Importing .qif File Into Quicken Deluxe 2018

Step 3: Import the Transactions into Quicken. The easiest way to import the QFX file is simply to double-click it from Windows Explorer or the Finder on a MAC. You can also read the QFX file while running Quicken. Simply select File, then from the pull-down menu select File Import, and then Web Connect File. Import created QIF file into Quicken 2017: Now the QIF file is created, let’s switch to Quicken and import created QIF file. Before importing a QIF file make sure to backup your data. To import a QIF file, select ‘File’ ‘File Import’ ‘QIF File’, select created QIF file. Anything, that 2QIF, should create correct QIF file from your original file, that could be another format. Now to import a QIF file into Quicken click 'File' - 'File Import' - 'QIF File'. Then click the 'Browse' button and select a QIF file. In our case, we have a Checking Account Name. If you want to import transactions into an expired Quicken Windows file, you can: 1 Create the headers for a downloaded.qif file as listed in a post below (which I would find tedious, even if you cut and paste) and then import that.qif file into Quicken. This works if your bank lets you download a.qif file, which most don't anymore. Importing QIF files in modern versions of Quicken (i.e. 2018) I tested the sample import code listed under the Direct method heading in Quicken for Mac Deluxe 2018 (version 5.6.3) and it imported the transaction but interpreted the year as the year 007.

Importing .qif File Into Quicken Deluxe 2018 Free
Importing .qif File Into Quicken Deluxe 2018
Importing .qif File Into Quicken Deluxe 2018 Software
Importing .qif File Into Quicken Deluxe 2018 Online

Quicken Interchange Format
Filename extension
Developed by	Intuit

Quicken Interchange Format (QIF) is an open specification for reading and writing financial data to media (i.e. files).

Background[edit]

Although still widely used, QIF is a format older than Open Financial Exchange (OFX). The inability to reconcile imported transactions against the current account information is one of the primary shortcomings of QIF.^{[citation needed]} Most personal money management software, such as Microsoft Money, GnuCash and Quicken's low end products (e.g. Quicken Personal and Quicken Personal Plus),^[1] can read QIF files to import information. Intuit'sQuicken used to be able to import QIF, too, but with its 2006 version it dropped that support^[2] for several important account types, including checking, savings, and credit card accounts.^[3] The Australian version of Quicken still allows the importing of QIF files for these account types. However, unlike the American version, it is not possible to export data to QIF or any other file type for any account type. The QIF format does not allow a user to mark the currency in which a transaction was completed. In some cases this may cause problems for users who do use multiple currencies when they export or import into another software package.^{[citation needed]}

Quicken's proposed replacement for the QIF format has been the proprietary Quicken Web Connect (QFX) format.It is commonly supported by financial institutions to supply downloadable information to account holders, especially by banks that support integration of Money or Quicken with their online banking. Not everybody, however, was, or is, happy with this replacement. Some banks dislike it because Quicken (Intuit) charges licensing fees to use QFX. Other banks pass the fees on by charging customers for downloading QFX files. Because Microsoft Money imports either QIF or OFX format files, and Microsoft does not charge banks any licensing fees to use OFX for Money, banks do not normally charge for downloading QIF and OFX files. (QIF and OFX are open formats, free for anyone to use.)

Data format[edit]

A QIF file typically has the following structure:

Each record ends with a ^ (caret). All the data in the file is stored in ASCII strings, and the file could be edited in any text editor.

simple example

Header line[edit]

The first line in the file must be a header line, to identify the type of data contained. Valid values for accounts are:

Code	Description
!Type:Cash	Cash Flow: Cash Account
!Type:Bank	Cash Flow: Checking & Savings Account
!Type:CCard	Cash Flow: Credit Card Account
!Type:Invst	Investing: Investment Account
!Type:Oth A	Property & Debt: Asset
!Type:Oth L	Property & Debt: Liability
!Type:Invoice	Invoice (Quicken for Business only)

There are also values for QIF files of internal Quicken information:

Code	Description
!Account NAccount Name TAccount Type DAccount Description	Account list or which account follows
!Type:Cat NCategory Name DCategory description	Category list
!Type:Class	Class list
!Type:Memorized	Memorized transaction list

A header line is not followed by a separator line; it is immediately followed by the first field of a detail item.

