tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1546-usaa-credit-card-downloadsInfinite Kind: Discussion 2018-03-17T06:17:12Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/385185312015-11-24T15:35:50Z2015-11-24T15:35:50ZUSAA credit card downloads<div><p>Hi Mary,</p>
<p>Many financial institutions do not support direct connections
with credit card accounts.</p>
<p>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.</p>
<p>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.</p>
<p>Please let me know if I can be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/385185312015-11-24T23:08:31Z2015-11-24T23:08:32ZUSAA credit card downloads<div><p>Thank you for the reply, but this doesn't help in my case.</p>
<p>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.</p></div>Mary Kenttag:infinitekind.tenderapp.com,2009-01-14:Comment/385185312015-11-25T04:06:20Z2015-11-25T04:06:20ZUSAA credit card downloads<div><p>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.</p>
<p>Does USAA provide for QIF files?</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/385185312015-11-25T10:12:39Z2015-11-25T10:12:39ZUSAA credit card downloads<div><p>Hi Mary,</p>
<p>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.</p>
<p>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 <a href="http://forum.youneedabudget.com/discussion/21136/usaa-bank-and-recently-changed-export-functions">
this page</a>.</p>
<p>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.</p>
<p>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.<br>
You can install the CSV importer extension <a href="http://infinitekind.com/extensions">here</a>.</p>
<p>I hope this is helpful, please let me know if you have further
questions.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny