Import a bank CSV into Quicken for Windows

Quicken for Windows can't read an arbitrary bank CSV. It accepts either a QIF file or a CSV in its own fixed layout. Back up your Quicken data file before any import.

Option 1: Quicken's own CSV layout

According to Quicken's help page, the file needs these columns in this exact order: Date, Payee, FI Payee, Amount, Debit/Credit, Category, Account, then optional Tag, Memo, Chknum. Dates are mm/dd/yyyy and amounts are signed (negative = money out). Import with File > File Import > Banking Transactions > From (.CSV) File.

Quicken doesn't check CSV imports for duplicates, so import each date range only once.

Option 2: QIF

QIF keeps categories and works in every Quicken for Windows version. Import with File > File Import > QIF File and choose the target account. QIF has no transaction IDs either, so again import each period once.

Doing the conversion

Rearranging columns by hand in a spreadsheet works for a one-off. Ferrowick CSV Converter does it for any bank layout and writes either format, offline on your computer. Try the free demo with your own file: it shows every row and the totals, and downloads the first 10 transactions.

Ferrowick CSV Converter