Detail items[edit]

The Detail section consists of several Detail Items, each on a separate line. Each line begins with a single character identifying code in the first column, followed by the literal data for that field. The detail item is terminated by a separator line. The fields can be in any order (except that within split transactions, the category, amount, and memo must be adjacent). If a single transaction block contains several detail items with same code, the last row is used for import.

Standard detail item

Code	Description	Used In	Example
D	Date. Leading zeroes on month and day can be skipped. Year can be either 4 digits or 2 digits or '6 (=2006).	All	D25 December 2006
T	Amount of the item. For payments, a leading minus sign is required. For deposits, either no sign or a leading plus sign is accepted. Do not include currency symbols ($, £, ¥, etc.). Comma separators between thousands are allowed.	All	T-1,234.50
U	Seems identical to T field (amount of item.) Both T and U are present in QIF files exported from Quicken 2015.	All	U-1,234.50
M	Memo—any text you want to record about the item.	All	Mgasoline for my car
C	Cleared status. Values are blank (unreconciled/not cleared), '*' or 'c' (cleared) and 'X' or 'R' (reconciled).	All	CR
N	Number of the check. Can also be 'Deposit', 'Transfer', 'Print', 'ATM', 'EFT'.	Banking, Splits	N1001
P	Payee. Or a description for deposits, transfers, etc.	Banking, Investment	PStandard Oil, Inc.
A	Address of Payee. Up to 5 address lines are allowed. A 6th address line is a message that prints on the check. 1st line is normally the same as the Payee line—the name of the Payee.	Banking, Splits	A101 Main St.
L	Category or Transfer and (optionally) Class. The literal values are those defined in the Quicken Category list. SubCategories can be indicated by a colon (':') followed by the subcategory literal. If the Quicken file uses Classes, this can be indicated by a slash ('/') followed by the class literal. For Investments, MiscIncX or MiscExpX actions, Category/class or transfer/class. (40 characters maximum)	Banking, Splits	LFuel:car
F	Flag this transaction as a reimbursable business expense.	Banking	F???
S	Split category. Same format as L (Categorization) field. (40 characters maximum)	Splits	Sgas from Esso
E	Split memo—any text to go with this split item.	Splits	Ework trips
$	Amount for this split of the item. Same format as T field.	Splits	$1,000.50
%	Percent. Optional—used if splits are done by percentage.	Splits	%50
N	Investment Action (Buy, Sell, etc.).	Investment	NBuy
Y	Security name.	Investment	YIDS Federal Income
I	Price.	Investment	I5.125
Q	Quantity of shares (or split ratio, if Action is StkSplit).	Investment	Q4,896.201
O	Commission cost (generally found in stock trades)	Investment	O14.95
$	Amount transferred, if cash is moved between accounts	Investment	$25,000.00
B	Budgeted amount - may be repeated many times for monthly budgets.	Categories	B85.00
X	Extended data for Quicken Business. Followed by a second character subcode (see below) followed by content data.	Invoices	XI3
XA	Ship-to address	Invoices	XAATTN: Receiving
XI	Invoice transaction type: 1 for invoice, 3 for payment	Invoices	XI1
XE	Invoice due date	Invoices	XE6/17' 2
XC	Tax account	Invoices	XC[Sales Tax]
XR	Tax rate	Invoices	XR7.70
XT	Tax amount	Invoices	XT15.40
XS	Line item description	Invoices	XSRed shoes
XN	Line item category name	Invoices	XNSHOES
X#	Line item quantity	Invoices	X#1
X$	Line item price per unit (multiply by X# for line item amount)	Invoices	X$150.00
XF	Line item taxable flag	Invoices	XFT

