Quicken CSV file import should recognize either "-" or "(" and ")" for negative amounts

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cfrphoto Quicken Windows Subscription Windows Beta Beta
in Manage Accounts and Transactions

Quicken CSV file import should recognize either "-" or "(" and ")" for specifying negative numbers in the Amount column. While testing CSV File Import, a CSV file containing negative amounts formatted with surrounding parentheses were not recognized as negative numbers. The more conventional minus sign was recognized. Excel, perhaps by default, may export negative amounts in .xlsx files with surrounding parentheses instead of a proceeding minus sign. In Excel, specifying a proceeding minus sign for negative numbers is possible to work around the Quicken deficiency. Since Quicken strips off surrounding parentheses, making the number inside negative could be a minor change.

Quicken since version 6
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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can control how Excel formats negative numbers. This setting is in different places in different versions of Excel, but in Excel 365, it is in the Number section of the Home tab.

    Selecting General uses a minus sign, Number uses a minus sign and 2 decimal places, Accounting adds a dollar sign and uses parens for negative numbers. This formatting is preserved in CSV exports.

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