File Import

Discussion List

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  How to import BofA data when they only offer Web Connect

  Answered Closed truckeesolutions 179 views 4 comments 0 points Most recent by truckeesolutions October 2025Download, Add/Update Accounts (Windows)
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  Three Feature Requests: Date Range; Shortcut; Import

  Reviewed ericg 32 views 1 comment 5 points Most recent by ziggy29 October 2025Product Enhancements
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  Web Connect from AMEX Delta to Quicken MISSING TXs

  Closed camcleo 1 view 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  Quicken CSV file import should recognize either "-" or "(" and ")" for negative amounts

  Reviewed cfrphoto 36 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 25 views 0 comments 2 points Most recent by cfrphoto September 2025Manage Accounts and Transactions
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  Quicken Shows "Download" Error Importing OFX

  Closed Zoolook 174 views 10 comments 0 points Most recent by Zoolook September 2025Errors and Troubleshooting (Mac)
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  subscription to Quicken Mac Starter, cannot load 2007 data from iCloud, resource fork missing

  Closed kathiek 71 views 5 comments 0 points Most recent by John_in_NC September 2025Questions about using the Community?
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  Downloaded transactions: missing buttons

  Answered Closed MarkTwain 62 views 4 comments 0 points Most recent by UKR September 2025Download, Add/Update Accounts (Windows)
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  Problems with importing RBC USA qfx file

  Answered ✓ Closed canadoug 31 views 2 comments 0 points Most recent by canadoug September 2025Download, Add/Update Accounts (Mac)
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  CSV import shows only deposits

  Answered Closed sbennett3707 11 views 2 comments 0 points Most recent by sbennett3707 September 2025Download, Add/Update Accounts (Mac)
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  Quicken is unable to verify Transamerica QFX downloads

  Closed trevordemaat 122 views 2 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  How does one import Split Transactions into Quicken using CSV [Edited]

  Closed JamesBond_007 483 views 17 comments 0 points Most recent by JamesBond_007 August 2025File Conversion and Backup (Windows)
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  QFX issues w/new WIN 11 computer

  Closed John Patriarca 76 views 4 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Export category list

  Answered Closed Roxy 152 views 2 comments 0 points Most recent by Quicken Anja August 2025File Conversion and Backup (Windows)
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  Problems converting investment accounts from Windows to MAC

  Closed GWC5003 65 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Barclays online savings: unable to IMPORT account data (qfx file)

  Closed jiporter 22 views 2 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Mac)
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  Abundant Attachments

  Closed westmorelandplayers 67 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Nordstrom Card Activity Download Error

  Closed Andre7 28 views 1 comment 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Windows)
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  Will importing a 2014 file mess up my current Quicken Classic data?

  Answered ✓ Closed sd_mark 289 views 11 comments 0 points Most recent by Quicken Jasmine July 2025File Conversion and Backup (Windows)
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  QIF Import to Multiple Accounts

  Answered ✓ Closed QcknUser1991 190 views 2 comments 0 points Most recent by QcknUser1991 July 2025Errors and Troubleshooting (Windows)
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  CSV Import Instructions are not consistent

  Closed aa6cg 334 views 9 comments 0 points Most recent by Andrew Z July 2025Registers & Transactions (Windows)
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  Import CSV Data into Existing Account

  Answered Closed Tim L. 97 views 2 comments 0 points Most recent by jacobs June 2025Registers & Transactions (Mac)
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  I cant seem to open my cloud file in my quicken app on my computer . How do I get them transferred?

  Answered ✓ Closed rudes11125 122 views 8 comments 0 points Most recent by Quicken Jasmine June 2025File Conversion and Backup (Windows)
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  csv transaction file import does not work

  Answered Closed Andrew Z 769 views 32 comments 0 points Most recent by Quicken John H June 2025Registers & Transactions (Windows)
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  Quicken crashed during validate

  Closed Bob@45 62 views 5 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  Share count pulled from brokerage account not always correct

  Closed Adience 93 views 8 comments 0 points Most recent by Quicken Jasmine June 2025Investing (Mac)