I seem unable to import two months of CC transactions into quicken account.

fsglover

I have imported all of 2021 but nov and dec, and have imported jan 2022. But, when I attempt to import nov and dec quicken displays preparing to import file, but doesn't. Have tried miultpple times.

RickO

There's currently an open issue on this: https://community.quicken.com/discussion/7905187/ongoing-01-18-22-qfx-web-connect-files-not-importing

There is a workaround that may help you. It's a bit labor intensive. But since this appears to be a one-time issue for you, maybe worth it:

1. Create a new (temporary) Quicken file (menu File > New), Start From Scratch
2. Select Don't Use Quicken Mobile or Web, then NEXT
3. In Add An Account, select your bank, click the OPTIONS button and choose Web Connect
4. Drag your QFX file to the "drop here" box
5. Select the correct account type and give it a unique name, then Continue, then Finish
6. Hopefully your transactions imported successfully. If so, continue with the next steps
7. Optional: Move the file to the Desktop for easy deletion when you're done with it (menu File > Move To)
8. Export the File to QXF (menu File > Export > Quicken Transfer File (note this is QXF, not QFX), making note of the location to which it's saved
9. Switch back to your regular file (menu File > Open Recent)
10. Make a backup of your file in case anything gets messed up (menu File > Save a Backup)
11. Import the file you created in step 8 (menu File > Import > Quicken Windows File). Note: not "Bank or Brokerage File"
12. Close the Setup Download window and dismiss the warning
13. You now have a new account in your file containing the transactions from the bank's QFX file.
14. Select all of those transactions and drag and drop them to the actual account in the sidebar.
15. Delete the now-empty uniquely named temporary account.
16. Your regular file's account should now be complete with the missing transactions.
17. Delete the temporary Quicken file from the Desktop
18. Optional: Click menu File > Open Recent > Clear Menu to clear out the now-deleted temporary file's name from this menu.