How to import TD Waterhouse transactions in CSV format (QMac)

sucasa
sucasa Quicken Mac Other Member ✭✭
edited May 2022 in File Conversion and Backup (Mac)
My brokerage is TD Waterhouse, Quicken doesn't work for direct connection.
They offer CSV downloads, can anyone please shed a light on how to import into Quicken (Mac)?

Comments

  • Quicken Janean
    Quicken Janean Quicken Windows Subscription Moderator admin
    Hi @Sucasa, 

    I am sorry for any trouble you are having importing your transactions and thank you for reaching out to Community. 

    Quicken cannot import Excel (.xls), CSV (except to import security prices or address book information), QuickBooks, PDF, or OFX files.

    For other ways to import files from your bank, please visit this support article. Thanks! 

    Quicken Janean

    Quicken Janean

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  • gammaphreak
    gammaphreak Quicken Mac Subscription Member ✭✭
    Further to the above question - I understand that Quicken cannot import these files. Is there any suggestion of how to convert these files to something that will work
  • Quicken Anja
    Quicken Anja Moderator mod
    edited April 2022
    Hello @gammaphreak,

    Thank you for reaching out to the Community and adding to this discussion.

    Unfortunately, we do not offer a way to convert files to be compatible with Quicken. You would need to use a 3rd-party converter. However, we are unable to recommend one as it is outside of our scope of expertise.

    Thank you!

    -Quicken Anja
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  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    for more info - on the general CSV discussion -

This discussion has been closed.

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