Can you manually upload a .csv file with transaction history?

DoDa
DoDa Quicken Windows Subscription Member ✭✭
edited January 2022 in Download, Add/Update Accounts (Windows)
I would like to upload a spreadsheet of 800 transactions instead of manually entering each one into Quicken. Is it possible to upload an Excel file if saved with .csv extension?

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Answers

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    QuicknPerlWiz - Use ImportQIF to import transactions into Quicken
    Quicken Subscription HBRP - Windows 10
  • DoDa
    DoDa Quicken Windows Subscription Member ✭✭
    I'm not familiar with QIF. Is this a file extension that is required?
  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    ImportQIF will also import CSV files.
    Quicken Subscription HBRP - Windows 10
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Quicken for Windows can not directly import a CSV file of transactions.  You need to use ImportQIF to convert the file to a QIF file for import.
    It does a great job.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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