Unable to import OFX 2.0 into Moneydance 2019.1

j.thomas's Avatar

j.thomas

23 Mar, 2019 12:23 AM

I am unable to import OFX files from my Citizens One credit card. It just says "There was an error importing the file".

I updated from 2017.10 as that was giving me a different error
"Error reading file: java.lang.NullPointerException"

Opening file in text editor states that it is a

OFXHEADER:2.0
VERSION:220

  1. 1 Posted by j.thomas on 23 Mar, 2019 12:52 AM

    j.thomas's Avatar

    just as an update I am using Windows 10.

  2. 2 Posted by dwg on 23 Mar, 2019 02:19 AM

    dwg's Avatar

    I'm fellow user.

    In itself Moneydance should not have a problem with a OFX 2.2 file, that version has been around for a while now.

    I believe support will need to see an error log captured after trying the import - accessible through the Console Window menu item (modify any sensitive info before posting it here) and a copy of the file being imported (again any sensitive info modified)

  3. 3 Posted by John Thomas on 23 Mar, 2019 02:52 AM

    John Thomas's Avatar

    I am thinking the problem is with the OFX file itself.  This financial
    institution just switched over to a redesigned website and just started
    offering OFX downloads. The only other option now is CSV. I have tried a
    few of the free Personal finance managers (gnucash, home bank, and
    grisbi) to see if it works with them and does not. Also I want to thank
    you for a wonderful program. I got so sick of quicken.

    Below is what I picked up from the console window, and below that is the
    actual file itself:

    ------------------------------------------------------------------------------------------------------------------------------------------------

    checking for txn logs...
    giving the sync thread a kick
    java.lang.NullPointerException
         at
    com.moneydance.apps.md.controller.olb.ofx.OFXConnection.checkMsgStatusAndGetTxn(OFXConnection.java:872)
         at
    com.moneydance.apps.md.controller.olb.ofx.OFXConnection.checkMsgStatus(OFXConnection.java:909)
         at
    com.moneydance.apps.md.controller.olb.ofx.OFXConnection$CCRSHandler.handleResponseTag(OFXConnection.java:3515)
         at
    com.moneydance.apps.md.controller.olb.ofx.OFXConnection.processDownloadedOFX(OFXConnection.java:1021)
         at
    com.moneydance.apps.md.controller.olb.ofx.OFXConnection.processDownloadedOFX(OFXConnection.java:987)
         at
    com.moneydance.apps.md.controller.fileimport.OFXFileImporter.doImport(OFXFileImporter.java:33)
         at
    com.moneydance.apps.md.view.gui.MoneydanceGUI.doImport(MoneydanceGUI.java:2017)
         at
    com.moneydance.apps.md.view.gui.MoneydanceGUI.importFile(MoneydanceGUI.java:2098)
         at
    com.moneydance.apps.md.view.gui.MoneydanceGUI.importFile(MoneydanceGUI.java:1785)
         at
    com.moneydance.apps.md.view.gui.MoneydanceGUI.importFile(MoneydanceGUI.java:1750)
         at
    com.moneydance.apps.md.view.gui.MainMenu$ActionEventHandler.run(MainMenu.java:590)
         at
    com.moneydance.apps.md.view.gui.MainMenu.actionPerformed(MainMenu.java:679)
         at
    com.moneydance.apps.md.view.gui.MDAction.actionPerformed(MDAction.java:156)
         at
    java.desktop/javax.swing.AbstractButton.fireActionPerformed(Unknown Source)
         at
    java.desktop/javax.swing.AbstractButton$Handler.actionPerformed(Unknown
    Source)
         at
    java.desktop/javax.swing.DefaultButtonModel.fireActionPerformed(Unknown
    Source)
         at java.desktop/javax.swing.DefaultButtonModel.setPressed(Unknown
    Source)
         at java.desktop/javax.swing.AbstractButton.doClick(Unknown Source)
         at
    java.desktop/javax.swing.plaf.basic.BasicMenuItemUI.doClick(Unknown Source)
         at
    java.desktop/javax.swing.plaf.basic.BasicMenuItemUI$Handler.mouseReleased(Unknown
    Source)
         at java.desktop/java.awt.Component.processMouseEvent(Unknown Source)
         at java.desktop/javax.swing.JComponent.processMouseEvent(Unknown
    Source)
         at java.desktop/java.awt.Component.processEvent(Unknown Source)
         at java.desktop/java.awt.Container.processEvent(Unknown Source)
         at java.desktop/java.awt.Component.dispatchEventImpl(Unknown Source)
         at java.desktop/java.awt.Container.dispatchEventImpl(Unknown Source)
         at java.desktop/java.awt.Component.dispatchEvent(Unknown Source)
         at
    java.desktop/java.awt.LightweightDispatcher.retargetMouseEvent(Unknown
    Source)
         at
    java.desktop/java.awt.LightweightDispatcher.processMouseEvent(Unknown
    Source)
         at
    java.desktop/java.awt.LightweightDispatcher.dispatchEvent(Unknown Source)
         at java.desktop/java.awt.Container.dispatchEventImpl(Unknown Source)
         at java.desktop/java.awt.Window.dispatchEventImpl(Unknown Source)
         at java.desktop/java.awt.Component.dispatchEvent(Unknown Source)
         at java.desktop/java.awt.EventQueue.dispatchEventImpl(Unknown Source)
         at java.desktop/java.awt.EventQueue$4.run(Unknown Source)
         at java.desktop/java.awt.EventQueue$4.run(Unknown Source)
         at java.base/java.security.AccessController.doPrivileged(Native Method)
         at
    java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown
    Source)
         at
    java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown
    Source)
         at java.desktop/java.awt.EventQueue$5.run(Unknown Source)
         at java.desktop/java.awt.EventQueue$5.run(Unknown Source)
         at java.base/java.security.AccessController.doPrivileged(Native Method)
         at
    java.base/java.security.ProtectionDomain$JavaSecurityAccessImpl.doIntersectionPrivilege(Unknown
    Source)
         at java.desktop/java.awt.EventQueue.dispatchEvent(Unknown Source)
         at
    java.desktop/java.awt.EventDispatchThread.pumpOneEventForFilters(Unknown
    Source)
         at
    java.desktop/java.awt.EventDispatchThread.pumpEventsForFilter(Unknown
    Source)
         at
    java.desktop/java.awt.EventDispatchThread.pumpEventsForHierarchy(Unknown
    Source)
         at java.desktop/java.awt.EventDispatchThread.pumpEvents(Unknown Source)
         at java.desktop/java.awt.EventDispatchThread.pumpEvents(Unknown Source)
         at java.desktop/java.awt.EventDispatchThread.run(Unknown Source)
    local file is newer than sync file.  local=Fri Mar 22 19:48:57 PDT
    2019   synced=Fri Mar 22 17:16:51 PDT 2019
       checking for txn logs...
    dropboxsync: saving state to sync folder: mdata-v1
    mobile sync completed in 191 ms
    Imported book: Thomas_Family_Finances root: Personal Finances

