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Subject Author Date
Quicken 2007 questions - qif files. BobK 02-21-2008
Posted by BobK on February 21, 2008, 1:23 pm
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 Hello,

I am trying to Import data that I manually downloaded from my
financial institutions and have a few questions:

1. Is it possible to convert a qif file to a qfx file? If not is there
a way to recover qif data in Quicken 2007?

2. When I import a qfx file, there does not seem to be a way to tell
Quicken to include category information? You could do this with a qif
file right up front.

3. When I import a qfx file, all of my accounts do not show up in the
box used to select which account to import to. Is there a way to make
Quicken recognize all of the accounts I have?

Thanks a lot,

Bob



Posted by P.Schuman on February 21, 2008, 3:13 pm
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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:
>
> 1. Is it possible to convert a qif file to a qfx file? If not is there
> a way to recover qif data in Quicken 2007?
>
> 2. When I import a qfx file, there does not seem to be a way to tell
> Quicken to include category information? You could do this with a qif
> file right up front.
>
> 3. When I import a qfx file, all of my accounts do not show up in the
> box used to select which account to import to. Is there a way to make
> Quicken recognize all of the accounts I have?
>
> Thanks a lot,
>
> Bob

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 ?



Posted by BobK on February 21, 2008, 4:11 pm
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>
> 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 ?
>

Quicken 2007 lets you import: TurboTax, Web Connect file, and QIF
file. The Web Connect is the QFX.

Bob



Posted by P.Schuman on February 22, 2008, 11:24 am
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BobK wrote:
>> 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 ?
>>
>
> Quicken 2007 lets you import: TurboTax, Web Connect file, and QIF
> file. The Web Connect is the QFX.
>

SO - is the file in question a Web Connect QFX file ?, or some other QIF
file ?
If Web Connect, then you can just have Quicken open it realtime without even
saving/importing it.



Posted by John Pollard on February 21, 2008, 6:21 pm
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BobK wrote:

> 2. When I import a qfx file, there does not seem to be a way
> to tell
> Quicken to include category information? You could do this
> with a qif
> file right up front.

There is no category information in a QFX file. The OFX specs -
which control what is in an OFX or QFX file - have no capability
to transmit category ... because your financial institution
would have any way to know what category you wanted to use for
the transactions it downloads.

> 3. When I import a qfx file, all of my accounts do not show up
> in the
> box used to select which account to import to. Is there a way
> to make
> Quicken recognize all of the accounts I have?

The accounts that "show up" should be the accounts that are of
the same type as the account downloaded, and the accounts which
are NOT already activated for downloading.

If you are downloading transactions for an account that is
already activated for downloading, and Quicken doesn't know what
Quicken account they belong to; you can cancel the download,
DeActivate the appropriate account for downloading, and initiate
another download.

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



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