.qfx imports

Charlies Siegel's Avatar

Charlies Siegel

22 Mar, 2020 02:41 PM

Hi... Is there any way to import qfx web connect files? Wells Fargo charges for direct connect which is the only way I can figure out to to connect. Unless there is a way to import the qfx file they generate for free, the direct connect fees would be higher than quicken's yearly fee thus forcing me to stay with quicken. I hope there is as I don't like quicken!!!

Charles Siegel

  1. 1 Posted by -Kevin N. on 22 Mar, 2020 02:48 PM

    -Kevin N.'s Avatar

    Hi Charles,

    Take a look at this Moneydance KB article regarding manual downloads/imports:
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    If I may make a suggestion, download the trial version of Moneydance to see if it suits your needs and to see if you can import your Quicken data.

    You can d/l the trial version here:
    https://infinitekind.com/download-moneydance-personal-finance-software

    -Kevin N. (not a member of MD support)

  2. Support Staff 2 Posted by Ethan on 22 Mar, 2020 09:33 PM

    Ethan's Avatar

    Just to add: while Moneydance can't use the function that Quicken calls Web Connect, it can accept manually downloaded QFX files. Some banks (incorrectly) give the same labels to these files, but if you can download a QFX file, you should be able to import it via File -> Import from the Moneydance menu bar, as that link Kevin gave above describes.

    Ethan
    Infinite Kind Support

  3. 3 Posted by Dan P on 15 May, 2020 08:24 PM

    Dan P's Avatar

    Charles,

    Just my 2 cents worth. I have the same problem with my bank. If you are a Windows user, you can associate .qfx files with Moneydance(Instead of Quicken). After downloading the QFX file, just double click the file and will load directly in Moneydance.
    Not as swift as direct connect, but works quite well for me.

    Cheers,
    Dan

  4. 4 Posted by John M on 30 May, 2020 09:50 PM

    John M's Avatar

    My back just switched from being able to select and download transactions directly into MoneyDance to downloading transactions into a CSV or QFX file. MD processed the QFX file without issue. Now I understand the need for the Confrim/Merge buttons.

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