Open Financial Exchange (OFX) is the primary format used for importing data into Quicken. When your financial institution data is not updating properly through Quicken's Web Connect feature, then you can download a QFX file from your bank or credit card's website. Quicken Financial Exchange (QFX) is an implementation of the OFX data standard and easily imports into Quicken.
- Skill level:
Download and save a QFX file from your bank or credit card website. It should contain the financial data for your account.
Locate the QFX file and double click it. This opens up the file in Quicken.
Select the account from within Quicken when prompted. Quicken will import the financial data into the account register.
Import QFX From File Manager
Open the Quicken program on your computer.
Select the "File" option from the top navigation bar.
Click "Import" from the drop-down menu. When prompted, select the account that corresponds to the QFX file.
Import QFX From Within Quicken
Tips and warnings
- Using Quicken's Web Connect feature is the fastest and most convenient way to get your financial data.
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