p>
<ul>
<li>Shows every transaction as a split with an Ebay fee, even if the fee is zero</li>
<li>All of the transactions are marked as cleared prior to me marking them as such.</li>
<li>The default category that I have specified for this account in Moneydance is not honored (this is not new I believe, as I have had this as an issue with other accounts as well). Categories that I have never used, such as “preapproved payment bill user payment”, “postage payment”, and “Ebay auction payment” are prepopulated.</li>
</ul>
<p>Looks like progress, keep at it.<br>
Thanks.<br>
Joe Moore</p>
<hr></div>Joe Mooretag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-09T23:09:40Z2019-04-09T23:09:40ZPaypal QIF import fails<div><p>Have you selected the checkbox "file was downloaded"?</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-10T01:51:37Z2019-04-10T01:51:37ZPaypal QIF import fails<div><p>I tried the preview version and 2019.2 (1865) and PayPal transactions could be imported to the correct account, but I also experience that all came with category splits and were pre-reconciled. In looking at the raw QIF file, it looks like this is PayPal's fault in the way they format QIF transactions.</p>
<p>I'm thinking I need to create some kind of script to preprocess the QIF before trying to import it. Is there a regex function in the import module that I can use to reformat this?</p></div>miketag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-10T09:34:58Z2019-04-10T09:34:59ZPaypal QIF import fails<div><p>Initially I did not check the "file was downloaded" box, but on retry the new transactions seem properly imported, with no splits, no marked as cleared, and with prior category designations intact. Maybe more emphasis on why this box needs to be checked is in order if this is the issue.</p>
<hr></div>Joe Mooretag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-10T10:01:40Z2019-04-10T10:01:40ZPaypal QIF import fails<div><p>The "file was downloaded" box only appears if the QIF file contains a single account. Ticking that box will tell Moneydance to mark those transactions as needed confirmation and to not auto-create categories or record the cleared status of transactions in the file. As Mike mentioned, the QIF files that come from paypal put their own categories into the file and also mark transactions as cleared, which is probably ok for some people, but not what most want. It's also unlike any other QIF file provide I've encountered.</p>
<p>So in most cases, I think including yours, it's better to not check that box. However it seems like the option needs to be there for somewhat rare cases.</p>
<p>Thanks,<br>
Sean</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-24T20:10:33Z2021-06-22T17:11:18ZPaypal QIF import fails<div><p>I'm getting the single transaction imported symptom with a qif file from Chase Bank (new york) I tried downloading the preview and installed it. Now when I try to import one of two things happen:</p>
<p>1 I get one transaction and the rest are who knows where. or<br>
2 the application freezes. then<br>
using task manager to kill moneydance and restarting it. the first transaction is duplicated.</p>
<p>No file was downloaded box appears.</p>
<p>Moneydance Version is 2019.3(1870)</p>
<p>file contents:<br>
!Type:CCard C*<br>
D04/23/2019<br>
NN/A<br>
PSUNOCO 0005236510<br>
T-31.66</p>
<p>C*<br>
D04/23/2019<br>
NN/A<br>
PSANDRA WEAKLAND D.P.M.<br>
T-50.0</p></div>pat.callahan1tag:infinitekind.tenderapp.com,2009-01-14:Comment/469418682019-04-24T21:10:29Z2019-04-24T21:10:29ZPaypal QIF import fails<div><p>I'm a fellow user.</p>
<p>This problem came up some time ago.</p>
<p>Chase have basically stuffed up the QIF file. Every record in a QIF file must be ended with a caret (^) on a line on its own. Chase are not doing this they have a blank line but this is not valid, therefore Moneydance is not able to interpret the file correctly, I understand customers have complained but nothing has been done about it.</p>
<p>If you want to work with downloaded files from Chase I suggest you try to download OFX/QFX files.</p></div>dwg