How to Import a QFX

Use Chase BankClick Here for detailed instructions. 

 

1. Scroll down to the bottom of your Income or Expenses page and click 'Import'

 

2. Once you've downloaded your QFX file click the browse button and find that file.

 

 

3. Once you've selected the file, click 'Upload'.

 

4. If you'd like to associate these transactions with an existing account, you can select that account from the drop-down*. If these transactions are not associated with your current linked accounts, select 'Create new account'.

 

*NOTE: If your QFX includes transactions with dates that occur after your automatic import started for the selected account, you would need to choose the "Create a new account" option. 

 

 

You'll receive an email confirmation once your upload is complete.

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