how to upload older statements in .QFX format in an existing account (on a mac).

I only found help on how to enter transactions, one by one. . I want to upload statements to create a one year baseline. Thanks

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Answers

  • MilouB.
    MilouB. Member
    Thanks, somehow, had not thought of the ‘import’ function. Spent a lot of time on this.... The dragging did not seem to work. Milou
  • wrobbins
    wrobbins Member
    What would you recommend if you follow these steps with a Citibank QFX file that gives the error "Unable to read the selected Web Connect file. Please contact your financial institution."
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