Importing transactions from Coinbase Amex

Adam

It took me a while to figure this out. One could use a dedicated PDF parser to accomplish it, but I already have a Perplexity subscription and thought I should be able to use it if I constructed a good prompt. Here's what I came up with:

First, transfer the monthly PDF statement to your Mac, using the Coinbase app on your iPhone.

Then, upload the PDF to Perplexity's Comet browser. If you want, you can import more than one month at a time by uploading several PDFs.

Paste in this prompt and execute it.

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Parse the transactions from the provided PDF files and format them into a CSV file with the following specifications:

Column 1: Date formatted as MM/DD/YY
Column 2: Description – payee name converted from all-caps to mixed case
Column 3: Empty
Column 4: Amount
Column 5: Transaction Type (debit or credit)
Column 6: Category (deduce this from the payee name; e.g., if payee contains 'Turo', use 'Auto:Rental Car')

Remove the column header line – the CSV should start directly with data.
Ensure all transaction items are included.
Omit any citations or references such as [file:1], [web:2], URLs, or PDF filenames; output only plain CSV rows.

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Copy the output and paste it into a text file. Any name will do. Choose Quicken's File/Import/Mint.com file (CSV). This will create a new Credit Card account for each import. You can merge them by selecting all transaction and then dragging and dropping. I will usually already have an entry for that month's payment as a contra from my checking account, so I delete the corresponding entry before the drag and drop to avoid a duplicate.

Good luck with this! Please let me know if you spot any errors or have improvements to suggest.

Quicken Kristina

Hello @Adam,

Thank you for sharing!

Hopefully, this helps others who need to import their Coinbase data into Quicken!