File Import

Discussion List

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  When Importing a QFX file (apparently) random categories are not imported.

  Closed DoctorBrown 81 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 835 views 6 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
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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 341 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 51 views 2 comments 0 points Most recent by Chris_QPW January 2024Errors and Troubleshooting (Windows)
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  Emergency transfer from old to new computer

  Answered Closed oughtonm 102 views 3 comments 0 points Most recent by splasher January 2024Installing and Updating (Windows)
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  use qck2017 for windows at home. use a MacBook 2018 for travel. compatibility issue

  Answered ✓ Closed bob96808 52 views 2 comments 0 points Most recent by Boatnmaniac January 2024File Conversion and Backup (Windows)
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  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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  Unable to import old Fidelity transactions, get error [CC-885]

  Closed sd123 141 views 0 comments 0 points Most recent by sd123 December 2023Registers & Transactions (Mac)
• 
  Converting 2017 Quicken file

  Answered ✓ Closed frogdarts 451 views 2 comments 0 points Most recent by Ps56k2 November 2023Download, Add/Update Accounts (Windows)
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  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)
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  Chase .QFX not working

  Closed System 81 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 3.4K 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 81 views 5 comments 0 points Most recent by Quicken Jasmine October 2023Errors and Troubleshooting (Windows)
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  Issue with importing transactions

  Closed sckinne 301 views 2 comments -1 point Most recent by splasher September 2023Download, Add/Update Accounts (Windows)
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  Problem importing accounts

  Answered ✓ Closed ljonas 321 views 7 comments 0 points Most recent by ljonas September 2023Investing (Windows)
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  CITI card automatic download

  Closed dec1887 141 views 7 comments 0 points Most recent by user17881 September 2023Download, Add/Update Accounts (Windows)