Bank statement PDF to Quicken
Quicken files often span decades, and rebuilding one after a crash or a bank change means importing history that no connection will supply. PDFs are usually all that is left of those older years.
Drop a PDF statement to get a Quicken-ready CSV
Drop your PDF statement here
or click to browse · 10MB max · nothing is stored
CSV import with mapping
Recent Quicken versions import CSV with column mapping. Map date to date, description to payee and the signed amount to amount, and leave the balance column unmapped so Quicken keeps its own running total.
When you need QFX
Older versions may only accept QFX or QIF. Convert and verify the CSV first, then generate the file from those checked rows so you are not wrapping errors in a financial format.
Rebuilding a damaged file
Work backwards from the most recent statement, importing one period at a time and reconciling each to its closing balance. Once a month reconciles, that period is settled and you can move on.
Investment accounts
Brokerage statements mix cash movements with trades and dividends. Cash activity converts cleanly, but trades carry share counts and prices that a cash ledger cannot represent, so those are better entered through Quicken's investment transaction flow.
Frequently asked questions
+Does Quicken import CSV?
Recent versions do, with a mapping step. Older versions may require QFX or QIF.
+How do I avoid duplicating downloaded transactions?
Import statement history only up to the date where your download connection begins.
+Can I import into a Quicken credit card account?
Yes, with purchases negative and payments positive.