Bank statement to Quicken
Quicken for Windows imports transactions from a CSV file with ten columns in a fixed order, into banking, credit card, cash and asset accounts. Upload a PDF statement, a scan or the CSV your bank exported, and download exactly that file: dates as mm/dd/yyyy, one signed amount per transaction, every column where Quicken looks for it.
Upload a file
What the Quicken CSV contains
- The ten columns Quicken reads, in its order: Date, Payee, FI Payee, Amount, Debit/Credit, Category, Account, Tag, Memo, Chknum
- Dates as mm/dd/yyyy
- One signed amount: money out negative, money in positive, with Debit/Credit left blank as Quicken’s instructions ask
- The statement’s description as the payee
- An account name Quicken will not recognise — “Imported bank statement” or “Imported card statement” — so the import asks where the rows go
- Category, Tag, Memo and Chknum present but empty, for you to fill in Quicken
What the Quicken CSV file looks like
Quicken reads the columns by position, so all ten are there even when empty. The Account name is deliberately not one of yours: Quicken asks which account the rows belong to, and you pick it.
Date,Payee,FI Payee,Amount,Debit/Credit,Category,Account,Tag,Memo,Chknum
03/02/2026,Direct Debit 4471 Acme Insurance,,-120.00,,,Imported bank statement,,,
03/04/2026,Card Payment Corner Grocer,,-38.40,,,Imported bank statement,,,
03/06/2026,Transfer Received J Smith,,500.00,,,Imported bank statement,,,Which file each Quicken takes
Each Quicken import route takes a different file into different accounts. These are the rules from Quicken’s own help pages.
- Quicken for Windows — CSV (this page)
- File › File Import › Banking Transactions › From (.CSV) File. It imports into banking, credit card, cash, asset and liability accounts, new or existing. A CSV import does not check for transactions you already have, so import each statement once.
- Quicken for Windows — QIF
- File › File Import › QIF File, for cash, asset and liability accounts only: Quicken does not import QIF into checking, savings or credit card accounts. If that is where the transactions go, choose QIF in the format menu.
- QFX (Web Connect)
- A .qfx carries an Intuit bank ID that Quicken verifies against the banks that offer Web Connect, so it has to come from your bank’s website. This converter does not write QFX. Quicken for Windows does not import plain .ofx files either.
- Quicken for Mac — CSV
- File › Import › Mint.com File (CSV). Quicken’s Mac instructions use the same Mint-style columns, but ask for “debit” or “credit” in the Debit/Credit column, and the import always creates a new account named after the file. On a Mac, fill that column before importing — in a spreadsheet, =IF(D2<0,"debit","credit") in E2, copied down.
How to convert
Upload your statement
A PDF from your bank, a scan or photo, or the CSV or QFX your bank exported.
Keep Quicken selected
The Quicken CSV layout is preselected on this page.
Import into Quicken for Windows
File › File Import › Banking Transactions › From (.CSV) File, choose the file, and when Quicken says the account does not exist, add the rows to your existing account.
Statements it handles
Layouts differ from bank to bank, so nothing is matched against a fixed template. An unusual statement still produces a table you can check before exporting — which is what makes it usable for bookkeepers and accountants who receive statements from every client.
PDF statements and CSV exports
A statement downloaded from your bank, or the CSV your bank lets you export. Both arrive as the same clean table.
Multi-page statements, read as one table
A statement that runs over several pages — or several statements uploaded together — is read as one continuous table, not one file per page.
Amounts and dates kept as your bank prints them
Debit and credit signs, decimal places and date formats are left as printed, so the numbers still reconcile against the statement.
Scanned, image-only PDFs, read with OCR
A statement with no text layer is read with OCR and may need a quick review — the one case where a row can come out wrong.
- CSV
- Scan
Rows are read by what they are — a date, a description, an amount — not by where they sit on the page, so a wrapped description stays with its transaction and a closing balance never becomes one. Why OCR mangles bank statements
Frequently asked questions
How do I import a bank statement into Quicken?
Convert the statement here with Quicken selected, then in Quicken for Windows choose File › File Import › Banking Transactions › From (.CSV) File and pick the file. Quicken asks which account the transactions belong to; choose yours.
Can Quicken import a CSV file?
Yes. Quicken for Windows imports transactions from a CSV with ten columns in a fixed order — Date, Payee, FI Payee, Amount, Debit/Credit, Category, Account, Tag, Memo, Chknum — and Quicken for Mac has a CSV import built on the same Mint-style layout. A bank’s own CSV rarely matches, which is why converting it is quicker than editing it.
Can I convert a PDF bank statement to Quicken?
Yes. Upload the PDF (or a scan or photo of it), keep Quicken selected and download the CSV. The first 3 pages of your first upload are free; after that it is $0.20 a page with a $3.90 minimum, and no subscription.
Why not a QIF file?
Quicken for Windows only imports QIF into cash, asset and liability accounts — not checking, savings or credit card accounts. The CSV import has no such limit. QIF is still in the format menu for the accounts and apps that take it.
Can you make a QFX file for Quicken?
No. Quicken checks the bank ID inside a QFX against the banks that currently support Web Connect, so a QFX has to come from your bank. The CSV import is Quicken’s own route for everything else.
Will Quicken skip transactions I already have?
No — Quicken’s CSV import does not look for duplicates, and importing the same file twice adds the rows twice. Import each statement once, or delete the overlap before importing.
Is my statement kept after conversion?
No. The file is deleted when the conversion finishes; only the converted copy stays at your private link.