1.800.372.60781.800.372.6078
Menu

User Guide

×
Menu
Index

Quicken (*.qfx)

 
Quicken QFX Import Instructions
 
General Procedure: 
 
Note: These are general procedures. The exact steps for your particular broker may vary.
 
  1. Go to your online brokerage web site and log in to your account.
 
  2. Navigate to your Account Trade History page
 
  3. Select a Start and End date range for your report.
 
  4. Select the Quicken (QFX) download option.
 
  5. Click the download button and save the QFX file to your: "my documents\TradeLog\import" directory.
 
  6. Run TradeLog
 
  7. Click on the QFX Imp speed button.
 
  8. Select the appropriate *.qfx file and click on the Open button.
 
  9. Your trades will be imported and automatically matched.