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Importing Bank Data into Quicken

How to Import Bank Data into Quicken

  1. Login to Online Banking.

  2. Select the accout you wish to import from.

  3. Towards the right side, select "Export", then "Quicken (qfx)".

  4. The file will save to your "Downloads" folder by default, or the folder you’ve previously selected.

  5. Open the file and select “Open with QuickenWindow”.

  6. Once the file is opened with Quicken, follow the steps to either setup a new account or link to an existing account.




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