How to download qfx for a date range from Fidelity

Satish
Satish Member ✭✭
in Download, Add/Update Accounts (Windows)

AFAIK, one can download transaction between certain dates only in CSV format. Is there a way to do this in .qfx format either by a conversion utility or some other how?

Latest Quicken deluxe on Windows.

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Let's start off with: Fidelity goes by multiple names in Q. When you do TOOLS, Account List, what name shows in the "Financial Institution" column across from the account(s)?

    If that column isn't shown, it can be added via the OPTIONS button at the bottom of that dialog.

    And, why do you want to download in CSV format? Has your subscription to Q expired, yet you're trying to download transactions anyway? If that's the case, Q won't import the QFX file anyway. Why not simply use the download function for Fido that's built into Q?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Satish
    Satish Member ✭✭

    Thanks for your reply!

    I want to load in .qfx format; not CSV. When I go to "Activity & Orders" tab and hit the "Download", CSV is the only option available although I can specify date range. I can download in .qfx from Quicken but cannot specify date range. The Quicken account I need to download transactions into is a long standing account in which I've been logging transactions manually. Now, if I download transaction through Quicken, it downloads about two years of data, in qfx format, but I get lots of transactions I need to accept; too many. That's why I want to get just a few latest transactions.

    Is it possible?

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