Upload of Quicken QFX files from Visa credit card account results in swap of "Charge" and "Payment" fields.

Gary Richter's Avatar

Gary Richter

24 Aug, 2022 12:03 AM

Transactions that should be recorded as "Charge" are recorded as "Payment"; transactions that should be recorded as "Payment" are recorded as "Charge." Quicken QFX files were downloaded from a Visa credit card account at University Federal Credit Union in Austin, Texas.

  1. 1 Posted by dwg on 24 Aug, 2022 12:11 AM

    dwg's Avatar

    I'm a fellow user.

    Some financial institutions have been getting a little too creative in the way they interpret the OFX specification and causing issues.

    Select the Moneydance menu option File --> Preferences, on the Network tab select the option "Ignore Transaction Types in Favor of Amount Signs" and then retest your import and see if it corrects the issue.

  2. 2 Posted by Gary Richter on 24 Aug, 2022 12:25 AM

    Gary Richter's Avatar

    Thank you Fellow User.

    I'll give it a try.

    -- Gary

  3. System closed this discussion on 23 Nov, 2022 12:30 AM.

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