downloading transactions

Steve Marglin's Avatar

Steve Marglin

01 Jul, 2020 04:27 PM

This time with a different credit card, I followed the steps on the credit-card webpage and downloaded a QFX file into imports, and then opened the file to that credit card's page in Moneydance. No transactions appeared in Moneydance even though at the bottom of the page the screen said transactions were being downloaded.

  1. Support Staff 1 Posted by Ethan on 01 Jul, 2020 09:40 PM

    Ethan's Avatar

    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

  2. 2 Posted by Marglin, Stephe... on 01 Jul, 2020 11:41 PM

    Marglin, Stephen A.'s Avatar

    Checked as directed. Problem still exists. Your help appreciated.

  3. Support Staff 3 Posted by Ethan on 02 Jul, 2020 07:48 PM

    Ethan's Avatar

    Are you able to open the file in another program, such as your text editor, and verify that there are transactions in there that are not already in your register that should be imported?

    Ethan
    Infinite Kind Support

  4. 4 Posted by Marglin, Stephe... on 03 Jul, 2020 01:23 AM

    Marglin, Stephen A.'s Avatar

    If you’re letting this drop, please let me know and return to bondage to Quicken. I really have to get my financial program working in order to do my taxes, due on July 15. Thanks for your attention. Steve Marglin

  5. 5 Posted by dtd on 03 Jul, 2020 04:06 AM

    dtd's Avatar

    just a user here.

    I really don't think Ethan is letting this drop, he asked you a quite pertinent question (July 2 1:48pm)

    Is there a reason you didn't want to answer his question?
    Maybe you missed his response?

  6. 6 Posted by Marglin, Stephe... on 03 Jul, 2020 01:19 PM

    Marglin, Stephen A.'s Avatar

    Thank you. What was the pertinent question?

  7. 7 Posted by derekkent23 on 03 Jul, 2020 03:58 PM

    derekkent23's Avatar

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

    Take a look as your discussion at https://infinitekind.tenderapp.com/discussions/switching-from-anoth...

    Hope this helps.

  8. 8 Posted by Marglin, Stephe... on 03 Jul, 2020 06:04 PM

    Marglin, Stephen A.'s Avatar

    I missed this email until a friendly user alerted me to it. I don’t understand which program you are intending to use as text editor to try to open the QFX file that isn’t working in Moneydance? Do you mean Notepad?

  9. 9 Posted by Marglin, Stephe... on 03 Jul, 2020 06:06 PM

    Marglin, Stephen A.'s Avatar

    Thank you. I had missed that email and was responding to the previous one. I don’t understand where I’m supposed to try to open the QFX.

  10. 10 Posted by Marglin, Stephe... on 03 Jul, 2020 07:58 PM

    Marglin, Stephen A.'s Avatar

    I can open the file in excel as a csv file. All the transactions that should be there are there. Is this what you mean?

  11. 11 Posted by Marglin, Stephe... on 03 Jul, 2020 08:31 PM

    Marglin, Stephen A.'s Avatar

    As I mentioned, I can download a csv file and import it into Excel. I’ve now tried with two different credit cards and cannot import QFX files that I have imported from the credit-card website. Any further ideas?

  12. 12 Posted by dwg on 03 Jul, 2020 09:44 PM

    dwg's Avatar

    QFX files are text files so you can open them any text editor or word processor and check the contents.

  13. 13 Posted by dtd on 04 Jul, 2020 12:15 AM

    dtd's Avatar

    "I really have to get my financial program working in order to do my taxes, due on July 15."

    just a user
    Personally, I'd say do your taxes with Quicken and (Turbotax? or whatever), then worry about full switchover to MD... why add deadline stress to your life?

  14. 14 Posted by Marglin, Stephe... on 04 Jul, 2020 03:48 AM

    Marglin, Stephen A.'s Avatar

    I didn’t know that. I’ve opened one of the files in Word and all the data is there. I can send you a page from the file, but I don’t want this going to the community.

  15. 15 Posted by Marglin, Stephe... on 04 Jul, 2020 04:04 AM

    Marglin, Stephen A.'s Avatar

    I think you’re right. It’s not the money, I hate being taken advantage of by the Intuit monopoly and thought Moneydance with its one time fee was a fair way to get out of Intuit’s clutches. But there has to be a limit of how much time and stress one puts into this. Thanks for your wise counsel.

  16. 16 Posted by dwg on 04 Jul, 2020 04:37 AM

    dwg's Avatar

    But are there transactions in the file that are not already in Moneydance.

    Many of us has come from Quicken or its derivatives.it is a judgement for you as to what it is worth to not have to deal with them.

    For me Reckon had been aggravating me for some years in a number of ways, with a failed machine I knew I was going to be in for even more aggravation. it was worthwhile for me to bite the bullet and put the effort in. Fortunately I was well outside of tax time.

  17. 17 Posted by dtd on 04 Jul, 2020 04:43 AM

    dtd's Avatar

    just a user - I'm not saying give up on Moneydance, just don't combine it with the stress of tax deadlines.

    Finish your taxes, then come back and we will help you figure out what the problem is with your QFX import. These imports work quite well - and the main question is - "is there anything in that file that hasn't already been put into Moneydance".

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