Importing Investment Transactions in Quicken for Mac

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If your financial institution doesn't support automatic download into Quicken, you can often download your investment transactions from your brokerage's web site and import them into Quicken.

To import

  1. Choose File > Import > Bank or brokerage file (OFX, QFX)... (or just drag-and-drop the file onto the Quicken window).
  2. Navigate to appropriate location and select the QFX file that you want to import.
    • Tell me more
      If this is the first time you've imported a file for this account, you will see a window that displays the Account Description, Type, Action, and the Quicken Account Name or nickname.

      If you want to import the file into an existing account, select the existing investing account from the Action column (listed under the option called "Link to an existing account.").

      If you want to add a new investing account for the selected file, select Add from the Action column and enter an account name in the Quicken Account Name column.

      Click Continue when you've made your selection.
  3. After you have imported or linked an investing account, click the Transactions tab to check for any placeholders and to resolve them.

Next steps

To know more about placeholders, see Learning about Cost Basis.

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