2021 Missing Transactions - MAC version
DebPEI
Member ✭
I am trying to download transactions from 2021. My bank allows me to access transactions from the past 18 months. When I try downloading 12 months of transactions, the .qfx file is 78 KB and when I try to download one month, the .qfx file is 4 KB so I believe all the transactions are in each file; however, when I try to download, it just says "preparing to import" and then 0 files are actually imported. In the account status, it says "O new files imported". I have tried creating a new file and the same thing happens. I do have months Jan-March (which I downloaded previously) and Oct-Jan 2022 (which I downloaded recently) but can't seem to get the data from April-Sept even when I download that data month by month.
Also when I go to my account settings and set it to "download all available transactions" under Transaction Downloads, it keeps reverting to "download transactions starting".
Can anyone help?
Thanks.
Also when I go to my account settings and set it to "download all available transactions" under Transaction Downloads, it keeps reverting to "download transactions starting".
Can anyone help?
Thanks.
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Best Answer
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I don't actual use QFX import myself, so I have no idea why it would only do one month at a time. One thing you can try: after creating a new file, with that file open, just double click the QFX file in the Finder. That should switch to Quicken and start the process to create a new account using that QFX. Maybe that will let you bring in more than one month at a time.Quicken Mac Subscription; Quicken Mac user since the early 90s1
Answers
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Is it possible that the Apr-Sep transactions were ever downloaded/imported at any time in the past? If so, Quicken will remember that and not download them again to avoid duplicates. If that's the issue there's a workaround which I will describe in detail if needed.Quicken Mac Subscription; Quicken Mac user since the early 90s1
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I am having the same issue missing over 8 months of transactions. Could you describe the workaround?0
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Here you go:
- Create a new Quicken file (menu File > New) and choose start from scratch
- Name it something unique (e.g., Transfer File)
- (optional) move the file to your Desktop to easily find for deletion later (menu File > Move To)
- Create a new account for the troublesome bank, set up for Quicken Connect. Name it something different than your existing file's account.
- Import the QFX file into this new account in the new file.
- When you have all the transaction there, export to QXF (menu File > Export > Quicken Transfer File (QXF)
- Open your regular file (menu File > Open Recent)
- Import the QXF (menu File > Import > Quicken Windows File (QXF)
- Now, with the new account in the regular file, select all the transactions.
- Drag and drop all transactions to the existing account.
- Delete the now-empty new account.
- Delete the new file you created.
- QXF is not the same as QFX
- Make a backup of your regular file before you start in case it goes haywire
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
Thanks. I saw this in another post and tried it but it doesn't seem to work for me. I think it may be related to the Account Settings. Under "Transaction Downloads" (Account Settings/Downloads/Transaction Downloads), it keeps defaulting to "Download Transactions Starting" which starts on the day after my first download. I can't make it stay on "Download all available transactions" or change the date without it defaulting back. Any tips?0
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PS I really appreciate this help. I spent the whole day yesterday trying to fix this and it's driving me crazy.0
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PPS It seems to be working for one of my missing accounts if I create a new account and download the data one month at a time and then disconnect that account and transfer the transactions to the original account. For some reason, it doesn't work if I download more than one month at a time into the new account. It works whether I do this in the original file or create a new file for the new account (as long as I disconnect the old account).0
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I don't actual use QFX import myself, so I have no idea why it would only do one month at a time. One thing you can try: after creating a new file, with that file open, just double click the QFX file in the Finder. That should switch to Quicken and start the process to create a new account using that QFX. Maybe that will let you bring in more than one month at a time.Quicken Mac Subscription; Quicken Mac user since the early 90s1
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OMG! What a simple and elegant solution and it works PERFECTLY. Thank you so much!!0
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