Use ImportQIF to convert and import QIF, OFX, Excel, CSV files into Quicken. Installation program for Microsoft Money 2005 for the Pocket PC. Related products. The Quicken brand has been extended to other personal and household areas, including healthcare. Quicken Health Expense Tracker is a free online. Quicken Interchange Format (QIF) is an open specification for reading and writing financial data to media (i.e.

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Quicken Interchange Format - Wikipedia. Quicken Interchange Format (QIF) is an open specification for reading and writing financial data to media (i. The inability to reconcile imported transactions against the current account information is one of the primary shortcomings of QIF. Quicken Personal and Quicken Personal Plus). Intuit's. Quicken used to be able to import QIF, too, but with its 2. The QIF format does not allow a user to mark the currency in which a transaction was completed.

In some cases this may cause problems for users who do use multiple currencies when they export or import into another software package. It is commonly supported by financial institutions to supply downloadable information to account holders, especially by banks that support integration of Money or Quicken with their online banking. Not everybody, however, was, or is, happy with this replacement. Some banks dislike it because Quicken (Intuit) charges licensing fees to use QFX. Other banks pass the fees on by charging customers for downloading QFX files. Because Microsoft Money imports either QIF or OFX format files, and Microsoft does not charge banks any licensing fees to use OFX for Money, banks do not normally charge for downloading QIF and OFX files.

All the data in the file is stored in ASCII strings, and the file could be edited in any text editor. PCITY OF SPRINGFIELD. PYOUR LOCAL SUPERMARKET. PSPRINGFIELD WATER UTILITY. Valid values for accounts are: Code. Description ! Type: Cash. Cash Flow: Cash Account !

Type: Bank. Cash Flow: Checking Account ! Type: CCard. Cash Flow: Credit Card Account ! Type: Invst. Investing: Investment Account ! Type: Oth AProperty & Debt: Asset ! Type: Oth LProperty & Debt: Liability !

Type: Invoice. Invoice (Quicken for Business only)There are also values for QIF files of internal Quicken information: Code. Description ! Account. NAccount Name. TAccount Type.

D. Each line begins with a single character identifying code in the first column, followed by the literal data for that field. The detail item is terminated by a separator line. The fields can be in any order (except that within split transactions, the category, amount, and memo must be adjacent). If a single transaction block contains several detail items with same code, the last row is used for import. Standard detail item. Code. Description.

Used In. Example. DDate. Leading zeroes on month and day can be skipped. Year can be either 4 digits or 2 digits or '6 (=2.

All. D2. 5 December 2. TAmount of the item. For payments, a leading minus sign is required. For deposits, either no sign or a leading plus sign is accepted.

Do not include currency symbols ($, . Comma separators between thousands are allowed. All. T- 1,2. 34. 5. USeems identical to T field (amount of item.) Both T and U are present in QIF files exported from Quicken 2. All. U- 1,2. 34. 5.

MMemo—any text you want to record about the item. All. Mgasoline for my car. CCleared status. Values are blank (not cleared), . Can also be . Or a description for deposits, transfers, etc. Banking, Investment. PStandard Oil, Inc. AAddress of Payee.

Up to 5 address lines are allowed. A 6th address line is a message that prints on the check. Payee line—the name of the Payee. Banking, Splits. A1. Main St. LCategory or Transfer and (optionally) Class. The literal values are those defined in the Quicken Category list.

Sub. Categories can be indicated by a colon (. If the Quicken file uses Classes, this can be indicated by a slash (. For Investments, Misc. Inc. X or Misc. Exp. X actions, Category/class or transfer/class. Same format as L (Categorization) field. Same format as T field.

Splits$1,0. 00. 5. Percent. Optional—used if splits are done by percentage. Splits%5. 0NInvestment Action (Buy, Sell, etc.). Investment. NBuy. YSecurity name. Investment.

YIDS Federal Income. IPrice. Investment. I5. 1. 25. QQuantity of shares (or split ratio, if Action is Stk. Split). Investment.

Q4,8. 96. 2. 01. OCommission cost (generally found in stock trades)Investment. O1. 4. 9. 5$Amount transferred, if cash is moved between accounts. Investment$2. 5,0.

BBudgeted amount - may be repeated many times for monthly budgets. Categories. B8. 5. XExtended data for Quicken Business.

Followed by a second character subcode (see below) followed by content data. Invoices. XI3. XAShip- to address. Invoices. XAATTN: Receiving. XIInvoice transaction type: 1 for invoice, 3 for payment.

Invoices. XI1. XEInvoice due date. Invoices. XE6/1. 7' 2. XCTax account. Invoices. XC. Codes that end in X indicate that the transaction was generated by the account, but the cash is transferred to a different account (in which case the Category field is the destination account name). Action codes include: CGLong (Capital Gains Long Term), CGLong.

X, CGMid, CGMid. X, CGShort, CGShort. X, Div, Div. X, Int. Inc, Int. Inc. X, Marg. Int, Marg. Int. X, Rtrn.

Cap, Rtrn. Cap. X, XIn, XOut, Added, Removed, Stk. Split. If the line immediately following an XS record does not begin with ^ or X, that is considered a continuation of the XS record. All the fields in detail items are optional—if not included, that field will be left blank in the imported transaction.

Also, Quicken seems to do little error checking on these items; if the same field is included twice in the detail item, the second one will just overwrite the first one. Record end. The last detail item in the file should end with a separator line.

Code. Description^A single caret in the first column, and the rest of the line blank. Export workarounds for Quick. Books: exporting to QIF.

Only the Intuit Interchange Format (IIF) is supported. An IIF to QIF converter will not solve the problem either, as journal entries can't be exported in IIF format, only lists are exportable. A viable way to overcome this problem is to set up a journal report, to show all journal entries. Print the report using the . Set the file type to Excel before printing. Rename the extension of the resulting file from PRN to CSV. Use this XL2. QIF Excel macro to convert to QIF.

The Excel file may need to be reorganized to generate the appropriate format for the macro to work, such as separating cheque accounts from term deposits, etc. The above referenced Excel macro supports split transactions. See references for further examples of reporting to excel . Two methods are explained below: Indirect (Temporary cash account) method. Quicken 2. 00. 5 and later), you can import from the QIF file into a (temporary) Cash account. Make sure the first line in the QIF file says .

Tested in 2. 00. 6 version. Note that you can not copy cash transactions into brokerage accounts in Quicken 2. Direct method. Ensure to prefix your transaction data by copying- and- pasting the top four lines from the example below - the example is for an investment transaction: ! Account. NJoint Brokerage Account. MPurchase of 1. 00 shares of IBM stock on 2.

December 2. 00. 7 at $1. Line 2 (N) in the example must contain the exact name of the account you are intending to import into. If you use an account name that does not exist, Quicken will ask if you want to create a new account (This functionality has been test in Quicken 2.

When importing the file, the account you choose in the QIF- import- dialog box is irrelevant (you can even choose . In order to be successfully read by Quicken the text file must be saved in ANSI format. Files saved in UTF- 8 format will not be correctly processed. Download Free Bernard Lewis Islam And The West Pdf Editor on this page. The example above was tested in Quicken 2. Quicken 2. 00. 8, Quicken 2. Quicken 2. 01. 2, Quicken 2. Before accepting an import, validate any 'Match' transactions and change to 'New' where there isn't really a match.

Quicken can match on amounts even when the dates are significantly different. When editing the QIF file, check for any transaction Category (the field starting with 'L') for an account name contained in brackets, such as . The brackets reference another quicken account, and if left in place will post a transaction in that account in addition to the account being imported to, with potentially troublesome results.