File Import

Discussion List

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  CSV File Import for Banking Transactions not working

  Closed JoeL. 148 views 12 comments 0 points Most recent by Al B. December 2025Registers & Transactions (Windows)
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  Importing from Financial Institutions

  Closed nhmartens 161 views 10 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
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  Allow importing of previous year budget/spending to new year between Quicken budgets

  Reviewed jrkoyish 21 views 0 comments 1 point Started by jrkoyish December 2025 Budget and Planning Tools
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  Export an Account and then Import it into a new data file question....

  Closed retird 84 views 4 comments 0 points Most recent by retird December 2025Download, Add/Update Accounts (Windows)
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  OMG - single step import of CSV investment transactions?

  Closed Microfiche 313 views 10 comments 0 points Most recent by jim@j December 2025All Things Canadian (Windows)
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  why does the tax related category check mark get removed during import of a qxf file?

  Answered Closed WBC OSUE 31 views 4 comments 0 points Most recent by Chris_QPW December 2025File Conversion and Backup (Windows)
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  repeatedly getting OL-221-A and Ol 221-B messages,

  Answered Closed Ju4 104 views 1 comment 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
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  Target Card not downloading transactions

  Closed richard13 124 views 10 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
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  CSV Investment Import Error Off by One Cent

  Closed Jeeter 112 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
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  When trying to upload a file from an external account, I get the following message:

  Answered Margio 31 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 372 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Investment transaction NOT recorded

  Closed Perry 22 views 2 comments 0 points Most recent by jacobs December 2025Errors and Troubleshooting (Mac)
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  R65.17 Issues Importing Files

  Closed System 21 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Installing and Updating (Windows)
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  Export selected financial transactions to a CSV file

  Answered Closed KlisterKid 31 views 1 comment 0 points Most recent by Chris_QPW December 2025Reports (Windows)
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  Error when attempting to import banking transactions from .csv

  Answered Closed Shauuno 42 views 1 comment 0 points Most recent by splasher November 2025Errors and Troubleshooting (Windows)
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  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Closed Strike 82 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)
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  Why require revalidation of accounts after we copy a Quicken file?

  Closed NebularNovice 162 views 8 comments 0 points Most recent by NebularNovice November 2025File Conversion and Backup (Windows)
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  Downloads from Citizens Going Wrong Places

  Closed jbaker@ 22 views 2 comments 0 points Most recent by jbaker@ November 2025Errors and Troubleshooting (Windows)
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  Import Amazon order reports to create transaction splits

  Under Consideration hinder90 3.6K views 53 comments 33 points Most recent by Michael Hyatt November 2025Manage Accounts and Transactions
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  QXF import has unreasonable restriction on the lot assignments.

  Closed Chris_QPW 41 views 1 comment 0 points Most recent by Quicken Kristina November 2025File Conversion and Backup (Windows)
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  Rebuilding A Quicken File Without Data Corruption

  Answered Closed recursor1 134 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  CSV to QIF Conversion for Fidelity into Quicken/Windows

  Closed Derz 122 views 1 comment 2 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  downloading and removing transactions

  Closed jude_est 11 views 1 comment 0 points Most recent by Jon November 2025Using the Mobile App
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  Quicken unable to verify financial institution

  Answered Closed alisonsalisbury 62 views 1 comment 0 points Most recent by NotACPA November 2025Download, Add/Update Accounts (Windows)
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  How to manage Paypal Credit? Manual download format changed; automatic downloads problematic.

  Closed KC Smythe 83 views 3 comments 1 point Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Error Code 503 when exiting with Quicken Backup

  Answered Closed Michael Heady 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  Upgrade path from an ancient release of Quicken?

  Answered Closed John_Moore 54 views 2 comments 0 points Most recent by splasher October 2025File Conversion and Backup (Windows)
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  Importing QFX files

  Answered ✓ Closed Rick Klock 143 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  How to import BofA data when they only offer Web Connect

  Answered Closed truckeesolutions 113 views 4 comments 0 points Most recent by truckeesolutions October 2025Download, Add/Update Accounts (Windows)