File Import

Discussion List

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  R65.17 Issues Importing Files

  System 10 views 2 comments 0 points Most recent by Quicken Alyssa December 4Installing and Updating (Windows)
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  Investment transaction NOT recorded

  Perry 11 views 0 comments 0 points Started by Perry December 4 Errors and Troubleshooting (Mac)
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  QFX File Triggers Windows Installer Applications

  SteveLoweIL 403 views 12 comments 1 point Most recent by DavdM December 3Installing and Updating (Windows)
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  Importing from Financial Institutions

  nhmartens 40 views 2 comments 0 points Most recent by Quicken Alyssa December 3Errors and Troubleshooting (Windows)
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  Unable to Import any QFX Files after Latest Windows Update [Edited]

  Kcarb 1.3K views 56 comments 0 points Most recent by Quicken Anja December 3Download, Add/Update Accounts (Windows)
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  Target Card not downloading transactions

  richard13 58 views 6 comments 0 points Most recent by MyGreekCousin December 2Download, Add/Update Accounts (Mac)
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  Cant load manual downloaded after Quicken update

  Mike_L 158 views 10 comments 0 points Most recent by Quicken Alyssa December 1Download, Add/Update Accounts (Windows)
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  Export selected financial transactions to a CSV file

  Answered KlisterKid 24 views 1 comment 0 points Most recent by Chris_QPW December 1Reports (Windows)
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  Quicken Classic Premier is not importing all transactions in the .QFX file

  lhtetrick 21 views 1 comment 0 points Most recent by Quicken Kristina November 30Download, Add/Update Accounts (Windows)
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  Error when attempting to import banking transactions from .csv

  Answered Shauuno 38 views 1 comment 0 points Most recent by splasher November 30Errors and Troubleshooting (Windows)
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  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Strike 76 views 6 comments 0 points Most recent by Strike November 27Registers & Transactions (Windows)
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  Why require revalidation of accounts after we copy a Quicken file?

  NebularNovice 154 views 8 comments 0 points Most recent by NebularNovice November 25File Conversion and Backup (Windows)
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  QFX Import Issue

  Answered grnpaduck 45 views 1 comment 0 points Most recent by Quicken Kristina November 25Errors and Troubleshooting (Windows)
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  NEW! 11/18/25 TD Bank Web Connect - Unable to import web connect / QFX files

  Quicken Alyssa 46 views 0 comments -1 point Started by Quicken Alyssa November 18 Alerts, Online Banking & Known Product Issues
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  Downloads from Citizens Going Wrong Places

  jbaker@ 22 views 2 comments 0 points Most recent by jbaker@ November 18Errors and Troubleshooting (Windows)
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  Import Amazon order reports to create transaction splits

  Under Consideration hinder90 3.4K views 53 comments 33 points Most recent by Michael Hyatt November 17Manage Accounts and Transactions
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  QXF import has unreasonable restriction on the lot assignments.

  Chris_QPW 40 views 1 comment 0 points Most recent by Quicken Kristina November 15File Conversion and Backup (Windows)
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  Rebuilding A Quicken File Without Data Corruption

  Answered recursor1 122 views 5 comments 0 points Most recent by Quicken Alyssa November 10Errors and Troubleshooting (Windows)
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  CSV to QIF Conversion for Fidelity into Quicken/Windows

  Derz 64 views 1 comment 2 points Most recent by Chris_QPW November 9Download, Add/Update Accounts (Windows)
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  downloading and removing transactions

  Closed jude_est 18 views 1 comment 0 points Most recent by Jon November 4Using the Mobile App
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  Quicken unable to verify financial institution

  Answered Closed alisonsalisbury 64 views 1 comment 0 points Most recent by NotACPA November 3Download, Add/Update Accounts (Windows)
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  How to manage Paypal Credit? Manual download format changed; automatic downloads problematic.

  Closed KC Smythe 63 views 3 comments 1 point Most recent by Quicken Kristina November 2Download, Add/Update Accounts (Mac)
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  Error Code 503 when exiting with Quicken Backup

  Answered Closed Michael Heady 17 views 1 comment 0 points Most recent by Quicken Alyssa November 2Errors and Troubleshooting (Mac)
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  Upgrade path from an ancient release of Quicken?

  Answered Closed John_Moore 52 views 2 comments 0 points Most recent by splasher October 26File Conversion and Backup (Windows)
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  Importing QFX files

  Answered ✓ Closed Rick Klock 119 views 3 comments 0 points Most recent by Quicken Kristina October 13Errors and Troubleshooting (Mac)
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  How to import BofA data when they only offer Web Connect

  Answered Closed truckeesolutions 92 views 4 comments 0 points Most recent by truckeesolutions October 9Download, Add/Update Accounts (Windows)
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  Three Feature Requests: Date Range; Shortcut; Import

  Reviewed ericg 31 views 1 comment 5 points Most recent by ziggy29 October 2Product Enhancements
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  Web Connect from AMEX Delta to Quicken MISSING TXs

  Closed camcleo 5 views 1 comment 0 points Most recent by Quicken Kristina September 30Download, Add/Update Accounts (Windows)
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  Scotiabank file no longer able to be imported into Quicken Mac

  johnandstaceyp 73 views 5 comments 0 points Most recent by Quicken Kristina September 30All Things Canadian (Mac)
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  Quicken CSV file import should recognize either "-" or "(" and ")" for negative amounts

  Reviewed cfrphoto 31 views 1 comment 1 point Most recent by Jim_Harman September 25Manage Accounts and Transactions