B of A downloading of transactions

fsreilly@aol.com
fsreilly@aol.com Quicken Windows Subscription Member
in Download, Add/Update Accounts (Windows)

I cannot download transactions into Quicken and have had this problem for at least 2 months. I have Windows 10 and Quicken Classic Delux 2.9.16. B of A no m longer has Quicken as a file type. How do I now transfer the transactions into Qucken?

SSR

Answers

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭
    edited November 29

    Unfortunately BofA discontinued the support for QFX download. Your best option is to establish an online download via Express Web Connect + (EWC+). Or do a .csv download.

    https://community.quicken.com/discussion/7966609/9-30-25-bank-of-america-web-connect-discontinued

    UPDATE: I looked at BofA's Excel download, which generates a .CSV file. However it is not an exact match to Quicken's requirement. Meaning as is you will not be able to import it to Quicken. You need to make the effort to edit the .CSV file to Quicken's specs, before importing it into Quicken.
    To view Quicken's requirements, go to the File menu > File Import > Banking Transactions > From .CSV File

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    By the way, as a privacy measure I recommend that you remove your email address as your user name and instead create one that does not contain your email.

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

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