File Format for Quicken 2018.

New user of Quicken and still in trial phase. Using a Mac, version 10.13.3 and Quicken, version 5.5.3. One of my banks only provides a .csv file format that is directly downloadable. How can I convert that file format to a .qfx file format that is usable by Quicken.

Comments

  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited April 2018
    Hello Bob, appreciate your question.

    Which bank are you using? 

    Please let us know so that we can best help you.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Bob28
    Bob28 Member
    edited February 2018
    Thanks for answering.  I am using USAA.
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited April 2018
    Hi Bob, appreciate your question,

    USAA is a Direct Connect account. Have you tried setting it up this way?

    Please let us know so that we can best help you.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Bob28
    Bob28 Member
    edited February 2018
    Just used Direct Connect and it worked very well. No problems.
    Thanks for your help. 
    Bob