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

sucasa

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)?

Quicken Janean

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

gammaphreak

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

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!

Ps56k2

for more info - on the general CSV discussion -

https://community.quicken.com/discussion/7912204/