USAA no longer uses QFX files, and I can find no way at all to download past transactions.

Mel2
Mel2 Member ✭✭
edited March 2023 in Download, Add/Update Accounts (Windows)
Hello, I started using Quicken in Jan 2023 and would like to import transactions from 2022. Unfortunately, USAA no longer offer a QFX file format download. They use CSV. Is there a way around this?
Note: When I added my account, it only added 7-10 days of transactions.

Best Answer

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    The only 2 workarounds that I know of are:
    • Manually download and save the transactions in the the CSV format.  Then download and install a conversion program like ImportQIF.  ImportQIF is a freeware program developed by a long-time Quicken user and active participant in this forum.  It can be used to convert that CSV file into a format that Quicken can import.  You can read up on it and download it from https://www.quicknperlwiz.com/.
    • Or, you can manually enter all of your 2022 transactions.

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    The only 2 workarounds that I know of are:
    • Manually download and save the transactions in the the CSV format.  Then download and install a conversion program like ImportQIF.  ImportQIF is a freeware program developed by a long-time Quicken user and active participant in this forum.  It can be used to convert that CSV file into a format that Quicken can import.  You can read up on it and download it from https://www.quicknperlwiz.com/.
    • Or, you can manually enter all of your 2022 transactions.

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

  • Mel2
    Mel2 Member ✭✭
    Thank you!
This discussion has been closed.

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