- Log in to C.U. Online and view the history of the account you would like to import into Quicken.
- Select the history range you wish to download.
- Select the file type of “Quicken.”
- Click on the download button. You may need to respond to a security warning to allow the computer to download the file.
- A box should pop up asking whether to ‘Open’ or ‘Save,’ choose ‘Save.’
- Save the file on your computer where you will be able to locate it later. Example: under “My Documents” or “Desktop.” You can create a new folder just for the downloaded files. Make a note of the file name and where it is saved. You will need to know this for step 4 below.
- Open Quicken.
- From within Quicken:
- Back up your existing Quicken data file. (See the Quicken documentation or help file for instructions.)
- If the account you want to import data into does not yet exist, create a new one.
- Select the File menu and select ‘Import > WEB Connect file.”
- The Location of QIF file field displays the preset path of the import file.
- Click Browse if you have saved the file to a different location than the one shown.
- Use the file navigator to locate the file that you downloaded in step 6 above.
- Select the download file then click “OK” to return to the QIF Import window.
- In the “Quicken account to import into” list, select the account you want to import the QIF file into. This list is limited to accounts that can import QIF files. QIF import is not available for savings, or credit card accounts, or for 401(k) or any other brokerage accounts.
Note: To import a list such as the Category List, you must select a valid account.
- In the “Include in import” field, select the check box items you want to include in the import process.
- Click Next, and follow the on-screen instructions.
You can import from lists without importing the transactions at the same time. This is a useful feature when you are setting up a new data file.
Further help can be obtained from Quicken’s web page… https://quicken.custhelp.com