File Import

Discussion List

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  account security price import from a CSV file stopped working

  Answered AlanCF 23 views 4 comments 0 points Most recent by Quicken Anja 10:27AMErrors and Troubleshooting (Mac)
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  Unable to download transactions from Mission Square

  Answered RosaPet 36 views 3 comments 0 points Most recent by Quicken Alyssa March 10Download, Add/Update Accounts (Windows)
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  How to upload an excel Investment file into Quicken?

  Answered jketterl 46 views 6 comments 0 points Most recent by Jim_Harman March 8Download, Add/Update Accounts (Windows)
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  What does the H&B product change process look like from Quicken Classic to Quicken cloud?

  Answered A Pensive Panda 21 views 1 comment 0 points Most recent by Jon March 7Before you Buy
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  is there an error importing .csv investment file into a brokerage account

  Answered ✓ benjamin123 395 views 25 comments 0 points Most recent by ddavec March 5Investing (Windows)
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  Unable to Import any QFX Files after Latest Windows Update [Edited]

  Kcarb 3K views 73 comments 0 points Most recent by sjtideman March 4Download, Add/Update Accounts (Windows)
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  Downloading Citi CC issue 6/21/2025-1/6/2026

  Answered Brad J 11 views 2 comments 0 points Most recent by Quicken Kristina March 3Download, Add/Update Accounts (Windows)
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  Importing a downloaded .QFX file into the account in my Windows Classic is not working.

  Answered lakeside339 57 views 4 comments 0 points Most recent by Quicken Kristina March 3Errors and Troubleshooting (Windows)
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  Quicken for Mac Classic assigns incorrect payee upon transaction import

  Answered millem1309 19 views 1 comment 0 points Most recent by Quicken Kristina February 28Download, Add/Update Accounts (Mac)
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  Savings Plus, Mission Square & LPL Financial not downloading [Edited]

  Answered Closed Herndez 36 views 4 comments 0 points Most recent by Quicken Alyssa February 26Errors and Troubleshooting (Windows)
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  Quicken is currently unable to verify financial institution information for download

  Nalani 67 views 2 comments 0 points Most recent by UKR February 25Business and Rental Property Tools (Windows)
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  Can't Import TurboTax Deluxe 2025 into Quicken Deluxe R65.29

  cyberphile 128 views 6 comments 0 points Most recent by Quicken Kristina February 24Errors and Troubleshooting (Windows)
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  Creating CSV file for importing credit card transactions - what do you put for Account?

  Answered ✓ je2464 53 views 3 comments 0 points Most recent by je2464 February 22Registers & Transactions (Windows)
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  File=>Import browser window cannot find qfx files to select and import

  ulvy 52 views 8 comments 0 points Most recent by splasher February 21Errors and Troubleshooting (Windows)
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  Libro Line of Credit will not sync and quicken does not see my qfx file

  Answered scliff3534 13 views 3 comments 0 points Most recent by NotACPA February 20Download, Add/Update Accounts (Windows)
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  Importing Mac Quicken to PC and back

  Answered msoultan 79 views 13 comments 0 points Most recent by msoultan February 17Business and Rental Property Tools (Windows)
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  Download of credit card transactions not updating

  Answered Closed Square26 41 views 4 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)
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  Connectivity Gaps with Modern Financial Institutions – Is Quicken’s Aggregation Strategy Evolving?

  xriley75 97 views 8 comments 3 points Most recent by Chris_QPW February 15Download, Add/Update Accounts (Mac)
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  ONGOING 2/12/26 US Bank - Unable to Import QFX File in Quicken Classic for Mac

  Quicken Janean 218 views 2 comments 0 points Most recent by Quicken Anja February 12Alerts, Online Banking & Known Product Issues
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  Importing CSV files for Mac

  Reviewed Norm C 15 views 1 comment 1 point Most recent by Chris_QPW February 9Canada Mac
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  Bank of Hawaii "unable to verify financial institution" error

  Closed System 77 views 21 comments 0 points Most recent by UKR February 6Download, Add/Update Accounts (Windows)
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  QFX File Triggers Windows Installer Applications

  Closed SteveLoweIL 1K views 18 comments 1 point Most recent by Quicken Alyssa February 5Installing and Updating (Windows)
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  Unable to open a QFX file from US Bank

  Answered Closed BS5145 112 views 6 comments 0 points Most recent by Quicken Alyssa February 3Download, Add/Update Accounts (Mac)
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  Barclays Not Processing Barclay's Transaction

  Closed LarryOz 18 views 4 comments 0 points Most recent by NotACPA February 2Errors and Troubleshooting (Windows)
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  How to back out and start over with new Quicken desktop

  Answered Closed lakeside339 78 views 3 comments 0 points Most recent by lakeside339 February 2Errors and Troubleshooting (Windows)
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  Issue with version 65.17

  Closed bergy45 117 views 7 comments 0 points Most recent by Quicken Alyssa February 2Installing and Updating (Windows)
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  Importing split transactions

  Reviewed Charles Rayle 29 views 2 comments 1 point Most recent by NotACPA February 1Manage Accounts and Transactions
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  Duplicate Transactions and Issues Importing QWIN-CA

  Closed System 39 views 5 comments 0 points Most recent by Quicken Alyssa January 27All Things Canadian (Windows)
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  import credit card transactions

  Answered Closed David Viking 54 views 4 comments 0 points Most recent by Quicken Alyssa January 27Download, Add/Update Accounts (Windows)
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  US Bank QFX File will not open

  Closed kcjoe1956 82 views 2 comments 0 points Most recent by UKR January 25Download, Add/Update Accounts (Mac)