Found: Method to Import Debits and Credits via CSV

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BobWA
BobWA Member

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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