Importing from Quicken

[sfeld4127]

I have tried to import "positions" from Quicken into fund manager using QFX format. However, I receive an error message file does not appear to be a valid OF OFX/QFX. Is there something that I need to adjust in fund manager to avoid receiving that error message. Sam F

[Mark]

Hi sfeld4127,

No, if it is a valid OFX/QFX file, it should import okay. You can try taking a look at the file with a text editor, or you can email it to us, and we can take a look for you. If you want full transaction history brought over from Quicken, you might watch this tutorial:

https://www.fundmanagersoftware.com/tut ... video.html