File Import

Discussion List

• 
  import credit card transactions

  Answered Closed David Viking 51 views 4 comments 0 points Most recent by Quicken Alyssa January 27Download, Add/Update Accounts (Windows)
• 
  US Bank QFX File will not open

  Closed kcjoe1956 81 views 2 comments 0 points Most recent by UKR January 25Download, Add/Update Accounts (Mac)
• 
  Issues Importing QFX files Quicken for Mac

  Answered ✓ Closed siouxbarrett 222 views 8 comments 0 points Most recent by DaveManz January 21Errors and Troubleshooting (Mac)
• 
  Opening QFX files stopped working after last Quicken update

  Answered Closed Mustansir 112 views 7 comments 0 points Most recent by Quicken Alyssa January 21Errors and Troubleshooting (Windows)
• 
  Importing Investment Transactions - Not appearing in Linked Cash Account

  Answered Closed rrh770 51 views 6 comments 0 points Most recent by rrh770 January 20Errors and Troubleshooting (Windows)
• 
  2

  Up
  Support importing split transactions via CSV

  Reviewed cobra1316 102 views 5 comments 2 points Most recent by Jim_Harman January 20Manage Accounts and Transactions
• 
  Downloads from LPL stopped working

  Answered Closed wjcaldwell 102 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
• 
  Fidelity CSV File Import QMac

  Closed System 55 views 4 comments 0 points Most recent by Jon January 8Registers & Transactions (Mac)
• 
  error message - can't find path to Quicken.msi [Edited]

  Answered Closed jkk_08 312 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 52 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 275 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. 258 views 12 comments 0 points Most recent by Al B. December 2025Registers & Transactions (Windows)
• 
  Importing from Financial Institutions

  Closed nhmartens 182 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 91 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 382 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 194 views 1 comment 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
• 
  Target Card not downloading transactions

  Closed richard13 180 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 151 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 32 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
• 
  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 587 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Investment transaction NOT recorded

  Closed Perry 22 views 2 comments 0 points Most recent by jacobs December 2025Errors and Troubleshooting (Mac)
• 
  R65.17 Issues Importing Files

  Closed System 23 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)