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.
Excellent utility, saved me hours of work
I'm glad you like it James. Thank you for the feedback.
Any advice on the best, most stable version of Quicken. Currently using Quicken Deluxe 2005 Release R 2 (had to restore d/t hard drive failure). I am going to apply the R6 patch from your website.
Most versions of Quicken are pretty stable once all the patches are in for the given year.
But I would say that if a person is manually entering transactions or using something like ImportQIF to time QIF files, I would stop at Quicken 2013. In Quicken 2014 they introduced the Intuit Id (which changed to the Quicken Id) and it has requirements of connecting to the server about once a month. And if it can't there is the potential that you could be locked out of your data.
Does this product work for Investment transactions? I am looking for an easy way to import the CSV file that I can get from my broker (TD Direct Investing in Canada) into Quicken.
The main transaction types are Buys, Sales, Dividends and Withholding taxes on Dividends. The Withholding taxes may not technically be Investment transactions. The Dividends and Withholding taxes are what causes me the most pain since they are the most numerous - roughly four per year per investment and multiply that by two for withholding taxes - have of my investments are listed on US exchanges so they are subject to withholding taxes.
Yes, Wayner most likely ImportQIF will work for this purpose.
But it will depend on if the CSV file has enough information in it to actually create transactions out of it. And that the transaction types are ones that are supported by ImportQIF (it sounds like they are).
P.S. Note, you have 30 days to try out ImportQIF for free. Just make a backup of your data file before trying the import.
I am using Quicken2017 on two separate machines (home desktop and tablet). Home desktop needs to be updated so I am using QIF file from my bank (First Bank). The QIF files goes back 11 months. (Need to update all the info to produce the 1099's for sub contractors). The tablet doesn't go all the way back to 2016 that's why I'm updating the desktop first.
I downloaded ImportQIF and downloaded the QIF file from bank. I open the QIF file by right clicking and using OpenWith - ImportQIF. The file opens ImportQIF. (I already added my account to the list btw). When in the RUN tab, I click on the name of my account and I get a message: "All transactions have been ignored, so there is nothing to import".
Am I missing a step?
The bank file is from 3/1/17 - 1/24/18. In Quicken, should I delete all transactions from my account to avoid duplicates?
I would create a back file first, of course.
Thanks for your help!
On the first problem. You have converted/imported the same transactions once before, and you are now requesting to do it again.
Go into the setup tab and select the account. Then deselect Use Unique Ids. And then Save Settings. Now when you run the conversion it will not skip transactions that you have already imported.
On the second question. I would certainly try to avoid overlapping of transactions. Quicken's matching isn't very good. Whether it is better to delete the existing transactions in Quicken and reimport them or just export a different time range for the QIF file depends really on how much work each will entail. Unless your bank exports the QIF file with categories (unlikely), then as part of the process you are going to have to assign categories (or have Quicken's memorized payees do it.) So the existing transaction I presume the transactions have already had this work done.
support@QuicknPerlWiz.comContact form at the bottom of pages ImportQIF, ImportQIFDoc,