I am not getting an error message. The file downloads to my downloads folder but when I select “import” and choose the correct file from my downloads folder, nothing happens. Perhaps I have done something wrong in changing my BB&T account to Truist within Moneydance, but it still works to pay bills and open the Truist web site. It is definitely coming into my downloads folder as a qfx file.
Ethan on 07 Nov, 2021 09:38 PM
A few things to check in addition to the previous comment:
Make sure the All button is selected at the top of your register. Some of the other options can filter out recent transactions from the active view.
Do you see a bar towards the bottom of your register that says something like '## Unconfirmed Transactions'? If so, you have the split register view active. You can either click and drag this bar up to reveal your unconfirmed transactions, or exit this view by clicking on the 'box' icon just to the right of the New Transaction button.