Quicken 2007 questions - qif files.

BobK · 2008-02-21T18:23:46+00:00

Hello,I am trying to Import data that I manually downloaded from my financial institutions and have a few questions:1. Is it possible to convert a qif file to a qfx file? If not is there a way to recover qif data in Quicken 2007?2. When I import a qfx file, there does not seem to be a way to tell Quicken to include category information? You could do this with a qif file right up front.3. When I import a qfx file, all of my accounts do not show up in the box used to select which account to import to. Is there a way to make Quicken recognize all of the accounts I have?Thanks a lot,Bob

Feb 21, 2008 22 Replies

Rate this thread:

BobK 18 years ago

Thanks John, Much appreciated. I will give it a go.

Bob

Vote

BobK 18 years ago

Hello Again,

One more question. Is there a smooth way to add all those renaming rules?

That is, you have to remember the exact name in the memo field and remember a Memorized Payee. You can't open both the renaming and memorized payee list at the same time and there is no drop down for memorized payees on the renaming window. So I was wondering how you go about doing a bunch of these. Is there a fast way? Should you work from the import list at the bottom or get them into the register first?

Thanks,

Bob

Vote