File Import

How to correctly set Category when importing "balance adjustment" transactions using a .CSV file

Answered ✓ Closed rcstevensonaz 51 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 34 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 87 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 12 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 74 views 3 comments 3 points Most recent by Quicken Anja April 1Product Enhancements

Issues Importing QFX Files - US Bancorp Investments

Closed System 31 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 62 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 102 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 52 views 4 comments 0 points Most recent by Quicken Alyssa March 22Download, Add/Update Accounts (Windows)

1

Allow import of QIF file data into an existing account

Reviewed gigawatt 21 views 0 comments 1 point Started by gigawatt March 17 Product Enhancements

How to upload an excel Investment file into Quicken?

Answered Closed jketterl 116 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 64 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 31 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 3.4K 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 103 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 75 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 55 views 8 comments 0 points Most recent by splasher February 21Errors and Troubleshooting (Windows)

Importing Mac Quicken to PC and back

Answered Closed msoultan 158 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 41 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 166 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 262 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 11 views 1 comment 1 point Most recent by Chris_QPW February 9Canada Mac

Bank of Hawaii "unable to verify financial institution" error

Closed System 81 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 121 views 6 comments 0 points Most recent by Quicken Alyssa February 3Download, Add/Update Accounts (Mac)

Barclays Not Processing Barclay's Transaction

Closed LarryOz 121 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 73 views 3 comments 0 points Most recent by lakeside339 February 2Errors and Troubleshooting (Windows)

Issue with version 65.17

Closed bergy45 111 views 7 comments 0 points Most recent by Quicken Alyssa February 2Installing and Updating (Windows)

Duplicate Transactions and Issues Importing QWIN-CA

Closed System 41 views 5 comments 0 points Most recent by Quicken Alyssa January 27All Things Canadian (Windows)

File Import

Discussion List