Question about CSV conversion

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This discussion was created from comments split from: importing csv.


  • web1305
    web1305 Member
    I've been working through all the commentary on .csv to .qif (etc) for a few hours today. I'm trying to get my Amazon spending .csv into Quicken. I was able to do that thanks to several on this thread -- using Import .CSV, but my question is now what? I have a new "credit card" called "Amz_Mar-Aug_2022" -- not really what I wanted. What I wanted was importing the categories and memo items from the Amazon .csv into the credit card account that I actually use to pay for items purchased on Amazon. I have also been able to convert the .csv file into a .qif, but that resulted in the following error message: "Quicken can only import qif files into empty documents.", whatever that means. Anyone have any suggestions as to how to do this?
  • Any fix for this? Having the same issue with Paypal download
  • Jon
    Jon SuperUser, Mac Beta Beta

    CSV imports are always going to go into a new account; you'll have to drag & drop the transactions from that account to the account where they belong.

    Quicken Mac subscription. Quicken user since 1990.

  • jacobs
    jacobs SuperUser, Mac Beta Beta

    "Quicken can only import qif files into empty documents.", whatever that means.

    It means that the only way Quicken Mac can use a QIF file is to create a new Quicken Mac datafile; it can't be used to import batches of transactions.

    I have a new "credit card" called "Amz_Mar-Aug_2022" -- not really what I wanted.

    You can rename the account by Control-clicking on it and selecting Rename from the pop-up menu.

    But I think the problem you'll have is that each time you import a Mint-format CSV file, it will create a new account in Quicken. You can select all the transactions and move them to an ongoing account, doing this after each import. Probably not what you're looking to do; just noting it is possible.

    You're trying to do something Quicken Mac isn't designed to do. Quicken intentionally doesn't support importing CSV files because they aren't structured and would be prone to many problems. The Mint import was a one-off exception, and was desinged for a one-time import for people wanting to convert all their data from Minto to Quicken. You might consider purchasing a third-party software utility for converting CSV files into QFX which can be imported into Quicken, but since that's not supported by Quicken, we can't really discuss that further here.

    Quicken Mac Subscription • Quicken user since 1993
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