File Import

Discussion List

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

  Answered ✓ benjamin123 468 views 26 comments 0 points Most recent by ddavec 2:53AMInvesting (Windows)
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  ONGOING! 4/27/26 PB&T (Pueblo Bank and Trust) - OL-221 when importing transactions

  Quicken Kristina 30 views 2 comments 0 points Most recent by Quicken Kristina April 27Alerts, Online Banking & Known Product Issues
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  upload bank transactions via batch QFX file

  Answered frank53 61 views 6 comments 0 points Most recent by Quicken Carlos April 27Registers & Transactions (Mac)
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  CSV file import issues

  jdparker225 141 views 10 comments 0 points Most recent by jdparker225 April 25Download, Add/Update Accounts (Windows)
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  Barclays Web sync and downloads do not work

  Answered gpiotrowska 425 views 29 comments 0 points Most recent by Quicken Kristina April 25Errors and Troubleshooting (Windows)
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  Importing transactions from Coinbase Amex

  Adam 16 views 1 comment 0 points Most recent by Quicken Kristina April 24Download, Add/Update Accounts (Mac)
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  Can I Export Reports, Quicken file to Quicken File?

  Answered MishawakaKirk 32 views 1 comment 0 points Most recent by Quicken Laura April 22Reports (Windows)
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  Getting an error when trying to import QFX files

  System 67 views 9 comments 0 points Most recent by Quicken Kristina April 21Errors and Troubleshooting (Windows)
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  Quicken updates and reauthorizations cause problems

  JeffMacQkn 51 views 2 comments 0 points Most recent by Quicken Kristina April 21Errors and Troubleshooting (Mac)
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  I can no longer import Apple Card transactions into Quicken

  Patrick Stafford Golden 111 views 14 comments 0 points Most recent by jacobs April 19Errors and Troubleshooting (Mac)
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  QFX files are not importing

  Answered pauel 27 views 2 comments 0 points Most recent by Quicken Kristina April 18Download, Add/Update Accounts (Windows)
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  Quicken for Mac Classic assigns incorrect payee upon transaction import

  Answered Closed millem1309 41 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Mac)
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  Can't Import TurboTax Deluxe 2025 into Quicken Deluxe R65.29

  cyberphile 359 views 29 comments 0 points Most recent by Jim_Harman April 15Errors and Troubleshooting (Windows)
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  How to correctly set Category when importing "balance adjustment" transactions using a .CSV file

  Answered ✓ rcstevensonaz 52 views 4 comments 0 points Most recent by rcstevensonaz April 5Registers & Transactions (Windows)
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  Libro Line of Credit will not sync and quicken does not see my qfx file

  Answered Closed scliff3534 36 views 6 comments 0 points Most recent by Quicken Anja April 4Download, Add/Update Accounts (Windows)
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  Importing a downloaded .QFX file into the account in my Windows Classic is not working.

  Answered Closed lakeside339 84 views 6 comments 0 points Most recent by Quicken Kristina April 3Errors and Troubleshooting (Windows)
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  Downloading Citi CC issue 6/21/2025-1/6/2026

  Answered Closed Brad J 18 views 4 comments 0 points Most recent by Quicken Kristina April 3Download, Add/Update Accounts (Windows)
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  3
  Ability to Import Clients in Business & Personal for Mac

  Implemented AGGSpeaker 76 views 3 comments 3 points Most recent by Quicken Anja April 1Product Enhancements
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  Issues Importing QFX Files - US Bancorp Investments

  Closed System 36 views 4 comments 0 points Most recent by Quicken Laura March 26Errors and Troubleshooting (Windows)
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  QFX download for CREDIT CARD displaces name with 17 character code

  Closed 20yearsQ 67 views 6 comments 0 points Most recent by Chris_QPW March 24Errors and Troubleshooting (Windows)
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  How do I download more than 30 days of Fidelity Transactions to Quicken?

  Closed Randy 87 views 3 comments 0 points Most recent by Quicken Alyssa March 23Download, Add/Update Accounts (Windows)
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  Unable to download transactions from Mission Square

  Answered Closed RosaPet 43 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)
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  1

  Up
  Allow import of QIF file data into an existing account

  Reviewed gigawatt 24 views 0 comments 1 point Started by gigawatt March 17 Product Enhancements
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  How to upload an excel Investment file into Quicken?

  Answered Closed jketterl 77 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, 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 Closed A Pensive Panda 54 views 3 comments 0 points Most recent by Jon March 12Before you Buy
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  account security price import from a CSV file stopped working

  Answered Closed AlanCF 34 views 4 comments 0 points Most recent by Quicken Anja March 12Errors and Troubleshooting (Mac)
• 
  Unable to Import any QFX Files after Latest Windows Update [Edited]

  Closed Kcarb 3.2K views 73 comments 0 points Most recent by sjtideman March 4Download, Add/Update Accounts (Windows)
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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)