Home Quicken for Mac Product Ideas - Quicken for Mac Manage Accounts and Transactions (Mac)

Import Transactions from CSV file or spreadsheet

I would like to be able to import transactions into an investment account from a csv file or spreadsheet. Since Merrill Lynch does not download cash sweeps as transactions, I have to enter numerous transactions manually in order to reconcile my Quicken balances with the balances at Merrill Lynch. The format for the data could be set by exporting a csv file from the transaction register and setting up the file to be imported to match the format of the exported file.
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  • FrankxFrankx SuperUser ✭✭✭✭✭
    I think this is long overdue and would actually be a feature that folks new to Quicken would certainly value and appreciate.


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  • jacobsjacobs SuperUser ✭✭✭✭✭
    It's a reasonable request, but… since Quicken's business model is built around having financial institutions sign on to support Quicken, and the software is built to prevent duplicate transactions with a unique identifier for each transaction imported, I think it's pretty unlikely they will ever toss all of that and allow users to upload .csv transaction files.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • hoffmtjhoffmtj Member ✭✭
    edited January 20
    I understand that it is in their interest to not do this, but in a case where they all ready have download capability for transactions from a financial institution I think a restricted ability to load certain historical information would not jeopardize their revenue stream. In my case the information can be downloaded from Chase and with a few minor manipulations in Excel; the data I need to load cost information is available. I can download stocks from Chase directly into Quicken, but than have to deal with the placeholder issue which is not easy.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    If Chase works with Quicken, and Chase allows you to download older data in csv format, then the question is why you can’t download the same data in the QFX format which *can* be imported into Quicken. Maybe something to pursue with Chase...
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • JEThomJEThom Member
    I would find csv file or spreadsheet input very helpful.
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