![]() Cash proxy account is required only for bank and credit card transactions, not for investment transactions. You do have to import through a cash account (call it IMPORT as place to import and then move transactions under correct account). You can do split transactions, you can supply categories and tags. You can do investment transactions (yes, Quicken 2016 can import "correct" QIF files directly into investment accounts just fine, you just have to follow the instructions and ignore Quicken messages about supported account types). ![]() Convert CSV file of transactions to QIF for import into Quicken. QIF format provides most features comparing to QFX, but requires little bit more work the QFX (Web Connect) format. Contribute to alannishioka/minttoqif development by creating an account on GitHub. But you cannot do splits (CSV2QFX can do the splits for you by creating separate transactions, which is fine for most case like Paypal payments and fees). You can use Quicken renaming rules to assign the categories. You cannot set the category (QFX format limitation) and you can import into bank and credit card accounts. See the attached screenshot with sample mapping. As long as you use the exact same column tiles and formatting as Mint uses when it exports its transactions, you can import transactions into Quicken using a CSV. QFX (Web Connect, not QXF) is the most straightforward choice for Quicken 2016. Quicken allows you to import Mint transactions in CSV file.
0 Comments
Leave a Reply. |