tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/73633-cannot-import-qfx-file-into-moneydanceInfinite Kind: Discussion 2022-01-20T02:50:21Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-15T15:59:58Z2021-10-15T16:00:03ZCannot import QFX file into Moneydance<div><p>When I go to File>Import and point to the QFX file I get the Account Number window but not an Import File window. When I click Open nothing happens. I bank at Capital One, which does not provide Direct Connect and is not listed in the Moneydance list of banks. To check the download I downloaded the same dates as a CSV file and it loaded properly into Excel.</p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-16T13:45:17Z2021-10-16T13:45:17ZCannot import QFX file into Moneydance<div><p>FWIW, have a Capital One CC and was just able to download transactions from their website into MD, using both QFX and OFX formats (2 separate date ranges - was behind in updating the account to MD!).</p>
<p>Are you downloading from the Cap One website Directly into MD, or Saving the QFX file to your system & then opening it from MD? ("Import" sounds like the latter)</p>
<p>Based on other responses (from Knowledgeable MD users!) I expect that your OS & MD Version might be requested. (Win 10 & MD 2021.2 here)</p></div>Dierkdktag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-16T15:24:36Z2021-10-16T15:24:41ZCannot import QFX file into Moneydance<div><p>Thank you. I use Win 10 fully updated. I just updated Moneydance to Ver<br>
2022 (4056) and got the same results as before, both with direct download<br>
and downloading to a file on my computer. I like Moneydance but I'll have<br>
to ask for a refund if this problem persists.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-16T22:05:02Z2021-10-16T22:05:02ZCannot import QFX file into Moneydance<div><p>just a user</p>
<p>i have .ofx or .qfx files to "open using moneydance", so when i download a file, rather than saving, it simply opens (and populates with transactions) moneydance automatically.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-16T23:01:59Z2021-10-16T23:02:00ZCannot import QFX file into Moneydance<div><p>I set Moneydance as the default app for QFX files, or at least I think I<br>
did. During my attempted downloads I set Moneydance as the app and checked<br>
the box to always open QFX files with Moneydance. How did you set QFX files<br>
to "open using Moneydance"?<br>
Thanks for your help.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-17T20:14:18Z2021-10-17T20:14:20ZCannot import QFX file into Moneydance<div><p>I am having a very similar problem. I downloaded a QFX file from my bank and can neither open it through file, import function nor can I drag and drop it as I have in the the past. I am running 2022(4056) on Mac OS 10.14.6. This was not a problem until I upgraded recently, but it may have started when I was on 2022(4055), there has been a couple of recent updates.</p></div>Matt Cummingstag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-17T20:17:39Z2021-10-17T20:28:18ZCannot import QFX file into Moneydance<div><p>Try window / show console. Keep open. Then import. Then look for error messages in that console?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-17T20:18:11Z2021-10-17T20:18:16ZCannot import QFX file into Moneydance<div><p>Hopefully someone from Moneydance is paying attention to this.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-17T20:26:35Z2021-10-17T20:26:37ZCannot import QFX file into Moneydance<div><p>Console option was awesome. Turns out my bank sent me a bum QFX. Tried again and verified a good download from my bank and it worked like a charm.</p>
<p>Thanks Stuart!</p></div>Matt Cummingstag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-17T20:28:53Z2021-10-17T20:28:53ZCannot import QFX file into Moneydance<div><p>@Matt 👍</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T01:35:27Z2021-10-18T01:35:28ZCannot import QFX file into Moneydance<div><p>Thanks to both Stuart and Matt. I ran Console in Chrome and then opened<br>
Capital One and downloaded the QFX file. Console showed no issues related<br>
to the download, and Moneydance was again unable to import the download.</p>
<p>I hope that Moneydance or a user can come up with a solution.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T01:56:50Z2021-10-18T01:56:50ZCannot import QFX file into Moneydance<div><p>I'm a fellow user.</p>
<p>I would suggest you open the OFX file in a text edit to look at the contents and make sure there are transactions there</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T02:02:20Z2021-10-18T02:02:21ZCannot import QFX file into Moneydance<div><p>Good suggestion. The transactions were there, and they showed up when I<br>
downloaded them as a CSV file and opened them in Excel. The download seems<br>
to be OK.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T02:06:40Z2021-10-18T02:06:40ZCannot import QFX file into Moneydance<div><p>was again unable to import the download.</p>
<p>just a user - what error message do you get? Is the import associated with the correct account?</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T02:26:16Z2021-10-18T02:26:17ZCannot import QFX file into Moneydance<div><p>Thanks for your questions. I got no error messages. I only have one bank<br>
account in Moneydance so far, so I'm sure it was the right account.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T06:27:30Z2021-10-18T06:27:30ZCannot import QFX file into Moneydance<div><p>So, there have have been some messages in console.. The clue will be in there..... You should see OFX related messages related to the import... What does it say it's doing?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T16:05:27Z2021-10-18T16:05:32ZCannot import QFX file into Moneydance<div><p>Here is console after I've signed in to Capital One and moved to the<br>
checking account page:<br>
[image: image.png] No new issues came up after I downloaded the QFX file. Earlier I opened the<br>
QFX file in text and the transactions were all there.<br>
Hope this helps you help me--this is pretty frustrating.<br>
Thanks!</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T16:15:17Z2021-10-18T16:15:17ZCannot import QFX file into Moneydance<div><p>Sorry.. Wrong Console... In Moneydance. Window>Show Console....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T16:26:35Z2021-10-18T16:26:37ZCannot import QFX file into Moneydance<div><p>Opened console in MD, then tried to download file again. Here it is:<br>
[image: image.png] I think I'm supposed to get an import window after I click on the file, but<br>
I only get the window that asks to confirm the bank account.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T16:51:48Z2021-10-18T16:51:48ZCannot import QFX file into Moneydance<div><p>Sorry, that last one was my bad.... I do it all the time, but never look at the actual screen... I should have said Menu, HELP>Console Window....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T17:12:19Z2021-10-18T17:12:20ZCannot import QFX file into Moneydance<div><p>Below is the MD console just after I tried to download the file again. The<br>
