https://www.quicken.com/support/how-do-i-import-data-quicken-windows/
Don't know why it took me so long to find the above article about importing CVS data!
There are a number of CLOSED discussions about how to import data from a financial institution that does not download to QIF or QFX format. Since some institutions only load 90 days with the one-step update, manually downloading old transactions from the financial institution in CVS format is the only way to import older transactions. Other discussions talked about converting CVS to QIF that just don't work or are very old and no longer supported
Quicken does not import a CVS file UNLESS it is in MINT compatible format, but was hard to find what that format is.
The article link above provides the Mint format below! It WORKED! It was easy to take the CVS file from the bank, move the columns around to match the format and save as a CVS file. I did NOT use a header row.
Date,
Description,
Original Description (just repeat description),
Amount (absolute, unsigned),
Transfer Type (Debit if original amount is Negative ie Purchase, Credit if positive, ie deposit),
Category (UNKNOWN or categorize in the CVS file before you import to make it easier in Quicken),
Account Name (What you want the account in Quicken to be named - make it different from the one you setup for automatic import)
I let the transactions load into a NEW account in Quicken. So the OLD export transactions are in a different Quicken account than the NEW transactions that are setup in One-Step Update.
Hope this helps anyone trying to load older transactions into Quicken.
