Received a .QDF Windows file, I use Mac. The bank account activity is not updating. Help Please!
Hello! I received a .QDF file in an email that originated from a Windows user and I have Quicken for Mac. I've noticed that even though I try updating the accounts the bank activity doesn't refresh. The last transaction listed is from 2/28/2023, the date the file was emailed to me. Do I have to connect to the bank accounts a separate way in order to see all activity?
I'm pretty sure bank login information isn't included when you import a Windows QDF file so you'll have to set up online access yourself for each account.
Quicken Mac subscription. Quicken user since 1990.0
Are you just "reporting" on the assets as of that date - or are you expected to "handle" the accounts… ??
Since the menus and paths are slightly different - I would guess you have to walk thru each account and set it up for online access & downloading - which of course means that you will need the account User ID & Password -
AND…. if any of the accounts are using the new EWC+ protocol - you might also have to authorize the accounts on the bank online website….QWin Deluxe Subscription - Win100