Your bank connection in Quicken for Mac only reaches back a few months, and the rest of the history sits in PDF statements. Upload them here, get every transaction as CSV or Excel, and shape it once into the Mint layout Quicken for Mac imports.
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Choose File, Import, Mint.com File (CSV) and select the file. Quicken for Mac accepts any CSV in the Mint column layout: Date, Description, Original Description, Amount, Transaction Type, Category, Account Name, Labels and Notes. It always creates a new account named after the file, so you drag the rows into your existing account afterward. Quicken for Mac cannot import PDF or OFX files, so convert PDF statements to CSV first.
Quicken's own article is blunt: Quicken for Mac cannot import Excel, QuickBooks, PDF or OFX files. For transactions that never came through a bank download, the only way in is a CSV in the old Mint format, and it always lands in a new account. Typing the history by hand means 600 to 1,200 lines a year for a busy checking account.
Convert the statements, shape the nine columns once, import, then move the rows into the account you already use.
Every transaction on its own row with date, description and amount, ready to become the Mint columns.
Paper statements scanned to PDF or photographed are read with OCR, not only bank downloads.
Withdrawals and deposits in their own columns, so Amount and Transaction Type are one formula each.
Plus uploads up to 50 statements in one batch, so twelve months convert together.
The same routine for checking, savings and credit card accounts.
Upload the statements above and download the transactions as Excel or CSV.
Add the nine headers, sign the amounts, write debit or credit in lower case and fill Account Name.
In Quicken choose File, Import, Mint.com File (CSV), then check dates and signs in the new account.
Drag the imported transactions onto your real account in the sidebar and delete the empty one.
People who need more history than the bank connection delivers.
Starting Quicken for Mac, or switching banks, and want last year or more in the register for reports and taxes.
Running Quicken Business & Personal on a Mac and need the full tax year of a business account for Schedule C.
Setting up a client on Quicken for Mac whose bank only offers PDFs for the months before the connection.
Choose File, then Import, then Mint.com File (CSV), select the file and click Open. Quicken creates a new account named after the file and puts every transaction in it. The menu name is a leftover from Quicken's Mint migration tool, but Quicken's own support article says any CSV imports as long as it follows the Mint column layout. After the import you can rename the account, change its type in Account Settings, or move the transactions into the account you already use.
What most people are actually holding for the missing months is a stack of PDF statements, and that is the part the menu cannot help with. The converter at the top of this page reads those PDFs, including scanned ones, and gives you every transaction as CSV or Excel. The rest of this page is how to turn that file into the one layout Quicken for Mac reads, on the first try.
Quicken's article shows an example sheet with nine headers, and its text sets three rules: Date, Amount and the account column must contain a value on every row, the other columns can be empty but must exist, and the debit or credit column needs the words debit or credit in lower case or transactions will not display correctly as income or expense.
| Column (from Quicken's example sheet) | Needs a value? | What goes in it | Where it comes from in a converted statement |
|---|---|---|---|
| Date | Yes | The posting date, one per row | The date column. Add the year if the statement prints only month and day |
| Description | Recommended | The payee Quicken shows in the register | The description column from the statement |
| Original Description | No, but keep the column | Carried over from the Mint layout. Quicken's text says this column (it calls it FI Payee) is not imported | Leave it empty |
| Amount | Yes | A plain number, minus sign on money going out, no dollar sign, no thousands comma | Deposits minus withdrawals, or the single amount column with its sign checked |
| Transaction Type | Yes, in practice | The word debit or credit in lower case | One formula on the Amount column |
| Category | No | A Quicken category, or Category:Subcategory. Missing ones are created during import | Leave empty and categorize with your renaming rules afterward |
| Account Name | Yes | Any account name, the same on every row | Type it once and fill down |
| Labels | No | Tags | Optional, for example the tax year |
| Notes | No | Memo text | Optional, for example the statement month |
Two things on Quicken's page do not agree with each other, and both are worth knowing before you build the file. The text names the columns Account, Debit/Credit and FI Payee, which are the Windows names, while the example sheet uses Account Name, Transaction Type and Original Description. We follow the example sheet, because it is the Mint layout the menu item is named after. The text also says Amount should not include dollar signs or commas, while the example shows -3,500.00. Removing the thousands comma costs nothing and takes the question off the table.
Quicken's article says D/M/YY or DD/MM/YYYY, which is day first. That is the opposite of Quicken for Windows, which asks for mm/dd/yyyy. The example dates on the same page (5/5/25, 5/1/25 and 1/1/25) read the same either way, so they do not settle it. Before importing a year, import one month that contains a date after the 12th, such as the 15th, and open the register. If March 15 shows up in the right month, the rest of the file will too. If it does not import at all, swap the day and month order and try again.
=K2-L2. With a single amount column, check that money going out already carries a minus sign.=IF(D2<0,"debit","credit") and fill it down.For one account and one year this takes about ten minutes once, and after that the same sheet is a template: paste the next converted statement under the headers and save again.
Because that is how the Mint import was built: Quicken's article states that a CSV import always creates a new account with the same name as the file, and linking the rows to an existing account is not possible. The fix happens after the import. Open the new account, select the transactions (Command-click for several, or select all), and drag them onto your real account in the left sidebar. Quicken's support page on moving transactions also offers a menu route: click the gear icon on the transaction and choose Move Transaction(s). Moves only work inside one data file on Mac. When the temporary account is empty, delete it.
