File Import

1

Windows to Mac migration - no customers/vendors were migrated over.

S. Gordon Harwood 71 views 8 comments 1 point Most recent by Quicken Alyssa April 7Canada Mac

How to correctly set Category when importing "balance adjustment" transactions using a .CSV file

Answered ✓ rcstevensonaz 41 views 4 comments 0 points Most recent by rcstevensonaz April 5Registers & Transactions (Windows)

Getting an error when trying to import QFX files

System 51 views 8 comments 0 points Most recent by Quicken Kristina April 4Errors and Troubleshooting (Windows)

Quicken updates and reauthorizations cause problems

JeffMacQkn 31 views 1 comment 0 points Most recent by Quicken Kristina April 4Errors and Troubleshooting (Mac)

Libro Line of Credit will not sync and quicken does not see my qfx file

Answered Closed scliff3534 31 views 6 comments 0 points Most recent by Quicken Anja April 4Download, Add/Update Accounts (Windows)

Importing a downloaded .QFX file into the account in my Windows Classic is not working.

Answered Closed lakeside339 74 views 6 comments 0 points Most recent by Quicken Kristina April 3Errors and Troubleshooting (Windows)

Downloading Citi CC issue 6/21/2025-1/6/2026

Answered Closed Brad J 11 views 4 comments 0 points Most recent by Quicken Kristina April 3Download, Add/Update Accounts (Windows)

I can no longer import Apple Card transactions into Quicken

Answered Patrick Stafford Golden 42 views 3 comments 0 points Most recent by Quicken Alyssa April 2Errors and Troubleshooting (Mac)

3

Ability to Import Clients in Business & Personal for Mac

Implemented AGGSpeaker 72 views 3 comments 3 points Most recent by Quicken Anja April 1Product Enhancements

Quicken for Mac Classic assigns incorrect payee upon transaction import

Answered millem1309 32 views 3 comments 0 points Most recent by Quicken Kristina March 29Download, Add/Update Accounts (Mac)

Issues Importing QFX Files - US Bancorp Investments

System 31 views 4 comments 0 points Most recent by Quicken Laura March 26Errors and Troubleshooting (Windows)

Can't Import TurboTax Deluxe 2025 into Quicken Deluxe R65.29

cyberphile 323 views 26 comments 0 points Most recent by Quicken Anja March 25Errors and Troubleshooting (Windows)

QFX download for CREDIT CARD displaces name with 17 character code

20yearsQ 61 views 6 comments 0 points Most recent by Chris_QPW March 24Errors and Troubleshooting (Windows)

How do I download more than 30 days of Fidelity Transactions to Quicken?

Randy 62 views 3 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)

Unable to download transactions from Mission Square

Answered Closed RosaPet 41 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)

1

Allow import of QIF file data into an existing account

Reviewed gigawatt 21 views 0 comments 1 point Started by gigawatt March 17 Product Enhancements

How to upload an excel Investment file into Quicken?

Answered jketterl 71 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)

What does the H&B product change process look like from Quicken Classic to Quicken cloud?

Answered A Pensive Panda 43 views 3 comments 0 points Most recent by Jon March 12Before you Buy

account security price import from a CSV file stopped working

Answered AlanCF 31 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)

is there an error importing .csv investment file into a brokerage account

Answered ✓ benjamin123 431 views 25 comments 0 points Most recent by ddavec March 5Investing (Windows)

Unable to Import any QFX Files after Latest Windows Update [Edited]

Closed Kcarb 3.1K views 73 comments 0 points Most recent by sjtideman March 4Download, Add/Update Accounts (Windows)

Savings Plus, Mission Square & LPL Financial not downloading [Edited]

Answered Closed Herndez 31 views 4 comments 0 points Most recent by Quicken Alyssa February 26Errors and Troubleshooting (Windows)

Quicken is currently unable to verify financial institution information for download

Closed Nalani 81 views 2 comments 0 points Most recent by UKR February 25Business and Rental Property Tools (Windows)

Creating CSV file for importing credit card transactions - what do you put for Account?

Answered ✓ Closed je2464 51 views 3 comments 0 points Most recent by je2464 February 22Registers & Transactions (Windows)

File=>Import browser window cannot find qfx files to select and import

Closed ulvy 51 views 8 comments 0 points Most recent by splasher February 21Errors and Troubleshooting (Windows)

Importing Mac Quicken to PC and back

Answered Closed msoultan 103 views 13 comments 0 points Most recent by msoultan February 17Business and Rental Property Tools (Windows)

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)

Connectivity Gaps with Modern Financial Institutions – Is Quicken’s Aggregation Strategy Evolving?

Closed xriley75 121 views 8 comments 3 points Most recent by Chris_QPW February 15Download, Add/Update Accounts (Mac)

ONGOING 2/12/26 US Bank - Unable to Import QFX File in Quicken Classic for Mac

Quicken Janean 242 views 2 comments 0 points Most recent by Quicken Anja February 12Alerts, Online Banking & Known Product Issues

1

Importing CSV files for Mac

Reviewed Norm C 11 views 1 comment 1 point Most recent by Chris_QPW February 9Canada Mac

File Import

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