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Posted by John Pollard on February 18, 2007, 8:53 pm
Please log in for more thread options Keith wrote:
> wrote:
>> kjas...@gmail.com wrote:
>>> I'm relatively new to Quicken. I've been using it for
>>> most of last year, but fall behind on it because it's so
>>> cumbersome to enter mypaycheckinformation. I get the
>>> downloaded transactions from my bank, but I have used
>>> the paycheckwizard to define a template for
>>> eachpaycheck.
>>> I have automatic 401K and ESPP investments in each
>>> paycheck, as well as commission, so each check has
>>> different numbers in it.
>>
>>> My paychecks are available for download from ADP, and I
>>> have access to software that can pull out the relevant
>>> information from the PDF and put the output into just
>>> about anything. My first question is - is there a way
>>> in Quicken toimportpaycheckinformation (as ascheduled
>>> transaction) from csv, qif or whatever? In other words,
>>> as ascheduledtransaction, I always have to edit the
>>> paycheckinfo, and then enter it, and then match the bank
>>> transaction to thescheduledtransaction amount.
>>> I'd at
>>> least like to automate the process of updating the
>>> scheduledtransaction.
>>
>> You can't automate the modification of a transaction in
>> theScheduledTransaction List.
>>
>>> The follow-on question would be what format do I need to
>>> use toimportthescheduledtransaction.
>>
>> You can "import" a "register" transaction, but not a
>> "Scheduled
>> Transaction" (you can'timportanything to theScheduled
>> Transaction List).
>>
>>> If it's
>>> something like QIF, then is that format defined
>>> somewhere, so I can program my application to convert
>>> the information in the PDF to this format?
>>
>> If you export transactions from the Quicken account
>> where yourpaychecktransaction is recorded to a qif file,
>> you can probably learn everything you need to know about
>> the format of the
>> transaction you are interested in. QIF files can be
>> viewed (and
>> modified) in a word processor (Notepad is probably
>> preferable if
>> you plan to make any modifications, so as not to get any
>> extraneous data from the word processor). [If you feel
>> you must
>> have the full qif file format specs, I think those are
>> posted in
>> the archives of ths group with Google. If you have
>> trouble
>> finding them and if Google will allow it, search for
>> something
>> like "!Account".]
>>
>> Since it sounds like you have a version of Quicken later
>> than
>> Q2004, you have to consider the qif
>> fileimportrestrictions on
>> later Quicken versions. In those later versions, you
>> canimport
>> your qif file to a Quicken cash account, then cut/paste
>> the
>> transaction(s) into your checking account. Or you can
>> look in
>> the Intuit Quicken forums in the Other Topics discussion
>> for a
>> post on importing qif files "post Q2004". (I think the
>> same
>> info has now been posted in this newsgroup and can be
>> found in
>> the archives ... different subject line though.)
>>
>> --
>> John Pollard
>> First initial underscore Last name at mchsi dot com
>> Please reply to newsgroup- Hide quoted text -
>>
>> - Show quoted text -
>
> Ok, that makes sense. I appreciate the input. Maybe you
> can help me with one more point so I can figure out the
> right solution to my situation. My paycheck has all
> these categories - taxes and such. But in the register,
> all I see is the deposit of the net amount.
> Is there an
> easy way to understand where all the information in my
> paycheck's scheduled transaction ends up, so that I can
> programatically parse it out as a QIF file and then just
> import the QIF?
Yes.
As I said before; export transactions that will include at least
one of your paycheck transactions, to a qif file (when you
export to a qif file, you can choose a date range). In the
resulting qif file, look (using a word processor) at the
paycheck transaction; you will see how it is split and that will
tell you how to format the transactions that you want to import.
(Assuming you also follow the other instructions I referred to
in order to make the QIF file "importable".)
QIF file transactions are about as primative as is possible.
Each QIF file "record" (usually) represents one Quicken "field".
The first position of each record identifies which Quicken
"field" is in the following text; the remaining characters are
the "value" of that field. The end of each Quicken
"transaction" is indicated by a "^" in position one of a QIF
file record.
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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