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PC Financial Mastercard transaction download no longer supports QFX or QIF?

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Comments

  • Unknown Member
    edited November 2018
    davidvh said:

    Allow me to add my voice, too.

    I haven't spoken to a single person at PC Financial who understands what Quicken files do... and thus their importance to us.

    No one understands that Quicken files automatically enter and reconcile transactions. It's a huge time saver.

    Each time I inquire when Quicken downloads will return I'm told to use CSV files...

    CSV files are compatible with Excel, Open Office, and Google Docs.

    I try to explain that CSV files are little more than up-to-date statements and do not provide the same functionality.

    Why would they direct me to use Excel, Open Office, or Google Docs when I enquire about Quicken? It's maddening.

    Since Chris' QuickenPerlz gets free advertising on here for his conversion software, I just want to throw out here that ProperSoft also has file convertors from .csv to .qfx for Windows AND Mac versions of Quicken. 
  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭
    edited November 2018
    areay.eas said:

    Cannot believe that PC Financial won't allow this feature anymore ... it is unbelievable ... I guess for small businesses using Quickbooks it will also be a problem..  PC Financial new website is also a step back in many ways.  I will probably also change my MasterCard to something more useful that includes download to Quicken.  I have used Quicken for at least 20 years now!  Can someone suggest a good alternative that includes the download to Quicken? ..

    Yes. All of the BMO mastercards would work. The World card is geared to relatively high income and high monthly spend, but there are more basic cards that would work equally well.
  • splashersplasher SuperUser ✭✭✭✭✭
    edited November 2018
    davidvh said:

    Allow me to add my voice, too.

    I haven't spoken to a single person at PC Financial who understands what Quicken files do... and thus their importance to us.

    No one understands that Quicken files automatically enter and reconcile transactions. It's a huge time saver.

    Each time I inquire when Quicken downloads will return I'm told to use CSV files...

    CSV files are compatible with Excel, Open Office, and Google Docs.

    I try to explain that CSV files are little more than up-to-date statements and do not provide the same functionality.

    Why would they direct me to use Excel, Open Office, or Google Docs when I enquire about Quicken? It's maddening.

    The ProperSoft solution requires that you falsify your financial institution so that Quicken will import the data file.  Doesn't sound like very ethical programming practice to me.  ImportQIF violates no rules in Quicken.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018
    jb1010 said:

    Is there a way to import the csv file into Quicken?

    As long as you are using QWin...QMac does not have QIF import functionality (except for starting a new file).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018
    davidvh said:

    Allow me to add my voice, too.

    I haven't spoken to a single person at PC Financial who understands what Quicken files do... and thus their importance to us.

    No one understands that Quicken files automatically enter and reconcile transactions. It's a huge time saver.

    Each time I inquire when Quicken downloads will return I'm told to use CSV files...

    CSV files are compatible with Excel, Open Office, and Google Docs.

    I try to explain that CSV files are little more than up-to-date statements and do not provide the same functionality.

    Why would they direct me to use Excel, Open Office, or Google Docs when I enquire about Quicken? It's maddening.

    Not sure how unethical it is when Quicken itself has on several occasions provided and encouraged the solution to manipulate the INTU.BID in a file to address certain problems. There is enough info on this forum and elsewhere on this.

    If it was, they would not have proposed the solution and would have discouraged the practice and the sharing of this information.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.) 
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
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    (
    Canadian Q user since '92, STILL using QM2007)

  • splashersplasher SuperUser ✭✭✭✭✭
    edited November 2018
    davidvh said:

    Allow me to add my voice, too.

    I haven't spoken to a single person at PC Financial who understands what Quicken files do... and thus their importance to us.

    No one understands that Quicken files automatically enter and reconcile transactions. It's a huge time saver.

    Each time I inquire when Quicken downloads will return I'm told to use CSV files...

    CSV files are compatible with Excel, Open Office, and Google Docs.

    I try to explain that CSV files are little more than up-to-date statements and do not provide the same functionality.

    Why would they direct me to use Excel, Open Office, or Google Docs when I enquire about Quicken? It's maddening.

    What ProperSoft is doing is similar to a hacker selling his hacking tools for people to use to change their credit card bills.  What Q did was to temporarily solve a problem and they did it to themselves.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • Unknown Member
    edited January 2019
    This reply was created from a merged topic originally titled Presidents choice mastercard does not offer qfx file import anymore, only csv. Q....


