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QFX is Quicken s version of OFX. When importing OFX/QFX data Finances looks for TRNTYPE DTPOSTED TRNAMT NAME/MEMO and FITID fields in the file in addition to BANKTRANLIST STMTTRN fields. 20 Investments. 22 The PDF/CSV Reports. 23 Cloud Sync. 24 OFX/CSV Data Import. 25 Best Practices for using Finances. The Payee screen allows you to create payees either for bill tracking or when you need to tracks payments for a specific payee over time. In the Add Payee screen Name is the only required...
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