I bring those in via web maybe once per month or even less frequently. For the banking, I specify the interval as you do. Accounts and Transactions (Screenshot of accounts screen) (Screenshot of transaction register screen) To view an accounts transactions, first click on Accounts on the top, then double-click the desired account. If I downloaded less frequently, I would set the interval much longer.įor my other credit card and for Citi banking, I use OFX or QFX web download. Duplicates are ignored, so no problem with overlap.
QUICKEN 2017 MEMORIZED TRANSACTIONS WINDOWS
Per week with the Windows Scheduler running a batch file.
QUICKEN 2017 MEMORIZED TRANSACTIONS DOWNLOAD
It seems little advantage to use Pocketsense as these are my only two credit card accounts, and bothīanks allow me to download QFX files using custom dates, rather than have to adjust the default interval if I should forget to run Pocketsense on a regular schedule.īecause Citicards do it right with the FITID, you can set defaultInterval: (global) or mininterval: (in the sites.dat Citicard descriptor) to something significantly longer that how often you download. Citibank credit card works fine with pocketsense, but Chase credit cards don't, so far. It has a "swap Memo and Payee field" checkbox built right in.Īlso, I do have Pocketsense, and had limited success setting it up. Thanks Cal, I don't have any problems renaming QFX to OFX, and I think I've solved the Payee in the Memo field using the MT2OFX tool. Please let me know if you would like to share, or have any tips.ĭo you use PocketSense? It does not download Capital One bank or credit card directly, but maybe you use it for something else. Having some way to correct that prior to importing the data would be terrific! I rename it to OFX, but the transactions always import with the payee in the Memo field. When I download from Capital One, I get a QFX file.
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