USAA credit card downloads

Mary's Avatar


20 Nov, 2015 09:24 PM

I used to download transactions from my USAA credit card to Moneydance. Now they tell me that they do not support this function. They suggested that I download transactions in an excel file and then import them to Moneydance. Is this even possible?

More important, do other users import credit card transactions from USAA?

  1. Support Staff 1 Posted by Jenny on 24 Nov, 2015 03:35 PM

    Jenny's Avatar

    Hi Mary,

    Many financial institutions do not support direct connections with credit card accounts.

    The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

    You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

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

    Infinite Kind Support

  2. Jenny closed this discussion on 24 Nov, 2015 03:35 PM.

  3. Mary Kent re-opened this discussion on 24 Nov, 2015 11:08 PM

  4. 2 Posted by Mary Kent on 24 Nov, 2015 11:08 PM

    Mary Kent's Avatar

    Thank you for the reply, but this doesn't help in my case.

    USAA allows export of its credit card data in excel files, but not as QFX, OFX, or OFC files. I can download bank or investment accounts, but not credit cards, for some reason.

  5. 3 Posted by dwg on 25 Nov, 2015 04:06 AM

    dwg's Avatar

    While it is possible to import CSV files, which excel can create, but I suspect that is the type of download that they are referring to anyways (a CSV download which excel can import), other formats are preferable. Most institutions will allow for the download of QIF files as it is sort of the historical standard format.

    Does USAA provide for QIF files?

  6. Support Staff 4 Posted by Jenny on 25 Nov, 2015 10:12 AM

    Jenny's Avatar

    Hi Mary,

    I did a bit of digging online, and can see that USAA have changed their export functions, and do not provide the formats I suggested.

    I understand you have already attempted to download the files, but I did find a suggestion from another user within a USAA communities page, they were able to download a QFX file for their credit card account. Although it has not worked for all users, I believe it is worth trying. It is the third post on this page.

    The trouble with using Excel files is that there is no standard way of storing transaction information in an Excel file. Which is to say there is no standard for the number of columns, the names of the columns, the order of the columns or data type that is stored in the columns in a MS Excel file. Because of this it is not possible to create a standard way of importing MS Excel data files into Moneydance.

    However there is a free Moneydance extension that can import CSV files. You can export your data from Excel to a CSV file. Again there is no standard format for storing transactions in a CSV file so you have to tell the extension which column in the CSV file should correspond with which column in Moneydance.
    You can install the CSV importer extension here.

    I hope this is helpful, please let me know if you have further questions.

    Infinite Kind Support

  7. Jenny closed this discussion on 25 Nov, 2015 10:12 AM.

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