For example, if the account is called 'Old 401k' in Quicken, you should add these 4 lines to the top of the QIF file:Īlso, on the QIF Import screen, after you Browse and find your (edited) QIF file, do NOT select an 'Account to import into' - just leave it alone and click Next.I used to use a program to convert US Savings Bond info into QIF files and then import the values in older versions of Quicken. Make sure the 401k account is already set up in Quicken, and you're typing the exact Quicken name of the account in the QIF file.

[EDIT 07-04-16: The QIF file import option, 'Special handling for transfers' should be off. This can be important if you manuallyĮnter transactions in those accounts before downloading the real-world

They mayĪll be imported as 'New' transactions. Transactions or to match them to existing register transactions. [For investment accounts, you may not get the option to review the Where you substitute for 'xxxxx' using the same criteria as above.] Immediately after the fourth record you added above (the one containing just the caret), add a fifth record that looks like this: [If you have difficulty importing using the above criteria, you can try adding one more record to the QIF file. You should get a message saying ' Transactions found for MyAccount. Select the name of any 'cash', 'asset', or 'liability' account in the Substituting the exact Quicken name of the account you want to import to for 'MyAccount' and substituting from the following list for 'xxxx':ġ.) 'Bank' for checking or savings accountsĮnter (or browse to) the name of your qif file in the 'Location of QIF file' Open the qif file in Notepad and add the following four lines at the very The following assumes you have downloaded a qif file for a single accountįrom a financial institution, or have a qif file exported from a single

Import qif file into quicken investment