Filter date range of QFX files

psullivan12's Avatar


06 Jul, 2019 05:48 PM

Is it possible to filter the incoming QFX file to select only a specified date range? One of my financial institution's QFX files always contain data back to 2013. I have set up my MD data to start in 2019 and do not want pre-2019 data in it. When pre-2019 data comes in, it screws up balances and other accounts that do not have pre-2019 data due to transfers. I know this question has been asked before and the responses centered on just deleting the unwanted data. That would be fine if it only needed to be done once, but the QFX file re-populates the data back to 2013 every month when I'm only wanting that months new data.

Thanks for your inputs.

  1. 1 Posted by psullivan12 on 06 Jul, 2019 05:53 PM

    psullivan12's Avatar

    I forgot to mention. The financial institution with which I'm having the problem will not let me select the date range of the transactions for the QFX file. It's "all or nothing"


  2. 2 Posted by psullivan12 on 07 Jul, 2019 07:10 PM

    psullivan12's Avatar

    Well, I've found a solution even though I don't know why or how. I was using Chrome browser when getting the QFX file and wound up with all transactions instead of the ones I'd filtered on the bank's site. If I use Safari, no problem - same use of site's filters, same request of QFX file, same opening and loading into MD, but get desired results of only those transactions I've requested.

    As I said, it's all a mystery to me, but I've found a solution.


  3. System closed this discussion on 06 Oct, 2019 07:10 PM.

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