This tutorial shows how to convert a CSV file from your bank or credit card statement to QFX (Web Connect) and import into Quicken 2019 Starter Edition. We will use CSV2QFX utility.
Step by step instructions for Windows
Follow the steps below for the Windows version, followed by the Mac version.
Convert Quicken Financial Exchange format to Open Financial Exchange format. We have found 2 software records in our database eligible for.qfx to.ofx file format conversion. Several programs accept the Quicken Financial Exchange format (.qfx files ) and can export it to more generic Open Financial Exchange format (.ofx files ). Categories - Money supports categories and subcategories. This means that if you are using further levels of subcategories in Quicken, these will not convert as a sub-subcategory. However, Money will rename Bills:Utility:Electric as Bill:Utility-Electric, so the multiple levels are partially retained.
Make sure you are using the latest version of CSV2QFX. Download it from the CSV2QFX download page. Start CSV2QFX and select a CSV file.
Review transactions before converting. Check that dates are correct, have the correct year (Date), amount, withdrawals and deposits are shown in corresponding columns, check number (Doc/Check#) is assigned. Reassign columns to QFX fields if needed. Select the QFX target to match your Quicken version or your accounting software: Regular QFX, Quicken 2018+, Quicken 2017, Quicken 2016, Quicken 2015, YNAB.
Expenses must be negative and payments to the account must be positive. Your credit card file may have expenses positive on your Source file. Adjust CSV Mapping if needed. Click the 'Charges/Withdrawals' are positive if expenses are positive on the CSV file.
Set the date format if applicable.
For Quicken, set INTU.BID to match your bank or keep the default value. The INTU.BID value defines the bank label shown during import. You can try to locate your bank, make sure a bank you choose supports the account type you are converting for. You have to leave it empty if your bank is not listed, so the default - Wells Fargo Bank Label will be used.
Set the Account ID (number) and the Account Type to create QFX for the right account. For multiple accounts, use a different Account ID for each account.
Quicken File Conversion Utility
You can also put Account ID (number) as part of Mapping: Output Account ID.
When you create a Mapping for a certain Bank, then you include Account ID and Account Type as part of Mapping. So when you change Mapping, your CSV file will have to be mapped this way, and Account Type and Account ID have to be used as well.
Click the 'Convert' button to create a QFX file.
Confirm the file name and location.
Import created QFX file into Quicken
Now the QFX file is created, let's switch to Quicken and import created QFX file. Before importing a QFX file make sure to backup your data. To import a QFX file, select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file.
Import into a new account or existing account (disconnect the account before importing).
All transactions are imported here, they showed in the bottom part. You can review transactions and use Renaming Rules if you like. Then click 'Accept All transactions'.
They accepted and listed in Quicken.
You need to disconnect the account before importing from direct download to import QFX files into that account. For Quicken there is an easy way not to touch that account, just import into the new account (called 'IMPORT' in this case). And have that (called 'Checking' in this case) account untouched.
For example, let's say you have another account. Click 'Tools' - 'Add Account'.
Let's say you have a Checking account.
Click 'Advanced Setup'.
And you don't want to mess up your existing setup and connection. Click on 'I want to enter my transactions manually'.
You can review transactions here, like your special separate place and then you select the transactions, click first one - hold Shift Button - click the last one.
Then right-click - 'Move transactions'.
Move transactions to the 'Checking' account and click 'Ok'.
Now transactions under the 'Checking' account. You can delete the 'IMPORT' account or keep importing other files there.
For example, let's say you have another one 'Credit Card' account. Click 'Tools' - 'Add Account' - select 'Credit Card' - 'Add Manual Account' - click 'Next' - 'Finish'.
Convert again: click the 'Convert' button - create a new QFX file - import sample.qfx file.
Select 'File' - 'File Import' - 'Web Connect (.QFX) File', select created QFX file. We didn't change the Account Name. The second time you import the QFX file, with the same Account ID, Quicken will see an established link and just import transactions into the 'IMPORT' account.
You can select transactions, move them to one of two accounts or your existing account. Click the first one - hold Shift Button - click the last one. Then right-click - 'Move transactions'.
Just move your transactions to another account. This way you keep all those things unchanged and you have all your transactions. Select the account and click 'Ok'. Star wars empire at war battlefront commander.
Now transactions under the 'Credit Card' account.
