File Import

Discussion List

• 
  Cant load manual downloaded after Quicken update

  Closed Mike_L 480 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 94 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 414 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 61 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. 474 views 12 comments 0 points Most recent by Al B. December 2025Registers & Transactions (Windows)
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  Importing from Financial Institutions

  Closed nhmartens 304 views 10 comments 0 points Most recent by Boatnmaniac December 2025Errors and Troubleshooting (Windows)
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  Export an Account and then Import it into a new data file question....

  Closed retird 156 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 91 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 416 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 251 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 44 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. 918 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  R65.17 Issues Importing Files

  Closed System 38 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Installing and Updating (Windows)
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  Error when attempting to import banking transactions from .csv

  Answered Closed Shauuno 96 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 163 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 309 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@ 35 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 50 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 202 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 337 views 1 comment 3 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
• 
  downloading and removing transactions

  Closed jude_est 35 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 72 views 1 comment 0 points Most recent by NotACPA November 2025Download, Add/Update Accounts (Windows)
• 
  Upgrade path from an ancient release of Quicken?

  Answered Closed John_Moore 120 views 2 comments 0 points Most recent by splasher October 2025File Conversion and Backup (Windows)