File Import

1

Allow import of QIF file data into an existing account

Reviewed gigawatt 22 views 0 comments 1 point Started by gigawatt March 17 Product Enhancements

How to upload an excel Investment file into Quicken?

Answered Closed jketterl 87 views 7 comments 0 points Most recent by Quicken Kristina March 13Download, Add/Update Accounts (Windows)

What does the H&B product change process look like from Quicken Classic to Quicken cloud?

Answered Closed A Pensive Panda 63 views 3 comments 0 points Most recent by Jon March 12Before you Buy

account security price import from a CSV file stopped working

Answered Closed AlanCF 38 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 3.3K views 73 comments 0 points Most recent by sjtideman March 4Download, Add/Update Accounts (Windows)

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)

Quicken is currently unable to verify financial institution information for download

Closed Nalani 106 views 2 comments 0 points Most recent by UKR February 25Business and Rental Property Tools (Windows)

Creating CSV file for importing credit card transactions - what do you put for Account?

Answered ✓ Closed je2464 62 views 3 comments 0 points Most recent by je2464 February 22Registers & Transactions (Windows)

File=>Import browser window cannot find qfx files to select and import

Closed ulvy 52 views 8 comments 0 points Most recent by splasher February 21Errors and Troubleshooting (Windows)

Importing Mac Quicken to PC and back

Answered Closed msoultan 135 views 13 comments 0 points Most recent by msoultan February 17Business and Rental Property Tools (Windows)

Download of credit card transactions not updating

Answered Closed Square26 43 views 4 comments 0 points Most recent by Quicken Alyssa February 17Download, Add/Update Accounts (Windows)

Connectivity Gaps with Modern Financial Institutions – Is Quicken’s Aggregation Strategy Evolving?

Closed xriley75 157 views 8 comments 3 points Most recent by Chris_QPW February 15Download, Add/Update Accounts (Mac)

ONGOING 2/12/26 US Bank - Unable to Import QFX File in Quicken Classic for Mac

Quicken Janean 254 views 2 comments 0 points Most recent by Quicken Anja February 12Alerts, Online Banking & Known Product Issues

1

Importing CSV files for Mac

Reviewed Norm C 12 views 1 comment 1 point Most recent by Chris_QPW February 9Canada Mac

Bank of Hawaii "unable to verify financial institution" error

Closed System 84 views 21 comments 0 points Most recent by UKR February 6Download, Add/Update Accounts (Windows)

QFX File Triggers Windows Installer Applications

Closed SteveLoweIL 1.1K views 18 comments 1 point Most recent by Quicken Alyssa February 5Installing and Updating (Windows)

Unable to open a QFX file from US Bank

Answered Closed BS5145 123 views 6 comments 0 points Most recent by Quicken Alyssa February 3Download, Add/Update Accounts (Mac)

Barclays Not Processing Barclay's Transaction

Closed LarryOz 125 views 4 comments 0 points Most recent by NotACPA February 2Errors and Troubleshooting (Windows)

How to back out and start over with new Quicken desktop

Answered Closed lakeside339 75 views 3 comments 0 points Most recent by lakeside339 February 2Errors and Troubleshooting (Windows)

Issue with version 65.17

Closed bergy45 120 views 7 comments 0 points Most recent by Quicken Alyssa February 2Installing and Updating (Windows)

1

Importing split transactions

Reviewed Charles Rayle 31 views 2 comments 1 point Most recent by NotACPA February 1Manage Accounts and Transactions

Duplicate Transactions and Issues Importing QWIN-CA

Closed System 44 views 5 comments 0 points Most recent by Quicken Alyssa January 27All Things Canadian (Windows)

import credit card transactions

Answered Closed David Viking 57 views 4 comments 0 points Most recent by Quicken Alyssa January 27Download, Add/Update Accounts (Windows)

US Bank QFX File will not open

Closed kcjoe1956 81 views 2 comments 0 points Most recent by UKR January 25Download, Add/Update Accounts (Mac)

Issues Importing QFX files Quicken for Mac

Answered ✓ Closed siouxbarrett 228 views 8 comments 0 points Most recent by DaveManz January 21Errors and Troubleshooting (Mac)

Opening QFX files stopped working after last Quicken update

Answered Closed Mustansir 112 views 7 comments 0 points Most recent by Quicken Alyssa January 21Errors and Troubleshooting (Windows)

Importing Investment Transactions - Not appearing in Linked Cash Account

Answered Closed rrh770 52 views 6 comments 0 points Most recent by rrh770 January 20Errors and Troubleshooting (Windows)

2

Support importing split transactions via CSV

Reviewed cobra1316 92 views 5 comments 2 points Most recent by Jim_Harman January 20Manage Accounts and Transactions

Downloads from LPL stopped working

Answered Closed wjcaldwell 108 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)

Fidelity CSV File Import QMac

Closed System 52 views 4 comments 0 points Most recent by Jon January 8Registers & Transactions (Mac)

File Import

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