nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Batch upload spending transactions from CSV file [Edited]

Adience

I used to keep 10+ years of cash flow records in Excel. I finally used ChatGPT to help me make it into a usable 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 an "offline" checking account (or credit?) to achieve that goal? The account will just have that data; nothing will be added going forward.

[Edited-Readability]

Find more posts tagged with

File Import

Quicken Mac

CSV

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 I should 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.

[Edited-Readability]

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.

Quicken Alyssa

@Adience,

Just wanted to check in and see if you got this figured out with the help of the SuperUsers.

We have a Support Article that covers importing CSV files into Quicken for Mac, if you haven't seen it yet. If you went the route of creating a new file, this Article has steps for that.

Let us know if you still need help!

Quicken Alyssa

Hello again,

Checking in once more before this thread is closed.

Let us know if you still need assistance.

Thank you!

Quicken Alyssa

Due to the lack of a response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!