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New user: QIF Import problem snoopy_@excite.com 04-22-2006
Posted by snoopy_@excite.com on April 22, 2006, 8:40 am
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Hello,
I recently installed Quicken 2006 and experienced the following
issue.

1. I attempted to download my checking account information from my
bank using the online connection and stement download functions within
Quicken. However, I noticed I was missing many transactions in my
register. I began to enter them manually but then I thought, I wonder
if I can download a history of my account statements in QIF format that
my bank provides online, and then inport them, and as a result end up
with all the registry entries. When I tried this, using the
FILE>Import utility I end up at a screen that says "Don't see your
account?" and then explains that your cannot import checking, savings,
etc... accounts. Am I doing something wrong here?
I use Quickbooks for my business and have some similar issue of
missing registry entries that are found when I reconcile the account at
month end.

2. Most of the missing entries are deposits, which makes my accounts
seem in the red.

Thanks for your help.


Posted by Han on April 22, 2006, 8:51 am
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> Hello,
> I recently installed Quicken 2006 and experienced the following
> issue.
>
> 1. I attempted to download my checking account information from my
> bank using the online connection and stement download functions within
> Quicken. However, I noticed I was missing many transactions in my
> register. I began to enter them manually but then I thought, I wonder
> if I can download a history of my account statements in QIF format that
> my bank provides online, and then inport them, and as a result end up
> with all the registry entries. When I tried this, using the
> FILE>Import utility I end up at a screen that says "Don't see your
> account?" and then explains that your cannot import checking, savings,
> etc... accounts. Am I doing something wrong here?
> I use Quickbooks for my business and have some similar issue of
> missing registry entries that are found when I reconcile the account at
> month end.
>
> 2. Most of the missing entries are deposits, which makes my accounts
> seem in the red.
>
> Thanks for your help.
>
You must have missed the zillions of tirades against Intuit, railing
against the sunset policies regarding qif export/import.

There have been some workarounds mentioned, but I can't recall them at the
moment. Google is your friend, if you don't mind their datacollection
methods.

--
Best regards
Han
email address is invalid

Posted by MrTom on April 23, 2006, 3:08 pm
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Han wrote:
>
>> Hello,
>> I recently installed Quicken 2006 and experienced the following
>> issue.
>>
>> 1. I attempted to download my checking account information from my
>> bank using the online connection and stement download functions within
>> Quicken. However, I noticed I was missing many transactions in my
>> register. I began to enter them manually but then I thought, I wonder
>> if I can download a history of my account statements in QIF format that
>> my bank provides online, and then inport them, and as a result end up
>> with all the registry entries. When I tried this, using the
>> FILE>Import utility I end up at a screen that says "Don't see your
>> account?" and then explains that your cannot import checking, savings,
>> etc... accounts. Am I doing something wrong here?
>> I use Quickbooks for my business and have some similar issue of
>> missing registry entries that are found when I reconcile the account at
>> month end.
>>
>> 2. Most of the missing entries are deposits, which makes my accounts
>> seem in the red.
>>
>> Thanks for your help.
>>
> You must have missed the zillions of tirades against Intuit, railing
> against the sunset policies regarding qif export/import.
>
> There have been some workarounds mentioned, but I can't recall them at the
> moment. Google is your friend, if you don't mind their datacollection
> methods.
>

An earlier (4/21/06, Re: Need to Downgrade Quicken!!) message by
DietRite said

"Actually, I think it's fairly simple to import a QIF file. Simply start a
new CASH account and import the QIF file there. Then highlight all entries
and copy them and paste into the checking account or wherever you want
them.
Seems to work pretty reaily, unless I'm mistaken (always possible)."

Tom

Posted by John Pollard on April 23, 2006, 3:28 pm
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MrTom wrote:
>> You must have missed the zillions of tirades against Intuit,
>> railing
>> against the sunset policies regarding qif export/import.
>>
>> There have been some workarounds mentioned, but I can't
>> recall them
>> at the moment. Google is your friend, if you don't mind
>> their
>> datacollection methods.
>>

> An earlier (4/21/06, Re: Need to Downgrade Quicken!!) message
> by
> DietRite said
>
> "Actually, I think it's fairly simple to import a QIF file.
> Simply
> start a new CASH account and import the QIF file there. Then
> highlight all entries and copy them and paste into the
> checking
> account or wherever you want them.
> Seems to work pretty reaily, unless I'm mistaken (always
> possible)."

It is a decent workaround in many cases, but there are two
problems with it. One: it will not work for investment
accounts. Two: the ability to "match" to existing transactions
is lost; all transactions imported using this method will be
"New".

There is a method that overcomes both problems; posted by me in
the Quicken Forums, under "Other Topics". (Also probably posted
in this Newsgroup by me ... and in both places by others).

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



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