File Import

Discussion List

• 
  error message - can't find path to Quicken.msi [Edited]

  Answered Closed jkk_08 290 views 11 comments 1 point Most recent by Quicken Alyssa January 7Errors and Troubleshooting (Windows)
• 
  Has anyone had success downloading Applecard transactions into a usable QFX file lately?

  Answered Closed Johnlisa 52 views 5 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Mac)
• 
  Frustrated by Quicken and how hard it is to find solutions to problems

  Closed R2power 51 views 1 comment 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Cant load manual downloaded after Quicken update

  Closed Mike_L 323 views 15 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Classic Premier is not importing all transactions in the .QFX file

  Closed lhtetrick 51 views 2 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Considering migrating from desktop to web

  Closed System 271 views 3 comments 0 points Most recent by Quicken Kristina December 2025Using Quicken on the Web
• 
  QFX Import Issue

  Answered Closed grnpaduck 51 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  CSV File Import for Banking Transactions not working

  Closed JoeL. 234 views 12 comments 0 points Most recent by Al B. December 2025Registers & Transactions (Windows)
• 
  Importing from Financial Institutions

  Closed nhmartens 186 views 10 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
• 
  1

  Up
  Allow importing of previous year budget/spending to new year between Quicken budgets

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

  Closed retird 93 views 4 comments 0 points Most recent by retird December 2025Download, Add/Update Accounts (Windows)
• 
  OMG - single step import of CSV investment transactions?

  Closed Microfiche 377 views 10 comments 0 points Most recent by jim@j December 2025All Things Canadian (Windows)
• 
  why does the tax related category check mark get removed during import of a qxf file?

  Answered Closed WBC OSUE 42 views 4 comments 0 points Most recent by Chris_QPW December 2025File Conversion and Backup (Windows)
• 
  repeatedly getting OL-221-A and Ol 221-B messages,

  Answered Closed Ju4 189 views 1 comment 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
• 
  Target Card not downloading transactions

  Closed richard13 161 views 10 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
• 
  CSV Investment Import Error Off by One Cent

  Closed Jeeter 152 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
• 
  When trying to upload a file from an external account, I get the following message:

  Answered Margio 33 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
• 
  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 569 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Investment transaction NOT recorded

  Closed Perry 21 views 2 comments 0 points Most recent by jacobs December 2025Errors and Troubleshooting (Mac)
• 
  R65.17 Issues Importing Files

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

  Answered Closed KlisterKid 32 views 1 comment 0 points Most recent by Chris_QPW December 2025Reports (Windows)
• 
  Error when attempting to import banking transactions from .csv

  Answered Closed Shauuno 63 views 1 comment 0 points Most recent by splasher November 2025Errors and Troubleshooting (Windows)
• 
  How do I import Investment data without affecting the cash balance [Edited]

  Answered ✓ Closed Strike 94 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)
• 
  Why require revalidation of accounts after we copy a Quicken file?

  Closed NebularNovice 192 views 8 comments 0 points Most recent by NebularNovice November 2025File Conversion and Backup (Windows)
• 
  Downloads from Citizens Going Wrong Places

  Closed jbaker@ 26 views 2 comments 0 points Most recent by jbaker@ November 2025Errors and Troubleshooting (Windows)
• 
  33

  Up
  Import Amazon order reports to create transaction splits

  Under Consideration hinder90 3.8K views 53 comments 33 points Most recent by Michael Hyatt November 2025Manage Accounts and Transactions
• 
  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)
• 
  Rebuilding A Quicken File Without Data Corruption

  Answered Closed recursor1 146 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
• 
  CSV to QIF Conversion for Fidelity into Quicken/Windows

  Closed Derz 195 views 1 comment 3 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)