Opening downloads from Truist

hughesbox's Avatar

hughesbox

07 Nov, 2021 05:41 PM

My former bank (BB&T) has now become Truist. I can open the Truist website and can sign in and download account activity. However, Moneydance does not import the downloaded qfx file. What am I doing wrong?

  1. 1 Posted by Stuart Beesley ... on 07 Nov, 2021 05:48 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Corrected. QFX should be ok. Need to see help/console log.

  2. 2 Posted by Stuart Beesley ... on 07 Nov, 2021 05:49 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Do Help/Console. Keep console open then try the import again... Any messages in console..?

  3. 3 Posted by dwg on 07 Nov, 2021 07:26 PM

    dwg's Avatar

    QFX is just the the Quicken version of OFX. It means is has a Quicken specific section and other vendors can just ignore this.

    Moneydance hence just treats this file like any other OFX file.

    We will need to know what is happening and any error messages received.

  4. 4 Posted by hughesbox on 07 Nov, 2021 08:40 PM

    hughesbox's Avatar

    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.

  5. 5 Posted by dwg on 07 Nov, 2021 08:56 PM

    dwg's Avatar

    I would open the QFX file in a text editor or word processor to see what is actually in the file to especially to see if it contains any transactions that should be loaded

  6. Support Staff 6 Posted by Ethan on 07 Nov, 2021 09:38 PM

    Ethan's Avatar

    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.

    Ethan
    Infinite Kind Support

  7. 7 Posted by hughesbox on 07 Nov, 2021 10:49 PM

    hughesbox's Avatar

    I feel so stupid! Yes, Ethan, the screen was split and all the downloads were below the bar. Many thanks! I can’t tell you how many hours I spent fiddling with this!
    Mary

  8. System closed this discussion on 06 Feb, 2022 10:50 PM.

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