Import .qfx file does not populate the transactions. Why?

mgiampaoli
mgiampaoli Member
I download bank transactions. Then attempt to import. File is downloaded but fails to populate in Quicken.

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @mgiampaoli,

    Can you provide some additional information to help us understand what is happening with your Quicken file?

    When you import the QFX file, what actually happens?  Do you see any indication that transactions have actually been downloaded?  Do you get an error code?

    Have you ever been able to import transactions using the QFX file method?

    Get back to us and we'll go from there.

    Frankx

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  • mgiampaoli
    mgiampaoli Member
    The screen shows "verifying Quicken cloud" then displays "61 transactions downloaded". But no transactions appear in the account. I don't know where the transactions were downloaded. No other error message.
  • mgiampaoli
    mgiampaoli Member
    I have been importing transactions for over one year without a problem.This began middle of December.
  • RickO
    RickO SuperUser, Mac Beta Beta
    edited January 27
    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 pretty labor intensive though.
    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.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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