File Import

Discussion List

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  Import historical data after bank discontinues Quicken support

  Closed bketchel 42 views 1 comment 0 points Most recent by splasher March 2024Download, Add/Update Accounts (Windows)
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  Opening last year's archived Quicken file

  Closed Dave Robinson 36 views 1 comment 0 points Most recent by UKR March 2024Download, Add/Update Accounts (Windows)
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  How to manually import yearly transactions from PayPal

  Answered Closed BruceAWilson 298 views 4 comments 0 points Most recent by BruceAWilson March 2024Registers & Transactions (Mac)
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  Pentagon PenFed Credit Union PFCU - CC-502 (QWin)

  Answered ✓ Closed dhenderson67 9.1K views 293 comments 7 points Most recent by mitch cohen February 2024Errors and Troubleshooting (Windows)
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  When Importing a QFX file (apparently) random categories are not imported.

  Closed DoctorBrown 78 views 0 comments 0 points Most recent by DoctorBrown February 2024Registers & Transactions (Windows)
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  Any way to import CSV investing transactions - but ?

  Answered Closed Michael Rosen 791 views 6 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
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  Downloading posted future transactions

  Answered Closed Chefcda 63 views 5 comments 0 points Most recent by Boatnmaniac February 2024Download, Add/Update Accounts (Mac)
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  Newly added Bank of America accounts shows only opening balance, will not import older transactions

  Closed System 32 views 2 comments 0 points Most recent by Rocket J Squirrel February 2024Download, Add/Update Accounts (Windows)
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  How do I import transactions from Mint and FreshBooks

  Answered Closed Sysko 343 views 2 comments 0 points Most recent by Quicken Kristina February 2024New to Quicken/Getting Started (Mac)
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  Central Bank of MO - can't import QFX "Quicken is currently unable to verify the fin"...

  Closed cfam728d 101 views 3 comments 0 points Most recent by Ps56k2 February 2024Errors and Troubleshooting (Windows)
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  Account name invalid characters

  Closed D T 53 views 2 comments 0 points Most recent by Chris_QPW January 2024Errors and Troubleshooting (Windows)
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  Converting from Mint - Importing into Quicken Windows - questions [EDITED]

  Answered ✓ Closed mollyk 453 views 4 comments 0 points Most recent by Boatnmaniac January 2024Before you Buy
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  Emergency transfer from old to new computer

  Answered Closed oughtonm 105 views 3 comments 0 points Most recent by splasher January 2024Installing and Updating (Windows)
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  Importing Categories from one Q file to another.

  Answered ✓ Closed StuartS 1.2K views 7 comments 0 points Most recent by Chris_QPW January 2024File Conversion and Backup (Mac)
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  use qck2017 for windows at home. use a MacBook 2018 for travel. compatibility issue

  Answered ✓ Closed bob96808 53 views 2 comments 0 points Most recent by Boatnmaniac January 2024File Conversion and Backup (Windows)
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  Importing from .qfx file erratic account matching

  Closed caram 22 views 0 comments 0 points Most recent by caram December 2023Errors and Troubleshooting (Mac)
• 
  Quicken for Windows Transaction Downloads.

  Answered Closed JoelC 3.9K views 7 comments 1 point Most recent by JoelC December 2023All Things Canadian (Windows)
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  Pentagon Federal PenFed wrong transaction sign charge/payment in Credit Card QFX

  Closed avic 212 views 4 comments 0 points Most recent by Chris_QPW December 2023Download, Add/Update Accounts (Mac)
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  How can I move transaction data for Fidelity from QWin to QMac?

  Closed asherfamily1 42 views 0 comments 0 points Most recent by asherfamily1 December 2023File Conversion and Backup (Mac)
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  Unable to import old Fidelity transactions, get error [CC-885]

  Closed sd123 143 views 0 comments 0 points Most recent by sd123 December 2023Registers & Transactions (Mac)
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  Import tags or categories (Q Mac)

  Answered Closed DPW-CT 125 views 3 comments 0 points Most recent by DPW-CT December 2023Download, Add/Update Accounts (Mac)
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  Converting 2017 Quicken file

  Answered ✓ Closed frogdarts 455 views 2 comments 0 points Most recent by Ps56k2 November 2023Download, Add/Update Accounts (Windows)
• 
  Cannot import any QFX files

  Closed PattiMc 1.7K views 9 comments 0 points Most recent by jacobs November 2023Errors and Troubleshooting (Mac)
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  BECU Credit Card Balance Incorrect When Importing .QFX

  Closed System 23 views 2 comments 0 points Most recent by Quicken Jasmine October 2023Download, Add/Update Accounts (Windows)
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  Chase .QFX not working

  Closed System 83 views 2 comments 0 points Most recent by Quicken Kristina October 2023Download, Add/Update Accounts (Windows)
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  How do I get the historical portfolio values after the TDAmeritrade to Schwab migration?

  Answered Closed Phloebus 3.3K views 7 comments 0 points Most recent by Phloebus October 2023Investing (Mac)
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  CC-800 Error with Bloomingddales Credit Card

  Closed Joel Y 84 views 5 comments 0 points Most recent by Quicken Jasmine October 2023Errors and Troubleshooting (Windows)