Possible to import an excel or csv file (not from bank)?

deniseack
deniseack Quicken Windows Other Member ✭✭
edited August 2023 in Registers & Transactions (Windows)

I'm trying to fill in transactions from 2021. My cc transaction download area only goes back 12 months. I'm able to download a yearly statement and use Adobe to get rid of the excess lines to make a file of only transactions. I thought I might be able to just import that instead of entering them one-by-one, but can't figure out how. Help?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Q can only import CSV files for security prices … BUT the ImportQIF can convert your CSV to something Q ccan use.

    Use the searchbox at the top of the forum to find it.

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

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