Thinking of re-investing in Quicken

RJPiekos

I stopped using Quicken after 2012> Since then, I have downloaded all of my financial info (banks, Credit Cards) to excel, categorized them manually, and did my analysis. I have accumulated over 25k rows of excel data that i would need to import into the latest Quicken.

Is that possible (as a CSV or .xlsx)? I seem to recall from previous posts that quicken did not import directly from .csv or .xlsx, is that still the case? Is there an updated 3rd party utility that can do this?

Thanks for your advice

CaliQkn

@RJPiekos there is a way to import a CSV file to Quicken Windows but only for non-investment accounts. Here is a Quicken Support article that describes data import capabilities for Quicken Windows -

https://www.quicken.com/support/how-do-i-import-data-quicken-windows/

The other possibility is to use a third party data converter for QFX or QIF files. If you search the internet, you might find an app that will work for you.

CaliQkn

@RJPiekos there is a way to import a CSV file to Quicken Windows but only for non-investment accounts. Here is a Quicken Support article that describes data import capabilities for Quicken Windows -

https://www.quicken.com/support/how-do-i-import-data-quicken-windows/

The other possibility is to use a third party data converter for QFX or QIF files. If you search the internet, you might find an app that will work for you.

splasher

Check out ImportQIF by QuicknPerlWiz. It is free, he does a great job of supporting it and has a lot of advice on his webpage.

I use it to convert and import .CSV files from Discover which doesn't support the download of .QFX files for import into Quicken.

BK

I second the QuicknPerlWiz as well.

Boatnmaniac

FYI: ImportQIF was developed by and is maintained by a long-time expert Quicken user and active member of this Community. Not only is there no cost for downloading and using it but it has no embedded adware or hidden programs in it….just the conversion application. Hopefully this will help to provide a higher level of confidence and sense of security/safety for those who are considering downloading and using the application.

RJPiekos

I have sent a request to QuicknPerlWiz asking for a clarification on his mapping features since my excel format is more elaborate then Quickens. Awaiting a response

jacobs

my excel format is more elaborate then Quickens

In a copy of your Excel file(s), can't you do your own mapping, concatenation, or whatever manipulation you wish to create columns which match, and will import into, Quicken?

RJPiekos

Yes I can. My fear is that i have more data (that i have come to rely on) then Quicken can handle, especially when it comes to classifying expenditures with categories and sub-categories. According to QPW, categories and subcategories can be mapped within that tool.

My other concern is linking to financial institution. Several of my investments are with institutions that do not support Quicken in any manner which kind of defeats the purpose of having a tool that you want to rely on for a current financial review. i don't see any work arounds for that.

splasher

My other concern is linking to financial institution. Several of my investments are with institutions that do not support Quicken in any manner which kind of defeats the purpose of having a tool that you want to rely on for a current financial review. i don't see any work arounds for that.

How are you handling it now? If you can download it and put it into a .CSV file, ImportQIF can remap the fields to Q fields and create a .QIF file for import into Q. If you are manually entering them into your spreadsheet, it would just be a matter of doing that in Quicken manually.

jacobs

My fear is that i have more data (that i have come to rely on) then Quicken can handle, especially when it comes to classifying expenditures with categories and sub-categories.

Quicken also has Tags, which allows you to have a different dimension of tracking. Tags might allow you to track certain things you’re now doing in a different way.

First, I agree with what @splasher wrote above. And I’ll add that in some cases, if you have a small volume of transactions for a particular investment with a financial institution, you may find that entering them manually is a viable option. I enter many of my transactions manually, and it’s not as time-consuming as some might think.