Quicken mac 2018 set category for downloaded transaction

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QFX format is easier if you do not need categories during import. You have to either buy the upgrade or start using QIF format. QFX files stop importing once your Quicken version becomes three years old. Simply follow the instructions provided on the converter help page, and your data will be imported. Regardless of the support, QIF files import quite well for all account types. QIF format supports categories and subcategories and tags, and QFX does not Quicken offers the renaming rules feature to assign the category during import.ĬSV Mint supports categories and supported on Mac only and imports into a new account only transactions can be moved easily to another account after import. Quicken for Mac imports CSV Mint files only into a new account, easily moved to another account.

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Quicken for or earlier for Windows imports QIF files only. QIF files have to be created correctly to be imported.

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See below which format your Quicken imports and choose a converter to convert your files to a Quicken importable format.