Let's say it will be a 'Checking' account. Let's create new Account: click 'Tools' - 'Add Account'. In Quicken 2015-2016 there is a manual item, called 'Move transaction(s)'. If you have more accounts, let's say, that you have a 'Checking' account.Īnd you want transactions there, then you click on the first transaction, click on the last transaction - they are selected. This account must be deactivated from direct download because Quicken will not be listed. You can also choose 'Link to an existing account'. If you need to import transactions for the previous month, you don't change anything existing, you just go back, import into a new account, and just move transactions to another account. So, you don't change things, as they are. You can import into a Proxy account, called 'Import' and then move transactions to another account, which is a good way to import things if you have already an existing account, which is directly downloaded from your bank. We see here 'Create a new account' or 'Link to an existing account'. Click 'File' - 'File Import' - 'Web Connect (.QFX) File' and 'Open'. There are other settings, like INTU.BID value, which corresponds to bank label, you can leave it as '3000' ("Wells Fargo Bank") or change to another Bank, it doesn't matter.Ĭlick the 'Convert' to create a sample.qfx file. You can review transactions before converting and then you just click the 'Convert' button to create a QFX file.
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