not able to import 3 months of data
I missing 3 months of PNC transactions - July to September. I had downloaded transactions from October thru December but I'm not able to download or import the missing three months.
FYI - I'm missing the three months, because I requested the whole range from PNC, but did not realize I needed to keep clicking on loading the page before exporting/downloading the PNC data.
Do I need to delete the October thru December transactions and then redownload the June thru December transactions? I tried both importing and downloading the missing three months, but nothing happens.
Thanks,
Beth
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1 Posted by dtd on 16 Dec, 2022 01:15 AM
just a user - banks have their own expiration dates on what they will download, some are 1 month, some 3, some 6, the highest I've seen is 18 months.
Sounds like you waited too long- i.e. PNC is a 3 month holder of transactions, and thus October - December is all they will download.
If you are downloading manually (versus automatic), you may be able to get more data, make sure you access the "range to download" and cross your fingers it goes back six months. If this is true, you don't need to delete Oct-Dec, but be ready for duplicates and merging.
2 Posted by sth on 17 Dec, 2022 08:03 PM
If you have truly downloaded the missing July to September transactions, they should import into MD correctly. You can delete the October thru December transactions and then try to import the full 6 months but that should not be necessary.
If you look at your downloaded July-Sept data file does it actually have the transactions for those dates? If there are transactions for those dates, MD should import it just fine.
(NOT IK support)
Support Staff 3 Posted by Ethan on 18 Dec, 2022 02:13 AM
In addition to the above suggestions, make the the All filter is selected at the top of your register. Some of the other options may be filtering out older transactions from the active view.
Ethan
Infinite Kind Support
4 Posted by bmbarrett on 18 Dec, 2022 03:48 PM
Hello,
Thank you all for your help. It turns out I didn't download the missing three months. PNC does allow you to pull up the transactions in whatever date range you choose, but they only let you export the last 90 days. This is under account activity.
Under online statements, I was able to pull up the missing transactions and export them so I could import them. I still had trouble with the import debits and credits. I tried it both ways, putting debit first, then credit and all transactions came in as credit when imported.
PNC file has Date, Amount, Descript, memo and debit and credit in one column. Not sure what I was doing wrong when importing.
Anyway, all up to date and reconciled.
Thanks again everyone,
Beth
5 Posted by sth on 18 Dec, 2022 04:38 PM
Beth,
Glad it all worked out! There is an issue with import of some types of files where it is not clear if credits and debits are in different columns or have different signs. There isn't a defined standard unfortunately, so MD makes the best guess.
But in the end you got all your transactions into MD!
-Scott
Support Staff 6 Posted by Ethan on 19 Dec, 2022 01:47 AM
I agree it depends on the file type and what the bank was doing with the formatting. But if things seem to be sorted out now, and the issue isn't recurring, it's probably not worth the time to figure out what happened.
Ethan
Infinite Kind Support
Ethan closed this discussion on 19 Dec, 2022 01:47 AM.