![]() ![]() I know this doesn't solve the problem of how to get the transactions into the right account in the future, but it gives you a way to work until you get that squared away. All the transactions will be moved from the "wrong" account to the correct one. Now, click-and-drag any of the highlighted transactions over to the correct account in the left sidebar, and when that account name turns blue, release your drag. Now scroll to the last such transaction, and Shift-Click on it - which will highlight all the recently-imported transactions. With the register sorted in date order, select the first transaction in the register by clicking on it. If you open the "wrong" account where Quicken imported your recent transactions, it's easy to move them to the right place. Someone else will hopefully weigh in on how to change the import account for the future (I have some thoughts, but I don't use any Web Connect accounts and would prefer to defer to others on that), but I can tell you how you can quickly move the transactions which are in the wrong account. Ideas/suggestions for how to fix this will be gratefully received. In other words, it appears to be properly configured for import of the QFX data.Įven so, when I do the QFX import, the transactions for the checking account get imported to the wrong place. For the other (the correct) account, it shows the name of my bank, indicating "Connection type: Web Connect", and "Import downloaded QFX file to get your latest transactions". At the top of the settings window (titled At your financial institution), it shows "This account is not set up for transaction download". Having unhidden the old archived account, I've examined the settings for it. I can't figure out how to coerce Quicken to import the transactions into the correct account. It was a fluke that I happened to unhide it. I had hidden that account long ago, and in Q2020 it does not appear in lists or reports. QMac 2020 had imported them into another Banking account - an old account dating from 2016. After a lot of poking around, I finally discovered the missing records. No new transactions appeared in its register. But the fifth account (my day-to-day checking account) was untouched. The transaction data for 4 of the accounts was imported into the corresponding Quicken 2020 accounts. command to import the QFX file into QMac 2020. The QFX file contains a month's worth of recent transactions for five different bank accounts. I logged into my bank's portal, navigated to the proper webpage, and downloaded a Quicken-formatted QFX file (just as I've been doing for decades with Q2007 and its predecessors). Yesterday I attempted to import the first set of banking transactions, using the 'web connect' method. ![]() It's taken me several hours to clean it up, fix incorrect cash balances, etc. The conversion of my Q2007 data file (containing financial data back to the 1990s) completed successfully, though not without errors.
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