File Import

Discussion List

• 
  1

  Up
  Proposal: Improve Management of Older Equity Price History

  Reviewed BK65 100 views 6 comments 1 point Most recent by BK65 June 5Investments
• 
  Quicken is no longer preventing duplicate transactions when importing from Chase [Edited]

  Answered Closed Robyn 201 views 4 comments 0 points Most recent by UKR May 24Download, Add/Update Accounts (Windows)
• 
  Merged: Provide a way to export/import saved reports from one quicken file to another

  Closed jam14660 1 view 0 comments 1 point Started by jam14660 May 23 Product Enhancements
• 
  Quicken updates and reauthorizations cause problems

  Closed JeffMacQkn 100 views 4 comments 1 point Most recent by Quicken Kristina May 19Errors and Troubleshooting (Mac)
• 
  QFX files are not importing

  Answered Closed pauel 57 views 4 comments 0 points Most recent by Quicken Kristina May 19Download, Add/Update Accounts (Windows)
• 
  upload bank transactions via batch QFX file

  Answered Closed frank53 111 views 8 comments 0 points Most recent by Quicken Carlos May 18Registers & Transactions (Mac)
• 
  Target Download via QFX Error CC-885 (MAC)

  LatinNYWill 41 views 3 comments 0 points Most recent by Quicken Carlos May 18Errors and Troubleshooting (Mac)
• 
  CSV file import issues

  Closed jdparker225 257 views 12 comments 0 points Most recent by jdparker225 May 12Download, Add/Update Accounts (Windows)
• 
  Barclays Web sync and downloads do not work

  Answered Closed gpiotrowska 667 views 33 comments 0 points Most recent by edssacks May 7Errors and Troubleshooting (Windows)
• 
  Getting an error when trying to import QFX files

  Closed System 98 views 10 comments 0 points Most recent by Quicken Kristina May 5Errors and Troubleshooting (Windows)
• 
  SchoolsFirst FCU: CC-885 Using QFX

  Closed System 93 views 6 comments 0 points Most recent by Quicken Carlos May 4Download, Add/Update Accounts (Mac)
• 
  is there an error importing .csv investment file into a brokerage account

  Answered ✓ Closed benjamin123 582 views 26 comments 0 points Most recent by ddavec April 29Investing (Windows)
• 
  Importing transactions from Coinbase Amex

  Closed Adam 51 views 1 comment 0 points Most recent by Quicken Kristina April 24Download, Add/Update Accounts (Mac)
• 
  Can I Export Reports, Quicken file to Quicken File?

  Answered Closed MishawakaKirk 45 views 1 comment 0 points Most recent by Quicken Laura April 22Reports (Windows)
• 
  I can no longer import Apple Card transactions into Quicken

  Closed Patrick Stafford Golden 181 views 14 comments 0 points Most recent by jacobs April 19Errors and Troubleshooting (Mac)
• 
  Quicken for Mac Classic assigns incorrect payee upon transaction import

  Answered Closed millem1309 50 views 4 comments 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Mac)
• 
  Can't Import TurboTax Deluxe 2025 into Quicken Deluxe R65.29

  Closed cyberphile 478 views 29 comments 0 points Most recent by Jim_Harman April 15Errors and Troubleshooting (Windows)
• 
  How to correctly set Category when importing "balance adjustment" transactions using a .CSV file

  Answered ✓ Closed rcstevensonaz 75 views 4 comments 0 points Most recent by rcstevensonaz April 5Registers & Transactions (Windows)
• 
  Libro Line of Credit will not sync and quicken does not see my qfx file

  Answered Closed scliff3534 55 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 109 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 20 views 4 comments 0 points Most recent by Quicken Kristina April 3Download, Add/Update Accounts (Windows)
• 
  3
  Ability to Import Clients in Business & Personal for Mac

  Implemented AGGSpeaker 92 views 3 comments 3 points Most recent by Quicken Anja April 1Product Enhancements
• 
  Issues Importing QFX Files - US Bancorp Investments

  Closed System 39 views 4 comments 0 points Most recent by Quicken Laura March 26Errors and Troubleshooting (Windows)
• 
  QFX download for CREDIT CARD displaces name with 17 character code

  Closed 20yearsQ 76 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?

  Closed Randy 172 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 83 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)