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Using the new X Money with Quicken

douglas_mississippi

I'm taking a look at the new X service for money and looking at what options it might to integrate with Quicken. Obviously the account has an attractive yield (6%) and cash back (3%), but the overhead of record keeping matters, too. So far I've seen the service has a CSV download only.

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douglas_mississippi

I saw there is a CSV import format for Mint.com in a CSV format. I downloaded an import from X Money and then used Grok (an A/I tool) to reformat the file into the Mint.com format. Then I did an import. Looks like when you use that import feature it creates a new account no matter what. Couldn't make it directly import into my X Money account even when I renamed the import file to be the same name and took off the .csv extension - it created a "2" version when I did that. But I was able to move transactions over. So that'll be my workaround for now.