You do have to import through a cash account (call it IMPORT as place to import and then move transactions under correct account). You can do split transactions, you can supply categories and tags. You can do investment transactions (yes, Quicken 2017 can import 'correct' QIF files directly into investment accounts just fine, you just have to follow the instructions and ignore Quicken messages about supported account types). QIF format provides most features comparing to QFX, but requires little bit more work the QFX (Web Connect) format. But you cannot do splits (CSV2QFX can do the splits for you by creating separate transactions, which is fine for most case like Paypal payments and fees). You can use Quicken renaming rules to assign the categories. You cannot set the category (QFX format limitation) and you can import into bank and credit card accounts. QFX (Web Connect, not QXF) is the most straightforward choice for Quicken 2017. I have CSV file and need import into Quicken 2017