Allow for importing CSV files [Edited]

Steven Fleckenstein

Security changes at Bank and credit card companies are making it more and more difficult to perform seamless One Step Updates with Quicken. The latest issue has been with my credit union and a Citi Bank sourced credit card that now require me to manually logon onto the citi web site and enable desktop app downloads and it only seems to be good for ten minutes, the next time I want to perform a one step update I have to go thru the whole routine again.. and again.. and again. TD Bank One Step Updates require enabling desktop app access and when enabled it works for a week or so and then stops working, requiring that I logon to the TD Bank website, go thru 2FA to access and manually download my account information.

I get it. Attacks on financial institutions are at an alarming rate. Quicken can't keep up with all the changes. In response Quicken should make it easier to manually download credit card account information for import into Quicken, something that can not be done today and requires manually entering each transaction, which is not an acceptable solution. Without these types of changes Quicken will quickly become obsolete.

splasher

If you are going to suggest an idea, I suggest that you at least vote for it.

smayer97

Unfortunately, that is the Vanilla default when you create an idea...does not count your own vote unless you intentionally do it as an extra step.

gwj123

(Removed-Off-Topic)

UKR

That Citibank 10-minute process was a one-time process for me. I haven't been bugged by it ever since I got the process to complete within the 10 minute time limit.

It's important that you follow instructions on the website exactly, first to initiate the process, then do an Update Now in Quicken from the bank account and finally confirm the process on the website. Citibank should now know who the third party user is (you and your Quicken) and not prompt you again unless you're constantly changing your IP address.

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

Chris_QPW

I think that this idea should be restated as "Allow for importing CSV files".
I think with that change it would get a lot more support.