![]() ![]() Be sure to select one Date column, one Payee column, and either one Amount column or both Credits and Debits columns. Use the pull-down list at the bottom of each column to select the correct type of information in that column. Whenever opening a file from a different bank or that has a different layout, always first use Preview to verify the column setup. qfx file format, suitable for input into Quicken. Once you have previewed a file, then use the Convert to qfx buttonto do one-step conversion of other files directly to. csv files will convert, and to assign and verify which column is which before doing the import. There are two action buttons, plus the cancel button, at the bottom of the file chooser. This will bring up a standard file chooser to select your CSV download. Then either drag and drop your CSV file into the converter drop zone or select the Convert button to choose a file to convert. If your bank or brokerage is not listed, then it is not supported by Quicken, and you need to select the FID of some other bank as a workaround. To get started first set your Quicken account information and date formats with the Settings button. Use CSV2QFX Convert to import transaction data into Quicken when the data comes from a spreadsheet program such as Microsoft Excel® or Google Docs® or was downloaded from your financial institution in CSV (spreadsheet) format.
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