Exported CSV files include commas from Notes and Payee Names so I can't import it into Excel

Silverthorne
Silverthorne Member
edited June 20 in Troubleshooting

When Excel imports CSV files, it assumes that commas represent a column break. So if there is a comma in a Note field or a Payee Name, Excel creates an extra column break and the spreadsheet is a mess because columns don't line up for each transaction. That might not be a problem for casual users of Simplifi, but I have over 6,000 transactions. It isn't practical to manually correct this every time I export data for use in Excel. Has anyone found a solution to this? Would it be possible for Quicken to add a feature to handle this in the Export process?

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Silverthorne, thanks for reaching out to the Community!

    I'm not sure that I'm following what specifically is occurring. I tested by adding a comma to a Payee Name, as well as in a Note, and then I exported that transaction to a CSV file. Everything appears to be in the same row, and all of the columns appear to be intact when I open the CSV in Excel —

    Screenshot 2025-05-21 at 8.02.33 AM.png

    Please provide more details and a screenshot so we can gain a better understanding!

    -Coach Natalie

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Didn't examine the file, but usually CSV's have a special way of marking in-line commas (such as, maybe, putting them within quotes) which CSV processing software (Like Excel) knows how to handle. An app I wrote (not related) uses a CSV library to handle stuff like that automatically. Somewhere in the world is probably a document defining how to handle that for people writing their own CSV software.

    -Rob


    Rob Wilkens - RobWilkens.com

This discussion has been closed.