Articles and updates on bank statement conversion, reconciliation and automation.
CC-502 means bank-side maintenance, and Quicken tells you not to deactivate the account for it. Here is what CC-502, CC-501 and CC-503 each actually mean, the official fix for each, and how to recover the transactions the outage skipped.
Read articleBanktivity imports QIF, OFX, QFX, QMTF and CSV files, and it tells you outright to prefer the first three because they carry the most complete transaction data. Here is how each import actually works, what CSV quietly costs you, and the route to take when your bank stops offering anything but a PDF.
Read articleQuicken checks a tag called INTU.BID before it will accept a QFX file, and that single field explains most rejected imports. Here is what it does, why renaming an OFX file fails, and how to get the transactions in anyway.
Read articleOL-297-A is a connection error, not a file error. Quicken cannot reach the bank's server even though your browser can. Here is what actually causes it and how to get your transactions in either way.
Read articleOL-221 is not a problem with Quicken or your data file. It means the bank wrote the QFX file incorrectly. Here is how to tell which fixes are worth your time and what to do when the bank cannot help.
Read articleMonthly and yearly MoneyThumb conversions sit in the same dropdown and mean completely different things. Every tier converted to one comparable annual rate, read from their own store in September 2026.
Read articleChase still downloads into Quicken, but not the way it used to. Here is what changed, how to pull a QFX from chase.com, how far back the export reaches, and what to do about anything older.
Read articleDocuClipper starts around $39 a month and prices by the page, not the statement. Here is what each plan includes, how the page counting works, and how to judge whether it fits your volume.
Read articleMoneydance imports OFX, QFX, QIF and CSV. Here is which format to pick, the exact import steps, and how to fix the errors that stop a file loading.
Read articleGnuCash can open a QFX file because QFX is OFX underneath, but Intuit's branding tags cause failures. Here is what actually works, and the reliable workaround.
Read articleGet started converting bank statements to OFX.
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