File Import

Discussion List

• 
  The last couple of weeks when I download from my bank it will not show cleared, reconciled.

  Answered ✓ Closed brenmar01 41 views 1 comment 0 points Most recent by Quicken_Tyka February 2021Download, Add/Update Accounts (Windows)
• 
  how do I change the account where my updates are going?

  Answered ✓ Closed sdfarence 21 views 1 comment 0 points Most recent by UKR February 2021Download, Add/Update Accounts (Windows)
• 
  Importing QFX files from principal on two separate accounts into quicken

  Answered ✓ catjo76 122 views 2 comments 0 points Most recent by catjo76 February 2021Investing (Windows)
• 
  Quicken will not establish an account with Morgan Stanley

  Answered Closed SLKynerdc 311 views 5 comments 0 points Most recent by SLKynerdc February 2021Errors and Troubleshooting (Windows)
• 
  How to Transfer Security Balances to New File

  Answered billr 101 views 9 comments 0 points Most recent by Just Me and Not Someone Else February 2021Investing (Windows)
• 
  When will Quicken do a transaction download from Comenity.net/pointspower?

  Answered Closed billupsrl 81 views 1 comment 0 points Most recent by Quicken Francisco February 2021Download, Add/Update Accounts (Windows)
• 
  Some "known product issue alerts" direct on to support, which does not work

  Answered Closed jk5711 41 views 3 comments 0 points Most recent by Quicken_Tyka January 2021Errors and Troubleshooting (Quicken on the Web)
• 
  UBS Financial Services, Inc unable to down load transactions into Quicken

  Answered Closed BostonMom 241 views 1 comment 0 points Most recent by jacobs January 2021File Conversion and Backup (Mac)
• 
  Vanguard Issue, "stuck" downloaded Transactions

  Closed DBJashek 111 views 3 comments 0 points Most recent by Quicken Francisco January 2021Download, Add/Update Accounts (Windows)
• 
  Why am I unable to process a download from Bank of America?

  Answered Closed drpski 211 views 1 comment 0 points Most recent by Frankx January 2021Download, Add/Update Accounts (Windows)
• 
  Incorrect Values for Vanguard High Yield Corporate (VWEHX)

  Answered Closed abradrichardson 51 views 3 comments 0 points Most recent by Quicken_Tyka January 2021Download, Add/Update Accounts (Windows)
• 
  Merged: OL-293-A error for American Express

  AgBrewer97 261 views 0 comments 2 points Most recent by AgBrewer97 January 2021Download, Add/Update Accounts (Windows)
• 
  Imports Incorrect Security From Fidelity

  Answered ✓ Closed jco 201 views 6 comments 0 points Most recent by jco January 2021Download, Add/Update Accounts (Windows)
• 
  Why aren't all my transactions being downloaded from Bank of America?

  Answered ✓ Closed kevintorg 482 views 2 comments 0 points Most recent by sullfam1 January 2021Download, Add/Update Accounts (Windows)
• 
  International Stocks Quote Download

  Answered Closed enterfornone 904 views 19 comments 1 point Most recent by jacobs January 2021Investing (Mac)
• 
  Import Budget Data

  Closed Orig User 192 views 1 comment 0 points Most recent by GeoffG January 2021Budgeting and Planning Tools (Windows)
• 
  How do I get Quicken to go back to earlier date to pull transactions?

  Answered ✓ Closed hollyheil 1K views 2 comments 0 points Most recent by splasher January 2021Download, Add/Update Accounts (Windows)
• 
  Can I give bank downloads a specific date?

  Answered Closed rjmunn 211 views 3 comments 0 points Most recent by q_lurker January 2021Download, Add/Update Accounts (Windows)
• 
  Merge/Move Transactions Between 2 Cash Accounts in Quicken Mac

  Answered ✓ Closed Gary Willett 162 views 3 comments 0 points Most recent by Gary Willett January 2021Registers & Transactions (Mac)
• 
  New Set Up Only 3 months Direct Access Wells Fargo Need Other 9 months Data

  Answered ✓ Closed mjbech 801 views 9 comments 0 points Most recent by jacobs January 2021Download, Add/Update Accounts (Mac)
• 
  Bank Transactions Not Appearing

  Answered Closed Margaret Nicoll 191 views 3 comments 0 points Most recent by lhossus January 2021Download, Add/Update Accounts (Mac)
• 
  Q 2013 Deluxe on Win 10 Restore issue

  Answered Closed Cowboy 72 views 2 comments 0 points Most recent by Cowboy January 2021Installing and Updating (Windows)
• 
  Issues Adding Employer Sponsored Accounts

  Answered ✓ Closed jackhake 782 views 6 comments 0 points Most recent by jackhake December 2020Errors and Troubleshooting (Mac)
• 
  Exporting select accounts/data

  Closed diverscott 121 views 7 comments 0 points Most recent by splasher December 2020File Conversion and Backup (Windows)
• 
  Importing QXF (Mac --> Win) omits investments and many transactions

  Answered Closed ukari 121 views 7 comments 1 point Most recent by unknown December 2020File Conversion and Backup (Windows)