Adding Cdn bank account to Quicken Windows in USA

I have Quicken Deluxe in USD. Recently I opened a TD bank account (Cdn dollars). Is it possible to download (web express) the transactions from the TD bank account to my Quicken account or must I download a transaction file from the bank and then upload to Quicken?

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited November 2021
    With Quicken Windows US you can't import transactions using Express web connect or web connect in anything other than USD.  What's more Quicken Windows US supports very little Canadian financial institutions even in USD, basically the ones that are US base that happened to have the Canadian prisons too.

    If you get the transactions in QIF file format you can import that into an account setup 4 Canadian dollars.  The reason this works and because the QIF format knows nothing about currency, it just has numbers.

    If you need a converter from web connect/QFX to QIF you can use the one on my website.  It is free.

    http://www.quicknperlwiz.com/
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    By the way for the record Quicken Windows Canadian can import in different currencies.  Fun unless your primary use is in Canada you won't want to use it because it will not be able to download from US financial institutions automatically.  And it is also missing several features that are only in the US version.
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  • rusbet
    rusbet Member
    I have looked at Quicken and TD bank (Cdn) for their file import and download procedures. The TD bank offers five different file formats. Simply Accounting, Intuit for Quicken (assuming Canadian version), for Quickbooks, Microscoft Money, and .CSV. Which download format would I use? Once I get it downloaded, what are the steps to get it converted to GIF with your software? Although looking at Quicken Import feature one option is to import "web connect/QFX".
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I think you can use the "Intuit for Quicken" which I expect to be a "Web Connect" .QFX file.

    You could try importing that directly into Quicken, but I expect it to complain because the currency set in it is CAD not USD.

    You can use the QFX file as an import file to ImportQIF, which will in turn convert it to a QIF file and import that into Quicken.  Please use the documentation on my site and in ImportQIF on how to use it.  If you have any problems with it, contact me there.
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