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Subject Author Date
Quicken 2007 questions - qif files. BobK 02-21-2008
Posted by John Pollard on February 22, 2008, 10:12 am
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 BobK wrote:
> Thanks John,
>
> So when we used QIF files we could get Quicken to determine
> categories
> and enter them for us but with QFX files we have to manually
> enter
> categories for each item? That does not sound like progress.

The type of file being imported has nothing to do with whether
Quicken can/will assign a category to a downloaded transaction.

The category field in QIF files was useful for transferring
transactions between Quicken files, so you wouldn't lose the
transaction categories you already had. But financial
institutions don't assign categories to transactions, so there
is no need to "download" a category.

> Is this what everyone does with QFX files - enter the
> categories
> manually?

I don't think so. I think most people use Memorized Payees and
Quicken's "Quickfill" capability to let Quicken assign
categories ... where feasible.

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



Posted by BobK on February 22, 2008, 10:45 am
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>> So when we used QIF files we could get Quicken to determine
>> categories
>> and enter them for us but with QFX files we have to manually enter
>> categories for each item? That does not sound like progress.
>
> The type of file being imported has nothing to do with whether
> Quicken can/will assign a category to a downloaded transaction.
>
> The category field in QIF files was useful for transferring
> transactions between Quicken files, so you wouldn't lose the
> transaction categories you already had. But financial institutions
> don't assign categories to transactions, so there is no need to
> "download" a category.
>
>> Is this what everyone does with QFX files - enter the categories
>> manually?
>
> I don't think so. I think most people use Memorized Payees and
> Quicken's "Quickfill" capability to let Quicken assign categories
> ... where feasible.


Hi, I hate to seem so dense here.

I do have a whole list of Memorized Payees. I checked my Quickfill
Options and they are all checked. But when I import the QFX file, I
still do not get categories.

Is there a way to activate Quickfill after the download or is there
some other procedure that I am missing? Could you describe the
procedure to get categories listed upon importing?

Thanks so much,

Bob



Posted by Han on February 22, 2008, 11:13 am
Please log in for more thread options
$742ec2ed@news.sonic.net:

>>> So when we used QIF files we could get Quicken to determine
>>> categories
>>> and enter them for us but with QFX files we have to manually enter
>>> categories for each item? That does not sound like progress.
>>
>> The type of file being imported has nothing to do with whether
>> Quicken can/will assign a category to a downloaded transaction.
>>
>> The category field in QIF files was useful for transferring
>> transactions between Quicken files, so you wouldn't lose the
>> transaction categories you already had. But financial institutions
>> don't assign categories to transactions, so there is no need to
>> "download" a category.
>>
>>> Is this what everyone does with QFX files - enter the categories
>>> manually?
>>
>> I don't think so. I think most people use Memorized Payees and
>> Quicken's "Quickfill" capability to let Quicken assign categories
>> ... where feasible.
>
>
> Hi, I hate to seem so dense here.
>
> I do have a whole list of Memorized Payees. I checked my Quickfill
> Options and they are all checked. But when I import the QFX file, I
> still do not get categories.
>
> Is there a way to activate Quickfill after the download or is there
> some other procedure that I am missing? Could you describe the
> procedure to get categories listed upon importing?
>
> Thanks so much,
>
> Bob
>
I think the trick is to match the downloaded transaction with a memorized
payee. I am having mostly the opposite problem from your situation. I
have quickfill/memorize checked (always have had this, so I forget
exactly what the settings are). Now when I get a downloaded transaction
for CVS it remembers the latest settings and I have to change from
Medical to Household and back, depending on what the transaction is and
was.



--
Best regards
Han
email address is invalid

Posted by P.Schuman on February 22, 2008, 11:21 am
Please log in for more thread options
BobK wrote:
>>> So when we used QIF files we could get Quicken to determine
>>> categories
>>> and enter them for us but with QFX files we have to manually enter
>>> categories for each item? That does not sound like progress.
>>
>> The type of file being imported has nothing to do with whether
>> Quicken can/will assign a category to a downloaded transaction.
>>
>> The category field in QIF files was useful for transferring
>> transactions between Quicken files, so you wouldn't lose the
>> transaction categories you already had. But financial institutions
>> don't assign categories to transactions, so there is no need to
>> "download" a category.
>>
>>> Is this what everyone does with QFX files - enter the categories
>>> manually?
>>
>> I don't think so. I think most people use Memorized Payees and
>> Quicken's "Quickfill" capability to let Quicken assign categories
>> ... where feasible.
>
>
> Hi, I hate to seem so dense here.
>
> I do have a whole list of Memorized Payees. I checked my Quickfill
> Options and they are all checked. But when I import the QFX file, I
> still do not get categories.
>
> Is there a way to activate Quickfill after the download or is there
> some other procedure that I am missing? Could you describe the
> procedure to get categories listed upon importing?
>
> Thanks so much,

hey -
If this whole thread was about downloading a QFX file from some financial
institution,
(was it via a Web Connect) ??
or manually importing the QFX file & hoping to have it auto-assign
categories
then let's change the Subject line -
instead of having anything to do with QIF files as was originally asked...

BTW - if you want to see what's really going on with your QFX (or QIF) file
just open it with Notepad - they are all plain text files with "tags"
indicating the information type and content




Posted by BobK on February 22, 2008, 11:47 am
Please log in for more thread options

> BobK wrote:
>>>> So when we used QIF files we could get Quicken to determine
>>>> categories
>>>> and enter them for us but with QFX files we have to manually
>>>> enter
>>>> categories for each item? That does not sound like progress.
>>>
>>> The type of file being imported has nothing to do with whether
>>> Quicken can/will assign a category to a downloaded transaction.
>>>
>>> The category field in QIF files was useful for transferring
>>> transactions between Quicken files, so you wouldn't lose the
>>> transaction categories you already had. But financial
>>> institutions
>>> don't assign categories to transactions, so there is no need to
>>> "download" a category.
>>>
>>>> Is this what everyone does with QFX files - enter the categories
>>>> manually?
>>>
>>> I don't think so. I think most people use Memorized Payees and
>>> Quicken's "Quickfill" capability to let Quicken assign categories
>>> ... where feasible.
>>
>>
>> Hi, I hate to seem so dense here.
>>
>> I do have a whole list of Memorized Payees. I checked my Quickfill
>> Options and they are all checked. But when I import the QFX file, I
>> still do not get categories.
>>
>> Is there a way to activate Quickfill after the download or is there
>> some other procedure that I am missing? Could you describe the
>> procedure to get categories listed upon importing?
>>
>> Thanks so much,
>
> hey -
> If this whole thread was about downloading a QFX file from some
> financial institution,
> (was it via a Web Connect) ??
> or manually importing the QFX file & hoping to have it auto-assign
> categories
> then let's change the Subject line -
> instead of having anything to do with QIF files as was originally
> asked...
>
> BTW - if you want to see what's really going on with your QFX (or
> QIF) file
> just open it with Notepad - they are all plain text files with
> "tags"
> indicating the information type and content
>


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?

Then, the main part of the post referred to a QFX file that was
manually downloaded and saved. Now when I manually import that QFX
file, it does not show all my categories.

Actually, I think I may see the problem. I let Quicken Rename several
Payee's. I think when it renames the Payee, it looses the category
association. I wonder if I did not permit renaming, if that would
permit the categories to show up?

Thanks,

Bob



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