Investment Actions^{[citation needed]}

Investment Action	Description
Buy	Buy a security with cash in the account
BuyX	Buy a security with cash transferred from another account
Sell	Sell a security with proceeds received in the account
SellX	Sell a security and transfer the proceeds to another account
CGLong	Long-term capital gains distribution received in the account
CGLongX	Long-term capital gains distribution transferred to another account
CGMid	Medium-term capital gains distribution received in the account
CGMidX	Medium-term capital gains distribution transferred to another account
CGShort	Short-term capital gains distribution received in the account
CGShortX	Short-term capital gains transferred to another account
Div	Dividend received in the account
DivX	Dividend transferred to another account
IntInc	Interest Income received in the account
IntIncX	Interest Income transferred to another account
ReinvDiv	Dividend reinvested in additional shares of the security
ReinvInt	Interest Income reinvested in additional shares of the security
ReinvLg	Long-term capital gains reinvested in additional shares of the security
ReinvMd	Medium-term capital gains reinvested in additional shares of the security
ReinvSh	Short-term capital gains reinvested in additional shares of the security
Reprice	Reprice employee stock options
XIn	Cash transferred into the account
XOut	Cash transferred out of the account
MiscExp	Miscellaneous expense
MiscExpX	Miscellaneous expense covered by another account
MiscInc	Miscellaneous income, optionally associated with a security
MiscIncX	Miscellaneous income, optionally associated with a security, transferred to another account
MargInt	Interest paid on a margin loan received in the account
MargIntX	Interest paid on a margin loan transferred from another account
RtrnCap	Return of capital received in the account
RtrnCapX	Return of capital transferred to another account
StkSplit	Change in the number of shares as a result of a stock split.
ShrsOut	Removal of shares from an account
ShrsIn	Addition of shares into an account

Notes

The S, E, $, and % fields are repeated for each split of this transaction.
For investment action codes that end in X, the Category field indicates the other account used to transfer cash from or to.
If the line immediately following an XS record does not begin with ^ or X, that is considered a continuation of the XS record.

All the fields in detail items are optional—if not included, that field will be left blank in the imported transaction. Also, Quicken seems to do little error checking on these items; if the same field is included twice in the detail item, the second one will just overwrite the first one.

Record end[edit]

The separator line signals the end of the current transaction. The last detail item in the file should end with a separator line.

Code	Description
^	A single caret in the first column, and the rest of the line blank.

Export workarounds for QuickBooks: exporting to QIF[edit]

QuickBooks doesn't allow exporting to QIF. Only the Intuit Interchange Format (IIF) is supported. An IIF to QIF converter will not solve the problem either, as journal entries can't be exported in IIF format, only lists are exportable. A viable way to overcome this problem is to set up a journal report, to show all journal entries. Print the report using the 'print to file' option. Set the file type to Excel before printing. Rename the extension of the resulting file from PRN to CSV. Use this XL2QIF Excel macro to convert to QIF. The Excel file may need to be reorganized to generate the appropriate format for the macro to work, such as separating cheque accounts from term deposits, etc. The above referenced Excel macro supports split transactions.

See references for further examples of reporting to excel ^[4]

Import workarounds for Quicken 2005+: importing from QIF[edit]

While Intuit officially only supports QIF importing on asset, liability, cash, small business payable, and invoice accounts, Quicken will still allow you to import transactions using QIF into any account type. Two methods are explained below:

Indirect (Temporary cash account) method[edit]

Note: If you really need to get data from a QIF file into an account that does not support QIF imports (e.g. Quicken 2005 and later), you can import from the QIF file into a (temporary) Cash account. Make sure the first line in the QIF file says '!Type:Cash' for importing it into a Quicken Cash account. (QIF files can be edited in any text editor.) After importing the transactions, you can copy/paste them into a register of your choice. Tested in 2006 version. Note that you cannot copy cash transactions into brokerage accounts in Quicken 2007.

Direct method[edit]

To import transactions into brokerage accounts (or any account), a little text editing is necessary. Ensure to prefix your transaction data by copying-and-pasting the top four lines from the example below - the example is for an investment transaction:

Line 2 (N) in the example must contain the exact name of the account you are intending to import into. If you use an account name that does not exist, Quicken will ask if you want to create a new account (This functionality has been test in Quicken 2012). When importing the file, the account you choose in the QIF-import-dialog box is irrelevant (you can even choose 'all accounts') - once you begin the import process, the application will prompt to confirm importing to the intended account. In order to be successfully read by Quicken the text file must be saved in ANSI format. Files saved in UTF-8 format will not be correctly processed.

The example above was tested in Quicken 2007, Quicken 2008, Quicken 2010, Quicken 2012, Quicken 2015 and an equivalently formatted text file using 'TCCard' instead of 'TInvst' under Quicken 2011.

If the transactions are being imported into an existing account, make sure to reconcile the account in the old data file before creating the QIF export file. Before accepting an import, validate any 'Match' transactions and change to 'New' where there isn't really a match. Quicken can match on amounts even when the dates are significantly different.

