My Bank (of America) no longer shows an option for file downloads

David Zucker's Avatar

David Zucker

09 Mar, 2026 05:32 PM

MY bank (Bank of America) said no longer shows QFX or OFX as possible extentions for downloading my transactions. It only shows Excel or Text options. How do I import my data now?

  1. 1 Posted by dwg on 09 Mar, 2026 08:51 PM

    dwg's Avatar

    Many people are downloading a CSV file, which I would think is what Amex call Excel, and using the User created CSV Importer extension to create a custom reader, this contains the file layout and can be reused, and using this to import the CSV file into Moneydance.

    Some have decided to use the paid for optional Moneydance+ service if they want automatic downloads.

    So your choices really are import a CSV file or use the Moneydance+ service.

  2. 2 Posted by David Zucker on 10 Mar, 2026 02:31 AM

    David Zucker's Avatar

    Cheers 
    David

    Sent from my iPhone

    On Mar 9, 2026, at 4:52 PM, dwg <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: dwg

    Many people are downloading a CSV file, which I would think is what Amex call Excel, and using the User created CSV Importer extension to create a custom reader, this contains the file layout and can be reused, and using this to import the CSV file into Moneydance.

    Some have decided to use the paid for optional Moneydance+ service if they want automatic downloads.

    So your choices really are import a CSV file or use the Moneydance+ service.

    On Mon, Mar 09 at 10:32 AM PDT, David Zucker wrote:

    MY bank (Bank of America) said no longer shows QFX or OFX as possible extentions for downloading my transactions. It only shows Excel or Text options. How do I import my data now?

    Having trouble reading this? View this discussion online: My Bank (of America) no longer shows an option for file downloads.

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  3. Maddy closed this discussion on 10 Mar, 2026 12:01 PM.

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