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02/16/09 9:49am PST

convert qif to qfx

my bank put online transactions in qif format, what converters are out to convert to quicken 2009.

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JesseGTO
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03/10/09 5:12pm PDT

I have the same problem. My bank also only exports to QIF and Quicken doesn't allow importing a QIF file into checking... Anyone have a suggestion?

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08/07/10 6:14am PDT

I realize these posts are over a year old, but I had the same problem last night when i was attempting to convert my Windows file to Mac.  I had lost heart in converting my QIF to QXF, but after 4 hours of searching, I found this link on Intuit:

http://quicken.intuit.com/supp...

It is a FREE program that you download onto your Windows machine that will convert the old QIF to QXF.  You then send that QXF file to your Mac and drag and drop it onto Quicken essentials.  (Thank God I have gotomypc so that I could access my PC from my office and get this done.)

I spent way too much time trying to find this. Intuit needs to learn to be more loyal to their loyal users and not send them on a wild goose chase for something so simple when they've already spent a ton of money on their products.  It's just good business.

At any rate, I hope any of you users out there that are in the same boat I was can find this post and not go through what I did.

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Xamdu
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11/13/10 12:49pm PST

jayandkim, thanks for your post, but what if you do NOT have a Windows based PC to start with?  I use Quicken Essentials for Mac and do not have a PC to use the program you suggested.

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woneill1450
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09/21/10 6:43pm PDT

see the link for third party .qif to QuickBooks import software

www.zacharysystems.com/QuickBo...

If this has solved your problem please click This Solved My Question.

Bill O'Neill

http://proadvisor.intuit.com/r...
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12/07/10 7:56am PST

Since I have not found a reliable free QIF to QFX file converter, I instead found a workaround within Q2010 for importing my transactions from downloaded and saved QIF files into checking and credit card accounts.

I created a temporary cash account ( I named it 'QIF Import').  I can then import the .qif file from the harddrive into that account and move the transactions to the account where they belong.  The account parameters can set so it is not added to the net worth summary or reports.  If the starting balance is set to zero and transactions are not stored in this "import cash account",  that won't really be a problem.

Yes, this is somewhat cumbersome, but it works.

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Jchasko
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06/09/11 9:07am PDT

To fill in missing online transactions, this is just great! The key is to create a CASH account, because friggin intuit won't allow any other types. What an arrogant company. Many banks don't export QFX, yet they make us jump through these hoops.

Also, highlight the transactions in your import account, then cut and paste into the approprate bank account.

Thanks for the tip!

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12/27/10 10:54am PST

I followed the work-around on the Wikipedia page on QIF format. There it was explained that if you open the QIF file in notepad and add 4 lines of text to the top of the file, Quicken will import it to the correct account.

!Account
NJoint Brokerage Account
TInvst
^

Since my account is a credit card account, what I add looks like this:

!Account
NCitibank
TCcard
^

Don't forget the end caret and leave no space before the first transaction line.

When I got to Quicken to import the QIF, I set the account to <all accounts> and then Quicken finds the correct account that I have named and will import the files. It is simple and free!

Hope this helps!

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06/12/11 4:47pm PDT

I found this to be the most effective post. It works every time. I thought I would loose all of my data, but so far I have not.

 

Thanks a Million

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06/27/11 7:50pm PDT

I realized this is an older post, but I just discovered and I tried teendoc's solution and it works great.  With many banks abandoning or now charging for qfx downloads this is an ideal solution.

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phil4v19
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06/28/11 3:30am PDT

It now reads them in but they have no dates. Can any one help. If not I am going to have to ditch quicken and buy another package

 

 

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Jchasko
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06/28/11 8:04am PDT

 Try the method posted by DGIDan -set up a CASH account in Quicken, called "QIF Xfer" or somesuch. Quicken will import the QIF straight in. Then just select all the transactions, and paste them into the appropriate account. Don't forget to delete after copying.

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phil4v19
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08/13/11 2:57pm PDT

It now reads the data but the dates are in US format MM/DD/YY. Is there an easy way of converting them to UK format

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03/28/12 2:51pm PDT

Below is a batch file I created for myself to convert a QIF file for a credit card account to one that the newer Quickens can at least import.  The batch file only handles Credit Card type of accounts, but that could be changed. 

The batch file expects to be in the same directory as the filename of the downloaded QIF file you are trying to convert.  The batch file prompts the user for the filename to be converted (do not include the ".gif" extension) and the name of the account in Quicken.  Make sure that what you enter here for the account name directly matches the filename in Quicken.   It will create a new file that is the "original filename".convert.qif.

@echo off
echo Convert Credit Card QIF File
REM
REM Prompt for the filename.  It should reside in same directory
REM Do not include the ".gif" extension in the filename
REM
set /p filename=What is file name you wish to convert (do not include extension):
REM
REM Prompt for the Credit Card Account Name.  This must match the name in QUicken
REM
set /p account=What is the Credit Card account name from Quicken:
REM
REM Build the converted credit card file that will work with the newer version of QUicken
REM
echo !ACCOUNT > %filename%.convert.qif
echo N%account%  >> %filename%.convert.qif
REM
REM The following limits use of this script to Credit Card Accounts
REM
echo TCcard >> %filename%.convert.qif
echo ^^ >> %filename%.convert.qif
REM
REM Put contents of original file at the end of the converted file
REM
type %filename%.qif >> %filename%.convert.qif
pause

The steps to use this are:

1. Download the QIF file from whatever source you are getting it from

2. Use the batch file above to convert the downloaded QIF file to one that the newer Quickens can handle.

3. Open Quicken

4. Do a File-->File Import-->QIF File

5. Browse to the location of the converted file (not the original file)

6. Set "Quicken account to import into" to <All Accounts>

7. Click Import and "voila" the transactions should be imported into the right quicken account.

This works with Windows 7 and Quicken 2012.  I have not tried it with any other combinations.

Jim

 

 

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seletit1
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Latest post

 FixMyQIF does what described above for you, plus fixing issues with your source QIF.

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phil4v19
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01/08/11 11:21am PST

No I cant get this to work

I have a QIF file from a UK bank

 

i added this as the header but Quicken says it cant complete the request

!Account
NCurrent
TBank
^

 

 

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teendoc
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01/08/11 11:56am PST

Is the name of your checking account in Quicken "Current?" The N should be the name of the account in Quicken so Quicken can find the account to add the transactions to.

I'm not sure what else to advise except making sure that you do this all in notepad or another plain text editor (Word will mess it up) and being sure that there is no space between the final carat line and the original first line of the QIF file.

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07/11/11 10:22pm PDT

I just found out WHY no one is supporting qfx.  Because Intuit is run by (insert expletive here). I don't mind them creating a new, arguably better format, but by FORCING us to switch to it because they dropped the standard QIF format entirely, they are putting us between their greed and financial institutions' greed.

Check out this wiki:

http://en.wikipedia.org/wiki/Q...

Yup. Intuit charges the banks a licensing fee. So they create demand from the users (that's us), then make the banks pay to support the format, which they don't want to do. So us users get hosed. Thanks, Intuit.  PS - you suck.

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07/11/11 10:49pm PDT

Oh one more thing -- Intuit's own household payroll service -- paycycle.com -- ALSO doesn't support qfx.  That's right... a payroll service OWNED BY QUICKEN doesn't support Quicken's own import format, just .qif's!!

 

 

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