I'm having problems with the QFX file from Costco Citi Visa in Goodbudget

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  • Updated 4 years ago
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I've been downloading transactions from Wells Fargo and Bank of America for about a year with no problems. No I'm using the new Costco Visa card by Citi, and when I import their QFX file in goodbudget, some are not showing as previously imported when they in fact are. That is a nuisance because if I don't catch it, then I am double counting transactions.

Also one thing that's weird is that the QFX file is giving me credits that don't exist, not even on the Citi account summary page. I've already reached out to Citi on that one, but the whole process on the Goodbudget side as well as Citi is frustrating me a bit with my regular process.

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Peter Harker

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  • Frustrated

Posted 4 years ago

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Karisa Russell, Official Rep

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Hi Peter, 

I'm sorry for the troubles! I can definitely understand that's frustrating. 

I have an idea of what might be happening. The QFX file from your bank provides a unique number, called a "FITID" for each transaction. That's how we keep track of transactions and make sure you don't import the same one's more than once. However, sometimes the way banks come up with their FITID numbers change, causing this kind of problem. It sounds like that's what's happening to you. 

What you might try is changing the file type you use to upload for importing. For example, if you can, try using a CSV file. You might see duplicates to start, but if you consistently use a CSV going forward you shouldn't see those duplicates anymore. That may even fix the issue with the credits. 

Feel free to email us at support@goodbudget.com if you have more questions, or are still having importing issues. 

Thanks! 
(Edited)
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Peter Harker

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Karisa,

I tried using different files like OFX, and that gave me the same result. I followed your advice and used CSV, but Citi has two columns for debits and credits, and Goodbudget won't allow two columns of "amount". I'm not sure what else I can do, because the whole point of doing the download/import was so I wouldn't have to remember previously imported transactions.

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Karisa Russell, Official Rep

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Hi Peter,

I see. It may be possible to edit the CSV file so that the Credit and Debit rows are combined.

If you'd like, I can take a look at the CSV and see if that's possible. Just send it to support@goodbudget.com, and be sure to remove any account information before sending it.

Thanks!
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Peter Harker

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Well good news. It turns out Citi has two places you can download the QFX file. Instead of exporting from the summary page as QFX, I downloaded the statements instead as a QFX and that fixed it.
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Karisa Russell, Official Rep

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Hi Peter, 

Oh wonderful! I'm glad that worked and that you're able to import again :D