It's time to get familiar with how Quicken works, and why. CSV file format supplied by your specific financial institution - then knowing what Quicken expectscreate a file with a format which Quicken can deal with. QIF so some other party must examine the. The reason you need pay-to-use third party software is because your financial institution is too cheap to provide even the most inexpensive file format for downloading transactions to Quicken that format being. Quicken has to know, for example, where the Transaction Date is in the file it imports: there are no.ĬSV formatting rules that even require a 'Transaction Date' to be present in the. CSV files do not have a format that Quicken can be expected to recognize.
Bales: 'I ended up having to pay for a 3rd party software to make it happen.
