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.

If you are updating your transactions, you'll want to have a start date the day of or the day after your last recorded transaction in Quicken. You may also need to select the account or accounts you wish to download.

You will also have to specify the Date Range ( Start Date / End Date).

You may need to select the download format.

This is usually represented by a download symbol using a down arrow such as. The download option is usually on the transactions page for an account.

Select the account you wish to download transactions for.

While we can provide general instructions, websites vary. One of the reasons QFX is not the preferred option for most users is that you must download the file directly from your financial institution's website. If there are any duplicate transactions, you will need to delete one of each.ĭownloading a QFX file from your financial institution's website

Review the transactions in your register.

Drag and drop the QFX file or use Brose to find the file.

See Downloading a QFX file from your financial institution's website for more information. The Download Transactions screen will appear. From the gear icon on the right side of the screen, select Import transactions from Bank website.That account's transactions will appear in the register. From the account bar, click on the account you want to download transactions for.Importing past transactions for an account QXF ( Web Connect) is also sometimes used to download older transactions from a financial institution when you want to view those transactions in your Quicken file. If you have the option to use Direct Connect or Express Web Connect, we recommend that you chose one of those options instead. QXF ( Web Connect) is primarily used to transfer financial information when Direct Connect and Express Web Connect are unsupported by the financial institution. Using QFX files to transfer information is often referred to by Quicken as Web Connect or Quicken WebConnect.

QFX files provide information about transactions, balances, and other key data that needs to be passed from the financial institution to Quicken. It is used by many financial institution websites to transfer information from their website to Quicken.

Download financial institutions