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Subject Author Date
Quicken 2007 - Importing QIF files P.Schuman 02-22-2008
Posted by P.Schuman on February 22, 2008, 11:54 am
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 BobK wrote:
> Hello,
>
> I am trying to Import data that I manually downloaded from my
> financial institutions and have a few questions:

I originally wanted to know if you could convert a QIF file so it can
be imported into Quicken 2007. I have two small files left over from
before I changed to QFX files. Can that be done?

ok - Does Q2007 support Importing of older QIF files ?

Let's not wander down the QIF vs QFX vs Categories path again....
one topic per thread - this is just about Importing QIF files into Quicken
2007





--
----------------------------------
"If everything seems to be going well,
you have obviously overlooked something." - Steven Wright



Posted by gk on February 22, 2008, 12:56 pm
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 wrote:
>
> Let's not wander down the QIF vs QFX vs Categories path again....
> one topic per thread...

one topic per thread?
_________________________________________
P.Schuman : (from the other thread)
>slightly off topic - as I'm running Quicken 2006 -
>for Q 2007 - is there a menu option ---> File --> Export ?
>and if so, what file formats ?
_________________________________________

Now, about QIF's
In Q07 you can import QIF file into cash account, than copy the
transactions into other non-investment account (multi-line selection
is helpful).

Th>ere is also a workaround for QIF import to investment accounts - it
was posted some time ago.

Posted by P.Schuman on February 22, 2008, 1:17 pm
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gk wrote:
> wrote:
>>
>> Let's not wander down the QIF vs QFX vs Categories path again....
>> one topic per thread...
>
> one topic per thread?
> _________________________________________
> P.Schuman : (from the other thread)
>> slightly off topic - as I'm running Quicken 2006 -
>> for Q 2007 - is there a menu option ---> File --> Export ?
>> and if so, what file formats ?
> _________________________________________

Since I didn't have Q2007 - I didn't know what menu options he had avail...

...then it went from the subject of Importing QIF
to converting QIF into QFX,
and then went to the real subject
of Category assignment during Import/Update



Posted by Stewart Berman on February 23, 2008, 2:16 pm
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You do not want to use the workaround to import QIF files into
investment accounts or checking accounts since they go directly into
the account and not into the download transaction section for review.
Better to put them into a dummy cash account, review them and then
copy them.


>wrote:
>>
>> Let's not wander down the QIF vs QFX vs Categories path again....
>> one topic per thread...
>
>one topic per thread?
>_________________________________________
>P.Schuman : (from the other thread)
>>slightly off topic - as I'm running Quicken 2006 -
>>for Q 2007 - is there a menu option ---> File --> Export ?
>>and if so, what file formats ?
>_________________________________________
>
>Now, about QIF's
>In Q07 you can import QIF file into cash account, than copy the
>transactions into other non-investment account (multi-line selection
>is helpful).
>
>Th>ere is also a workaround for QIF import to investment accounts - it
>was posted some time ago.


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