    Presidents choice mastercard does not offer qfx file import anymore, only csv. Does anyone know if Quicken will add csv file import feature for account transactions? Quicken cash manager 2016 R7 build 25.1.7.1
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited November 2018

    This reply was created from a merged topic originally titled Presidents choice mastercard does not offer qfx file import anymore, only csv. Q....


    Presidents choice mastercard does not offer qfx file import anymore, only csv. Does anyone know if Quicken will add csv file import feature for account transactions? Quicken cash manager 2016 R7 build 25.1.7.1

    @Dave Janice Schiman: I know never to say never, but it seems highly unlikely. Read some of the posts in this thread above and you'll get an understanding of why. A simple csv export isn't structured in a way Quicken could support without misplaced data and duplicate transactions; that's exactly why the QFX standard was developed.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • GeoffGGeoffG SuperUser ✭✭✭✭✭
    edited November 2018

    This reply was created from a merged topic originally titled Presidents choice mastercard does not offer qfx file import anymore, only csv. Q....


    Presidents choice mastercard does not offer qfx file import anymore, only csv. Does anyone know if Quicken will add csv file import feature for account transactions? Quicken cash manager 2016 R7 build 25.1.7.1

    Put another way, why should Quicken develope an inferior input method when it has two perfectly viable methods just because a FI decides to drop support.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 2004
  • Unknown Member
    edited November 2018

    This reply was created from a merged topic originally titled Presidents choice mastercard does not offer qfx file import anymore, only csv. Q....


    Presidents choice mastercard does not offer qfx file import anymore, only csv. Does anyone know if Quicken will add csv file import feature for account transactions? Quicken cash manager 2016 R7 build 25.1.7.1

    After reading all these posts if PC Financial doe not enable QFX downloads I will be getting rid of my PC Mastercard. I don't want to because of their rewards programs but QFX downloads are more important than any rewards.
  • Unknown Member
    edited November 2018

    This reply was created from a merged topic originally titled Presidents choice mastercard does not offer qfx file import anymore, only csv. Q....


    Presidents choice mastercard does not offer qfx file import anymore, only csv. Does anyone know if Quicken will add csv file import feature for account transactions? Quicken cash manager 2016 R7 build 25.1.7.1

    I agree ... have already applied for another MasterCard ... and will probably cancel my PC MC ... after I have used the last of my rewards !
  • Unknown Member
    edited November 2018
    I was thinking of re-engineering a CSV file to work as a Quicken QFX file.

    However, CSV files are missing data. QFX files contain, among other things...

    <TRNTYPE>
    <DTPOSTED>
    <DTUSER>
    <TRNAMT>
    <FITID>
    <SIC>
    <NAME>

    CSV files contain...

    <MERCHANT NAME>
    <CARD USED FOR TRANSACTION>
    <DATE>
    <TIME>
    <AMOUNT>

    Let's hope PC Financial makes QFX files available again.
  • Unknown Member
    edited November 2018
    davidvh said:

    I was thinking of re-engineering a CSV file to work as a Quicken QFX file.

    However, CSV files are missing data. QFX files contain, among other things...

    <TRNTYPE>
    <DTPOSTED>
    <DTUSER>
    <TRNAMT>
    <FITID>
    <SIC>
    <NAME>

    CSV files contain...

    <MERCHANT NAME>
    <CARD USED FOR TRANSACTION>
    <DATE>
    <TIME>
    <AMOUNT>

    Let's hope PC Financial makes QFX files available again.

    In fact you have everything you need from the CSV to fill in those fields, but those aren't the fields you have to worry about.

    DTUSER and SIC aren't needed (OFX standard allows for these not to be included).

    The FITID is the unique Id that Quicken uses for determining if this is a new transaction.  It can be created by using a hash of the other information, plus a counter that is needed just in case the CSV file has the exact same transaction in it more than once (Like a person paying for a toll to and from work).  Or in this case you can use the time in the hash, but normally the time isn't provided.

    The rest line up (<TRNTYPE> is just the separator for the transaction):
    <DTPOSTED> == <DATE>
    <TRNAMT> == <AMOUNT>
    <NAME> == <MERCHANT NAME>

    Note the account number is put in a different field before the transactions, and Quicken locks into that and other header information to decide what account to import into.

