Importing QIF Files in Quicken 2005, 2006, 2007

Posted by Bob Wang on January 25, 2007, 6:42 pm

Please log in for more thread options

John Pollard has often posted instructions, and links; and as humbads posted
back on 17 January, 2007, it *IS* possible to import QIF files in Quicken
2005, 2006, 2007.

http://www.somacon.com/p468.php

I can personally vouch that this works in Q2006 and Q2007, others can do the
same for Q2005.

Bob

P.S. It's a shame that the newsgroup doesn't have a "sticky" or "Topic of
the Year" feature :-)

Posted by oldman on April 7, 2007, 7:00 pm

Please log in for more thread options

I am trying to merge two investment accounts. One of the accounts
contains only mutual fund transactions and the other was from a
brokerage account that was transferred to the investment company that
originally only had mutual funds.

I am using Quicken 2007. I created a QIF file from the mutual fund
account since that was the smaller one in terms of transactions (81)
total. The old brokerage account has 4200 transactions.

After creating the QIF file I opened the "brokerage account" 4200
transactions.

File
Import
QIF file
the source file was the one created by the prior export named temp.QIF
the Quicken account to import into is Cash account. I have viewed the
temp.QIF with notepad and everything seems ok.
The first two lines in the file are below.

!Type:Invst
D1/24/97

When I am viewing the destination account's tractions and click on
Next nothing happens.

If I switch to the summary view and Click Next the screen flashes
several times but nothing really happens.

Can someone please tell me what I need to do to get the two accounts
together.

Thanks,

Oldgray

On Thu, 25 Jan 2007 16:42:07 -0700, "Bob Wang"

>John Pollard has often posted instructions, and links; and as humbads posted

>back on 17 January, 2007, it *IS* possible to import QIF files in Quicken

>2005, 2006, 2007.

>http://www.somacon.com/p468.php

>I can personally vouch that this works in Q2006 and Q2007, others can do the

>same for Q2005.

>Bob

>P.S. It's a shame that the newsgroup doesn't have a "sticky" or "Topic of

>the Year" feature :-)

Posted by Stewart Berman on July 2, 2007, 2:44 am

Please log in for more thread options

The method described in your reference, adding an account header, does
not work properly -- at least not for investment accounts. I tried it
using Quicken 2005 H&B and it did import the transactions.
Unfortunately, it imported them directly into the register and not
into the Downloaded Transactions area. Thus, instead of being able to
clear transactions with the import I wound up with duplicate entries
in the register.

What else needs to be done to get Quicken to accept the transactions
into the Downloaded Transactions area for review?

>John Pollard has often posted instructions, and links; and as humbads posted

>back on 17 January, 2007, it *IS* possible to import QIF files in Quicken

>2005, 2006, 2007.

>http://www.somacon.com/p468.php

>I can personally vouch that this works in Q2006 and Q2007, others can do the

>same for Q2005.

>Bob

>P.S. It's a shame that the newsgroup doesn't have a "sticky" or "Topic of

>the Year" feature :-)