Import Transactions from CSV file or spreadsheet

Richard Patterson

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.

Frankx

I think this is long overdue and would actually be a feature that folks new to Quicken would certainly value and appreciate.

jacobs

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.

hoffmtj

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.

jacobs

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...

JEThom

I would find csv file or spreadsheet input very helpful.

jw2991

I use my vehicle for a business and have many tolls on an EZ Pass. It's easy to export them to a spreadsheet from EZ Pass. Would love to be able to import rather than hand entering.

Sloan

It is August 2020 and Quicken is not able to import excel and csv files. My new credit card accounts only export to excel & csv. There too many transactions for my business and rental properties to enter manually.. Any hopes of seeing this option any time soon?

Quicken_Tyka

Hello @Sloan

Thank you for taking the time to visit the Community to post your question.

The ability to import transactions from an Excel or CSV file is currently not planned.

To import transactions into Quicken from a financial institution requires that the bank be a participating financial institution.

If you would like to see your bank added to Quicken, please contact them directly and request this. 

I apologize for not having better news.

-Quicken Tyka

jacobs

Sloan said:

It is August 2020 and Quicken is not able to import excel and csv files. My new credit card accounts only export to excel & csv. There too many transactions for my business and rental properties to enter manually.. Any hopes of seeing this option any time soon?

@Sloan  It might help if you post which credit cards you have that you are unable to connect with Quicken. Most credit cards do work with Quicken, but there are a variety of connection methods. Some which do not provide a file download in the Quicken-supported QFX format do support directly downloading into Quicken.

hopewinter

I have a business that deals in cash. I have my transactions in Excel. How can I import these into Quicken?

jacobs

@hopewinter  Unfortunately, there is no way to import transaction entries from an Excel file. You will have to enter the transactions -- or what's meaningful for you to have in Quicken -- manually.

Jim Thompson

I too would sure like to see the capability of importing transactions from a separate .csv or Excel file!!

ericg

It would be nice if Quicken would offer more import options. The option I am interested in is one where I could create a file myself containing transactions for Quicken to import.

The reason why I am interested in the feature is because I have some investment accounts which I am tracking with Quicken for macOS. However, the company does not support downloading the individual transactions, which I would like to track inside of Quicken. I do not want enter these transitions manually.

jacobs

@ericg A moderator has merged your post into this exisating Idea thread requesting the ability to import CSV files. I'd note that it is one of the rare feature requests which the developers have marked as “Not Planned”.

Never say never, but this means it is unlikely this feature will be implemented, and certainly not anytime soon.