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Re: PC Financial MasterCard unable to connect @Beige Wildebeest send me an email address and I’ll send the script. If you enter it in Automater it should work.
- MTRing
- MTRing
- 7 mths ago
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect It appears that the ability to download a filtered CSV is working again. For anyone using a Mac, I’ve written an AppleScript that will convert to proper format for file based importing.…
- MTRing
- MTRing
- 7 mths ago
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect Yesterday I was able to download a CSV file from the website. BUT, only if you choose all transactions. If you filter the transactions in anyway on the website the download link doesn't work for me.…
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- MTRing
- 8 mths ago
- Bank Importing
- Reported - view
Canadian Credit Card suggestions
Given the issues with PC Financial, does anyone have a any suggestions for alternate cards that support file based importing (preferably QFX)? I don't really care about automated importing but…
- MTRing
- MTRing
- 8 mths ago
- 1 reply
- 36
- Tips & Tricks
Re: PC Financial MasterCard unable to connect @Cowboy Ry @Cowboy Ry I tried both Safari and Chrome tonight with no luck. Even weirder, there was a difference in cleared and pending transactions between the browsers!
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- MTRing
- 8 mths ago
- Bank Importing
- Reported - view
Re: Toolkit drop down menu not there @Patzer grok! Haven’t heard that for a while!😄
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- MTRing
- 8 mths ago
- API & Integrations
- Reported - view
Re: Using Google Apps Script with the API @Brady That did it I guess. Thanks. Now I have to figure out how to group the results by category not date....
- MTRing
- MTRing
- 9 mths ago
- API & Integrations
- Reported - view
Re: Using Google Apps Script with the API @Brady Is there a way to filter the get transactions script by month? I tried the script below and it didn't work function get_ynab_transactions_month(accessToken, budgetId,…
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- 9 mths ago
- API & Integrations
- Reported - view
Re: Credit card transactions @Faness I understand the calculation but not the philosophy. Here's the math example: Housing: -$192.03 Life: -$503.21 Transport: -$38.98 Total: -$734.…
- MTRing
- MTRing
- 9 mths ago
- Accounts & Transactions
- Reported - view
Re: Credit card transactions @satcook Yes, all budgeted transactions, the CC account is showing correct negative number and the CC Payment category matches. It seems that "activity" is only show those transactions have come out…
- MTRing
- MTRing
- 9 mths ago
- Accounts & Transactions
- Reported - view
Credit card transactions
Is it normal that CC transactions not show as activity in the right hand summary? Do they not show up until you make CC payment? Seems weird....
- MTRing
- MTRing
- 9 mths ago
- 8 replies
- 157
- 1
- Accounts & Transactions
Re: PC Financial MasterCard unable to connect @Beige Wildebeest can you send me what error you’re getting? What version of Excel?
- MTRing
- MTRing
- 9 mths ago
- Bank Importing
- Reported - view
Re: Presidents Choice Mastercard 2FA on Login So I wonder if now the file download from the PC website will give the option of downloading in QFX format, which is what I prefer to to do for file based importing.
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- MTRing
- 9 mths ago
- 1
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect @Beige Wildebeest Here's a new link to a dropbox file that hopefully doesn't have the macro stripped out. Let me know if it works for you. https://www.dropbox.…
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- MTRing
- 9 mths ago
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect @Cowboy Ry Here's link that might work. Let me know if you get a file that works. Sometimes these things strip out the macros. https://drive.google.com/open?…
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- 10 mths ago
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect @peraautrt Here's a link to a dropbox public file that I hope works. Please let me know. https://www.dropbox.com/s/yo0xzrxmfhi9q5k/YNAB%20Conversion%20Sheet%20v8%20%281%29.xlsm?dl=0
- MTRing
- MTRing
- 10 mths ago
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect @Faness It works well at home, although I'd still like them to return the QFX format for download. I tried to upload the Excel file here for everyone to look at but couldn't.…
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- 10 mths ago
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect @peraautrt sent you a pm as it won't let me upload the file....
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- 10 mths ago
- Bank Importing
- Reported - view
Re: PC Financial MasterCard unable to connect So PC Financial changed the website and it no longer supports QFX file format. The CSV file they provide is not in the correct format for file based import to YNAB.…
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- 10 mths ago
- 1
- Bank Importing
- Reported - view
Re: Did I accidentally start the trial? Thanks Faness, Jason over at the help desk fixed me up already.
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- 11 mths ago
- 1
- Getting Started
- Reported - view
Re: Did I accidentally start the trial? Faness it appears I did the same thing. I was indeed looking for the old support forums and ended up here, with a YNAB trails started. I'm still a YNAB 4 user and haven't decided whether to make the…
- MTRing
- MTRing
- 11 mths ago
- Getting Started
- Reported - view
Re: PC Financial MasterCard unable to connect Same issue with the same response from PC Financial. Although I a YNAB 4 user still and always downloaded QIF files to import. They don't offer this file format as an option anymore.…
- MTRing
- MTRing
- 11 mths ago
- 1
- Bank Importing
- Reported - view

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