How do I import data from an Excel or CSV file (PC)?

sbourbeau
sbourbeau Quicken Windows Subscription Member
in New to Quicken/Getting Started (Windows)
How do I import data from an Excel or CSV file (PC)?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You can't. 
    The only data that can be imported from Excel/CSV is securities prices.
    BUT if you do a web search, you should be able to find a CSV to QIF converter ... that MIGHT work, depending upon the type of account and your BUILD of Quicken.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited June 2020
    What type of data are you attempting to import?

    Quicken can import security prices from a properly formatted CSV file.

    If you want to import account transactions, you'll need to convert the data into another format.  I suggest you consider using ImportQIF: http://www.quicknperlwiz.com
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