File Import

Discussion List

• 
  Newly added Bank of America accounts shows only opening balance, will not import older transactions

  Closed System 31 views 2 comments 0 points Most recent by Rocket J Squirrel February 10Download, Add/Update Accounts (Windows)
• 
  How do I import transactions from Mint and FreshBooks

  Answered Closed Sysko 268 views 2 comments 0 points Most recent by Quicken Kristina February 9New to Quicken/Getting Started (Mac)
• 
  7

  Up
  Please support import and export of CSV file format

  Reviewed cyue 271 views 8 comments 7 points Most recent by jacobs February 5Product Enhancements
• 
  Central Bank of MO - can't import QFX "Quicken is currently unable to verify the fin"...

  Closed cfam728d 84 views 3 comments 0 points Most recent by Ps56k2 February 4Errors and Troubleshooting (Windows)
• 
  Account name invalid characters

  Closed D T 42 views 2 comments 0 points Most recent by Chris_QPW January 29Errors and Troubleshooting (Windows)
• 
  Converting from Mint - Importing into Quicken Windows - questions [EDITED]

  Answered ✓ Closed mollyk 377 views 4 comments 0 points Most recent by Boatnmaniac January 23Before you Buy
• 
  Emergency transfer from old to new computer

  Answered Closed oughtonm 84 views 3 comments 0 points Most recent by splasher January 15Installing and Updating (Windows)
• 
  Importing Categories from one Q file to another.

  Answered ✓ Closed StuartS 722 views 8 comments 0 points Most recent by Chris_QPW January 9File Conversion and Backup (Mac)
• 
  use qck2017 for windows at home. use a MacBook 2018 for travel. compatibility issue

  Answered ✓ Closed bob96808 42 views 2 comments 0 points Most recent by Boatnmaniac January 3File Conversion and Backup (Windows)
• 
  Importing from .qfx file erratic account matching

  Closed caram 22 views 0 comments 0 points Most recent by caram December 2023Errors and Troubleshooting (Mac)
• 
  Quicken for Windows Transaction Downloads.

  Answered Closed JoelC 278 views 7 comments 0 points Most recent by JoelC December 2023All Things Canadian (Windows)
• 
  Pentagon Federal PenFed wrong transaction sign charge/payment in Credit Card QFX

  Closed avic 194 views 4 comments 0 points Most recent by Chris_QPW December 2023Download, Add/Update Accounts (Mac)
• 
  How can I move transaction data for Fidelity from QWin to QMac?

  Closed asherfamily1 31 views 0 comments 0 points Most recent by asherfamily1 December 2023File Conversion and Backup (Mac)
• 
  Unable to import old Fidelity transactions, get error [CC-885]

  Closed sd123 115 views 0 comments 0 points Most recent by sd123 December 2023Registers & Transactions (Mac)
• 
  Import tags or categories (Q Mac)

  Answered Closed DPW-CT 112 views 4 comments 0 points Most recent by DPW-CT December 2023Download, Add/Update Accounts (Mac)
• 
  Converting 2017 Quicken file

  Answered ✓ Closed frogdarts 275 views 2 comments 0 points Most recent by Ps56k2 November 2023Download, Add/Update Accounts (Windows)
• 
  Cannot import any QFX files

  Closed PattiMc 1.2K views 9 comments 0 points Most recent by jacobs November 2023Errors and Troubleshooting (Mac)
• 
  BECU Credit Card Balance Incorrect When Importing .QFX

  Closed System 22 views 2 comments 0 points Most recent by Quicken Jasmine October 2023Download, Add/Update Accounts (Windows)
• 
  Chase .QFX not working

  Closed System 81 views 2 comments 0 points Most recent by Quicken Kristina October 2023Download, Add/Update Accounts (Windows)
• 
  How do I get the historical portfolio values after the TDAmeritrade to Schwab migration?

  Answered Closed Phloebus 2.6K views 7 comments 0 points Most recent by Phloebus October 2023Investing (Mac)
• 
  CC-800 Error with Bloomingddales Credit Card

  Closed Joel Y 71 views 5 comments 0 points Most recent by Quicken Jasmine October 2023Errors and Troubleshooting (Windows)
• 
  Issue with importing transactions

  Closed sckinne 201 views 3 comments -1 point Most recent by splasher September 2023Download, Add/Update Accounts (Windows)
• 
  Problem importing accounts

  Answered ✓ Closed ljonas 293 views 7 comments 0 points Most recent by ljonas September 2023Investing (Windows)
• 
  How to move data from Windows 2011 Starter Edition to Mac Quicken Deluxe v 7.2.2?

  Closed MiaBanks1 43 views 2 comments 0 points Most recent by MiaBanks1 September 2023Download, Add/Update Accounts (Mac)
• 
  CITI card automatic download

  Closed dec1887 142 views 7 comments 0 points Most recent by user17881 September 2023Download, Add/Update Accounts (Windows)
• 
  Annoying multi-factor authentication (MFA) while downloading

  Closed solostorm 343 views 2 comments 1 point Most recent by lallen0810 September 2023Download, Add/Update Accounts (Windows)
• 
  How to import an auto loan or other loan from a .qfx file

  Answered ✓ Closed yaguirre 122 views 5 comments 0 points Most recent by yaguirre August 2023New to Quicken/Getting Started (Windows)