How do I import CSV file downloaded from USAA Bank ?

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58kopykat
58kopykat Member ✭✭✭

My hard drive crashed and recovery couldn't save anything after 2020. USAA only exports CSV. Quicken only accepts QFX. After installing Q on new PC (windows 11) the oldest transactions are from mid-Jan. Any ideas on how I can get at least my 2022 info into Q?

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  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
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    You can use a converter program like ImportQIF which will convert several different file formats (including CSV) into a format that Quicken can import. It is freeware and was developed by a long-time Quicken user and very active participant in this Community. Quite a few users have posted that it works well for them. You can read up on it and download it from https://www.quicknperlwiz.com/ .

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
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    You can use a converter program like ImportQIF which will convert several different file formats (including CSV) into a format that Quicken can import. It is freeware and was developed by a long-time Quicken user and very active participant in this Community. Quite a few users have posted that it works well for them. You can read up on it and download it from https://www.quicknperlwiz.com/ .

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    And you never had backups of your Quicken data files stored elsewhere, on an external hard drive or a cloud server backup service?

    Well, the horse is out of the barn, so to speak, but for the future please consider this:

    How to properly set up Quicken Backup
    How to make Quicken create a backup for you automatically every time you close
    Quicken
    What Quicken backups are available where?

    For the sake of this discussion it is assumed that your Quicken data file is located in the Default (and recommended) place: C:\Users\username\Documents\Quicken
    It is further assumed that your Quicken data file is named QDATA.QDF

    Review the backup settings available in Quicken (under Edit / Preferences / Backup).

    In there you will find two types of backup: Automatic and Manual Backup.

    Automatic Backup should be enabled and by default goes to a \Backup folder that's part of the
    folder which contains your current Quicken data file, e.g. \Documents\Quicken\Backup. Set it to create a backup after running Quicken [1] times and to keep [9] (or more, your choice) backup copies.
    The file name for Automatic Backup files contains a date and time stamp as part
    of the file name, e.g. QDATA-2020-03-22.PM03.45.QDF-backup

    To create a Manual Backup copy of your Quicken data file on an external device (USB-hard drive or
    USB memory stick recommended), put a checkmark at "Manual Backup Reminder" to enable the function and set "Remind me after running Quicken [xx] times" to [1].

    Click OK to save the changes.

    From now on, when you close Quicken using the red X button, you will get a popup window.

    When you get this window for the first time, on some versions click the radio button for
    "Backup on my computer".
    Change the Backup File name's drive letter and path to point to your external device so that it looks something like this: E:\Quicken Backup\QDATA-2020-04-01.QDF-backup
    or use the Change button and work your way through the dialog.

    Do not change the filename portion! Just overtype the drive letter and choose a backup folder
    name. If the folder does not exist, it will be created.

    Also choose the option to "Add date to backup file name".

    Every day when you run Backup or close Quicken, an additional backup file is created. Without the
    Add Date option you only have 1 backup copy which is overwritten every day ...
    and that may prove bad in a problem recovery situation.

    Allow this backup to run to save the changes made on the screen.

    Of course, once in a while you will have to go in and delete some of the oldest backup files, at your discretion, to avoid filling up your USB device.

  • 58kopykat
    58kopykat Member ✭✭✭
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    Thank you for pointing out the obvious about backing up files somewhere other than the PC.
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