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Importing data

Kiatwell

Hi There, I have some gaps in my Quicken file and my bank only exports CSV reports. Can I import the CVS reports and fill in the missing months in my Quicken file? Thanks, Kristi

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Accepted answers

John_in_NC

No, you won't be able to use CSV reports as a transaction import method.

You will have to fill in the gaps by manually entering the transactions.

All comments

John_in_NC

No, you won't be able to use CSV reports as a transaction import method.

You will have to fill in the gaps by manually entering the transactions.

Kiatwell

Can Quicken import Excel spreadsheets?
Thank you,
Kristi

jrich75

Actually there are CSV to QIF converters available. There are even add-on to excel which reportedly can do the conversion. I believe one of the add-ons is XL2QIF.
I'm not sure how well they work but they might be worth a try. Try a google search or search this community for further information. I'm not sure that all versions of Quicken will import QIF transaction files so it might be good to verify that your version will before making the conversion.

Kiatwell

Thanks JR!

J_Mike

QMac does not import QIF files = nor does it import "Excel spreadsheets".

Kiatwell

Does that mean it imports CSV files?

NotACPA

Sorry, but no. @John_in_NC already answered that.

Austin@

Quicken Mac will only import a QFX file. There is a converter you can purchase that will convert CSV, OFX, and QIF files to QFX so that they can be imported into Quicken Mac. However, it does this by “tricking” Quicken into thinking the QXF file came from a supported financial institution (it defaults to Wells Fargo). The program can be found here: https://www.propersoft.net/conversion-expert?from=csv&to=quicken-mac

I use it to import my Apple Cash account transactions into Quicken from a PDF statement. This isn’t officially supported though, so use at your own risk.