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From: kapjim on 26 Feb 2010 17:13
On Fri, 26 Feb 2010 07:43:58 -0500, Mike Blake-Knox
<mikebkdontspam(a)knology.net> wrote:

>In article <rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com>,
>Kapjim(a)example.com wrote:
>> Do I have any options
>> for using Quicken to keep track of this checking account (which has 15
>> years of data)?
>
>This is a five year old problem that's been discussed here a number of
>times. Here's a nice summary of some workarounds:
>http://en.wikipedia.org/wiki/Quicken_Interchange_Format#Import_Workaroun
>ds_for_Quicken_2005.2B:_importing_from_QIF
>
>Hope this helps.
>
>Mike

Thanks for all the info posted. It's a bit ironic to me that with all
the supposed shortcomings of QIF I've had virtually no problems
importing them into Money, It does ask me which account to put it in,
but beyond that the transactions always download correctly and I have
not had reconcile issue,
From: Mike Blake-Knox on 27 Feb 2010 10:29
In article <qnhgo51eufp6hge94h6aosiejoukluoeul(a)4ax.com>,
Kapjim(a)example.com wrote:
> It's a bit ironic to me that with all
> the supposed shortcomings of QIF I've had virtually no problems
> importing them into Money,

Intuit is thought to make a big chunk of its Quicken revenue from the
software it licenses to financial institutions. As a result, they may
be trying to make importing generic QIF more difficult.

Users do (arguably) receive a security benefit from this approach to
on-line account updating. This results from requiring the involvement
of Intuit servers in connections to financial institutions.

I think there are better ways to address security but Intuit already
has an on-line update mechanism in place.

Mike

From: Laura on 27 Feb 2010 12:44
kapjim(a)example.com wrote:
> On Wed, 24 Feb 2010 21:32:48 -0500, "Tim Conway"
> <tconway_113(a)comcast.net> wrote:
>
>> <kapjim(a)example.com> wrote in message
>> news:rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com...
>>> So everything imported from Money into Quicken o.k. However my CU
>>> where my checking account resides offers only QIF or CSV downloads and
>>> does not offer direct connection. Quicken will not take QIF downloads
>>> (Money did just fine, it had to ask me which account to put the
>>> transactions in each time, but always did fine). Do I have any options
>>> for using Quicken to keep track of this checking account (which has 15
>>> years of data)?
>> I just saw that Quicken doesn't take QIF imports to checking accounts. If
>> you had this in Microsoft Money, you should be able to import it into
>> Quicken.
>
> I knew it couldn't import QIF files into checking (tried that) Yes,
> it's in Quicken as of the date I converted my Money file, but I can't
> update it in Quicken short of entering stuff manually which I haven't
> had to do for 15 years.
>> The CU should probably change to OFX or QFX to be up to date.
>
> I agree. WIll talk to them tomorrow. It's hard to see how it can't
> have been an issue with other CU members. I did see they are
> proposing a merger with a CU that is in the Quicken list of
> instiutions. Probably incentive for them not to waste any programming
> manpower in the interim.
>> Here's more info:
>> http://quicken.intuit.com/support/articles/data-file-management/data/3886.html
>>

You may need a third party app to convert the qif file to ofx. Here's
one: http://www.bigredconsulting.com/aboutofxwriter.htm

If you google "qif to ofx conversion" you may find one that is free.
From: kapjim on 1 Mar 2010 14:38
On Fri, 26 Feb 2010 07:43:58 -0500, Mike Blake-Knox
<mikebkdontspam(a)knology.net> wrote:

>In article <rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com>,
>Kapjim(a)example.com wrote:
>> Do I have any options
>> for using Quicken to keep track of this checking account (which has 15
>> years of data)?
>
>This is a five year old problem that's been discussed here a number of
>times. Here's a nice summary of some workarounds:
>http://en.wikipedia.org/wiki/Quicken_Interchange_Format#Import_Workaroun
>ds_for_Quicken_2005.2B:_importing_from_QIF
>
>Hope this helps.
>
>Mike

The import to a cash account and then copy to checking seems to work
fine. All the necessary details are there except for automatic
category matches. Thanks for the reference.

Jim
From: Tim Conway on 1 Mar 2010 14:50

<kapjim(a)example.com> wrote in message
news:6m5oo5ldfqvplef8b4lfjh0vm4olte8rn1(a)4ax.com...
> On Fri, 26 Feb 2010 07:43:58 -0500, Mike Blake-Knox
> <mikebkdontspam(a)knology.net> wrote:
>
>>In article <rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com>,
>>Kapjim(a)example.com wrote:
>>> Do I have any options
>>> for using Quicken to keep track of this checking account (which has 15
>>> years of data)?
>>
>>This is a five year old problem that's been discussed here a number of
>>times. Here's a nice summary of some workarounds:
>>http://en.wikipedia.org/wiki/Quicken_Interchange_Format#Import_Workaroun
>>ds_for_Quicken_2005.2B:_importing_from_QIF
>>
>>Hope this helps.
>>
>>Mike
>
> The import to a cash account and then copy to checking seems to work
> fine. All the necessary details are there except for automatic
> category matches. Thanks for the reference.

Glad to hear it works. Thanks to "gk".

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