Downloading Transactions

I'd like to be able to download credit card account and bank account transactions from a Canadian bank (CIBC) into Quicken, however the Quicken I have is the U.S. version. Is there an easy way to do this?

Best Answer


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello Ingirard0527,

    To be sure I understand, you are currently using a US version of Quicken and you would like to add an account for the CIBC which is a Canadian bank.

    Are you unable to find an option in the bank list to connect to?

    What is the year and version of Quicken that you are currently using? Is it the Windows or Mac version?

    Please let us know!

    -Quicken Tyka
  • lngirard0527
    lngirard0527 Member ✭✭
    The bank will provide "csv" or "qfx" files, which contain the transactions I want to download, but I don't know if these can be downloaded directly into my Quicken software.

    My Quicken software is Quicken-Premier for Windows. Year: 2019, Version: R19.44 and Build:
  • lngirard0527
    lngirard0527 Member ✭✭
    I get the response: "Quicken is currently unable to verify the financial institution information for this download. Please try again later."

    So, the qfx download doesn't work with CIBC in the U.S. version.
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