the category and tag columns get lost

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in my spreadsheet I have 2 columns that get lost - well the category gets up into the memo field but the tag column data gets totally lost

I am trying to import several transaction (6 months of bank statements) and I need these to fields to import correctly into Quicken.

Karl
asked Jul 6, 2015 by anonymous

1 Answer

Hello Karl,

To import categories, you need to use qif format and CSV2QIF converter.

CSV2QIF creates importable qif files for all Quicken versions and all account types.

With CSV2QFX you can assign the categories by editing the payee records or using renaming rules in Quicken.
answered Jul 6, 2015 by sergiy
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