[09:22:11 PM] [degeorgesv]: I want to be able to categorize my transactions among the categories I've added to quicken, such as clothing, groceries, etc. [09:22:32 PM] [degeorgesv]: That cannot be correct [09:23:00 PM] [degeorgesv]: Do you use quicken for your bookkeeping? [09:23:23 PM] [Agent]: Sorry but it is a quickbooks features.

Import CSV into Quicken 2015-2016 with categories • • • Import CSV into Quicken 2015-2016 with categories Video is at the bottom of the post. Quicken 2015 changed QIF import process into non-cash accounts (Quicken 2016 did the same and Quicken 2017 finally fixed it). Before Quicken 2015, Quicken 2014 and earlier versions imported 'correctly' prepared QIF files even if Quicken 'stopped' officially importing QIF files for non-cash accounts since Quicken 2005. When you import a 'correct' QIF file into Quicken 2015, 2016 (with the account header part) that imports fine into Quicken 2017, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, you will see a message that transactions are imported, but you will not see the transactions when you open the account. There are a trick to see those transactions and get them into the register, but it is much more time consuming than a simple way to convert and import CSV into Quicken 2015 with categories shown below.

Quicken for Mac 2015-2017. Conversion Instructions Direct Connect. Mass on or after 2/26/2018 1. Select your account under the Accounts list on the left side. Adding online Bill Pay transactions ” and click that item. Follow the instructions to enter or transmit an online payment. View All mac categories. Quicken 2016, quicken 2015. Free Quicken. Manage your business and financial transactions.

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(Note: As another option, you can switch from QIF to QFX, but you won't be able to import categories as QFX format does not support them.) Three easy steps to Import CSV into Quicken 2015 • Use the latest to create expected QIF • Create IMPORT cash account in Quicken as place to import • Move transactions under bank or credit card account Get the latest • Make sure you are using the latest version of. Equalizer for mac 2016. Download it from the download page. • Start and load a CSV/Excel/TXT file. Select QIF target as 'Quicken 2015'. • Click the Convert button to create a QIF file. Mp3 converter for mac.

Create IMPORT cash account in Quicken Many our users use 'buffer' or 'import' account approach to import transactions: • Import transactions into a 'buffer' or 'import' account to review imported transactions in isolated place. • Select all transactions and cut and paste them under other 'final' account For Quicken 2015, you must create a CASH IMPORT account, since the cash type is only account type that will import QIF files. Do it in three easy steps. Call the account 'IMPORT' or something else standing out for as special account for imports.

Enter the account balance (the screenshot below shows just click 'next', but as I'm writing this I realized that BY ENTERING ACCOUNT BALANCE, YOU WILL NOT HAVE EXTRA BALANCE TRANSACTION CREATED that you see below on screenshots). Now you have IMPORT account created. Import the QIF file into the IMPORT account Select File, then Import, then, QIF file under the main menu. IMPORTANT: Select 'IMPORT' account. The MAIN difference from the guide for Quicken 2014 or earlier is to select 'All accounts' from the dropdown list.

In this case the account NAME is entered in. For Quicken 2015, you must select the 'IMPORT' account, not 'All accounts'.