key might be "skipping statement data because no destination account found.<br>
The only account I have in MD is Capital One checking. When I click on edit<br>
that account it shows "Home 2" as the parent account. My MD header is<br>
"Capital One - Home 2". When I start the download I'm asked to select an account and the only option is the last 4 digits of my Capital One account<br>
number. It looks like some confusion over where the download should go but<br>
I don't know how to fix it. Here is the console:</p>
<p>Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:29 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:31 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:33 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:35 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:37 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:39 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:41 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:43 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:45 CDT 2021) forcedRefresh=false<br>
giving the sync thread a kick<br>
Imported book: Home 2 root: Home 2<br>
OFX2 XML headers: <?xml version="1.0" encoding="utf-8" ?><br>
OFX2 headers: <?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE"<br>
OLDFILEUID="NONE" NEWFILEUID="NONE"?><br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:47 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:49 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:51 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:53 CDT 2021) forcedRefresh=false<br>
Skipping statement data because no destination account was found!<br>
Was asked to re-open same account book: Home 2<br>
no-op'ing giving the sync thread a kick<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:55 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:57 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:03:59 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:01 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:03 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:05 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:07 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:09 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:11 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:13 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:15 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:17 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:19 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:21 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:23 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:25 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:27 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:29 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:31 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:33 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:35 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:37 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:39 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:41 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:44 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:46 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:48 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:50 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:52 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:54 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:56 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:04:58 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:00 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:02 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:04 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:06 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:08 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:10 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:12 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:14 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:16 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:18 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:20 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:22 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:24 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:26 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:28 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:30 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:32 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:34 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:36 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:38 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:40 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:42 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:44 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:46 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:48 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:50 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:52 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:54 CDT 2021) forcedRefresh=false<br>
Ran 0 of 2 MDP tasks @ Mon Oct 18 12:05:56 CDT 2021) forcedRefresh=false</p>
<p>Thanks again for your help.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T17:54:40Z2021-10-18T17:54:40ZCannot import QFX file into Moneydance<div><p>We really need to see the file..</p>
<p>Inside the file there will be a STMTTRNRS tag. Within that a STMTRS tag. The program is then looking for a BANKACCTFROM tag... If this is missing, you get the message..?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T18:02:14Z2021-10-18T18:02:19ZCannot import QFX file into Moneydance<div><p>I just opened the download file in WordPad. It lists headers and<br>
transaction date but no STMTTRNRS tag.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymondtag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-18T18:11:46Z2021-10-18T18:11:46ZCannot import QFX file into Moneydance<div><p>Sounds like a duff file.. Unless you share it, hard to comment....</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494375312021-10-21T02:44:33Z2021-10-21T02:44:38ZCannot import QFX file into Moneydance<div><p>Thanks to all of you who replied to help with my problem. After trying<br>
everything I requested a refund from Moneydance and will subscribe to<br>
Quicken. I don't like Quicken's new pricing at all but I do need to easily<br>
keep track of my bank account.</p>
<p>David Raymond<br>
612-227-0526 - cell<br>
<a href="mailto:raymond.dave@gmail.com">raymond.dave@gmail.com</a></p></div>David Raymond