    ----------------------------------------------------------------------------------------------------------------------------------------------

    OFXHEADER:2.0
    VERSION:220
    SECURITY:NONE
    ENCODING:USASCII
    CHARSET:1252
    COMPRESSION:NONE
    OLDFILEUID:NONE
    NEWFILEUID:NONE
    <OFX>
    <SIGNONMSGSRSV1>
    <SONRS>
    <STATUS>
    <CODE>0</CODE>
    <SEVERITY>INFO</SEVERITY>
    </STATUS>
    <LANGUAGE>ENG</LANGUAGE>
    </SONRS>
    </SIGNONMSGSRSV1>
    <CREDITCARDMSGSRSV1>
    <CCSTMTTRNRS>
    <CCSTMTRS>
    <BANKTRANLIST>
    <STMTTRN>
    <DTUSER>2019-01-18</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>INTEREST CHARGE-PURCHASES</NAME>
    <TRNAMT>39.35</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2019-01-15</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>DISCOUNT SURGICAL STOC</NAME>
    <TRNAMT>14.95</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2019-01-15</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>COMCAST CABLE COMM</NAME>
    <TRNAMT>165.43</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2019-01-14</DTUSER>
    <TRNTYPE>Payment</TRNTYPE>
    <NAME>PAYMENT RECEIVED -- THANK</NAME>
    <TRNAMT>-300</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2019-01-08</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>NETFLIX.COM</NAME>
    <TRNAMT>21.66</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2019-01-05</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>WALMART FAMILY MOBILE</NAME>
    <TRNAMT>56.66</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2019-01-04</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>STEAMGAMES.COM4259522</NAME>
    <TRNAMT>12.54</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2018-12-30</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>WALMART.COM</NAME>
    <TRNAMT>4.87</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2018-12-30</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>WWW COSTCO COM</NAME>
    <TRNAMT>54.99</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2018-12-27</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>TME*PEOPLE EN ESPANOL</NAME>
    <TRNAMT>21.65</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2018-12-21</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>TOTAL *WIRELESS SVCS</NAME>
    <TRNAMT>63.59</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2018-12-19</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>KP MAIL ORDER RX 4066</NAME>
    <TRNAMT>20</TRNAMT>
    </STMTTRN>
    <STMTTRN>
    <DTUSER>2018-12-18</DTUSER>
    <TRNTYPE>Purchase</TRNTYPE>
    <NAME>KP MAIL ORDER RX 4066</NAME>
    <TRNAMT>11</TRNAMT>
    </STMTTRN>
    </BANKTRANLIST>
    </CCSTMTRS>
    </CCSTMTTRNRS>
    </CREDITCARDMSGSRSV1>
    </OFX>

    --------------------------------------------------------------------------------------------------------------------------------------------------

  4. 4 Posted by dwg on 23 Mar, 2019 03:10 AM

    dwg's Avatar

    While I only have a basic knowledge of OFX files, I believe to start with that the date format is not valid for a OFX file, From the OFX 2.2 specs:

    There is one format for representing dates, times, and time zones. The complete form is:

    YYYYMMDDHHMMSS.XXX [gmt offset[:tz name]]

    Date and datetime also accept values with fields omitted from the right.

  5. 5 Posted by j.thomas on 23 Mar, 2019 05:17 PM

    j.thomas's Avatar

    Altered the date and had no effect. Also modified the header to make it look like an older version of OFX 1.0 and still does not work. I am stumped on this one.

  6. 6 Posted by -Kevin N. on 23 Mar, 2019 06:13 PM

    -Kevin N.'s Avatar

    Hi j.thomas,

    Have you tried importing the CSV file?

    You should be able to import the CSV via the Moneydance menu bar > File > Import... menu option.

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

  7. 7 Posted by j.thomas on 23 Mar, 2019 07:25 PM

    j.thomas's Avatar

    Yes the CSV file works. I may have to go that route. The Moneydance built in importer works with the CSV file. Frustrating that it does not remember its settings. The Text Tool extension does not seem to work. Not sure if this is due to my error, the CSV file, or Moneydance version, but when using the Text tool extension nothing imports.

  8. 8 Posted by j.thomas on 23 Mar, 2019 08:16 PM

    j.thomas's Avatar

    Played around with the fields for the native CSV importer and it works pretty good. I guess this will be a good workaround until this other issue gets resolved.

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