File Import

Discussion List

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  Error when attempting to import banking transactions from .csv

  Answered Closed Shauuno 65 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 86 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 177 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 3.7K 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 142 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 154 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 15 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 67 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 93 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 12 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 60 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 168 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 162 views 4 comments 0 points Most recent by truckeesolutions October 2025Download, Add/Update Accounts (Windows)
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  Three Feature Requests: Date Range; Shortcut; Import

  Reviewed ericg 31 views 1 comment 5 points Most recent by ziggy29 October 2025Product Enhancements
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  Web Connect from AMEX Delta to Quicken MISSING TXs

  Closed camcleo 4 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Scotiabank file no longer able to be imported into Quicken Mac

  johnandstaceyp 76 views 5 comments 0 points Most recent by Quicken Kristina September 2025All Things Canadian (Mac)
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  Quicken CSV file import should recognize either "-" or "(" and ")" for negative amounts

  Reviewed cfrphoto 33 views 1 comment 1 point Most recent by Jim_Harman September 2025Manage Accounts and Transactions
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  Large imports or category changes slow Quicken to a crawl - please fix

  Reviewed cfrphoto 22 views 0 comments 2 points Most recent by cfrphoto September 2025Manage Accounts and Transactions
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  Quicken Shows "Download" Error Importing OFX

  Closed Zoolook 172 views 10 comments 0 points Most recent by Zoolook September 2025Errors and Troubleshooting (Mac)
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  subscription to Quicken Mac Starter, cannot load 2007 data from iCloud, resource fork missing

  Closed kathiek 71 views 5 comments 0 points Most recent by John_in_NC September 2025Questions about using the Community?
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  unable to open uploaded PDF files in all of my sections

  Closed sgyost1206 138 views 11 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Quicken LifeHub)
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  Downloaded transactions: missing buttons

  Answered Closed MarkTwain 64 views 4 comments 0 points Most recent by UKR September 2025Download, Add/Update Accounts (Windows)
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  Problems with importing RBC USA qfx file

  Answered ✓ Closed canadoug 35 views 2 comments 0 points Most recent by canadoug September 2025Download, Add/Update Accounts (Mac)
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  CSV import shows only deposits

  Answered Closed sbennett3707 16 views 2 comments 0 points Most recent by sbennett3707 September 2025Download, Add/Update Accounts (Mac)
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  Quicken is unable to verify Transamerica QFX downloads

  Closed trevordemaat 107 views 2 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  How does one import Split Transactions into Quicken using CSV [Edited]

  Closed JamesBond_007 447 views 17 comments 0 points Most recent by JamesBond_007 August 2025File Conversion and Backup (Windows)
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  QFX issues w/new WIN 11 computer

  Closed John Patriarca 74 views 4 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Export category list

  Answered Closed Roxy 110 views 2 comments 0 points Most recent by Quicken Anja August 2025File Conversion and Backup (Windows)