QFX File Import (Q Win Canada)

LostCanuck

Hey Everyone,

How do I import a QFX file to Quicken Canada Version R40.28, Build 27.1.40.28?

I keep getting an error "Quicken is currently unable to verify the financial institution information for this download. Please try again later"

The financial institution is American Express

Cheers,

Randy

smayer97

FYI, Merge support for importing data from US and CA FIs/Banks for US and CA versions of QWin

"This request has been accepted and added to the Development roadmap for future implementation. At this time there is not an ETA on when this feature will be available. CTP-978", as of Oct 2020

UKR

Please review https://www.quicken.com/support/quicken-currently-unable-verify-financial-institution-information-download

LostCanuck

Thanks @UKR.

This appears to relate to automatic downloads. Even if I do a manual download, QFX file is not recognized. I chatted with Quicken Support and they say the Canadian version won't work with US or Europe based accounts, even though a QFX file can be downloaded.

Now I'm looking at how I can import a CSV file to bypass this problem

smayer97

FYI, Merge support for importing data from US and CA FIs/Banks for US and CA versions of QWin

"This request has been accepted and added to the Development roadmap for future implementation. At this time there is not an ETA on when this feature will be available. CTP-978", as of Oct 2020

Boatnmaniac

LostCanuck said:

This appears to relate to automatic downloads. Even if I do a manual download, QFX file is not recognized. I chatted with Quicken Support and they say the Canadian version won't work with US or Europe based accounts, even though a QFX file can be downloaded.

Now I'm looking at how I can import a CSV file to bypass this problem

You might want to explore using ImportQIF which is a freeware program that might be able to convert your CSV file (also, QIF, Excel and OXF files) into something that can then be imported into Quicken.  I have not used the program myself but others in this Community have stated that it worked well for them.  It was developed by someone who is a long-time Quicken user and active member of this Community.  You can read up on it and download it from https://www.quicknperlwiz.com/.