XLSX → Quicken Classic Windows (bank CSV)
Convert an original Excel bank statement into the ten-column bank CSV profile for Quicken Classic on Windows, after explicit financial review.
Purpose
Upload the unchanged XLSX workbook, inspect the actual worksheet and map genuine transaction columns. Choose a real booking or value date, confirm one account and matching currencies, enter your real Quicken receiving-account name, choose how the payee is displayed and acknowledge each applicable data loss. The original workbook is sent to Java for validation.
Workflow fit
For a genuine XLSX statement of one bank account and one currency that must be imported manually into Quicken Classic for Windows.
Implementation note
Quicken Classic Windows bank CSV, not QIF/QFX or online import. Output has ten columns and MM/dd/yyyy dates. Maximum 50,000 movements subject to channel limits. Formulas, hidden rows/sheets, ambiguous sheet selection and account identifiers damaged by Excel cannot be certified in the browser. No automatic FX or manufacturer certification. Reimporting may create duplicate movements.
Quicken Classic Windows · Date,Payee,FI Payee,Amount,Debit/Credit,Category,Account,Tag,Memo,Chknum
No. It sends the original OOXML XLSX bytes to Java, bound to the inspection and SHA-256. Java generates a separate CSV with Date,Payee,FI Payee,Amount,Debit/Credit,Category,Account,Tag,Memo,Chknum and MM/dd/yyyy dates.
The browser cannot certify those properties. Review the actual sheet and identifiers; the server must reject any unsafe or ambiguous workbook rather than silently omit transactions, read formulas as values or invent lost leading zeros.
Only a deliberate displayed-payee substitution with PAYEE_DISPLAY_SUBSTITUTION acknowledgment is permitted. The browser does not fabricate a payee, cheque number, transaction reference or financial evidence; the server can refuse unrepresentable sources.
Enter the real receiving account name in Quicken, confirm one source account and matching ISO 4217 currencies, and review existing Quicken entries before import. The same CSV imported again can duplicate transactions; ValidConvert retry idempotency does not deduplicate Quicken.
The profile permits at most 50,000 movements for paid requests within channel limits; eligible trial requests have at most 10,000 movements and 10,000,000 bytes. Paid credits are charged per started 10,000,000 input bytes. Independent Quicken import acceptance has not been verified.
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