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Import with QFX - Regions Bank

HoneyBee

I seem to be having the same issue as other users with different banks. I saved a QFX file from Regions downloads. Using the Import tool, I get nothing…

I have reinstalled Quicken.

I have reset my accounts in Quicken.

I have deleted/retyped usernames and passwords.

I have saved the same transaction list to a CSV file to make sure there are transactions loading. There are.

I get the attached message that says there are 0 transactions.

Screenshot 2024-06-15 115356.png

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Comments

NotACPA

There are 2 primary FI names for Regions Bank:

Regions Bank	http://www.regions.com	1-800-734-4667	https://www.regions.com	ACTIVE	BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT	 	 	 	NOT_QBP	NA

05702 05702 05702 Regions Bank - Web Connect https://www.regions.com/ 1-800-472-2265 https://login.regions.com/ ACTIVE BANKING,CREDIT&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

Note that the "Regions Bank" FI name only supports Direct Connect, NOT Web Connect (in which you initiate the download from their website and import the QFX file.

SO, which FI name are you using … and why not use Direct Connect? If you're unsure, do TOOLS, Account List, click EDIT adjacent to the account name and look in the "Financial Institution" column. If that column isn't visible, it can be turned on via the OPTIONS button at the bottom of the dialog.

HoneyBee

Thank you for the response and the inquiry. That is such a long, convoluted story… The short version, a disaster of epic proportions has me finding a workaround for the problem associated with an elderly parent who made a hot mess… I needed more control than the Direct Connect was giving me. With it, I was spending more time undoing the automatic options than I was saving. Interestingly, the QFX with import was working great until an update somewhere in the first quarter of the year. As I am mostly an every-other-weekend user, I can't really pinpoint when - I just know it did and now it doesn't. I will certainly call Regions. It's not like they aren't intimately acquainted with my sob story anyway. I seemed to see many people saying the same thing about this regarding other Financial Institutions when I did a search on the community, so I honestly thought it was a Quicken error, but I could be wrong.

Chris_QPW

I have saved the same transaction list to a CSV file to make sure there are transactions loading. There are.

There is no guarantee that what they put in the CSV file is exactly what they put in the QFX file. The QFX file is a text file, you can open it in Notepad and see if the transactions are in it.

Note that if you have imported these transactions in the past and deleted them for some reason, they will not be imported again because Quicken records the FITID field for every transaction is has imported and will not import them again if they have the same FITID. The FITID can be changed by say adding an 'a' to the end of it and test if it will then import that transaction.

HoneyBee

Well, you have likely just hit the nail on the head! I had to download almost 2 years to undo the "hot mess." Thank you. I'll try it!

Chris_QPW

Note that one possibility is to create a new account and import into it (after deactivating the old account) because the "recording of unique transaction Ids" is per account. From there you can possibly move transactions between the accounts to get what you need.

HoneyBee

Thank you from the bottom of my heart, @Chris_QPW ! I did a "replace all" on "<FITID>". I made it "<FITID>A". It worked instantly!!! Thank you so so so so much! 😀

Chris_QPW

That is great news. I'm glad it worked for you.