My bank charges me a fee to connect to Quicken

Question

I would like to enter monthly transactions myself.  How can I import them instead of keying in each transaction?

Chris_QPW · Answer

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/

Bob · Answer

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).

Frankx · Answer

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