File Import

Discussion List

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  Can't import past account transactions for 2021. Citi QFX file will NOT import into existing account

  Answered Closed proengine 75 views 1 comment 0 points Most recent by Quicken Paloma January 2022Download, Add/Update Accounts (Windows)
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  Capital One account won't link

  Answered ✓ Closed CMichael 262 views 1 comment 1 point Most recent by CMichael January 2022Errors and Troubleshooting (Mac)
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  How do I covert a csv spreadsheet to a QFX file?

  Answered Closed Reese Shellman 9.1K views 3 comments 0 points Most recent by mshiggins January 2022Download, Add/Update Accounts (Windows)
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  Downloaded transactions that match

  Answered ✓ Closed kashg 91 views 5 comments 0 points Most recent by kashg January 2022Registers & Transactions (Windows)
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  Capital One

  Answered ✓ Closed guido.kingvigor 1.3K views 7 comments 1 point Most recent by tomm63 January 2022Download, Add/Update Accounts (Windows)
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  Investment transactions downloaded from Ameritrade

  Closed Jack (Cracker) 52 views 1 comment 0 points Most recent by markvs January 2022Investing (Windows)
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  TIAA Bank is throwing CC-502 errors again - can't connect

  Closed solostorm 67 views 0 comments 0 points Most recent by solostorm December 2021Download, Add/Update Accounts (Windows)
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  Why are my transactions not downloading from my bank to Quicken

  Answered ✓ Closed Mary Cox 115 views 7 comments 0 points Most recent by Quicken Anja December 2021Download, Add/Update Accounts (Windows)
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  12/20/2021 - Unable to update Well Fargo Accounts

  Closed Adrienne 225 views 2 comments 0 points Most recent by Quicken Jasmine December 2021Download, Add/Update Accounts (Windows)
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  I cant seem to be able to import a QFX file from my credit card website.

  Closed Rossde 161 views 1 comment 0 points Most recent by Rossde December 2021Errors and Troubleshooting (Mac)
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  After import to Mac version can't used categories that were hidden in Windows version

  Answered Closed zurubi 61 views 3 comments 0 points Most recent by jacobs December 2021File Conversion and Backup (Mac)
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  Merged: download from Charles Schwab

  fc0019197 31 views 0 comments 0 points Most recent by fc0019197 December 2021Registers & Transactions (Windows)
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  Why can't Quicken accurately import bank transactions

  Answered Closed markkogl 309 views 7 comments 0 points Most recent by markkogl December 2021Download, Add/Update Accounts (Windows)
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  Can I manually import transaction data monthly? From a CSV file?

  Answered ✓ Closed acbinsc 2.9K views 3 comments 0 points Most recent by acbinsc December 2021Registers & Transactions (Mac)
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  Can I import a chart of categories from a csv file into Quicken Mac?

  Answered Closed LeeBrock 195 views 4 comments 0 points Most recent by jacobs December 2021File Conversion and Backup (Mac)
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  Has Quicken indicated subscriber compensation for the extended time quicken has been buggy?

  Answered ✓ Closed David XN 195 views 9 comments 3 points Most recent by BKD December 2021Download, Add/Update Accounts (Windows)
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  New Charles Schwab EWC+ [Edited]

  Closed AgBrewer97 155 views 4 comments 2 points Most recent by AgBrewer97 December 2021Download, Add/Update Accounts (Windows)
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  How to change Investment Action based on Memo value?

  Answered Closed mikek753b 302 views 33 comments 0 points Most recent by mikek753b November 2021Investing (Windows)
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  Why does my Chase Visa keep downloading cleared transactions

  Closed TomF 75 views 4 comments 0 points Most recent by TomF November 2021Download, Add/Update Accounts (Windows)
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  Capital One and American Express [Edited]

  Closed Thomas Kohl 56 views 1 comment 0 points Most recent by Thomas Kohl November 2021Download, Add/Update Accounts (Windows)
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  Convert Excel XLSX to QIF or QXF for Import into Quicken Bank Account

  Answered ✓ Closed Blaniac 15.2K views 6 comments 0 points Most recent by Chris_QPW November 2021Download, Add/Update Accounts (Windows)
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  One-step update and cancelled credit card

  Answered Closed Lanecito 485 views 9 comments 0 points Most recent by Lanecito November 2021Download, Add/Update Accounts (Windows)
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  How do I re-categorize an account type (banking, retirment, brokerage)

  Answered Closed loriw1a 75 views 3 comments 0 points Most recent by jacobs November 2021Installing and Updating (Mac)
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  Transfer of MS Money 99 data into Quicken?

  Answered Closed Eppie 176 views 3 comments 0 points Most recent by volvogirl November 2021New to Quicken/Getting Started (Windows)