OFT to QFT

I am still using Quicken 99. I know but it does everything I need and it's like an old friend. However, I would lke to continue (restart) to download and import data from my Bank which exports in 'oft' and 'csv' Quicken 99 requires 'qft' or 'qif'. Is there any way to convert 'oft' files to 'qft'?

I have searched 'Google' but have not yet come across a utility to do this. Any ideas?

Reply to
Edward W. Thompson
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Reply to
Laura

I think you'll file that "qft" is really "qfx" (and "oft" is really "ofx").

MS Excel can "read" ",csv" files and the free Excel macro "xl2qif" can convert Excel "rows" of Quicken transactions into qif files. (Google for the macro).

Reply to
John Pollard

That should have read: "I think you'll find that ....".

Reply to
John Pollard

Thanks John, have downloaded the macro but haven't tried it yet. My last 'experiment', changing 'oft' to 'qft' resulted in the data being imported but the dates of the transactions in the imported file were in the US form (mm/dd/yyyy), not the form I use (dd/mm/yyyy). Took me a while to figure out why the account would no longer balance!

Reply to
Edward W. Thompson

Quicken treats dates as being in the same format as the operating system date. And "xl2qif" can export dates in either of the above formats as well as a few others.

Reply to
John Pollard

I've tried your suggestion (xl2qif) with Excel 2007. I downloaded a 'csv' file from my Bank,imported it into Excel, highlighted the data (not the column headers), and ran the macro (xl2qif). The 'qif' file was created but Quicken 99 would not import it. The file was not recognized.

As an aside the 'macro' 'objected' to the date field regardless of the format selected. It was only after I 'deselected' the date column in Excel did the macro create the 'qif' file that failed to import into Quicken 99.

Any ideas?

Reply to
Edward W. Thompson

I can think of a couple of possibilities, others may think of more.

The first is that it matters how the data is recorded in Excel, and it matters how you select the fields to be output to the qif file.

The Quicken data in Excel should be in contiguous columns; you can have other data that you do not care to export in other columns, but the data that's going to Quicken should be in contiguous columns. And before you output, you should select the columns/rows that comprise the Quicken data.

The order of the data in the Excel columns isn't important, but the order in which you select the fields for output is important. That is: you must select the output fields in the same order that their columns appear in the Excel data. If the Quicken amount is in column A and the Quicken date is in column B, you must select the amount field first, and the date field second.

When you select the fields for output, you are telling the macro which field is in which (selected) column.

As far as date formatting is concerned:

First, I don't think you can import qif file data without dates for each transaction ... so eliminating the date from being output to the qif file is not likely to produce a solution.

Second, if the qif file is basically correctly formatted, but only the date field is problematic, you could try exporting some transactions with various dates from Quicken to qif, then opening the resulting qif file to see how the dates look. Then compare those dates with the dates in the qif file output from "xl2qif". [You can easily view the contents of qif files with a word processor - Notepad is fine. The dates will have a "D" in position one of their qif file record.]

Reply to
John Pollard

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