Options to get QIF/CSV files into checking account

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.

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:

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.

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.

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.

Good idea. From what I read from within Q2010 it does allow import to a cash account.

This is a five year old problem that's been discussed here a number of times. Here's a nice summary of some workarounds:

Hope this helps.

Mike

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,

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

You may need a third party app to convert the qif file to ofx. Here's one:

If you google "qif to ofx conversion" you may find one that is free.

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

Glad to hear it works. Thanks to "gk".

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)

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