Quicken
- Import Investment Transactions Into QuickenProperConvert converts the transaction history of a brokerage, retirement (401k, IRA) or fund account into a file for a Quicken investment account.
- Can I convert a QDF (quicken) file to Excel/ CSV?Not directly: a QDF file is Quicken's own data file, and only Quicken opens it.
- Quicken shows another bank's name or imports into the wrong accountWhen you import a QFX file, Quicken shows a bank name and asks which account to import into. Two things in the file decide what you see: the INTU.BID code and the Account ID. This guide explains both.
- Common Quicken errors and how to fix themQuicken often shows an error code or message without saying what to do. This guide explains the common ones.
- How to avoid importing duplicate transactions in QuickenThe simplest way to avoid duplicates is to convert and import whole date ranges that do not overlap.
- How to prepare checks in Excel and print in QuickenTyping many checks into Quicken one by one is slow. Instead, enter them in Excel (or any spreadsheet app), convert the file to QIF with ProperConvert, import it into Quicken for Windows and print the checks there.
- Import a QIF file into a Quicken bank or credit card accountIf Quicken says "an account must be selected for this import data" when you import a QIF file, or doesn't let you choose your bank or credit card account, the QIF file has no account header: the lines at the top of the…
- Review imported transactions in Quicken separatelyBy default, Quicken for Windows adds imported transactions straight to the account register. You can have them wait in a separate list below the register instead, and accept or delete them there.