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Is there a way to import CSV files?

Can CSV files containing transaction be imported or converted for import into quicken.  If an CSV tranaction file can be converted ho is it done?
    The short answer is not really.

    The long answer is that you have to first convert the csv to a qif and then tweak and import the qif file.  There used to be (havenot checked recently) a free download out there that would do the Excel csv to qif conversion.  It was here:

    The tweaking and importing of the qif file is discussed here:
      One comment about YirehBiz steps for using XL2QIF and ImportQIF (the "QuicknPerlWiz utility").

      XL2QIF has an "Auto import" option.  What this really does is after the converting of the data to a QIF file it tells Windows to open the file, and the program that is registered to use QIF is started with the QIF file as an argument.

      What this all means is if you install ImportQIF and allow it to be the registered QIF handler and you select "Auto Import", once you press the Convert button in XL2QIF, ImportQIF will run with your QIF file already loaded and ready for you to press one button to complete the operation, instead of having to browse for the QIF file.

      And so that the thread link is "active" here is a repost of it.
      • Can anyone help me with this last step that is discussed in this thread?  Where can I find the utility
        QuicknPerlWiz utility that allows the import of QIF files into quicken?  It is discussed but there is no actual link to download it, it seems.
      I stumbled upon an even easier approach to importing the QIF file format to accounts that Quicken does not allow directly, such as checking and savings accounts (Quicken Home & Business 2010).

      1. Create a "Cash" account and use a name that you'll recognize. E.g.; "Import Checking".
      2. Download the QIF file.
      3. Import the QIF file into the target "Import..." cash account.
      4. Open the "Import..." account and select transaction(s).
      5. Right click and select "Move transaction(s)", then select the correct account from the pull down list and click OK. You should here the multiple "Cha-ching!" as each transaction is moved.

      ***Note: Select multiple transactions by holding the Shift key and clicking on the transactions you want moved. Clicking on a transaction at the top of the ledger, then holding Shift and clicking on the bottom transaction in a range will select all transactions in between the two.
      • Yes, we have posted that approach many times.

        And in many cases, it will be easier than modifying the QIF file.

        But that approach has two important drawbacks.

        1. ) It will not work for investment accounts.

        2.) It will not work (or will require extra work) for QIF file transactions that should "match" existing Quicken transactions. If those transactions are not dealt with before "moving" them from the cash account to the destination account, duplicate transactions will be created.
      • To BOBL_2:
        Thank you for giving the "long answer" to the question above.  The XL2QIF Excel macro has saved me countless hours of data entry into Quicken 2011 since I can now quickly convert CSV and XLS files of checking & credit card transactions into QIF format.

        I'd like to add to your comment that another alternative to manually "tweaking" the QIF file to add Account Name and Type to the top of the QIF file (as NoWayJose thoroughly described in the 2nd link you provided), users can also go to the following link to download a utility from QuicknPerlWiz (which will "automate" adding the appropriate lines to the top of a QIF file in accordance with the type of account to be imported into Quicken):

        The XL2QIF and QuicknPerlWiz utility programs work really slick together!

        Just do the following:
        1) Open a CSV or XLS file in Excel,
        2) Run the XL2QIF macro (after installing it to Excel) and Save the formatted QIF output from the XL2QIF macro,
        3) Open that QIF file using the QuicknPerlWiz utility (after installing it) and follow onscreen instructions to select the appropriate Account Type for the QIF file and enter the Account Name as it appears (or will appear) in Quicken,
        4) Use Quicken -> File Import -> Import QIF (and select the file saved as CONVERT.QIF by the QuicknPerlWiz utility).

        That is sooooo much faster than entering hundreds of transactions manually.  Thanks to all for the tips and tools to help with this process!!
      The two programs you need:  (XL2QIF, does CSV to QIF, but QIF can not be imported to Quicken because it is missing account information) (ImportQIF)  Adds account information so QIF can be imported.  Can be used as a follow up to fix XL2QIF's QIF files or QIF files downloaded directly from the financial institution.
      • <p>I have played around with Quicken for about 3 days, this is a great community that almost led me to success on importing csv files, with the utilities mentioned in this thread. Unfortunately after using them all transactions were imported with the same date.</p><p>&nbsp;</p><p>Why does it have to be so difficult? Why can't Quicken allow CSV import?</p><p>&nbsp;</p><p>Is there any other product that has ease of use in this area?</p><p>&nbsp;</p><p>Biriani</p>
      Please see this thread for a new and improved ImportQIF, which can do the CSV to QIF, and into Quicken without a second program.

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