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batch upload spending transactions from csv file

Adience

I used to keep 10+ years of cash flow records on excel. I finally used chatgpt to help me make it into a useable database.

I want it to be included in quicken only for the spending trends information. it should not affect any of my current account balances.

should I just upload the entire csv file into a "offline" checking account (or credit?) to achieve that goal? the account will just have those data, nothing will be added going forward.

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Comments

UKR

Creating a separate Quicken data file under a different file name might be the best home for your cash flow history. This way, a change made to the history file will not accidentally change your current "live" Quicken data file.

Adience

ok so you are saying to first test on a new data file to see if it works. that totally makes sense.
if it does, will I be able to merge the data into my live data file at some point? the point of the exercise is to have all the history in 1 data base.

Jon

If you want to import a CSV file it has to be formatted correctly. Quicken Mac will create a template for you showing how the file should be formatted; choose Import from the File menu, then select "Mint.com file (CSV)", then click the "Download Sample File" button.

As for merging the data, you could export a QXF file from the test file and import that into your main file, or you could just directly import the CSV file once you've verified that it works on a test file. IN any case, backup your main file before importing anything just in case.