OFX and QFX files have a higher level of specifications than the QIF file format and contain unique IDs for transactions and can better handle more complex transactions such as investments. The only weakness is that OFX and QFX files do not contain category or split transaction information as they are usually only created by financial institutions. CSV Files CSV files are files easily created by users, downloaded from financial institutions, or created from other software.
CSV importing in SEE Finance is limited to just a few options for importing security information and currently can only import information for stocks and mutual funds. If your category list is included in the same file as account data, you can import these categories while importing accounts OR this can be done at any time by importing categories from QIF files.
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QXF file? Windows Mac. A QXF is not a file type you can get from your bank. If you need information on downloading QFX files, you can find that here. You can also find troubleshooting steps here. More about QXF files The import and export of financial data using the QXF file format is limited to the accounts, transactions, scheduled transactions, categories, and tags of non-investment and non-business accounts. The import and export of investment and business accounts, transactions, budgets, attachments, reports, and application settings is not supported by QXF.
Quicken for Windows , , and the release can import QXF data from Quicken for Mac , , and the release. The only data imported is Checking, Savings, and Credit Card accounts and transactions. Quicken for Windows , , and the release can export QXF data to Quicken for Mac , , and the release. Investment accounts are also exported, but transactions and position balances are not. QXF file. In the QXF export dialog, accept or change the name of the file to be created. A confirmation message displays when the process completes.
Create a new Quicken file. Type the name of the QXF file you want to import, or click the Browse button to select it. Click Continue to begin importing the file. If there are accounts in the QXF file that can't be imported, such as investing or business accounts, Quicken displays a list of those accounts. You'll see a confirmation message when the process completes. If there are errors, you can click a link to review a log file that contains more information about the QXF import.
Open the Quicken file you want to import the QXF data into. We recommend that you back up your existing Quicken file before importing QXF data into it. Type the name of the QXF file you want to import, or click Browse to select it. Was this article helpful? I got it Not really Help us improve our support center.
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