Where is the import feature ? [Edited]

coop64

Using Quicken classic online and need to import CSV data. Cannot find the import function anywhere, looked in settings accounts, etc. I'm sure I'm missing something simple, appreciate some guidance on where to find this function

Quicken Kristina

Hello @coop64,

If you are in the desktop version of Quicken for Windows, then as @volvogirl said, the import options are under File>File Import. As @NotACPA clarified, importing CSV files is extremely limited.

If you are using Quicken on the Web, then there is no option to import. Quicken on the Web is a companion app and does not have all the functions that are available in the desktop version.

I hope this helps!

volvogirl

Doesn't it show up under FILE-File Import? FILE is the first item in the top menu line.

NotACPA

Unless you're using one of the third-party tools, ONLY security quotes can be imported from a CSV file. The only exception to that is if you're coming from MINT.

What Financial Institutions are you trying to import from? They MIGHT offer other download methods into Q.

Quicken Kristina

Hello @coop64,

If you are in the desktop version of Quicken for Windows, then as @volvogirl said, the import options are under File>File Import. As @NotACPA clarified, importing CSV files is extremely limited.

If you are using Quicken on the Web, then there is no option to import. Quicken on the Web is a companion app and does not have all the functions that are available in the desktop version.

I hope this helps!

coop64

Thanks, I'm using online version, will try the desktop for the import

Quicken Kristina

Thank you for the follow-up,

I'm happy to help.

If you need further assistance, please feel free to reach out!