Struggling importing csv file from bank

Hello,
Just purchased a subscription for Quicken Simplify and having some issue importing my institution bank data. Extraco Banks is not available as an institution, so my only means to import bank data is manually, which is not very efficient and certainly not what signed up for. I've requested the institution be added and attempted several times to import the CSV data but have been unsuccessful. It seems the web application only except CSV format with delimiters. How can I covert my institutions downloadable CSV file with delimiters. Why doesn't the web software except QFX format? Would it be better to convert my subscription to Basic instead of Quicken Simplify?
Comments
-
Hello @David_S,
Thanks for reaching out! Sorry to hear you have had trouble with importing in Quicken Simplifi. I would not know how to convert a QFX file into a CSV file unfortunately, but you could download our CSV template and create it yourself for import if you would like. Otherwise, it may be good to see if your bank offers the ability to download or request a CSV file.
-Coach Jon
0