    The problem fields are:
    <FI>
    <ORG>XXXX
    <FID>#####
    </FI>
    <INTU.BID>######
  • Unknown Member
    edited November 2018

    Thank you for your e-mail. In regards to your inquiry, we apologize for any inconvenience however our new website is not compatible with quicken. Your online account will provide the option to download the last 6 months of your statements in a .csv file format. To download your statements using this format, please click on the “Transactions” tab on the top of your page. You can then choose the statement you wish to view by clicking on "Select Dates". Next choose the desired format by clicking the "Print" icon located on the top of the page. Should you have any additional questions or concerns you can e-mail or contact us through your online account. This service is available 24 hours a day, 7 days a week for your convenience. Response time for any question or concern is 24 hours. Sincerely,  President's Choice Financial MasterCard

    I will be switch as well
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018
    davidvh said:

    I was thinking of re-engineering a CSV file to work as a Quicken QFX file.

    However, CSV files are missing data. QFX files contain, among other things...

    <TRNTYPE>
    <DTPOSTED>
    <DTUSER>
    <TRNAMT>
    <FITID>
    <SIC>
    <NAME>

    CSV files contain...

    <MERCHANT NAME>
    <CARD USED FOR TRANSACTION>
    <DATE>
    <TIME>
    <AMOUNT>

    Let's hope PC Financial makes QFX files available again.

    Those last fields can be obtained from the FIDIR.TXT file, right!?!?!
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    (
    Canadian Q user since '92, STILL using QM2007)

  • Unknown Member
    edited November 2018
    Hi,

    I have sent the same msg to PC mastercard and received the same canned response.  I also noted to them that their web page is sub standard; no alt tags on buttons is a no-no.  You shouldn't have to click on a button to find out what it does (as is the way you find out what the grey "download" button does).  You should be able to hover on the button....this goes without saying what the alt tag does for Accessibility for those who are visually impaired. 

    Needless to say, PC has made a big mistake here....be nice if Quicken can put some pressure on them.  Are there other financial software's comparable to Qucken that could be used?  Anyone have ideas?
  • Unknown Member
    edited November 2018
    I gave up on Quicken when they went to the yearly subscription model here in Canada. I now use Moneyspire. It will import QFX and QIF files without a problem.
  • splashersplasher SuperUser ✭✭✭✭✭
    edited November 2018
    @Frank Murphy  What does that have to do with this discussion of PC Financial dropping support of Quicken?  Especially since PCF does not provide either QFX or QIF style files.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • jgpuckeringjgpuckering Member ✭✭
    edited November 2018

    Hi,

    I have sent the same msg to PC mastercard and received the same canned response.  I also noted to them that their web page is sub standard; no alt tags on buttons is a no-no.  You shouldn't have to click on a button to find out what it does (as is the way you find out what the grey "download" button does).  You should be able to hover on the button....this goes without saying what the alt tag does for Accessibility for those who are visually impaired. 

    Needless to say, PC has made a big mistake here....be nice if Quicken can put some pressure on them.  Are there other financial software's comparable to Qucken that could be used?  Anyone have ideas?

    I missed that point about hover labels in my feedback on website deficiencies, so I’m glad you’ve alerted it to them.

    Canada does not currently have any legislation in place which compels private industry to ensure their services are accessible. But, there is legislation in the works (Bill C-81). The Bank Act contains a regulation on accessibility, but it says nothing about digital access. Ontario Bill 125 (2001) covers government web sites, but not banks. It could use an update — although Ontario is likely just waiting on the Feds to regulate accessibility nationwide via Bill C-81.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2018
    Thought that came to mind... has anyone ever tried using Express Web/Quicken Connect instead? Just wondering if this might still be a viable choice (though not holding out for that).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    ? Add your vote here:
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    (
    Canadian Q user since '92, STILL using QM2007)

  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭
    edited November 2018

    Thought that came to mind... has anyone ever tried using Express Web/Quicken Connect instead? Just wondering if this might still be a viable choice (though not holding out for that).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    @Smayer97: what does the FIDIR.TXT tell you about download support for PC Financial for the Mac version. I presume there is a FIDIR.TXT for the Mac version as there is for the Windows version.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018

    Thought that came to mind... has anyone ever tried using Express Web/Quicken Connect instead? Just wondering if this might still be a viable choice (though not holding out for that).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    Both web connect and EWC are listed. But since we know web-connect no longer exists, I wanted to confirm about EWC/Quicken Connect.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018

    Thought that came to mind... has anyone ever tried using Express Web/Quicken Connect instead? Just wondering if this might still be a viable choice (though not holding out for that).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    I guess I should have checked QWin-CA FDIR.txt before writing...I see that EWC is not even listed for PC. I assumed it would be given that it is rare that QMac has connections that QWin does not.

