Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

using cvs file to import into Mac 2017 quicken

For reasons that are unclear Quicken will now not permit import of local .QFX filles, after I download the .QFX file myself, but it seems to be willing to accept a .CSV file. I found info on the Community discussion to use Mint.com file structure which worked, but 2 problems: the first is that the CVS file import makes a new account for every import, so is there a way to have the import go into a pre-existing account? The other question is how to tell Quicken 2017 that the import is a credit card and not banking account.

Best Answer


This discussion has been closed.