nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

WealthSimple Integration

Vanval

Quicken advertises itself as a budgeting tool for Canada, but is missing proper integration with WealthSimple. It imports my investments and chequing account but not my credit card which is a big gap. As a result, I’ll need to cancel my subscription. I don’t think there’s even a way to manually import those transactions. Anyone have luck?

Find more posts tagged with

Online Banking

Quicken Canada

Comments

Quicken Kristina

Hello @Vanval,

Thank you for reaching out! If WealthSimple offers QFX/Web Connect files, that would be the simplest option to import the data into your Quicken file.

If QFX/Web Connect isn't an option, you may be able to import the credit card transactions using a properly formatted CSV file. Note: CSV data will always import as a new account. You can move the transactions to the correct account after importing.

For information on importing a CSV file, please review this article: https://www.quicken.com/support/how-do-i-import-a-csv-file-into-quicken-for-mac/#section-windows-1

I hope this helps!

Quicken Kristina

Hello @Vanval,

We haven't heard back from you in a while. Do you still need assistance?

Check back and let us know! Thank you.

Quicken Kristina

Hello again,

Checking in once more before this thread is closed.
Let us know if you still need assistance.

Thank you!