When editing the QIF file, check for any transaction Category (the field starting with 'L') for an account name contained in brackets, such as [Checking Account]. The brackets reference another quicken account, and if left in place will post a transaction in that account in addition to the account being imported to, with potentially troublesome results. Avoid this by removing the text including the brackets and replacing with another category if desired. The only exception to this is an opening balance transaction, identified by 'Opening Balance' in the 'P' field (POpening Balance). In this case, the brackets need to be left in place, and the account name between the brackets must exactly match the account name in the 'N' field.

The above two paragraphs are based on exporting and importing in Quicken 2010.

Sample Account Export[edit]

An account with the following five transactions shown in the screenshot below was exported to a qif file. The content of that file is shown immediately beneath with commentary to the right of the transactions to better pair them against the table generated from an Account Transactions report of the sample account.

QIF File Content

References[edit]

^In fact, QIF files are the only format files that Quicken Personal and Quicken Personal Plus can import.
^'Archived copy'. Archived from the original on 9 June 2007. Retrieved 13 June 2007.CS1 maint: archived copy as title (link)
^http://web.intuit.com/personal/quicken/qif/qif_faqs.html
^http://accountant.intuit.com/practice_resources/articles/technology/article.aspx?file=rs_usingexcelpivotchartswithquickbooks

External links[edit]

Official Specification. Archived from the original on 2010-02-22.
Python script to convert QIF to RDF. Look for def extract(path). Script provided by SWAP.

Retrieved from 'https://en.wikipedia.org/w/index.php?title=Quicken_Interchange_Format&oldid=998160580'

See below which format your Quicken imports and choose a converter to convert your files to a Quicken importable format. In case your Quicken imports QIF and QFX files, either format has issues and advantages. The same applies to QFX and CSV Mint files.

Which file formats does Quicken for Windows import?

Quicken for 2018+ for Windows imports QFX, QIF files and QIF files are 'officially' supported by Quicken.
Quicken for 2017 or earlier for Windows imports QIF files only. QIF files have to be created correctly to be imported.

Which file formats does Quicken for Mac import?

Quicken for Mac 2018+ imports QFX files, QIF files and CSV Mint files (QIF and CSV Mint files are importable into a new account, but easily moved to another account)
Quicken for Mac 2017 and earlier imports CSV Mint files only (into a new account, easily moved to another account)
Quicken Essentials for Mac import QFX and OFX files
Quicken for Mac 2007 imports QIF files (some users claim QFX files are importable as well, you can try QFX format with the trial and check if it works for your copy of Quicken

What are the main differences between QIF and QFX and CSV Mint import into Quicken?

QIF format supports categories (and subcategories) and tags, and QFX does not (Quicken offers the renaming rules feature to assign the category during import
CSV 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)
QIF formats for Quicken, Microsoft Money and other software are different by their structure. ProperSoft converters allow to create different QIF variants by selecting the QIF target value.
QIF import into Quicken is not “officially supported” by Quicken support. Regardless of the support, QIF files import quite well for all account types. Simply follow the instructions provided on the converter help page, and your data will be imported.
QFX format creates “online services link” to account ID values provided on the QFX files. Make sure to enter different account IDs when converting QFX files for different accounts.
QFX files stop importing once your Quicken version becomes three years old. You have to either buy the upgrade or start using QIF format.

Overall, for Quicken for Windows 2018+, QIF format is somewhat easier to import than QFX. QFX format is easier if you do not need categories during import.

QFX format can be imported by Quicken for Windows (up to three years old) and Quicken for Mac
QIF format can be imported by older Quicken for Windows.

QIF format

What is the advantage of using QIF files over QFX files? It allows categories and, unlike with QFX files, Quicken does not require “online call home” during the import. You do not need to have Internet connection active and firewall enabled for Quicken to go through to import a QIF file. This can come quite handy when you work and travel and do not have Internet always on, but need to with your transactions.

QIF format has many variants, make sure to select correct QIF variant for your Quicken version or other personal finance or accounting software.

QIF format is a great format supporting categories and tags. Quicken was discouraging the QIF format until 2018, but still, all Windows versions import it fine (since Quicken 2018, QIF file is 'officially' supported).

Quicken 2005-2017 for Windows has to be at least Deluxe version to import QIF files directly into bank or credit card accounts.

Quicken 2018-2020 for Windows imports QIF files fine.

Quicken for Mac 2015-2021 does not import QIF files.

Quicken for Mac 2007 imports QIF files fine.

