Received a .QDF Windows file, I use Mac. The bank account activity is not updating. Help Please!

KMRANsdell
KMRANsdell Quicken Mac Subscription Member
edited April 2023 in Download, Add/Update Accounts (Mac)

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?

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    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.

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    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….

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