Bank to account in Quicken

Es Jee
Es Jee Quicken Mac Subscription Member ✭✭
edited May 24 in Download, Add/Update Accounts (Mac)

Manual entries:

How to take a CSV file and import it into a Manual account to Quicken?

I have a account that I download my transactions from and convert to CSV. I then choose the account by highlighting it and I import it in.

  1. It shows transactions with Zeros.

How to make sure the correct amount is coming in from CSV?

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Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Please see this Quicken Support article about importing a .csv file. Your file must be in the exact format specified — fields in the correct order and with the header row fields — or it will not import successfully.

    Because this manual process can be time-consuming and error-prone, check to make sure your bank does not offer a download in QFX (or "Quicken") format; such a file would import directly into Quicken Mac without any manipulation.

    Quicken Mac Subscription • Quicken user since 1993
  • Es Jee
    Es Jee Quicken Mac Subscription Member ✭✭
    edited April 23

    Thanks, yes the banks do not allow the QFX version. I searched articles for the title and found: exporting, a artcle on IMport that says to do certain categories but no help on names and how to.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @Es Jee Sorry my paste of the link apparently got gobbled up by the text editor. Here it is:

    https://www.quicken.com/support/how-do-i-import-a-csv-file-into-quicken-for-mac/

    Quicken Mac Subscription • Quicken user since 1993
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