File Import

Discussion List

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

  Answered ✓ benjamin123 367 views 24 comments 0 points Most recent by genelang February 26Investing (Windows)
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  Savings Plus, Mission Square & LPL Financial not downloading [Edited]

  Answered Closed Herndez 33 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 32 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 108 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 46 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 43 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 69 views 13 comments 0 points Most recent by msoultan February 17Business and Rental Property Tools (Windows)
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  Unable to Import any QFX Files after Latest Windows Update [Edited]

  Kcarb 2.9K views 72 comments 0 points Most recent by knowone February 17Download, Add/Update Accounts (Windows)
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  Download of credit card transactions not updating

  Answered Closed Square26 38 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 90 views 8 comments 3 points Most recent by Chris_QPW February 14Download, 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 211 views 2 comments 0 points Most recent by Quicken Anja February 12Alerts, Online Banking & Known Product Issues
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  Downloading Citi CC issue 6/21/2025-1/6/2026

  Answered Brad J 9 views 1 comment 0 points Most recent by Quicken Kristina February 9Download, Add/Update Accounts (Windows)
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  Unable to download transactions from Mission Square

  Answered RosaPet 30 views 1 comment 0 points Most recent by Quicken Alyssa February 8Download, Add/Update Accounts (Windows)
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  Bank of Hawaii "unable to verify financial institution" error

  System 76 views 21 comments 0 points Most recent by UKR February 6Download, 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 51 views 3 comments 0 points Most recent by Quicken Kristina February 6Errors and Troubleshooting (Windows)
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  QFX File Triggers Windows Installer Applications

  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 BS5145 108 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

  LarryOz 13 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 lakeside339 75 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 115 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 26 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 36 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 49 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 79 views 2 comments 0 points Most recent by UKR January 25Download, Add/Update Accounts (Mac)
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  Issues Importing QFX files Quicken for Mac

  Answered ✓ Closed siouxbarrett 150 views 8 comments 0 points Most recent by DaveManz January 21Errors and Troubleshooting (Mac)
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  Opening QFX files stopped working after last Quicken update

  Answered Closed Mustansir 107 views 7 comments 0 points Most recent by Quicken Alyssa January 21Errors and Troubleshooting (Windows)
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  Importing Investment Transactions - Not appearing in Linked Cash Account

  Answered Closed rrh770 43 views 6 comments 0 points Most recent by rrh770 January 20Errors and Troubleshooting (Windows)
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  2

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  Support importing split transactions via CSV

  Reviewed cobra1316 54 views 5 comments 2 points Most recent by Jim_Harman January 20Manage Accounts and Transactions
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  Downloads from LPL stopped working

  Answered Closed wjcaldwell 70 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)