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Log in to your financial institution's website.
Select the account you wish to download transactions for. The download option is usually on the transactions page for an account.
Select the download link. This is usually represented by a download symbol using a down arrow such as
.You may need to select the download format. Look for the format QFX or Web Connect.
You will have to specify the Date Range (Start Date / End Date). You may also need to select the account or accounts you wish to download.
Note If you have existing transactions in Quicken for your financial account, make sure that you do not duplicate those dates, otherwise you will have duplicate transaction. You can always delete duplicate transactions, but it it much easier to just avoid duplicating dates.
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.
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If you have existing transactions in Quicken for your financial account, make sure that you do not duplicate those dates, otherwise you will have duplicate transaction. You can always delete duplicate transactions, but it it much easier to just avoid duplicating dates. |
Importing a QFX file into Quicken
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