I cant seem to open my cloud file in my quicken app on my computer . How do I get them transferred?

rudes11125

I have downloaded the app, downloaded the csv file for each account, but don't know how to

upload it and covert it to save in the desktop app version. I need help with this.

Quicken Jasmine

Hello @rudes11125,

Thanks for reaching out!

Could you please provide the exact steps that you are taking to import the file? Please review the instructions below.

Import account and transaction data using a .CSV file

Before attempting to import the .csv file, open it and ensure the rows are in the same order as the example below:

Important: The Transaction Type column needs to contain debit or credit, accordingly, for each transaction.

To import the file:

1. Choose File menu > File Import > Mint-compatible text (.CSV) File.

2. Select the .csv file you'd like to import.

3. Click Open.

4. Choose if you'd like the transactions to be imported into an existing account or have Quicken create a new account.

5. Click OK.

6. After completing the import, you can name/rename the account by right-clicking it and selecting Edit/Delete account.

Note: If a transaction has a category that doesn't exist in your data file, Quicken will create the category during the import.

Let me know!

Quicken Jasmine

Hello @rudes11125,

Thanks for reaching out!

Could you please provide the exact steps that you are taking to import the file? Please review the instructions below.

Import account and transaction data using a .CSV file

Before attempting to import the .csv file, open it and ensure the rows are in the same order as the example below:

Important: The Transaction Type column needs to contain debit or credit, accordingly, for each transaction.

To import the file:

1. Choose File menu > File Import > Mint-compatible text (.CSV) File.

2. Select the .csv file you'd like to import.

3. Click Open.

4. Choose if you'd like the transactions to be imported into an existing account or have Quicken create a new account.

5. Click OK.

6. After completing the import, you can name/rename the account by right-clicking it and selecting Edit/Delete account.

Note: If a transaction has a category that doesn't exist in your data file, Quicken will create the category during the import.

Let me know!

rudes11125

I appreciate your reply. I am going to try this to see if it will upload.

rudes11125

Yes! This imported but is there an easier way to import from the downloaded cloud csv version without having

to change every line item in each account to debit or credit?

q_lurker

From what financial institution are you getting a csv file of transaction data? The better setups download straight from the financial institution into your Quicken file without a separate file - csv or otherwise.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20493413#Comment_20493413

Hi there! I am happy that we were able to assist in getting your file imported? Unfortunately, there is not another way that I know at this time if you are specifically wanting to import a CSV file.

I suggest answering @q_lurker as he may be able to provide more tips. Knowing the financial institution that you are attempting to download the files from is a huge help!

Thanks!

Quicken Jasmine

https://community.quicken.com/discussion/comment/20493413#Comment_20493413

Just checking in, are you still needing assistance?

Let me know!

Quicken Jasmine

Hello @rudes11125,

Just checking in once more before this thread is closed due to low activity!

Thanks!

Quicken Jasmine

This thread has been closed due to inactivity. If you are still experiencing this issue, please start a new thread.

Thanks!