How do I import OFX files?????
Bob Smits
bob at rsmits.ca
Thu Mar 4 12:26:31 EST 2010
On March 3, 2010 02:30:11 pm M Prindle wrote:
> On Wed, Mar 3, 2010 at 4:09 PM, Bob Smits <bob at rsmits.ca> wrote:
> > On March 3, 2010 01:27:30 am Elizabeth Dodd wrote:
> >> On Wed, 3 Mar 2010, Bob Smits wrote:
> >> > I create a new GC file called Bob&Betty with empty accounts.
> >> > I import one of the files called statement.ofx
> >> >
> >> > I get a pop up window called generic import transaction matcher. It's
> >> > EMPTY!
> >> >
> >> > What am I supposed to match to what?
> >>
> >> The problem is exactly here.
> >> You made an empty account, and so the matcher cannot match anything
> >> You have to open in the correct account, else there is nothing to match.
> >> It is in fact quite logical, that you have this result.
> >>
> >> If this cautious, you need a duplicate of your file.
> >
> > Further to my earlier reply, Elizabeth.
> >
> > I had an old copy of Bob&Betty from 2006 with transactions in it and I
> > tried to import into that with the same result. Is this because the
> > matcher is trying to match existing transactions that are already entered
> > in the account?
> >
> > (And there are no 2006 transactions in the Bob&Betty file?)
> > --
> > Robert Smits Email bob at rsmits.ca
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> If the transactions don't exist they should be flagged in yellow, if I
> remember, which mean it wasn't able to find an transaction to match it
> to and the A checked for adding the transaction. From there you have
> to select what category each will be assigned to then it will turn
> green.
>
> Where you able to find some other place that you can import an OFX/QFX
> from?
>
> Mike
>
No. I only deal with one credit union for all my accounts.
I get the same result when I download an ofx statement for a current account
at work, which does have transactions in it covering this period of time.
The generic matcher window is always devoid of any transactions.
Thanks, Bob
--
Robert Smits Email bob at rsmits.ca
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