What is the layout of a qfx file?

I am trying to import my portfolio from my financial institution using their .qfx file download. What I seem to get is only the dividend and interest updates, but not my total share holdings.

- Is the qfx file limited to transactions over a period of time?

- Similar question: Does the qfx file contain the total number of shares for each security?

iBank 4

iBank 4

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1 Answer from the Community

  • For technical questions specific to your use of iBank, your best bet would be to contact IGG Software's support team via their website. Help is available during East Coast business hours via Live Chat, or via email at all times.