File Import

Discussion List

• 
  use qck2017 for windows at home. use a MacBook 2018 for travel. compatibility issue

  Answered ✓ Closed bob96808 51 views 2 comments 0 points Most recent by Boatnmaniac January 2024File Conversion and Backup (Windows)
• 
  Importing from .qfx file erratic account matching

  Closed caram 21 views 0 comments 0 points Most recent by caram December 2023Errors and Troubleshooting (Mac)
• 
  Quicken for Windows Transaction Downloads.

  Answered Closed JoelC 3.5K views 7 comments 1 point Most recent by JoelC December 2023All Things Canadian (Windows)
• 
  Pentagon Federal PenFed wrong transaction sign charge/payment in Credit Card QFX

  Closed avic 211 views 4 comments 0 points Most recent by Chris_QPW December 2023Download, Add/Update Accounts (Mac)
• 
  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)
• 
  Unable to import old Fidelity transactions, get error [CC-885]

  Closed sd123 142 views 0 comments 0 points Most recent by sd123 December 2023Registers & Transactions (Mac)
• 
  Import tags or categories (Q Mac)

  Answered Closed DPW-CT 121 views 4 comments 0 points Most recent by DPW-CT December 2023Download, Add/Update Accounts (Mac)
• 
  Converting 2017 Quicken file

  Answered ✓ Closed frogdarts 451 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)
• 
  BECU Credit Card Balance Incorrect When Importing .QFX

  Closed System 21 views 2 comments 0 points Most recent by Quicken Jasmine October 2023Download, Add/Update Accounts (Windows)
• 
  Chase .QFX not working

  Closed System 81 views 2 comments 0 points Most recent by Quicken Kristina October 2023Download, Add/Update Accounts (Windows)
• 
  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)
• 
  CC-800 Error with Bloomingddales Credit Card

  Closed Joel Y 82 views 5 comments 0 points Most recent by Quicken Jasmine October 2023Errors and Troubleshooting (Windows)
• 
  Issue with importing transactions

  Closed sckinne 291 views 3 comments -1 point Most recent by splasher September 2023Download, Add/Update Accounts (Windows)
• 
  Problem importing accounts

  Answered ✓ Closed ljonas 311 views 7 comments 0 points Most recent by ljonas September 2023Investing (Windows)
• 
  How to move data from Windows 2011 Starter Edition to Mac Quicken Deluxe v 7.2.2?

  Closed MiaBanks1 71 views 2 comments 0 points Most recent by MiaBanks1 September 2023Download, Add/Update Accounts (Mac)
• 
  CITI card automatic download

  Closed dec1887 141 views 7 comments 0 points Most recent by user17881 September 2023Download, Add/Update Accounts (Windows)
• 
  Annoying multi-factor authentication (MFA) while downloading

  Closed solostorm 461 views 2 comments 1 point Most recent by lallen0810 September 2023Download, Add/Update Accounts (Windows)
• 
  How to import an auto loan or other loan from a .qfx file

  Answered ✓ Closed yaguirre 152 views 5 comments 0 points Most recent by yaguirre August 2023New to Quicken/Getting Started (Windows)
• 
  Transfer failing for one of two Chase Credit Card QFX files

  Closed AnnMarieStewart 91 views 1 comment 0 points Most recent by splasher August 2023Download, Add/Update Accounts (Windows)
• 
  Citizens Bank: Unable to manually download transactions (QMAC)

  Answered Closed euromixer 1.5K views 14 comments 1 point Most recent by Lynn Dracup August 2023Download, Add/Update Accounts (Mac)
• 
  Having trouble importing a range of transactions via QFX. Help?

  Closed Jamba90 42 views 2 comments 0 points Most recent by Jamba90 August 2023Download, Add/Update Accounts (Windows)
• 
  Sallie Mae Bank not updating

  Closed solostorm 102 views 1 comment 0 points Most recent by Quicken Anja August 2023Download, Add/Update Accounts (Windows)
• 
  Categories for Paypal or Venmo imports

  Closed Poweroftwo 181 views 6 comments 0 points Most recent by Mark1104 August 2023Registers & Transactions (Windows)
• 
  Transaction Download from Empower Retirement to Quicken for Windows - Known Issue

  Closed RickLeFevre 1.2K views 4 comments 0 points Most recent by Drinkingbird August 2023Download, Add/Update Accounts (Windows)
• 
  Can you import a QFX file that has been downloaded from your bank into Quicken for the web? How?

  Answered Closed rkottal 111 views 1 comment 0 points Most recent by Quicken Kristina August 2023Using Quicken on the Web
• 
  Download Equitable 401k transactions not working

  Closed rk photo 281 views 9 comments 0 points Most recent by rk photo July 2023Download, Add/Update Accounts (Mac)