QIF format advantages

supports categories and tags
you have to follow specific instructions to import a QIF file
works even if your Quicken version for Windows is older than three years
does not need the Internet to import
investment transactions are supported by CSV2QIF
make sure to select correct QIF target (Quicken version) when you convert to the QIF format

QIF format disadvantages

Until Quicken 2018, QIF is not supported 'officially' and there are various traps set to prevent QIF import, however, all Quicken for Windows versions do import QIF files
You have to enter the account name and select a correct QIF target to create importable QIF file
Duplicates are not considered during QIF import
Quicken for Mac 2015-2021 does not import QIF files
Quicken Essentials for Mac does not import QIF files

Converters to convert to the QIF format

The Transactions app
Convert CSV/Excel/TXT, PDF, OFX, QFX, QBO, QIF, MT940 files to the QIF format: Bank2QIF
Convert CSV/Excel/TXT files to the QIF format: CSV2QIF
Convert PDF files to the QIF format: PDF2QIF

Import QIF into Quicken 2005-2017 for Windows

You need to enter the account name in Bank2QIF and other 2QIF converters exactly as you have it Quicken, otherwise during QIF import, Quicken will try to create a new account with that name. For example, if your checking account in Quicken is called “Checking” or “Bank checking” or another name, you need to enter this name exactly in Bank2QIF, as well as select correct account type, before saving a QIF file.

Import a CSV file as QIF in Quicken 2018 for Windows

Import a CSV file as QIF in Quicken 2017 for Windows

Quicken 2017 for Windows imports QIF files with categories. Quicken 2015 and Quicken 2016 had issues with a direct QIF import, but Quicken 2017 for Windows does not have this issue anymore. The quick video below shows the full process using CSV2QIF.

QIF Format Summary

QIF format is a great file format to import transactions with categories and tags. CSV2QIF converts CSV and Excel files to QIF format ready to import into Quicken 2017 for Windows, as well as Quicken 2016, Quicken 2015, Quicken 2014 and earlier versions. Also, you can create QIF files for Quicken 2007 for Mac, and other personal finance applications like MS Money, You need a Budget (YNAB), NetSuite, etc.

Important details for a successful conversion from CSV to QIF and import into Quicken or other accounting software are the following:

Check that expenses are negative and payments to the account are positive. Some credit card companies supply amounts on CSV files in the opposite way (expenses are positive, and credit card payments are negative). Use “Change +/-” button on the sidebar to reverse the amount signs for the whole file in a single click
Make sure to select the correct QIF target (which accounting or personal finance software are you importing into)
Make sure to select correct account type (BANK vs CCARD vs INVST)
Make sure to enter the account NAME exactly as you have in Quicken for direct import into that account. Quicken reads the account name from the QIF file and locates the account before importing. If the account name is not found, Quicken prompts to create new account
Date format is ignored if QIF target is Quicken – Quicken expects only one date format and CSV2QIF uses expected format
Quicken 2015, 2016 does not import QIF files directly into bank or credit card account. Use proxy cash account to import your transactions and then move transactions to another account.

If you have an Excel file instead of CSV (XLSX or XLS), CSV2QIF should be able to open it directly (make sure to close the Excel file in you have it opened in Excel). You may also open the Excel file in Excel, select transactions, copy them and then click Paste in CSV2QIF.

If you have PDF file from your bank or converted PDF file to CSV file, try PDF2QIF or Bank2QIF.

QFX (Web Connect) format

QFX files are Web Connect files and do not carry categories like QIF files. Quicken categorizes transactions after import using the renaming rules or categories can be assigned by the user later. On Quicken on Mac, make sure to uncheck 'Automatically improve quality of downloaded payee names and categories'.

QFX format advantages

simpler import compared to QIF files
does not support categories and tags
needs an Internet connection to import (Quicken does online check for the bank label on the QFX file)

QFX format disadvantages

no categories
Internet is required during QFX import
Quicken account has to be 'disconnected' from direct online download for QFX import and connected back after import
investment transactions are not supported
does not support categories and tags
needs an Internet connection to import (Quicken does online check for the bank label on the QFX file)

Convert to the QFX (Web Connect) format

Convert CSV/Excel/TXT, PDF, OFX, QFX, QBO, QIF, MT940 files to the QFX format: Bank2QFX
Convert CSV/Excel/TXT files to the QFX format: CSV2QFX
Convert PDF files to the QIF format: PDF2QFX

Convert a CSV file into Quicken Web Connect format

Web Connect (QFX) format is modified OFX format supported by Quicken as well as other software generally supporting OFX or QFX format.