    So it seems that EWC/Quicken Connect is only listed for PC for QMac...wonder if anyone has ever used it.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018

    Thought that came to mind... has anyone ever tried using Express Web/Quicken Connect instead? Just wondering if this might still be a viable choice (though not holding out for that).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    As an aside, it is interesting that for Tangerine, Web-connect is listed for QWin but EWC is listed for QMac... yet Tangerine flip-flopped on offering Web-connect a while ago. I double-checked; they do allow downloading a QFX file ...

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    (
    Canadian Q user since '92, STILL using QM2007)

  • splashersplasher SuperUser ✭✭✭✭✭
    edited November 2018

    Thought that came to mind... has anyone ever tried using Express Web/Quicken Connect instead? Just wondering if this might still be a viable choice (though not holding out for that).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    I assumed it would be given that it is rare that QMac has connections that QWin does not.
    Could it be that the Mac FIDir.txt just hasn't caught up with the change yet.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2018

    Thought that came to mind... has anyone ever tried using Express Web/Quicken Connect instead? Just wondering if this might still be a viable choice (though not holding out for that).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

    Could be...  :-\
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    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • Unknown Member
    edited November 2018
    davidvh said:

    I was thinking of re-engineering a CSV file to work as a Quicken QFX file.

    However, CSV files are missing data. QFX files contain, among other things...

    <TRNTYPE>
    <DTPOSTED>
    <DTUSER>
    <TRNAMT>
    <FITID>
    <SIC>
    <NAME>

    CSV files contain...

    <MERCHANT NAME>
    <CARD USED FOR TRANSACTION>
    <DATE>
    <TIME>
    <AMOUNT>

    Let's hope PC Financial makes QFX files available again.

    Yes.  And I will say that is both the problem and the solution, a person would have to "think outside of the box", and decide also how honest they would like to be.
  • Unknown Member
    edited November 2018

    Thank you for your e-mail. In regards to your inquiry, we apologize for any inconvenience however our new website is not compatible with quicken. Your online account will provide the option to download the last 6 months of your statements in a .csv file format. To download your statements using this format, please click on the “Transactions” tab on the top of your page. You can then choose the statement you wish to view by clicking on "Select Dates". Next choose the desired format by clicking the "Print" icon located on the top of the page. Should you have any additional questions or concerns you can e-mail or contact us through your online account. This service is available 24 hours a day, 7 days a week for your convenience. Response time for any question or concern is 24 hours. Sincerely,  President's Choice Financial MasterCard

    PC MasterCard has just lost a long-time relationship with me. I finally waded through the startup of the 'new & improved' website and there is no way to download recent transactions into ANYTHING, let alone Quicken. I have spoken to 2 'agents' who I had no idea what I was talking about, followed by a supervisor who told me that they no longer support Quicken. This is total insanity on their part. They have bean counters who have absolutely NO idea what they are doing.
  • Unknown Member
    edited December 2018

    We are also very PO'd about this sudden change.  We received the same canned response by email.  When speaking with the help line yesterday they said, "Yet" but their written response indicates that they have absolutely no plans to include qfx, or qif formats for us.  As previously mentioned the loyalty rewards for using this card is very good and, in fact, was voted as the #1 loyalty program in Canada.  That doesn't matter to me if I can't download the transactions.

    They'd better change their collective minds in a VERY short time or I'm gone. I cannot afford to not run my finances from my desktop, and that includes downloading recent transactions into Quicken. I'll bet there are millennials in that organization that have no idea that desktop computers exist where customers can download and organize their finances without using their smart phones. What a sad situation they have created.
  • Unknown Member
    edited November 2018

    Here's the text of a letter I sent to PC Financial this morning ...



    To whom it may concern,

    I am writing this to provide
    feedback regarding the recent changes to the PC Financial Mastercard
    website. 

    While some of the recent website
    changes are useful, and the site now looks prettier, I find that overall it is
    less functional than the old site.

    The most grievous change, for me, is the removal of the
    transaction Download to Quicken feature. 
    When I asked via the website message feature what happened to this
    feature, the answer I got back was simply that it was no longer available.  I was told there is a Download to .CSV
    option, but that is of no use to Quicken users.

