Unable to Import QFX file downloaded from my bank?

BPL54
BPL54 Quicken Windows Subscription Member
edited November 2022 in Download, Add/Update Accounts (Windows)
Re: RESOLVED 10/25/22 (QFX) Web Connect files not importing

I've downloaded the latest Quicken update, restarted my computer, and downloaded a QFX file from my bank (UMB) and it still will not import into my register. This worked fine until sometime in the spring of 2022.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Please do HELP, About Quicken and tell us the BUILD of Q that you're running and also the "Membership Valid Thru" date that you find there.
    What type of account are you having this issue with?
    When you do TOOLS, Account List ... what name shows in the "Financial Institution" column for the particular account? What shows in the "Transaction Download" column?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited October 2022
    BPL54 said:  .. and downloaded a QFX file from my bank (UMB) and it still will not import into my register.
    what does this mean - any error messages or what happens ?
    What is the exact name of the Quicken Account used for UMB - as there are 3 possible entries - UMB - HSA - NEW
    And why download a QFX file vs online updating via One Step Update ?
    03781    03781    03781    UMB Bank    http://www.umb.com    1-800-860-4862   
    https://www.umb.com/Personal/index.html    ACTIVE   
    BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT   
    BANKING,CREDIT&WEB-CONNECT        
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT
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