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How do I bring data from Excel into Quicken?

If the data file to be imported from Excel (or any other application) is in a Comma separated or Tab separated format, use the import feature in Quicken Home Inventory to move the data.

  1. From the file menu, point to Import, and then click Comma...separated or Tab...separated.
  2. Type in the name of the file to import.
  3. Click OK.

Best regards,
Technical Support