File Import

Discussion List

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  Export an Account and then Import it into a new data file question....

  Closed retird 102 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 46 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 212 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 159 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 39 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. 646 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  R65.17 Issues Importing Files

  Closed System 30 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 42 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 69 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 106 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 214 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@ 24 views 2 comments 0 points Most recent by jbaker@ November 2025Errors and Troubleshooting (Windows)
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  QXF import has unreasonable restriction on the lot assignments.

  Closed Chris_QPW 47 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 147 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 213 views 1 comment 3 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  downloading and removing transactions

  Closed jude_est 25 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 64 views 1 comment 0 points Most recent by NotACPA November 2025Download, Add/Update Accounts (Windows)
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  Upgrade path from an ancient release of Quicken?

  Answered Closed John_Moore 66 views 2 comments 0 points Most recent by splasher October 2025File Conversion and Backup (Windows)
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  How to import BofA data when they only offer Web Connect

  Answered Closed truckeesolutions 218 views 4 comments 0 points Most recent by truckeesolutions October 2025Download, Add/Update Accounts (Windows)
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  Web Connect from AMEX Delta to Quicken MISSING TXs

  Closed camcleo 5 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  1

  Up
  Quicken CSV file import should recognize either "-" or "(" and ")" for negative amounts

  Reviewed cfrphoto 44 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