Click the 'Convert' button - click 'Save' - create a QFX file from the CSV file. If you have a CSV file from your bank, you have just to review it and click the 'Convert' button to convert. So Quicken knows where to import the transactions. My needs are rather basic with all my data in puts done manually. It's important to use different Account IDs when you convert for multiple accounts. The bottom line is that I'm now using Quicken 2017 routinely with no problems so far. But I'm getting upon the learning curve quite quickly. I'm still getting used to Quicken 2017 since there are many user interface differences from Quicken 2007.
#Quicken for mac 2017 export to csv update#
Quicken technical support guided me through the whole process and even gave me the Quicken 2015 update I needed at no cost.
To successfully migrate my data, the update had to be done in two steps: first migrating from Quicken 2007 to Quicken 2015 and then from 2015 to 2017. Installation was a hassle, however, because I was updating from Quicken 2007. Considering that Quicken 2017 is not the newest release, I would have expected the price to be lower than what I paid. csv to qif conversion is mainly related to a transfer of financial / account data from CSV files (often bank exports) to the Quicken Interchange format (.qif).In order to convert csv to qif you have to use some of the dedicated utilities designed for this purpose, typically various personal finance managers.
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