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Converting Fidelity CVS to QIF or OFX for Quicken 2007

  
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Subject Author Date
Converting Fidelity CVS to QIF or OFX for Quicken 2007 Howard Kaikow 03-05-2007
Posted by Howard Kaikow on March 5, 2007, 4:01 pm
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 Is there a free program to convert Fidelity CVS to QIF or OFX for Quicken
2007?

--
http://www.standards.com/; See Howard Kaikow's web site.



Posted by John Pollard on March 5, 2007, 5:55 pm
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 Howard Kaikow wrote:
> Is there a free program to convert Fidelity CVS to QIF or
> OFX for Quicken 2007?

There's the free Excel macro, "xl2qif"; Google for it.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Howard Kaikow on March 5, 2007, 11:30 pm
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> Howard Kaikow wrote:
> > Is there a free program to convert Fidelity CVS to QIF or
> > OFX for Quicken 2007?
>
> There's the free Excel macro, "xl2qif"; Google for it.

I had seen that.
Seems to require that I find out how to map the CSV tags to what Quicken
requires.
And, I've not seen documentation for how to do the mapping.



Posted by John Pollard on March 6, 2007, 9:19 am
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Howard Kaikow wrote:
>> Howard Kaikow wrote:
>>> Is there a free program to convert Fidelity CVS to QIF
>>> or OFX for Quicken 2007?
>>
>> There's the free Excel macro, "xl2qif"; Google for it.

> I had seen that.
> Seems to require that I find out how to map the CSV tags
> to what Quicken requires.
> And, I've not seen documentation for how to do the
> mapping.

There are no "tags" involved.

But since there is no single CSV "format", you do have to know
what data is contained in what "columns" when you get the data
into Excel. In my experience, this is a trivial problem.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Howard Kaikow on March 7, 2007, 12:55 am
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> There are no "tags" involved.
>
> But since there is no single CSV "format", you do have to know
> what data is contained in what "columns" when you get the data
> into Excel. In my experience, this is a trivial problem.

Every value in a QIF file is tagged.
Is there an official spec for the QIF format?



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