Download ofx files into quicken?

After disconnecting the account from online services, you can import a QFX file. You can select 'Create a new account' or you can select 'Link to an existing account to import transactions'. If you are disconnected from online services, that account will be shown on the list.

You may choose to keep online services connected and import into a new account if you have something temporary to import. You can import in that account, and then move transactions from that account to another account. So this way you will keep the existing account connected to online services and you don't have to connect it back later.

Make sure to uncheck 'Automatically improve the quality of downloaded payee names and categories', because when this checkbox is set, it could change the payee names to something unrecognizable, not what you have on QFX File. Before converting into a specific account, make sure that the account is not connected to online services. Right-click - 'Edit' account.

If you see, for example, Connection Type Web Connect , it means that it is connected. Click on 'Set up transaction download'. Click the 'Finish' button. This way you disconnect from direct online download and now you can import a QFX file into this account. And select an existing account to import transactions instead of 'Add a new Quicken account'.

Click the 'Continue' button. Decide if you want Quicken to remember your credentials in the Quicken password vault or enter them manually whenever you log in. Some banks and credit card companies charge a fee for this service. Always verify transactions before accepting them to prevent recording duplicate or incorrectly applied charges to your account. For example, you may use your debit card to pay for groceries at the Piggly Wiggly and record it that way, but if the Piggly Wiggly is part of a chain, the transaction may clear your bank as Store Based in Green Bay, Wisc.

In addition to writing web content and training manuals for small business clients and nonprofit organizations, including ERA Realtors and the Bay Area Humane Society, Lohrey also works as a finance data analyst for a global business outsourcing company. Share It.