Investment Transactions - Although recent versions of Quicken for the Mac have allowed investment transactions to be downloaded into Quicken, in many cases the downloads are incomplete and sometimes wrong.

So, if you care about categorizing your Quicken transactions, you must go through each transaction you have just imported in Quicken, and add categories.

The problem with this approach is that typically the bank has no way of assigning meaningful categories to the transactions.

Bank and Credit Card Transactions - Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges, etc.) into a file in the Quicken Interchange Format (QIF), so that you can import these transactions into your Quicken account.It is not a ticker symbol or a CUSIP number.QIF Wizard makes it easier to enter banking, credit card, and investment transactions into Quicken or other programs that accept Quicken Interchange Format (QIF). Quicken will use the name supplied on the QIF file to locate or create the security record. The Security Name column should have the security NAME as you have it in Quicken. The first line should be column names as specified above - the converter will detect them and assign them to appropriate columns.

Your CSV file should have the following columns: Quicken for mac does import investment QIF files. Investment transactions can be converted to the QIF format only. How to Import investment transactions into Quicken Required source format for your transactions

Import qif file into quicken investment