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Originally created by @matthewkdies on GitHub (Feb 4, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2331
Verified issue does not already exist?
Is this related to GoCardless, Simplefin or another bank-sync provider?
What happened?
When importing QFX files from my bank (PNC), the import fails with no logs. Previously, I would uncheck the "Use experimental parser" option in the settings to fix this, but this option has disappeared in the current release. I also tried downgrading to
24.1.0, though the migration failed and the app wouldn't start.If desired, I can include the relevant QFX file (censored) in the comments.
What error did you receive?
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Firefox, Safari
Operating System
Mac OSX
@youngcw commented on GitHub (Feb 4, 2024):
Please include a sample qfx. We cant do anything useful without it
@matthewkdies commented on GitHub (Feb 4, 2024):
Had to change the extension to
.txtas.QFXisn't supported by GitHub. I've modified the memos, names, and amounts but the rest is as is from PNC.quickenExport(1).txt
@youngcw commented on GitHub (Feb 5, 2024):
ping @joel-jeremy
@Oglaf commented on GitHub (Feb 6, 2024):
I'm also having problems importing OFX
@twk3 commented on GitHub (Feb 8, 2024):
I have a fix for the error you ran into in https://github.com/actualbudget/actual/pull/2342
But @matthewkdies it appears that the OFX file you are trying to import is for multiple bank accounts. (Though only 1 has transactions). Actuals current transaction importers are meant to be per-account. Does your bank let you download per-account qfx files?
@matthewkdies commented on GitHub (Feb 8, 2024):
Unfortunately, no. PNC's QFX/OFX export is terrible IMO -- it doesn't let you filter by date selection for import, so I have to do that myself with a script I wrote/am writing. It also exports for all accounts, and PNC's vast majority of users have three: spend, savings, and reserve.
Edit: FWIW, I believe that PNC exports the OFX file based on the selected account and adds the appropriate transactions. So when I am in "reserve" those transactions do appear.
@twk3 commented on GitHub (Feb 8, 2024):
The parse error is fixed in master with https://github.com/actualbudget/actual/pull/2342