how to prepare Excel file for conversion

I was having any issues with was getting the excel file to have the right
categories when I imported to Quicken. I was changing the headings to match
and not sure why sometimes the payee would end up where it was suppose to
be and other times not. I was deleting columns in the excel file that
weren't necessary. If there is a certain way to do it that would be great.
I stumbled on it one time, but not sure if I can duplicate how I did it
when I get down to business. Thanks. Terry
asked Aug 27, 2015 by anonymous

1 Answer


Yes, you can edit excel file, but you can also use the mapping tool (click Review Mapping after csv file is loaded) to point which columns have data.

answered Aug 27, 2015 by sergiy
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