You can control the date range of transactions being entered by tailoring your download request to a specific range. Remember, be careful not to accept duplicate entries. Highlight the new entries you wish to accept into the Account or choose ‘Accept All’ if you would like to accept all entries. Select the Quicken Account you wish to apply the import to and press OK. qif file to be imported or use the browse files option to find it. In the pop-up box, enter the location and filename of the. qif import without backing up your files. You can now choose to either backup your Money file or proceed with the. qif files have overlapping dates, the account record will contain duplicate transaction records. qif file, you must be careful selecting the date range. The screen will vary depending on the browser you choose.Ĭhoose the SAVE option and save the file to your computer. Press the QIF Format Export button and you will receive a download prompt. You can correct this by defining your Quicken or MS Money application to handle *.qif files. When the file type is not recognized, the file is typically saved in a *.html or *.txt format. Most difficulties arise from not having a file type associated with this download.

Save it as an Excel worksheet to work on the data in a spreadsheet. Click on Open and the file will automatically open in Excel. QIF – Is the ‘generic’ file format that can be read and imported by both MS Money and Quicken.Ĭomma Delimited – Use when importing into word processing documents or databases.Įxcel – Download into the familiar Microsoft Office spreadsheet by choosing the CSV Option and clicking the Export button. Choose the one that best suits your needs: You can download information from your Online Banking accounts in several different formats. When you select the download option from the Account Export page, you will be asked to choose the download type (the format you would like to receive your download in). Use this feature for transferring account information to personal finance software such as MicroSoft Money or Quicken, or to build spreadsheets or databases of your transactions. Use the Export menu option to download the account history for any of your selected accounts. How do I download or export my Financial Data? A. Yes, the system supports downloads to current versions of Quicken.

Import qif file into quicken