6 comments

  • Brenda

    How to download into Quicken a OFX file from Goldman Sachs Apple Card, when Quicken only supports QFX files to import transactions? Free, without buying a $40 or greater for a third party converter for a ofx or csv? I can’t find a straightforward way to get my Apple Card and Marcus account’s transactions into my Quicken data.

    • J.D.

      Brenda, this post only covered Marcus working directly with Quicken, not converting Apple Card OFX files into QFX. For Marcus I would still try the direct Quicken connection, but for Apple Card I am not aware of a clean free OFX to QFX path that I trust enough to recommend.

  • kenneth ray

    Hello JD!

    Quick question for you re Marcus accounts linked with Quicken.

    When I attempt to link my Marcus Savings account, it creates a new account for Investments. Marcus has both types of products, and I have a couple of Savings accounts, versus Investments.

    Would you please see how this option works and how to handle.
    Thanks for your help!

    • J.D.

      Kenneth, I have not run into that exact savings versus investments mix-up myself, so I do not want to pretend I know the perfect fix. It sounds more like a Quicken mapping issue than a Marcus account problem, so my first guess would be to try linking to an existing account rather than letting Quicken create a new one.

  • Loretta J Heuer

    I cannot get my Marcus Account to work with Quicken, I have set up my GM account with Marcus, received a new card, everything works right up to the add new account. I put in the information and get my verification number then get message saying “not your fault” try again but nothing ever changes.

    • J.D.

      Loretta, that ‘not your fault’ message sounds like a Quicken connection error more than anything Marcus-specific on your end. I would try again later, and if it keeps failing, I would lean toward Quicken support because that kind of message is usually on their side of the connection.

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