Step by step instructions for macOS
Let's create a new Checking account.
Important! Your account must be connected to any bank account. Click on 'My bank is not in the list', then click on the 'Add Manual Account' button.
Click the 'Finish' button. Done! Now you have a Checking account.
Make sure you are using the latest version of CSV2QFX. Download it from the CSV2QFX download page. Start CSV2QFX and select a CSV file.
The first line is the header. It greatly helps the Parser to understand your CSV file and find Amount, Pay, Date.
The left sidebar allows you to adjust a mapping. You can change the selection, if you have several applicable columns, or if the Parser did not choose a correct field, or your CSV file has no header. You can reassign these columns and the Transaction Tab shows how this file is parsed.
You can set the Date format in your CSV file, and how dates are shown inside the application.
It's important to use different Account IDs when you convert for multiple accounts. So Quicken knows where to import the transactions. If you have a CSV file from your bank, you have just to review it and click the 'Convert' button to convert.
Click the 'Convert' button - click 'Save' - create a QFX file from the CSV file.
Import created QFX file into Quicken
Gta 5 fitgirl repack download. Now the QFX file is created, let's switch to Quicken and import created QFX file. Click 'File' - 'Import' - 'Bank of Brokerage File (OFX, QFX)', open sample.qfx file we have just saved .
Data Account ID in the converter shows us the type of account. Usually, we convert for the 'Checking' account. So you select a 'Checking' account.
We can add a new Quicken account. This is will be a new Account Name.
Or we can link to the existing account and just select a link. And then we click the 'Continue' button.
We see all transactions imported.
There is no category. This category is assigned by Quicken. This is not from the CSV file. QFX files do not have categories. You can change the category. And Quicken will use that choice next time you import.
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I need to convert my quicken date file (.QDF) to the QIF format. Looking for conversion software or data conversion services.
PC crash. I was able to reinstall Quicken 2008, but I think my files are a later version. I don't want to re-buy any more Quicken software; I would like to move to Moneydance. But to do that, I need to convert my quicken date file to a QIF form. Is there a program or data conversion service out there that can help me do that? I am willing to pay for that.
posted by egk to Computers & Internet (6 answers total) 1 user marked this as a favorite
How can I transfer my data from Quicken or Money into Moneydance? It is actually very easy to convert from Quicken or MS Money to Moneydance. In order to transfer your data, follow these steps: Export your data from Quicken or Money into a QIF file. This can usually be done by selecting the File->Export menu in Quicken or Money. Make sure to export all accounts and transactions to the QIF file(s). In Moneydance, select the File->Import->QIF menu and select the QIF file(s) that you exported from Quicken. Make sure that you select the From Another Application option in the QIF import window. If you are importing a QIF file that was generated outside the USA, you may have to select a specific date format rather than the 'automatic' option. After the QIF files are imported, there are sometimes duplicate transactions (usually investment, or split transfers) that Moneydance is unable to automatically eliminate. These should be fairly easy to eliminate manually by searching for transfer transactions and identifying the ones with the same (or similar) dates and amounts. posted by fozzie33 at 9:48 AM on August 15, 2011 [1 favorite]
from: http://moneydance.com/faq posted by fozzie33 at 9:49 AM on August 15, 2011
call quicken support, intuit has a service that can probably do the conversion. posted by fozzie33 at 9:51 AM on August 15, 2011
I can't open my quicken data file without buying quicken again (because of the pc crash) posted by egk at 10:04 AM on August 15, 2011
I'm a little confused.. How did your Quicken data files get to a version later than 2008, without you having the later software? Is there a (free) upgrade path or version patch from Quicken 2008 that you may have done on your previous install? posted by xedrik at 2:51 PM on August 15, 2011
Quicken Conversion Utility Tool Download
I bought 2008 on cd later I upgraded and I used the download option (out of a vague impulse to be environmentally sound) I remember thinking at the time that I might regret that decision! I also remember thinking that I wanted to explore non-Quicken alternatives. The software does far more than I need and I seem to have to relearn large chunks of it with each upgrade. And it pesters you to death! So here I am, my pc has crashed and I have a data file but no software to open it with. I would rather not re-purchase Quicken. I am willing to purchase a product or service that will convert my quicken data to a format that can be used in other products, such as Moneydance. Any hope for me? posted by egk at 2:48 PM on August 20, 2011
Quicken Conversion Utility Download
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