Downloading Data to Online App

agill99
agill99 Quicken Windows Subscription Member
edited April 2023 in Using Quicken on the Web

I just set up the mobile and web-based access.

Is there a way to download banking data to the companion app and then later sync it to the desktop program, or do all downloads need to be done to the desktop program? I don't see an option of importing the QXF file to the online app.

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @agill99,

    Thank you for reaching out to the Quicken Community with this question.

    Unfortunately, you cannot import QFX files using the Quicken Mobile App, however, you can utilize the automatic downloading of transactions but you will need to add the accounts and initiate online banking services first using the desktop application.

    I hope this clears things up!

    -Quicken Jasmine

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