How do i manually download my bank statements into Quicken?

"1-step updates" says my bank p/w is not right; I assume it is because my bank uses a 2nd step verification code to log in (access works find outside of Quicken). I assume I can instead download the statements from my bank and manually upload to Quicken, but can't find how (spent 30-45 going they FAQ/postings and can't find anything).
Thompkins Community bank
Quicken Home and business - brand new, to replace Starter edition last used a year ago.
using Windows 10 Pro

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭

    Which bank?

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

  • splasher
    splasher SuperUser ✭✭✭✭✭

    While we're waiting for your response to Boatnmaniac's question which will tell us what downloads are available.

    You can start by going to the financial institution's website and figure out how to download the transacttions into hopefully a Web Connect .QFX file. A .QIF or .CSV file will work if you then pass it thru ImportQIF (free from quicknperlwiz.com) for importing into Quicken.

    .QFX files can be directly imported into Quicken after the first import which will require that you choose the corrrect Quicken account to link to.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited April 2023

    I think they mentioned ..

    Thompkins Community bank

    BTW - @fjphilli2 no "H" -
    and WHICH of these 3 entries are you using for your Quicken Add Account ?

    08705 08705 08705 Tompkins Community Bank - NY https://www.tompkinsbank.com/ (888) 273-3210 https://secure.tompkinsbank.com/login ACTIVE
    BANKING,ACCOUNTINFO,PAYMENT&DIRECT
    BANKING&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT


    12191 12191 12191 Tompkins Community Bank TM https://www.tompkinsbank.com 888-273-3210 https://treasurymanagement.tompkinsbank.com/tompkinsbank#/login ACTIVE
    BANKING&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT


    69590 69590 69590 Tompkins Credit Card https://www.tompkinsbank.com/ 1-888-273-3210 https://www.myaccountaccess.com/onlineCard/login.do?theme=elan2&loc=10207 ACTIVE
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

    QWin - R54.16 - Win10

  • fjphilli2
    fjphilli2 Member ✭✭
    My typo suprises me, but luckily it's just in this post. I am not sure which of the entries listed it is using. I don't recall being given a choice, nor can I find where to check.
  • fjphilli2
    fjphilli2 Member ✭✭
    splasher: As stated (with typo) Tompkins Community Bank. I do see how to download - using the .QFX option, but when I go to import it to Quicken, it has become a .OFX file, which is not recognized
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭

    it's when you created the ADD ACCOUNT.
    You should see the name listed as the account name -

    QWin - R54.16 - Win10

  • fjphilli2
    fjphilli2 Member ✭✭
    The account was added a year ago (not used since; new edtion of Quicken started now). Not sure of all the other details, but it is Tompkins Community Bank - NY, and using Direct Connect
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭

    @fjphilli2 - If you are downloading with DC, why do you want to manually download and import transactions from your online bank account? I'm not criticizing…just trying to understand so an appropriate response can be provided.

    (BTW - You'd mentioned that you had tried to download in QFX format but that it "had become a OFX file". I don't think that is even possible without running it through a conversion program or manually editing the QFX file in a text program and then saving it as an OFX program. Do you think that perhaps you might have accidentally downloaded an OFX file instead of a QFX file? I know that sometimes, if the font is too small or with certain font styles the "Q" in QFX and the "O" in OFX can be somewhat easy to misread.)

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

  • splasher
    splasher SuperUser ✭✭✭✭✭

    Looking at the file properties of the downloaded .QFX file will show it to be an .OFX file, but that doesn't matter to Quicken.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.