Downloading and installing a .qfx file into my credit card account

Fran101

I am having so much trouble with Quicken this weekend. I made a new account for my existing credit card. I'm trying to download the statement that just closed out in February. I am downloading the statement from the bank. I have tried countless times to import that file .qfx into my account in Quicken. Nothing happens! Is this service discontinued? I don't see anything posted online or at the bank as it is still offered. I have done extensive troubleshooting. If there is anyway to get this done, I would really appreciate hearing from you.

Quicken Laura

Hi @Fran101,

Thank you for sharing what you are experiencing with us. I'd be happy to help you with this.

To better understand the situation, please provide a bit more information.

1. Which financial institution are you working with?
2. Do you receive an error message when trying to import the QFX file into Quicken? If so, please share the exact error message you see.
3. What connection method is currently set for the account? (It may not be connected, but it’s helpful to confirm.)

To check the connection type, please follow these steps:

1. Open the account in question.
2. Click the Gear icon in the upper-right corner of the account.
3. Select Edit Account Details.
4. Click the Online Services tab.

On that screen, you will see the Connection Method listed on the left side.

Once I have this information, I’ll be able to better guide you on the next steps.

I look forward to your response!