How to download a QFX from your bank

To download a QFX from your bank account the general steps will be as follows: 

  1. Log in to your bank web service.
  2. Select any of the accounts listed.
  3. There should be a link that will allow you to download your bank activity.
  4. Select the account you'd like to download from, as well as your desired date range.
  5. For file type, choose QFX (which can be labeled as "WebConnect® or Quicken® )
  6. Save the file to your computer in a place where you can easily find it (Desktop is usually best)
Have more questions? Submit a request


Powered by Zendesk