Uploading transactions

Kate Frick's Avatar

Kate Frick

06 Dec, 2021 09:18 PM

This is a periodic problem for me: I go to my bank/credit card to upload transactions and nothing happens. This is both for the one bank and the one credit card that have been working. I have never been able to go to MD and pull the transactions in (which is fine) so always initiate through my bank and my credit card online account. Again, I am unable to get my transactions into MD.

I looked at the version (I believe 2021.1) and it says "unregistered". Coud that be why?

  1. 1 Posted by dwg on 06 Dec, 2021 09:35 PM

    dwg's Avatar

    I'm a fellow user.

    "Unregistered" does not impact importing transactions so that is the not the particular problem here but a separate issue.

    Unregistered mean your copy of Moneydance is not licensed, they are a number of possible reasons for this, these include:

    1. You have not entered your license key into the program

    2. You have upgrade your version of Moneydance past the point for which your license is valid for.

    3. Something has happened to the file that the license key is store in.

    The above reasons are the most common.

    As far as your import problem, we need more information.

    What process are you following?

    What sort of file are you trying to import?

    What error messages are you getting?

    This would be a starting point and it likely to lead to more questions, initially it is a data gathering exercise so the more information provided the better. t the moment all we know is you are not getting any data imported, which means another basic question is if the file you are trying to import has any transactions data in it.

    Telling us the name of bank my also help us determine what if any automatic transaction downloads are possible.

  2. 2 Posted by Katherine Frick on 06 Dec, 2021 11:08 PM

    Katherine Frick's Avatar

    Hello:

    Thanks for the help.

    The one site is the PNC Banking site. In that website, I click on
    "Export", choose the Quicken File format. The file generates and I get a
    pop up screen in MD:

    [image: image.png]

    (All this is normal so far), I click on "OK" and typically they come into
    MD as unconfirmed transactions. I confirm them and I am good to go.

    In this situation, everything above happens as usual EXCEPT I get no
    transactions. This has happened more than once since I have been using MD.

    I am having the same problem trying to get transactions out of Citibank
    (Costco Visa).

    I have several PNC accounts and a Discover Credit Card. I have never been
    able to download transactions for any of my accounts except one of the PNC
    and the Visa. The rest I have been entering manually. It would be great
    to have all accounts working but for now, I would be happy to have the main
    PNC and Visa working correctly.

    I got a new laptop a few weeks ago - I am not sure if something is missing
    on this new one that could cause this problem

  3. 3 Posted by dwg on 07 Dec, 2021 01:53 AM

    dwg's Avatar

    I would be downloading the file to computer then opening in notepad a word processor or similar and seeing what is in the file.

  4. 4 Posted by derekkent23 on 07 Dec, 2021 08:21 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Katherine

    Your screen shot indicates that you have not used the dropdown to select the destination account for the imported transactions or determined and you have not ticked the box if you want to remember your choice.

    Hope this helps

  5. 5 Posted by Katherine Frick on 07 Dec, 2021 10:32 PM

    Katherine Frick's Avatar

    I love it when things are simple. Thanks for your help!

  6. Maddy closed this discussion on 08 Dec, 2021 01:49 PM.

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