How to import a CSV into Quicken
By the FileInto team · Updated November 12, 2026
Quick answer
Quicken for Windows imports CSV through File, File Import, Banking Transactions, From (.CSV) File, but the columns must be in Quicken's exact order. Quicken for Mac imports CSV only into a new account. Neither skips duplicates, so a QFX file is often easier.
The short version
Quicken can import a CSV file, but not the CSV your bank gives you as it is. Quicken expects its own columns in its own order, so you rearrange the file in a spreadsheet first. The import also doesn’t check for transactions you already have.
Quicken for Windows
Quicken for Windows imports CSV into banking, cash, credit card, other asset and other liability accounts. Investment accounts have a separate CSV import.
Lay out the columns in Quicken’s order
The columns must come in exactly this order. The ones marked required need a value on every row; the others can be empty, but the column still has to be there.
| Column | Required | Example |
|---|---|---|
| Date | Yes | 10/03/2026 (month/day/year) |
| Payee | Yes | Corner Coffee Co |
| FI Payee | No | CORNER COFFEE CO 01234 |
| Amount | Yes | -5.75 (negative is money out) |
| Debit/Credit | No | debit |
| Category | No | Dining |
| Account | Yes | Everyday Checking |
| Tag, Memo, Chknum | No | Optional, in this order, after Account |
A header row is optional. Quicken can make an example: choose Create Sample File in the import window.
Run the import
Choose File, then File Import, then Banking Transactions, then From (.CSV) File, and select your file.
Check for doubles
The CSV import doesn’t match against transactions already in Quicken, so importing an overlapping date range adds them again. It also doesn’t create transfers between your accounts.
Tip: Export only the dates you haven’t imported yet. It’s quicker than deleting doubles afterwards.
Quicken for Mac
Quicken for Mac imports CSV through File, then Import, then Mint.com File (CSV). Despite the name, any CSV in the right layout works.
- Date, Amount and Account need a value on every row.
- Amounts are plain numbers: no dollar sign and no thousands commas.
- Debit/Credit, when used, is the word debit or credit in lower case.
The import always creates a new account named after the file. You can’t add the transactions to an account you already have, and investment transactions aren’t supported.
When a QFX file is the easier route
A QFX (Web Connect) file goes into an existing account, in both Windows and Mac, and carries a transaction ID per line, so Quicken skips ones it already has. If your bank only offers CSV, FileInto’s CSV to QFX converter makes a QFX file from it in your browser, with no column shuffling. Read how to import a QFX file into Quicken for the steps.
Note: Quicken supports its own CSV import and doesn’t support QFX files made by conversion software. Both work; only one comes with Quicken’s help.