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OFX File Import Version 2022

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Anthony Hurley

23 Oct, 2021 10:59 AM

Hi,

After upgrading from version 2021 to 2022, importing OFX files doesn't work.

Usually, I double click an OFX file, when opens MoneyDance asks which accounts to import the transaction to, however in version 2022 the program just opens and no prompt is given. The File-Import doesn't work either, therefore can you please advise as I've had to switch back to version 2021?

Thanks
Anthony

1. 1 Posted by Anthony Hurley on 23 Oct, 2021 11:07 AM

   

   Apologies after retesting version 2022 the transactions are importing however I'm not being prompted for the account. Is this an intentional change?

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2. 2 Posted by Stuart Beesley ... on 23 Oct, 2021 11:16 AM

   

   Visit Online menu. Match online accounts. Import section. If you set the account to none, then it will ask you each time (I think).

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3. 3 Posted by Anthony Hurley on 23 Oct, 2021 11:19 AM

   

   Thanks, Stuart.

   After viewing this, it makes sense not to ask now.

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4. 4 Posted by dwg on 23 Oct, 2021 11:23 AM

   

   When importing there is a checkbox to "Remember this choice". If this is selected then you will not be prompted for the account in future. There is or least was in option in Stuart's toolbox to reset this.

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5. 5 Posted by Stuart Beesley ... on 23 Oct, 2021 12:16 PM

   

   The toolbox option has been disabled as the new match window supersedes this.

   @Anthony - have you fixed the issue now?

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6. 6 Posted by Anthony Hurley on 23 Oct, 2021 01:22 PM

   

   Yes, the issue is now resolve.

   Thanks for the support

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7. 7 Posted by dwg on 23 Oct, 2021 11:15 PM

   

   Yes the match window works, although there is a bug in that the account number disappears as soon as you select the account. i.e. long before you set it to none.

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8. 8 Posted by Stuart Beesley ... on 24 Oct, 2021 05:03 AM

   

   @dwg - can you expand on that comment? It works fine for me, I just tested it..? See screenshot

   • Screenshot_2021-10-24_at_06.02.42.png 215 KB
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9. 9 Posted by dwg on 24 Oct, 2021 05:37 AM

   

   I associated a OFX file with an account, it is a new data set so just the default accounts, do an import.

   When I go into the match window I see the account number and the name, click on the moneydance account name and the dropdown comes up as you have shown but the Account number is blanked out, if I back out and come back in the number is again present, but clicking on the name again causes it to be blanked out,

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10. 10 Posted by Stuart Beesley ... on 24 Oct, 2021 06:26 AM

    

    Windows?
    So a GUI issue?

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11. 11 Posted by dwg on 24 Oct, 2021 06:30 AM

    

    Yes Windows, it does appear to be a GUI issue

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12. 12 Posted by Stuart Beesley ... on 24 Oct, 2021 06:48 AM

    

    OK, I see that too.. I just reported it on Slack as I know another preview is due soon...

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13. System closed this discussion on 23 Jan, 2022 06:50 AM.