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Found: Method to Import Debits and Credits via CSV

BobWA

I played around with this quite a bit and found a CSV format that worked well in Quicken 2022 Home and Business when using import a Mint CSV file. How long it will work, I have no idea. Hopefully, Quicken won't mess with it.

This is the format that I used:

Date	Payee	FI Payee	Debit/Credit	Amount	Category	Account	Tag	Memo	Chknum
3/10/2024	Test debit - Delete		-999		Category Payment	MyAccount	t_Debit	Memo test debit	9999
3/10/2024	Test deposit - Delete		998		Category Deposit	MyAccount	t_Deposit	Memo test credit

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Comments

Chris_QPW

Yes, this is something new they added to help Mint users convert their data. Interesting enough they didn't even mention it in their release notes.

https://community.quicken.com/discussion/7945967/r54-9-release-notes-neglected-to-say-that-mint-csv-import-is-now-available

Note to others, the data has to be in that exact format.

For more generic CSV importing you can use my free program ImportQIF which you will find here: https://www.quicknperlwiz.com/