AMEX fails to download transactions
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John Prokopek
Member ✭✭
I had Amex setup to download transactions via Quicken Connect. That started failing weeks ago. Support recommended switching to Direct Connect. Now today, 8/7/19, That started to fail to connect. If I download a cvs from Amex and import it will it cause any conflicts with transactions download via either connect methods?
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Best Answer
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Hmmm, I'm not having any trouble downloading from Amex via Direct Connect this morning. Are you using FI name "American Express"? Have you waited a bit and tried again?
BTW, "CVS" is a drugstore. "CSV" is Comma Separated Values, a spreadsheet format. But in any case, Quicken doesn't import CSV transactions.
However, if you download using the "Quicken" option from the Amex site, you will get a file called activity.qfx. You can import this into Quicken. Just double-click that file in your Downloads folder. You will be given the option to create a new account for it or import it into an existing account. I would create a new account and then drag and drop the transactions you want into your regular Amex account for two reasons: (1) you will be able to avoid copying the inevitable duplicates, and (2) you won't disturb the connection settings of your regular account.Quicken Mac Subscription; Quicken Mac user since the early 90s6
Answers
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Hmmm, I'm not having any trouble downloading from Amex via Direct Connect this morning. Are you using FI name "American Express"? Have you waited a bit and tried again?
BTW, "CVS" is a drugstore. "CSV" is Comma Separated Values, a spreadsheet format. But in any case, Quicken doesn't import CSV transactions.
However, if you download using the "Quicken" option from the Amex site, you will get a file called activity.qfx. You can import this into Quicken. Just double-click that file in your Downloads folder. You will be given the option to create a new account for it or import it into an existing account. I would create a new account and then drag and drop the transactions you want into your regular Amex account for two reasons: (1) you will be able to avoid copying the inevitable duplicates, and (2) you won't disturb the connection settings of your regular account.Quicken Mac Subscription; Quicken Mac user since the early 90s6 -
CVS
So used to my CVS transactions. Thanks for the info. I'll give the direct connect another try then try the import. great idea on creating a new account.
Much thanks.1
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