File Import

Discussion List

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  Importing Investment .csv Files Is Not Reliable

  Closed ChrisP. 772 views 17 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  R65.17 Issues Importing Files

  Closed System 31 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 82 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 81 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)
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  Why require revalidation of accounts after we copy a Quicken file?

  Closed NebularNovice 252 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@ 21 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 41 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 161 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 274 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 21 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 61 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 91 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 273 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 2 views 1 comment 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Windows)
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  subscription to Quicken Mac Starter, cannot load 2007 data from iCloud, resource fork missing

  Closed kathiek 101 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 71 views 4 comments 0 points Most recent by UKR September 2025Download, Add/Update Accounts (Windows)
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  Quicken is unable to verify Transamerica QFX downloads

  Closed trevordemaat 152 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_007 713 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 121 views 4 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
• 
  Export category list

  Answered Closed Roxy 253 views 2 comments 0 points Most recent by Quicken Anja August 2025File Conversion and Backup (Windows)