Problems When Downloading From Your Financial Institution's Web Site

Visit your financial institution's web site and verify that you are downloading the correct type of file. The file should be a Quicken Financial Exchange (QFX) file.

Some financial institutions also offer Open Financial Exchange (OFX), Quicken Interchange Format (QIF) files (a no longer supported format), Comma Separated Value (CSV), or Text (TXT). If you cannot download a QFX file from your financial institution, the financial institution does not support online banking with Quicken.

If the account you want to update already exists in Quicken but you cannot select it when importing, Quicken does not recognize the account.

To resolve this:

1. Deactivate the online functions of the account for the account you want to update.
2. Visit your financial institution's Web site, and then click the link on that site to download your Web Connect data into Quicken.
3. Click Use an existing Quicken account, and then choose the account from the list provided.
4. Click Continue. Your recent account history is transmitted from your financial institution to your Quicken software. When the transmission is complete, Quicken opens the Online Center or Online Update Summary.
5. Click Go to Register. At this window, you can accept the recently downloaded transactions into your Quicken register.

You might find when downloading transactions from your financial institution, some or most of your transactions come through, but not all. You can see transactions on your financial institutions web site, but they are not observed in Quicken. Troubleshoot this situation here.

Connectivity problems might be preventing Quicken from accessing the Internet. For troubleshooting information, see Connectivity troubleshooting.

The file association might have changed or been corrupted. Windows uses file associations to identify which program should handle a type of file. If your file association is not correct or is damaged, you cannot complete a Web Connect online banking session.

If you use Windows XP, use the following steps to reset file associations. You might still be able to use these steps as a general guide for other operating systems, but you should consult the manufacturer's instructions for your operating system if you need additional assistance.

1. On your desktop, double-click My Computer.
2. Select the Tools menu and select Folder Options.
3. Select the File Types tab and in the Registered file types list, select QFX Quicken OFX data.
4. Click Delete to remove the file type association.
5. Restart Quicken, and when you are asked whether to make Quicken the default Web Connect application, click Yes. This step automatically recreates the file association.
6. Try again to download transactions with Web Connect.

In rare cases, the QFX file itself contains incorrect information. If necessary, you can download the QFX file and view the contents to troubleshoot any errors. However, this step is not usually necessary and should only be done with the assistance of your financial institution.

1. In Quicken, select the Edit menu and select Preferences.
2. On the left, select Web Connect.
3. On the right, select both check boxes.
4. Click OK.
5. Visit your financial institution's Web site and download as normal.
6. Save the QFX file on your computer.
7. Open the file in a text editor such as Notepad and review the contents for accuracy.

If your Temporary Internet Files folder is full or near its capacity, you might not be able to import a QFX file. The most common indication of this is when you attempt to download the QFX file, nothing happens or a dialog box flashes briefly on the screen.

Use Internet Explorer to delete files from the Temporary Internet Files folder.  If you prefer, you can open your Internet Options through your Windows Control Panel.

1. Start Internet Explorer.
2. Select the Tools menu and select Internet Options.
3. Click Delete... or Delete Files.
4. When the Delete files prompt appears, click OK.