Import CSV Data into Existing Account

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Tim L.
Tim L. Quicken Mac Subscription Member
edited June 30 in Registers & Transactions (Mac)

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.

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Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    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!

    -Quicken Jasmine

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    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 Mac Subscription • Quicken user since 1993

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