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Subject Author Date
Converting .qif Files to .qfx Files CDavey 10-09-2008
Posted by CDavey on October 9, 2008, 3:00 am
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Is there and easy way of Converting .qif files to .qfx files?


Posted by Steve JORDI on October 9, 2008, 3:39 am
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wrote:

>Is there and easy way of Converting .qif files to .qfx files?

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, credi 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

        !Account
        Naccountname
        Ttype
        ^

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_LSPAM@hotmail.com
Switzerland WWW: www.sjordi.com
------------------------------------------------
Volcanoes at www.sjordi.com/volcanoes
MovieDB at www.sjmoviedb.com
------------------------------------------------

Posted by C. Davey Utter on October 9, 2008, 6:21 am
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Oh man, are you kidding? Perfect info!!! Many thanks!!! I have only
.qif files for the first part of '07, after the switch to the new
format. So I needed this info to be able toi finish 2007, I'm cool
from 07/07 on with the new format files. Thanks so much for the
help!!!




On Thu, 09 Oct 2008 09:39:46 +0200, Steve JORDI

>wrote:
>
>>Is there and easy way of Converting .qif files to .qfx files?
>
>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, credi 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
>
>        !Account
>        Naccountname
>        Ttype
>        ^
>
>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_LSPAM@hotmail.com
>Switzerland WWW: www.sjordi.com
>------------------------------------------------
>Volcanoes at www.sjordi.com/volcanoes
>MovieDB at www.sjmoviedb.com
>------------------------------------------------

Posted by Steve JORDI on October 10, 2008, 8:59 am
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On Thu, 09 Oct 2008 03:21:04 -0700, C. Davey Utter

>Oh man, are you kidding? Perfect info!!! Many thanks!!! I have only
>.qif files for the first part of '07, after the switch to the new
>format. So I needed this info to be able toi finish 2007, I'm cool
>from 07/07 on with the new format files. Thanks so much for the
>help!!!

Glad to be of any help :-)


>"!Type:Bank"
>Does that stay? and the other stuff just goes ahead of it?

Actually, do you already have this at the top of your QIF file?
In that case it's for a banking account. Not a credit card one or any
other one.

In my case, I have a QIF file to which I just added the 4 line header
as described before, but I left the entire rest of the file as is.

Is "!Type:Bank" already in your QIF before you touched it?
Should be "TBank" (without the quotes of course).
I guess it's a different Quicken version flavor.
From what I know this kind of "!Type:Bank" tag appears when your QIF
file has been created within Quicken itself.

For more information you should maybe check
http://web.intuit.com/support/quicken/docs/d_qif.html



Sincerely,
Steve JORDI

(Remove the K_I_L_LSPAM from my email address)
------------------------------------------------
1197 Prangins Email: stevejordiK_I_L_LSPAM@hotmail.com
Switzerland WWW: www.sjordi.com
------------------------------------------------
Volcanoes at www.sjordi.com/volcanoes
MovieDB at www.sjmoviedb.com
------------------------------------------------

Posted by C. Davey Utter on October 9, 2008, 9:04 am
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OK at the top of the .qif file there is the line:

"!Type:Bank"

Does that stay? and the other stuff just goes ahead of it?




On Thu, 09 Oct 2008 09:39:46 +0200, Steve JORDI

>wrote:
>
>>Is there and easy way of Converting .qif files to .qfx files?
>
>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, credi 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
>
>        !Account
>        Naccountname
>        Ttype
>        ^
>
>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_LSPAM@hotmail.com
>Switzerland WWW: www.sjordi.com
>------------------------------------------------
>Volcanoes at www.sjordi.com/volcanoes
>MovieDB at www.sjmoviedb.com
>------------------------------------------------

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