Importing Categories

rthettie

How do I import a list of categories from .CSV or Excel file into Quicken?

UKR

What is the source of the "list of categories"? Another Quicken data file?

If you have a set of categories you like in one Quicken file, you can use QIF export/import to add them to another Quicken file:
Select File > File Export > QIF File.
In the resulting dialog, check only Category List.
Export the QIF, switch to your other Quicken file, and import it.

Backup your data file(s) first, in case something goes wrong.

q_lurker

By an csv or Excel file you cannot.

Along the line that @UKR identified, you could export your current categories to a QIF file, identify the format for the categories you want to import, and then develop a QIF file with the categories you want to import.

rthettie

No, its not from Quicken, its just a list I have in Excel

rthettie

What application should I use to edit a QIF file?

q_lurker

Notepad, or similar text editor.

I’d avoid most word processors unless you know you can save a ‘pure’ text file.