Importing files from your bank

What is QFX?

QFX stands for Quicken File eXchange. It is used by many financial institution websites to transfer information from their website to Quicken. QFX files provide information about transactions, balances, and other key data that needs to be passed from the financial institution to Quicken. Using QFX files to transfer information is often referred to by Quicken as Web Connect or Quicken WebConnect.

QXF (Web Connect) is primarily used to transfer financial information when Direct Connect and Express Web Connect are unsupported by the financial institution. If you have the option to use Direct Connect or Express Web Connect, we recommend that you chose one of those options instead.

QXF (Web Connect) is also sometimes used to download older transactions from a financial institution when you want to view those transactions in your Quicken file.

Importing past transactions for an account

1. From the account bar, click on the account you want to download transactions for. That account's transactions will appear in the register.
2. From the gear icon on the right side of the screen, select Import transactions from Bank website. The Download Transactions screen will appear. 
3. Download the QFX file from your bank. See Downloading a QFX file from your financial institution's website for more information.
4. Drag and drop the QFX file or use Brose to find the file.
5. Click Continue. Your transactions will be imported.
6. Review the transactions in your register. If there are any duplicate transactions, you will need to delete one of each.

Downloading a QFX file from your financial institution's website

One of the reasons QFX is not the preferred option for most users is that you must download the file directly from your financial institution's website. While we can provide general instructions, websites vary. 

1. Log in to your financial institution's website.
2. Select the account you wish to download transactions for. The download option is usually on the transactions page for an account.
3. Select the download link. This is usually represented by a download symbol using a down arrow such as

   

   .
4. You may need to select the download format. Look for the format QFX or Web Connect.
   

   

5. You will also have to specify the Date Range (Start Date / End Date). You may also need to select the account or accounts you wish to download. If you are updating your transactions, you'll want to have a start date the day of or the day after your last recorded transaction in Quicken.
6. Once you have filled out all of your information there should be a button to select such as Download or Export or Start to start downloading the transaction.
   The transaction will download into the default directory/folder for your browser. This is usually the Downloads directory.

Importing a QFX file into Quicken

Once you have downloaded your QFX file, you'll need to import that file into Quicken. If this file was requested as part of a process, such as the Download Transactions screen, follow the instructions there. Otherwise follow the instructions below:

1. Back up your Quicken Data File.
2. Go to the File menu and select File Import → Quicken Transfer Format (.QFX) File.
   The Import .QFX File screen will appear.
3. Use the Browse button to find and select the file you want to import.
4. Click Open or double-click the file to import.

Follow the on-screen instructions.