File Import

Discussion List

• 
  How do I import Investment data without effecting the cash balance

  Answered ✓ Closed Strike 395 views 13 comments 0 points Most recent by Strike July 2024Registers & Transactions (Windows)
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  Quicken Windows Classic: Import File 2023 Turbotax file fails

  Closed Korbus 76 views 4 comments 0 points Most recent by jl747 July 2024Errors and Troubleshooting (Windows)
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  My bank (Avidia Bank - CIB) has updated its website and I can no longer download transactions

  Answered ✓ Closed cjhughes0514 265 views 10 comments 0 points Most recent by UKR July 2024Download, Add/Update Accounts (Windows)
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  Quicken Windows crashes after importing bank transactions

  Closed Bur Davis 74 views 2 comments 0 points Most recent by UKR July 2024Errors and Troubleshooting (Windows)
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  Three ideas: year to end-of-last-month; automated budget export; import support

  Closed ericg 46 views 2 comments 1 point Most recent by ericg July 2024Budgeting and Planning Tools (Mac)
• 
  Linking data from QIF file to Recurrency Bill/Income Reminder.

  Answered ✓ Closed thyagocoan 12 views 1 comment 0 points Most recent by Chris_QPW July 2024Budgeting and Planning Tools (Windows)
• 
  Can I import qif or CSV format data I download from my accounts? [Edited]

  Answered Closed Marcov 172 views 10 comments 0 points Most recent by Chris_QPW July 2024All Things Canadian (Mac)
• 
  Is it possible to convert a Microsoft Money file to Quicken?

  Answered ✓ Closed Adelson Smania 3.3K views 4 comments 0 points Most recent by Adelson Smania June 2024New to Quicken/Getting Started (Windows)
• 
  Quicken Mac Home & Business - feature questions

  Answered ✓ Closed Permutations 702 views 9 comments 0 points Most recent by eqpu June 2024Before you Buy
• 
  Import with QFX - Regions Bank

  Closed HoneyBee 85 views 7 comments 0 points Most recent by Chris_QPW June 2024Download, Add/Update Accounts (Windows)
• 
  Salem Five Bank Business Account Download Issue

  Closed joemco 112 views 5 comments 0 points Most recent by Quicken Anja June 2024Download, Add/Update Accounts (Windows)
• 
  How do I make sure category information is imported with transactions?

  Answered Closed Adventure A Little 127 views 2 comments 0 points Most recent by Adventure A Little June 2024Registers & Transactions (Windows)
• 
  Problems Importing From Mint [Edited]

  Closed designit 503 views 7 comments -1 point Most recent by NotACPA June 2024Before you Buy
• 
  Can I open a Mac backup file in Windows?

  Closed mtgrogan 134 views 0 comments 0 points Most recent by mtgrogan May 2024File Conversion and Backup (Mac)
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  Switched from QWin to QMac; imported QXF file and an investment account now has a negative balance

  Closed System 21 views 2 comments 0 points Most recent by Quicken Kristina May 2024Investing (Mac)
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  Bank of America Does Not Auto Download Transactions

  Closed nineseas 64 views 2 comments 0 points Most recent by rcelio May 2024Registers & Transactions (Windows)
• 
  Epson RR-600W and Epson Scansmart with Quicken

  Answered Closed Steve Palm Springs 426 views 4 comments 0 points Most recent by Steve Palm Springs May 2024Download, Add/Update Accounts (Windows)
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  Can't import QFX files after account number change (Q Win Canada)

  Closed Andrew Malcolmson 118 views 4 comments 0 points Most recent by Quicken Anja May 2024All Things Canadian (Windows)
• 
  Cant manually import Amercian Express Personal Savings QFX file

  Closed Rob N 105 views 4 comments 0 points Most recent by Quicken Kristina April 2024Errors and Troubleshooting (Mac)
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  Importing Old Portfolio Tax Lot Data

  Closed Bill Maniscalco 93 views 5 comments 0 points Most recent by q_lurker April 2024Download, Add/Update Accounts (Windows)
• 
  portfolio question

  Answered Closed wkwallst 42 views 3 comments 0 points Most recent by Ps56k2 April 2024Investing (Windows)
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  How to start monthly reconciling from Jan 2024 on after importing file into Quicken

  Answered Closed dpitonyak 173 views 1 comment 0 points Most recent by jacobs April 2024Registers & Transactions (Mac)
• 
  Imported 0 transactions from BoA QFX file (edit)

  Closed techwoman 169 views 5 comments 0 points Most recent by [Deleted User] March 2024Errors and Troubleshooting (Windows)
• 
  qfx no longer working

  Answered Closed andyclark 62 views 1 comment 0 points Most recent by splasher March 2024Investing (Windows)
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  How to import csv or some other way to fix now uncategorized transactions (Q Mac)

  Closed bambi 195 views 1 comment 0 points Most recent by jacobs March 2024Errors and Troubleshooting (Mac)