won't download months of transactions

graham hawthorne's Avatar

graham hawthorne

21 Feb, 2020 06:22 PM

I have an urgent tech issue - I'm trying to download amex transactions. after re-adding the bank info moneydance finally was able to get to the account, but it only downloaded transactions from november of 2019 forward. I need the rest of 2019. what can I do to make it download them?

  1. Support Staff 1 Posted by Ethan on 21 Feb, 2020 07:31 PM

    Ethan's Avatar

    Hello Graham,

    Many banks will only send a few months worth of data via direct connections. Moneydance will accept whatever the bank sends; there is no way for the program to ask for more than that. I would suggest to get your transactions into Moneydanceby using a web browser to download them from your bank's web site. That method usually has options for a longer date range, although again, this varies from bank to bank. You can download into QFX, OFX, OFC, or QIF files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on 21 Feb, 2020 07:31 PM.

  3. west onetwoseven re-opened this discussion on 22 Feb, 2020 04:32 PM

  4. 2 Posted by west onetwoseve... on 22 Feb, 2020 04:32 PM

    west onetwoseven's Avatar

    It's a moneydance issue, not a bank website issue. Moneydance simply
    wouldn't grab transactions between certain dates for the account. To
    clarify, I'm not downloading them and importing - my amex accounts support
    the direct download option in the *online *menu, whereby moneydance
    downloads the transactions itself.
    The reason I know it's a moneydance issue is that I worked around it by
    opening an earlier saved copy of the file and downloading into that, which
    got all the missing transactions. Then I exported a QIF of the missing
    transactions and imported them into the other file - problem solved but not
    without a bunch of tail-chasing.
    I wonder if for some reason MD blocked those transactions from downloading
    because I clicked "reset sync" while attempting to get it to go on the amex
    site - at first it wasn't working so I went to "set up online banking" and
    reset the account.
    In any case there should be a way to tell MD the time period you want to
    download when using the "download AMEX transactions" from the Online menu -
    and force it to do so even if for some reason the transactions have been
    marked as already downloaded or what-have-you.

  5. System closed this discussion on 23 May, 2020 04:40 PM.

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