Import security data with a .csv file

I have thousands of security transactions to import to Quicken. The normal QIF, QFX options are not available. I have the data in a .csv file, but can't determine the proper format for the file in order to import to Quicken. I don't think I am the first with this situation, but I haven't located any other information on how to make this happen. The Quicken Virtual assistant says : "The only CSV format we document for Quicken for Windows is for security prices (symbol, price, and optionally date).

For importing hundreds of buy/sell/dividend transactions via a .CSV, we don’t list the required column layout in our help content - it’s only referenced as an option (“Import account and transaction data using a .CSV file”) with a link to the steps, but the steps don’t include the field-by-field CSV format.

So there isn’t a published “proper format” for security transaction CSVs in the info we have here.

So, I can do it, but we don't know how. Is that correct?

Yes, that’s correct. Quicken for Windows supports importing account and transaction data from a .CSV, but we don’t publish the required column-by-column CSV format for security transactions (buys, sells, dividends) anywhere in our help content. 

So you can import a CSV, but there’s no documented “proper format” to follow for those investment transactions.

The only CSV format we do document is for importing security prices (symbol, price, and optionally date).

i understand your answer, but that does not resolve my question.

You’re right to push back. The “proper” CSV format for importing hundreds of investment transactions (buys, sells, dividends) isn’t published anywhere in our Windows help content, so there isn’t a documented field-by-field layout to follow. 

The only CSV format we do document is for importing security prices (symbol, price, and optionally date).

So for your use case, the best workaround is to use a different import method that Quicken supports, like a Web Connect (.QFX) file from a brokerage, or a QXF if you’re moving data between Quicken files.

Help?