My bank charges me a fee to connect to Quicken

JLSpring
JLSpring Quicken Windows Subscription Member
edited October 2022 in Download, Add/Update Accounts (Windows)
I would like to enter monthly transactions myself. How can I import them instead of keying in each transaction?

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Hi @JLSpring

    Depending on the bank, you may be able download a .QFX file from your banks website and import that into Quicken.  You need to review the bank's website to determine whether your bank makes those files available to its customers. Just a warning - many (perhaps most) do not.

    Frankx

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  • Bob
    Bob Member ✭✭
    I had the same problem with a small. local bank. When I called their not-customer-service line, their response was 'too bad, We charge for downloads' (my words).
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    If the financial institution doesn't provide QFX files you can use my program, ImportQIF, to convert from other formats like CSV. 
    You can find it here:
    https://www.quicknperlwiz.com/
    Signature:
    This is my website: http://www.quicknperlwiz.com/
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