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Quicken Mac: import historical 401k data via csv file

Adience

Hello, my Quicken is sync'ed to my 401K Empower account. but it only pulls historical transactions as far back as Jan 2025 only.

if I have a csv file that has past 10 years of contribution, investment details including historical prices, can I directly import that into Quicken for this account particularly? will this mess up things going forward?

I checked the Import options from the menu bar, is the "security price csv" the correct option? is there where I can check exactly what data columns I should include to make Quicken record correct historical basis / prices / quantity / contributions.

thanks

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Comments

Quicken Kristina

Hello @Adience,

Thank you for reaching out! To answer your question, according to our article on importing from CSV files, investment transactions cannot currently be imported using CSV.

If this is functionality you would like to see added to Quicken for Mac, I recommend creating an Idea post to request it. Ideas that get enough votes may be implemented in the future! For information on creating Ideas, please review the post linked below:

https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

The Security Prices option would allow you to update price history, but would not import transactions.

Does the financial institution offer QFX/Web Connect? If they do, that may be an option for importing the transactions.

I hope this helps!

NotACPA

@Adience your profile says Quicken Windows, but you posted in a QMac forum. Which is it?

And, while transaction downloads that are initiated from within Q usually only go back 90 days, downloads that are initiated directly from the website can go back MUCH further, if the Financial Institution allows such.

Adience

oh I recently switched to Mac. I will check my profile.

I am hoping to update a simulated past 14 years of historical transactions that I put together, they aren't on the broker's website either. but at least my estimates would be much closer to my real basis, vs what Quicken did which was just took the portfolio lump sum as of 2025 as my basis.

Adience

guess I am out of luck.

is this worth giving up the auto syncing and just make an "off line" account and feed it with my own historical transactions? the only think this will miss is daily price sync with the existing portfolio.

either option has big drawbacks…

NotACPA

Again, I don't understand. If the transactions aren't on the broker's website, what would be the source of the info in your CSV file (or any other file to be used to import)?

Adience

guess I am out of luck.

is this worth giving up the auto syncing and just make an "off line" account and feed it with my own historical transactions? the only think this will miss is daily price sync

Adience

https://community.quicken.com/discussion/comment/20568209#Comment_20568209

manually enter inside a linked and sync'ed 401k account?

I just checked in Quicken, for this account, the Transactions section is grayed out. can't do anything.

jacobs

Ah, you originally talked about it puling historical transactions from the past year or so. Your account is set for Simple tracking currently, which is why the Transactions tab is grayed out.

You would need to disable downloads, then enter the manual transactions, then re-enable downloads going forward.

NotACPA

I don't know the answer to this … but is it even possible to import a CSV of transactions into an account using Simple tracking?

As I said, i don't know, but my guess would be NO.

Jon

The only CSV import of transactions is a Mint formatted CSV, and I don’t recall that supporting investment transactions. So regardless of the tracking method I don’t think OP can do what they want.

Chris_QPW

For what it is worth, you can do this in Quicken Windows. It is important to understand that even though the register is hidden it is still there. But as @Jon has said, Quicken Mac doesn't yet have the new CSV importing function for investment accounts that was recently added to Quicken Windows so it is a moot point.