yet another question about QIF to OFX conversion

Posted by Lynne on April 9, 2007, 8:43 am

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I have one stubborn bank card which still only offers QIF downloads. I'd
like to keep this account for a variety of reasons, but I use Quicken 2006
and I am sure you all know the sad song. I searched this group and
couldn't find a straightforward (read: easy) solution, so I'll risk asking.

Can you please recommend a conversion utility that will allow me to import
QIF files?

I'd prefer something that brings in all possible data with very little
effort on my part, so if it's not free, I can live with that. If I have to
do some tweaking, I have the skills. I just don't have the time (or the
desire).

Thanks!

--
Lynne

Posted by Lynne on April 9, 2007, 8:54 am

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sorry, make that QIF to QFX.

--
Lynne

Posted by Lynne on April 9, 2007, 10:13 am

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I hate to keep replying to myself, but I (finally!) stumbled across a post
which links to this page:

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

Wonderful!! However for some reason the transactions don't show up in my
credit card account, even after changing the headers as directed and
getting the prompts as indicated, as well as closing and re-opening
Quicken. So I ended up importing them into a cash account and moving them,
without problems. It's just a bit of a pain.

Has Quicken changed their software since this was posted, so that changing
the headers on a QIF file no longer works? Or am I likely doing something
wrong? I get all the way to:

"Transactions found for [my named] account. Import transactions into [my
named] account?" I click "Yes", but no voila, no transactions are in my
credit card account.

--
Lynne

Posted by John Pollard on April 9, 2007, 11:15 am

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Lynne wrote:

> I hate to keep replying to myself, but I (finally!)

> stumbled across a post which links to this page:

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

> Wonderful!! However for some reason the transactions

> don't show up in my credit card account, even after

> changing the headers as directed and getting the prompts

> as indicated, as well as closing and re-opening Quicken.

> So I ended up importing them into a cash account and

> moving them, without problems. It's just a bit of a

> pain.

> Has Quicken changed their software since this was posted,

> so that changing the headers on a QIF file no longer

> works?

I don't think so, though it is possible. Q2005 and Q2006 have
gotten new Releases relatively recently, though I believe they
came before the article was written (though well after the
original concept was known and published, and Intuit knew it was
public knowledge).

I'm pretty sure I have suceeded and others have succeeded, in
importing qif files directly into checking accounts since that
article was written ... but I don't keep that close track of the
dates of those things.

> Or am I likely doing something wrong? I get all

> the way to:

> "Transactions found for [my named] account. Import

> transactions into [my named] account?" I click "Yes", but

> no voila, no transactions are in my credit card account.

I have seen failures on occasion; the single biggest reason
being some problem in the qif file ... but sometimes, I am
unable to figure out what causes the problem.

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Lynne on April 9, 2007, 11:20 am

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wrote:

> I have seen failures on occasion; the single biggest reason

> being some problem in the qif file ... but sometimes, I am

> unable to figure out what causes the problem.

I'll dig into the structure of my ccard's QIF file and see if I can ID a
reason. If not, just being able to import the transactions into a cash
account is a huge improvement over Nothing. Thanks very much for figuring
out and publishing this work around!

--
Lynne