File Import

Discussion List

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  Issues Importing QFX files Quicken for Mac

  Answered ✓ Closed siouxbarrett 291 views 8 comments 0 points Most recent by DaveManz January 21Errors and Troubleshooting (Mac)
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  Opening QFX files stopped working after last Quicken update

  Answered Closed Mustansir 155 views 7 comments 0 points Most recent by Quicken Alyssa January 21Errors and Troubleshooting (Windows)
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  Importing Investment Transactions - Not appearing in Linked Cash Account

  Answered Closed rrh770 53 views 6 comments 0 points Most recent by rrh770 January 20Errors and Troubleshooting (Windows)
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  2

  Up
  Support importing split transactions via CSV

  Reviewed cobra1316 150 views 5 comments 2 points Most recent by Jim_Harman January 20Manage Accounts and Transactions
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  Downloads from LPL stopped working

  Answered Closed wjcaldwell 133 views 4 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  Fidelity CSV File Import QMac

  Closed System 91 views 4 comments 0 points Most recent by Jon January 8Registers & Transactions (Mac)
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  error message - can't find path to Quicken.msi [Edited]

  Answered Closed jkk_08 401 views 11 comments 1 point Most recent by Quicken Alyssa January 7Errors and Troubleshooting (Windows)
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  Has anyone had success downloading Applecard transactions into a usable QFX file lately?

  Answered Closed Johnlisa 77 views 5 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Mac)
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  Frustrated by Quicken and how hard it is to find solutions to problems

  Closed R2power 67 views 1 comment 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Cant load manual downloaded after Quicken update

  Closed Mike_L 379 views 15 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
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  Quicken Classic Premier is not importing all transactions in the .QFX file

  Closed lhtetrick 74 views 2 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Considering migrating from desktop to web

  Closed System 342 views 3 comments 0 points Most recent by Quicken Kristina December 2025Using Quicken on the Web
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  QFX Import Issue

  Answered Closed grnpaduck 55 views 2 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  CSV File Import for Banking Transactions not working

  Closed JoeL. 341 views 12 comments 0 points Most recent by Al B. December 2025Registers & Transactions (Windows)
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  Importing from Financial Institutions

  Closed nhmartens 229 views 10 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
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  1

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

  Reviewed jrkoyish 24 views 0 comments 1 point Most recent by jrkoyish December 2025Budget and Planning Tools
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  Export an Account and then Import it into a new data file question....

  Closed retird 105 views 4 comments 0 points Most recent by retird December 2025Download, Add/Update Accounts (Windows)
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  why does the tax related category check mark get removed during import of a qxf file?

  Answered Closed WBC OSUE 54 views 4 comments 0 points Most recent by Chris_QPW December 2025File Conversion and Backup (Windows)
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  repeatedly getting OL-221-A and Ol 221-B messages,

  Answered Closed Ju4 307 views 1 comment 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
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  CSV Investment Import Error Off by One Cent

  Closed Jeeter 182 views 12 comments 0 points Most recent by Jeeter December 2025Registers & Transactions (Windows)
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  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)
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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 743 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  R65.17 Issues Importing Files

  Closed System 35 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Installing and Updating (Windows)
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  Export selected financial transactions to a CSV file

  Answered Closed KlisterKid 65 views 1 comment 0 points Most recent by Chris_QPW December 2025Reports (Windows)
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  Error when attempting to import banking transactions from .csv

  Answered Closed Shauuno 78 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 121 views 6 comments 0 points Most recent by Strike November 2025Registers & Transactions (Windows)