WealthSimple Integration

Vanval
Vanval Quicken Canada Subscription Member
edited April 3 in Before you Buy

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?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    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

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