Import CSV Data into Existing Account

Question

Hi, I am using Quicken Classic Deluxe on my MacOS 15.5. I want to import simple transaction data from a CSV file into an existing credit card account. I can't find how to do that. (I was successful importing CSVs when I created the account.) Please advise. Thanks.

jacobs · Answer

Review this article on the Quicken Support website:

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

Follow the directions precisely, as having fields missing, out of order, or in the wrong format will result in a failure to import or incorrect import.

Quicken Jasmine · Answer

Hello @Tim L.,

Thanks for reaching out!

Would you mind providing more information? Are you experiencing issues or errors when attempting to import?

You can view this Support Article, which discusses importing CSV files into Quicken for Mac.

I hope this helps!