File Import

Discussion List

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  14

  Up
  Add ability to import X Money transactions.

  Reviewed Noel 331 views 9 comments 14 points Most recent by Chris_QPW October 14Product Enhancements
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  Fidelity download no longer supported

  WillATX 169 views 4 comments 0 points Most recent by Chris_QPW October 13Download, Add/Update Accounts (Windows)
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  Is there a way to bring over account mapping when moving ImportQIF tool to a new computer?

  Answered Mike23 108 views 5 comments 0 points Most recent by Mike23 October 12Download, Add/Update Accounts (Windows)
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  Merrill Benefits OnLine - How to download transactions in CSV

  Answered SamW618 69 views 4 comments 0 points Most recent by Chris_QPW October 12Download, Add/Update Accounts (Windows)
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  Batch upload spending transactions from CSV file [Edited]

  Closed Adience 132 views 6 comments 0 points Most recent by Quicken Alyssa October 12Registers & Transactions (Mac)
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  Can't import CSV files from Fidelity

  Answered mrkwmsn 47 views 1 comment 0 points Most recent by Boatnmaniac October 11Download, Add/Update Accounts (Windows)
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  Can't download from Nuvision Credit Union, OL-362-A/OL-362-B [Edited]

  polarbear 136 views 7 comments 0 points Most recent by Quicken Kristina October 6Download, Add/Update Accounts (Windows)
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  Download bank info problem

  Answered EBobo 26 views 1 comment 0 points Most recent by Quicken Laura October 4Download, Add/Update Accounts (Windows)
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  Quicken Canada CSV Importer Rejects Its Own Sample File — Date Format Workaround

  Ed Quick 177 views 3 comments 5 points Most recent by MaxIAm September 29All Things Canadian (Windows)
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  Bank of America doesn't support Quicken file update

  Answered steffer5 361 views 13 comments 0 points Most recent by jdparker225 September 20Download, Add/Update Accounts (Windows)
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  backup, importing, does importing automatically transfer

  Answered Bruce Leavitt 55 views 1 comment 0 points Most recent by Sceptic September 19File Conversion and Backup (Windows)
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  Quicken Classic for Mac– Has anyone found an efficient workflow for Amazon split transactions?

  Answered Closed blane 174 views 4 comments 0 points Most recent by Quicken Anja September 18Download, Add/Update Accounts (Mac)
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  How to use AI to import Coinbase Amex transactions into Quicken Classic for Mac

  Adam 58 views 1 comment 1 point Most recent by Quicken Carlos September 15Download, Add/Update Accounts (Mac)
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  What is the status of CTP-17875 from July 23, 2026?

  Answered Closed onlyjohn 154 views 7 comments 0 points Most recent by Quicken Carlos September 14Download, Add/Update Accounts (Mac)
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  Manually downloaded transactions

  Answered Closed candrews 154 views 4 comments 0 points Most recent by Quicken Laura September 13Registers & Transactions (Windows)
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  Importing CSV marks all entries as a credit

  Answered Closed Tim Graves 122 views 5 comments 0 points Most recent by Chris_QPW September 12Download, Add/Update Accounts (Mac)
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  1

  Up
  CSV Investment Import for Mac Classic

  Reviewed Patrick Flaherty 36 views 1 comment 1 point Most recent by Chris_QPW September 12Ideas for Mac Classic
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  Upload QIF dividend transaction = Qualified dividend?

  Answered Closed DL# 198 views 9 comments 0 points Most recent by markus1957 September 4Investing (Windows)
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  Importing Historical Prices year seems broken

  Answered Closed Magnus1133 179 views 7 comments 0 points Most recent by Quicken Kristina September 4Errors and Troubleshooting (Windows)
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  What does STATUS_TERMINATION_TIMEOUT mean?

  Answered Closed onlyjohn 108 views 4 comments 0 points Most recent by Sceptic August 27Errors and Troubleshooting (Mac)
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  How to convert a PDF bank statement to a Quicken downloadable file

  Answered ✓ Closed JohnnyGLB 53 views 2 comments 0 points Most recent by JohnnyGLB August 26Download, Add/Update Accounts (Windows)
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  Quicken.msi?

  Answered Closed Jennifer 148 views 5 comments 0 points Most recent by Quicken Anja August 25Errors and Troubleshooting (Windows)
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  Target Circle Card transactions not downloading

  Closed TXAG93 424 views 11 comments 0 points Most recent by J.A. Clark August 25Errors and Troubleshooting (Windows)
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  Import Vanguard 529 transactions w/only option, .csv files

  Closed John Patriarca 134 views 5 comments 0 points Most recent by John Patriarca August 23Download, Add/Update Accounts (Windows)
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  Transaction for my credit cards disappear after I save my account

  Closed seamushennessy 120 views 4 comments 0 points Most recent by Quicken Carlos August 21Download, Add/Update Accounts (Windows)