Options to get QIF/CSV files into checking account

So everything imported from Money into Quicken o.k. However my CU where my checking account resides offers only QIF or CSV downloads and does not offer direct connection. Quicken will not take QIF downloads
(Money did just fine, it had to ask me which account to put the transactions in each time, but always did fine). Do I have any options for using Quicken to keep track of this checking account (which has 15 years of data)?
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I've never done this, but there is an import feature on the File menu. File: Import: QIF. Chances are this will work for you. I'm using Q2010 R7.
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I just saw that Quicken doesn't take QIF imports to checking accounts. If you had this in Microsoft Money, you should be able to import it into Quicken.
The CU should probably change to OFX or QFX to be up to date.
Here's more info: http://quicken.intuit.com/support/articles/data-file-management/data/3886.html
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On Wed, 24 Feb 2010 21:32:48 -0500, "Tim Conway"

I knew it couldn't import QIF files into checking (tried that) Yes, it's in Quicken as of the date I converted my Money file, but I can't update it in Quicken short of entering stuff manually which I haven't had to do for 15 years.

I agree. WIll talk to them tomorrow. It's hard to see how it can't have been an issue with other CU members. I did see they are proposing a merger with a CU that is in the Quicken list of instiutions. Probably incentive for them not to waste any programming manpower in the interim.

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On Feb 24, 10:12 pm, snipped-for-privacy@example.com wrote:

Maybe you can convert your file by using this. http://xl2qif.chez-alice.fr/xl2qif_en.php
Just make sure you back up or make a copy of your data file before you make any changes.
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The OP said he has the QIF files but they won't import into a checking account in Quicken. He needs to convert them to QFX.
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as a workaround, try importing QIF file in to dummy cash account, then copy transactions to your checking account. Not sure if this works in Q2010, but have been doing this in 2008 version with no problems.
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Good idea. From what I read from within Q2010 it does allow import to a cash account.
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snipped-for-privacy@example.com wrote:

You may need a third party app to convert the qif file to ofx. Here's one: http://www.bigredconsulting.com/aboutofxwriter.htm
If you google "qif to ofx conversion" you may find one that is free.
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snipped-for-privacy@example.com wrote:

This is a five year old problem that's been discussed here a number of times. Here's a nice summary of some workarounds: http://en.wikipedia.org/wiki/Quicken_Interchange_Format#Import_Workaroun ds_for_Quicken_2005.2B:_importing_from_QIF
Hope this helps.
Mike
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On Fri, 26 Feb 2010 07:43:58 -0500, Mike Blake-Knox

Thanks for all the info posted. It's a bit ironic to me that with all the supposed shortcomings of QIF I've had virtually no problems importing them into Money, It does ask me which account to put it in, but beyond that the transactions always download correctly and I have not had reconcile issue,
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snipped-for-privacy@example.com wrote:

Intuit is thought to make a big chunk of its Quicken revenue from the software it licenses to financial institutions. As a result, they may be trying to make importing generic QIF more difficult.
Users do (arguably) receive a security benefit from this approach to on-line account updating. This results from requiring the involvement of Intuit servers in connections to financial institutions.
I think there are better ways to address security but Intuit already has an on-line update mechanism in place.
Mike
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On Fri, 26 Feb 2010 07:43:58 -0500, Mike Blake-Knox

The import to a cash account and then copy to checking seems to work fine. All the necessary details are there except for automatic category matches. Thanks for the reference.
Jim
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wrote:

Glad to hear it works. Thanks to "gk".
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You can import QIF files to ANY account, but you must first edit them to change the header. It's a trick as a workaround.
I guess that you need this in order to be able to import your QIF files into all of your accounts in Quicken. This latter refuses to do so for saving, checking, credit card accounts etc. Isn't it?
If I'm correct, qfx is a licensed format from Intuit and you have to pay $$$ if you want the specifications.
The workaround to still be able to work with QIF files is to simply modify their headers.
ADD The Following to the HEAD of the QIF file
The date format of each transaction should also be MM/DD/YYYY
As an example, if you have an account called "My American Express Gold" that would give !Account NMy American Express Gold TCCard ^
Or a bank account called "My savings" !Account NMy savings TBank ^
For the type next to the "T" you have the following options: Bank, CCard, or Invst
Next to the "N" you add your account name
Actually you even can be more detailed by adding extra information: Field Indicator Explanation N Name T Account type (Bank, CCard, Invst) L Credit limit (for credit cards) D Description ^ End of entry
Hope that this helps.
Sincerely, Steve JORDI
(Remove the K_I_L_LSPAM from my email address) ------------------------------------------------ 1197 Prangins Email: stevejordiK_I_L snipped-for-privacy@hotmail.com Switzerland WWW: www.sjordi.com ------------------------------------------------ Volcanoes at www.sjordi.com/volcanoes MovieDB at www.sjmoviedb.com ------------------------------------------------
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