To import QFX file into Quicken, click File, then Import, then Web Connect file. And select the QFX file using file dialog.

How to create Web Connect QFX file if you have your transactions in CSV or Excel format? Use Bank2QFX converter to convert CSV files to Web Connect QFX format.

You can download and try CSV2QFX free. The output is limited to 10 transactions in the demo, but creates fully functional, ready to import Web Connect QFX file.

CSV2QFX will try to detect contents in your CSV file automatically, and then you can click the Review Mapping button to adjust assigned columns. If you create the CSV file yourself, make the first line as the column names (date, amount, payee, memo) as it will be a great help to CSV2QFX to figure out the contents of your file and automatically assign the columns for you.

Important note about INTU.BID, bank id and account id values on the Setting tab. You can either leave them as is, select another supported bank, and enter other values for bank id and account id. Quicken will use INTU.BID show corresponding bank name on the import screen, but actually giving you the choice to select an existing account or create a new one. This is great confusion since the INTU.BID bank identification on the Web Connect QFX file is relevant to the account for which the import is happening. You can easily import Web Connect QFX files marked as from one bank to actual needed account in Quicken. Simply choose the bank currently ‘supported’ by Quicken using the Lookup button and complete the import.

Quicken assigns INTU.BID, bank id and account ID to the Quicken account (an account created by you in Quicken) after successful import calling it ‘linked online services’. You can always delete such online services by editing the account in Quicken (click on the Online Services tab), if you need to import other Web Connect QFX file with other values for INTU.BID, bank id and account id.

During QFX import, Quicken ‘calls home’ using Internet connection (so please make sure your firewall allows it to go through), and assigns bank details supplied in QFX file with the selected account in Quicken. Even more, if Quicken finds the match for bank details in the QFX to details with an account, it imports data there automatically. Otherwise, it offers you the import dialog to select existing “unlinked” account or create a new one.

If you have an Excel file instead of CSV, CSV2QFX simply open it in Excel, select all (CTRL+A) and copy to clipboard (CTRL+C). Switch to CSV2QFX and click on the Paste from Clipboard button to paste data from the clipboard. This approach saves you from creating a CSV file from your excel file. The approach also applies to other spreadsheet software supporting copy and paste of multiple cells into the clipboard.

QFX format supplies unique id for each transaction, and Quicken uses it to avoid import for the same transaction next time. However, when you prepare your CSV file, it is common you may notice some transactions mistakes, so you need to fix them and import the file again. Even if you deleted the transaction in Quicken, it still refuses to import it the second time.

To deal with your need to import corrected transactions again, CSV2QFX allows to create unique transaction IDs every time you save the QFX file (this option is turned on by default), as well as keep transaction IDs consistent if you need them to be this way.

If you have an Excel file instead of CSV (XLSX or XLS), CSV2QFX should be able to open it directly (make sure to close the Excel file in you have it opened in Excel). You may also open the Excel file in Excel, select transactions, copy them and then click Paste in CSV2QFX.

Convert a CSV file to the QFX format and import into Quicken 2018 for Windows:

Convert a CSV file to the QFX format and import into Quicken 2018 for Mac:

If you have PDF file from your bank or converted PDF file to CSV file, try PDF2QFX or Bank2QFX.

CSV Mint format

Quicken 2015+ for Mac only
supports categories
imports into a new account, needs to select imported transactions and drag them to another account

Quicken for Mac 2015+ has a special to import 'CSV Mint' files into a new account. This is a great way to import transactions as you have easily drag transactions in Quicken for Mac 2015+ from one account to another (select multiple transactions and drag them on another account on the sidebar with the account names).

What is CSV Mint file? It is a regular CSV file with certain layout, which Quicken expects to be followed, otherwise it would not import a CSV file. So just any CSV file (or even Excel XLSX or XLS file) would not work. You have to open your existing file in Excel and format it to match column as on a CSV Mint file.

Where you can get a CSV Mint file as an example? From Mint.com (duh). You need to have some data there and export transactions and look at how data is organized and make your CSV or Excel file to follow columns and then save as a new CSV file.

CSV2CSV does that work for you - it takes your CSV or Excel file, parses it (allows you to remap it), and saves your transactions as a CSV Mint file that Quicken for Mac 2015+ will import.

The nice thing about CSV Mint files is that they allow the category column to be supplied (but not subcategory).