CSV import shows only deposits

sbennett3707
sbennett3707 Quicken Windows Subscription Member ✭✭
edited October 5 in Download, Add/Update Accounts (Mac)

I see you can import a CSV file using "Import Mint file" and it honors the field names, but all the transactions are positive values. It seems to ignore the number sign in the file which means no debit transactions are recorded. Any suggestions?

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In QWin, following the Mint compatible format, you can put positive numbers in the "Amount" column and the word "Credit" or "Debit" in the following field. Credit amounts increase your net worth and Debit amounts decrease it.

    Does that work?

    QWin Premier subscription
  • sbennett3707
    sbennett3707 Quicken Windows Subscription Member ✭✭

    Found the answer here:

    https://community.quicken.com/discussion/comment/20226941#Comment_20226941?utm_source=community-search&utm_medium=organic-search&utm_term=mint+import+fields

    Seems Quicken completely ignores the field names and assumes a strict field order.

    "Column names in first row do not seem to matter. 9 columns (as Quicken will call them after the import)"

    1. Date

    2. Payee

    3. Not Seen

    4. Amount

    5. Transaction Type

    6. Category

    7. Reference

    8. Tags

    9. Notes / Memos

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