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- 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.
- The QXF file format is the preferred choice for merging Quicken account data.
- Quicken can import QXF data from Quicken Essentials for Mac. The only data imported is Checking, Savings, and Credit Card accounts and transactions.
- Quicken can export QXF data to Quicken Essentials for Mac. The only data exported is Checking, Savings, Credit Card, Asset, and Liability accounts and transactions. Investment accounts are also exported, but transactions and position balances are not.
- Our legacy file transfer format, QIF (Quicken Interchange Format), is being replaced over time by QXF.
- If you need to import investment or business data, we recommend that you use QIF import instead. To learn more, see import data into Quicken.
| Note |
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Not all banks make QXF files available for download. |
Downloading a
QFXQXF file from your bank or financial institution
Because bank websites differ for each bank, you may have to find where you can download your QFX file. It is generally a part of your bank's transactions page.
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