Plan the dates before you move anything. Quicken's Mac article does not describe any matching against transactions that are already in the account, and Quicken's Windows article says outright that CSV imports are never matched. Trim the CSV to the months before your bank download history starts, so the moved rows fill the gap instead of doubling what the bank connection already brought in.
No. Quicken's support article lists PDF among the files Quicken for Mac cannot import, along with Excel, QuickBooks and OFX files. The only way in for a PDF is to turn its transactions into a CSV first. That is the whole job of the converter on this page: upload the PDF, digital or scanned, download CSV or Excel, and follow the steps above.
No. Quicken's own CSV article says Quicken for Mac cannot import OFX files. The file Quicken for Mac does accept from a bank website is a Web Connect QFX download, and that has to come from the bank, because it carries an institution ID Intuit assigns to participating banks. Converters that write QFX from a PDF have to put some bank's ID into the file (ProperConvert's help center shows its default set to Wells Fargo), which is why we export OFX, CSV and Excel and send Quicken users to the CSV route. The OFX export is for Microsoft Money, Banktivity, Moneydance, Xero and other software that reads it.
People switch between these three more than Quicken's help pages assume, and a file built for one usually fails in another. Here is the comparison from Quicken's own help articles.
| Quicken for Mac | Quicken for Windows | Quicken Simplifi | |
|---|---|---|---|
| Menu | File, Import, Mint.com File (CSV) | File, File Import, Banking Transactions, From (.CSV) File | Transactions, Import transactions (web app only) |
| Column layout | Mint layout: Date, Description, Original Description, Amount, Transaction Type, Category, Account Name, Labels, Notes | Seven required columns in fixed order: Date, Payee, FI Payee, Amount, Debit/Credit, Category, Account, then optional Tag, Memo, Chknum | Date, Payee, Amount required; Category, Tags, Notes, Check_No optional |
| Date format in Quicken's text | D/M/YY or DD/MM/YYYY | mm/dd/yyyy | M/D/YY on one help site, M/D/YYYY on the other |
| Lands in an existing account? | No. Always a new account named after the file | Yes. Quicken asks to add to an existing account or create one | Yes, you pick the account first |
| Matches against transactions already there? | Not described in Quicken's article | No. Every row is added, re-importing duplicates | No documented matching; each set imports once |
| Investment transactions | Not supported by CSV | Banking transactions only | Banking and card only |
| PDF or OFX accepted? | No, per Quicken | No PDF; Web Connect takes bank issued QFX | No, CSV only |
If you use Quicken Simplifi rather than Quicken Classic for Mac, the Simplifi CSV import guide covers its different column names. On Windows, the Quicken bank statement conversion page walks through the seven column layout and the account prompt.
The first 15 pages are free to test with no credit card, and Starter is $49 a month, or $24.50 a month billed annually, for up to 2,500 pages. A year of checking statements is usually 12 files of three to ten pages, so 36 to 120 pages, which leaves room for several accounts and several years in one month. Starter reads statements up to 25 pages each. Plus, at $149 a month for 10,000 pages, removes that limit and uploads 50 files at once, which suits a bookkeeper setting up several Mac clients. Compare that with typing: a checking account with 50 to 100 transactions a month is 600 to 1,200 lines a year.
Yes. Quicken for Mac imports CSV files through File, Import, Mint.com File (CSV). Despite the name, Quicken says any CSV works if it follows the Mint column layout. Each import creates a new account named after the file, and investment transactions cannot be imported this way.
Choose File, then Import, then Mint.com File (CSV), select the file and click Open. Quicken creates a new account named after the file with every transaction in it. Rename it or change its type in Account Settings, or drag the transactions into the account you already use.
No. Quicken lists PDF among the file types Quicken for Mac cannot import. Convert the PDF statement to CSV first, shape it into the Mint column layout, then import it through File, Import, Mint.com File (CSV). The converter on this page handles scanned PDFs as well as downloaded ones.
No. Quicken's support article says Quicken for Mac cannot import OFX files. The file type it takes from banks is a Web Connect QFX downloaded from the bank itself. For transactions that only exist in PDF statements, the working route is a CSV in the Mint layout.
Because the CSV import always creates a new account named after the file, and Quicken says linking the rows to an existing account is not possible. Select the imported transactions and drag them onto your existing account in the sidebar, then delete the empty account.
Open the account, select the transactions (hold Command to pick several), and drag them onto the destination account in the left sidebar. You can also click the gear icon on a transaction and choose Move Transaction(s). Moves only work between accounts in the same data file.
Quicken's article says D/M/YY or DD/MM/YYYY, which is day first, unlike Quicken for Windows. Its example dates read the same either way, so test one month containing a date after the 12th and check that it lands in the right month before importing the rest.
No. Quicken's article says investment transactions cannot currently be imported via CSV on Mac. The CSV route covers checking, savings and credit card activity. Brokerage history has to come from the brokerage's own download or be entered by hand.
The first 15 pages are free with no credit card. Starter is $49 a month, or $24.50 a month billed annually, for up to 2,500 pages with statements up to 25 pages each. A year of checking statements is usually 36 to 120 pages.
The Quicken for Windows route, with its seven column CSV layout.
Older PDF statements into Quicken Simplifi as a clean CSV.
The general PDF to CSV converter behind this page.
Troubleshooting failed CSV imports on both platforms.
Excel output for the column clean up step.
Convert up to 50 statements in one batch.
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