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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Setting up accounts in Quicken Deluxe
DeniseMcE
I am new to Quicken, Deluxe version, Windows 11, and have just added all of my accounts. I am only seeing transactions back to the beginning of July when I select the entire year. How do I get the entire year loaded? I did just download a file of transactions from 1/1 to 7/7 from my bank account to a Quicken format, but the file format wasn't recognized when I attempted to import it in Quicken.
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Greg_the_Geek
What is the format of the file you downloaded from your bank?
DeniseMcE
Quicken OFX data (.qfx)
Greg_the_Geek
From Quicken, File --> File Import --> Web Connect (.QFX) File...
DeniseMcE
I am still running into issues with getting the rest of the year's transactions. Two of my online accounts only provide the downloaded file as a csv file. Is there an easy way to convert a csv to a qfx file?
Greg_the_Geek
You can use ImportQIF to import CSV files.
QuicknPerlWiz - Use ImportQIF to import transactions into Quicken
DeniseMcE
Thanks. It looks like it would be easier to enter the transactions individually. No fun, but doable.
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