Import Transactions
Upload Quicken CSV files for automatic classification and allocation
Date Range Filter
Only transactions within this date range will be imported
Upload CSV File
Drag and drop your CSV file here
or
How to use this tool
- Export your transactions from Quicken as a CSV file
- Set the date range to filter which transactions to import
- Drag and drop the CSV file or click to browse
- Review the preview to confirm the data looks correct
- Click "Import Transactions" to process the file
- High-confidence transactions will be auto-allocated
- Others will need manual allocation on the allocation page