    I worked in the software industry for over 35 years, and one
    rule we always followed was to avoid taking features away from our users unless
    there was a damn good reason to do so. 

    So I ask, what was your reason for removing this
    feature?  Revamping the website look and
    feel or replacing its underlying technology are not reasons to remove a
    feature.  Did anyone survey the user base
    to see what the impact of this would be? 
    Did anyone do a usability study to determine how much work this would
    impose upon Quicken users?

    Here's the impact on me. 
    Every month I generate about 60 transactions on my PC Mastercard.  Where before I could simply download those
    within 30 seconds, now I have to enter each one manually.  But worse than that, as it happens I often
    enter transactions manually in order to capture certain details I want to
    track.  With the QFX download previously
    available, I could download the transactions that have arrived since the last
    time I downloaded, and it would merge anything new in with my manual entries.  That meant I didn't have to enter every
    transaction, and I didn't have to figure out which ones I entered manually and
    which ones I skipped.

    Each month, I reconcile my Quicken account to my paper
    statement.  This involves first
    downloading transactions to QFX in order to ensure I have all the transactions
    for the month.  Without that step, I will
    now spend more time reconciling the statement because of transactions I might
    have neglected to enter manually.

    You might wonder why I bother with all this.  The answer is that the benefits outweigh the
    effort.  Quicken provides me with
    budgeting, transaction history, and an overall snapshot of all my account
    balances, my net worth, and my net worth trend year over year. I can tell you
    when and where I bought my five year old BBQ, and how much I paid for it.  I can tell you how much I spent on groceries
    this month, last month, this quarter, this year, and every year this
    century.  Quicken gives me complete
    financial control.

    There are thousands of Quicken users in Canada.  I don't know how many use PC Mastercard, but
    you risk alienating all of them be eliminating the feature – even more so, by
    doing it without notice or consultation or even a decent explanation.  There’s not even a mention of Quicken in the
    FAQ. 

    As for the rest of the website revamp, my synopsis would
    be:  pretty, with a few new bells and
    whistles, but not better.  The Dashboard
    is pretty, and the Current/Available Balance chart is nice, but the bar chart
    showing transaction amounts by day is of very little use.  

    The new transaction list has some nice filtering options.  But the old transaction list was far more
    dense and compact, allowing me to see many transactions at once.  The new list is sparse, with a lot of empty
    whitespace.  There are pretty icon beside
    each transaction that provide no real value. 
    Where I could once see 20 or more transactions at a time without
    scrolling, now I can only see a handful. 
     All this will make monthly
    reconciliation more painstaking.

    The Trends feature may be, for those who don’t use Quicken,
    a nice option.  For me, it’s simply not
    flexible enough.  The category bar graph
    uses categories that are based on merchant industry, which works to a limited
    extent but breaks down pretty rapidly with multi-category vendors like Shoppers
    Drug Mart, the grocery store (where I can also get wine, beer, household
    products, clothing etc.), Wal-Mart, Canadian Tire, etc.  A single large transaction in the month, such
    as buying a travel package, can make one bar very tall and the rest nearly
    invisible.  There is no provision for
    drilling into the Other category.

    The transaction view of the Trends feature provides a bar
    graph of the daily transaction total for the selected time period.  What is the use case for this?  Why would anyone care if they had more
    transactions on Tuesday than on Wednesday? 
    If the point is to highlight large transactions, a top 10 list on the
    dashboard would be more useful.  And you
    can always sort the transaction list by amount. 
    (Although, I’m not even sure what it means to sort by Highest Date when
    no date range is selected.  What is the
    default date range?)

    Here’s the bottom line for me.  PC Mastercard has been my primary-use card for
    many years now.  I have it for the PC
    Points it generates, and use those points to offset my grocery expenses.  That’s the value it provides to me.  But my time is valuable too.  Now, as a result of these website changes,
    it’s going to cost me more time to track my expenses on this card.  The value it provides has been
    diminished.  So, in response, I will
    shift my transactions over to another card, one where I will spend less time
    tracking transactions and still get points benefits.  One that has a Download to Quicken option.

    Please forward this letter to your website management
    team.  I’m sure they will want to hear
    this feedback.

    Sincerely,

     

    Gary Puckering





    I am so thrilled to have found this thread. I too have emailed PC though my email was not as concise. I use Microsoft Money still but I was able to import the qif files and I was fuming when i first visited the new site.
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