Credentials
Stored encrypted and decrypted only while a job is running. Use an IAM user scoped to the bucket below.
Temporary credentials
Leave empty for a long-lived IAM user key.
Location
Where browsing starts. Leave it empty to start at the top of the bucket. Saved work addresses objects by their full path, so this is a starting point rather than a restriction.
Merge Data with Quicken Data
Merge data with your Quicken (.qfx) data quickly
Connectors
Read straight from the systems your data already lives in, instead of uploading a file.
Merge Data
Merging stacks your Quicken (.qfx) file together with one or more datasets, appending their records underneath so everything lands in one table. The result includes every column found across all datasets, and you choose which column from each dataset fills each one. Perfect for combining exports from different periods, regions, or systems into a single dataset.
Quicken (.qfx)
QFX (Quicken Financial Exchange) is Quicken's branded flavor of OFX: a QFX file is an Open Financial Exchange document carrying a few extra Intuit fields that identify the financial institution to Quicken. Banks offer it as the "download for Quicken" option alongside CSV and PDF statements.