Won't import downloaded data

Submarine's Avatar

Submarine

09 Apr, 2024 10:08 PM

Hi,
I am reconciling my accounts today. My credit card data downloads, but will not import into my account. I've been doing this several times a month for years, and this is the first time I've had trouble. (I'm importing my bank data today with no issue.) A file does download from my credit card company. When it didn't import, I tried to manually import under file>import. That did not work. I have closed out Moneydance and I have logged out of my credit card's website. Neither action helped. I called the credit card company and he was certain the problem was not on their side. Perhaps a little too certain as he said, "If it's downloading, it should be fine." He did verify no one else has called in with this problem. Can you please make suggestions on how I might fix this.

Thanks

  1. 1 Posted by dwg on 09 Apr, 2024 10:10 PM

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    Well I would first open up the downloaded file in a text editor to make sure it really does have transaction data in it.

  2. 2 Posted by Submarine on 09 Apr, 2024 10:29 PM

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    Thank you. I've not used text editors. What would be examples. Looking for something safe and prefereably free or low price. (It does say the file is 2kb which is what my files with them have always been in the past.)

  3. 3 Posted by dtd on 09 Apr, 2024 10:36 PM

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    Mac or Windows? Both of those have built in text editors. Mac calls theirs "textedit" for example.

  4. 4 Posted by Submarine on 09 Apr, 2024 10:42 PM

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    Windows. I just typed in Text Editor and it gave me information on notepad. I'd already tried notepad and it didn't even see the file in my download list.

  5. 5 Posted by dwg on 10 Apr, 2024 12:33 AM

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    You did not tell us what sort of file you downloaded. It is most likely to be OFX, QFX or QIF and have one of these as the file extension, I would presume you know what the name is of the file you downloaded so should be able to look for that. You will have to find where you downloaded the file to. Notepad will open all of these file types.

    You could also open any of these file up in a word processor like Microsoft Word, just don't save it using these programs.

  6. Support Staff 6 Posted by Ethan on 14 Apr, 2024 02:27 AM

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    In addition to the above suggestions, a few things to check:

    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 Submarine on 14 Apr, 2024 06:51 PM

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    Thank you.  It worked today. My guess is it was on their side. 

    On Apr 13, 2024, at 19:27, Ethan <[email blocked]> wrote:

     pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

    // Please reply above this line
    ==================================================

    From: Ethan (Support staff)

    In addition to the above suggestions, a few things to check:

    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

    On Tue, Apr 09 at 05:33 PM PDT, dwg wrote:

    You did not tell us what sort of file you downloaded. It is most likely to be OFX, QFX or QIF and have one of these as the file extension, I would presume you know what the name is of the file you downloaded so should be able to look for that. You will have to find where you downloaded the file to. Notepad will open all of these file types.

    You could also open any of these file up in a word processor like Microsoft Word, just don't save it using these programs.

    Having trouble reading this? View this discussion online: Won't import downloaded data.

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  8. Support Staff 8 Posted by Ethan on 15 Apr, 2024 01:38 AM

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    I'm glad to hear things sound like they're sorted out!

    Ethan
    Infinite Kind Support

  9. Ethan closed this discussion on 15 Apr, 2024 01:38 AM.

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