I downloaded a file that has past transaction that was not available on one step update.

How do I import that file into Quicken ?

Best Answer

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    What format is the file you downloaded? 
    Also, did you save that file to your desktop or to your hard drive?
    If it is a .qfx file and it is saved on your computer then you should be able to import it into Quicken by double clicking on the file.  When Windows tries to open the file and if it doesn't automatically cause Quicken to open the file, you should be prompted to select the application to be used to open it...select Quicken.
    When the file is opened by Quicken you might be prompted to link it to the account you have already set up in Quicken.  If you have not already set up an account for it in Quicken, then you can instruct Quicken to add it as a new account.
    (QW Premier Subscription: R39.23 on Windows 10)

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    What format is the file you downloaded? 
    Also, did you save that file to your desktop or to your hard drive?
    If it is a .qfx file and it is saved on your computer then you should be able to import it into Quicken by double clicking on the file.  When Windows tries to open the file and if it doesn't automatically cause Quicken to open the file, you should be prompted to select the application to be used to open it...select Quicken.
    When the file is opened by Quicken you might be prompted to link it to the account you have already set up in Quicken.  If you have not already set up an account for it in Quicken, then you can instruct Quicken to add it as a new account.
    (QW Premier Subscription: R39.23 on Windows 10)
  • Thank you it worked
This discussion has been closed.