Chris....A terrific product and the price point is perfect! Wonderful and timely support after the sale too. Thanks much for making my life more efficient. Great work!
Your very welcome Dan.
I'm glad it helped you!
Thank you, thank you, and thank you again!
You are very welcome! :-)
I can confirm that all works and I can import files now direct from UK Banks and Credit Card Websites, namely HSBC UK and Barclaycard UK, into my Quicken 2004 XG (the last UK version). I just set up the non-US date and all works seamlessly... PERFECT!!!
Many thanks for a super product. It's just a pity I did not found it before now, a gem of a program.
Great program and great support.
One of my credit card companies changed their CSV download file by inserting spaces where there shouldn't be a space according to CSV guidelines.
ImportQIF threw an error, I reported it to QuicknPerlWiz, he figured out what the problem was and made changes to deal with such mistakes by the file creator in a couple of hours.
I'm pretty sure that I won't get the same response from the CC company when I report the issue to them.
That is quality customer support in action.
Thanks so much. Your program saved me hours of work. I somehow had lost about two years of transactions in one credit card account but didn't realize it for several months. I restored an old backup, exported a QIF ran your program and am back in business. Everything went smoothly. Thank you very, very much!!!!
Employer moved the 401K plan I track a new vendor that does not provide a Quicken download. Your program is best bang for my buck and my time. It makes a seemingly impossible task work out.
I love this product. It allows me to continue using Quicken now that I leave in France and import transactions easily.
One thing I never figured out is auto categorization of transactions. It never worked for me and couldn't find information on that (apologies if I didn't look well enough).
May you point me into the right direction?
My Payees usually get imported like the example below (CB is for "Carte Bancaire" and there is the date as DD/MM at the end.
CB CARREFOUR CITY 21/11
PS: I am using Quicken 2017 (I read some comments about things not working with Q2018)
Automatic categorization is done in Quicken.
Normally if you were doing transaction importing directly into Quicken using one of its automatic modes, or importing a QFX file you would use it renaming rules to normalize the payee names. As in you would have a Renaming rule that changes a payee of Safeway Store#343 to just Safeway.
You need this because of the next step is that Quicken looks in your memorized payee list and if it finds that exact payee it will use the category in that memorized payee for the transaction.
This all use to be true for QIF importing too. But a few years ago they change it and Quicken no longer will use the renaming rules when importing QIF files. That is why I put in the Map Payee option.
It takes the place of the renaming rules in Quicken. You can use it to change your payees.
In Quicken 2017 and below, Quicken still uses the memorized payee list for determining what the category should be for the transaction while doing a QIF import.
In Quicken 2018 they have broke this along with not allowing the user a chance to match existing transactions in the register.
I'm hoping they will get this fixed.
If they don't I might put in an option to do the automatic categorization in ImportQIF, with say "Map Categories".
Note I can't do anything about it not matching existing transactions since that all happens inside of Quicken.
If you have any more questions feel free to email me at support@QuicknPerlWiz.com or use the contact form.
You might also check out the Quicken Forum. There are a lot of experienced user on there that can give you help. And I post answers there too.
support@QuicknPerlWiz.comContact form at the bottom of pages ImportQIF, ImportQIFDoc,