Some credit card companies supply amounts on CSV files in the opposite way (expenses are positive, and credit card payments are negative). The quick video below shows the full process using CSV2QIF.ĬSV2QIF converts CSV and Excel files to QIF format ready to import into Quicken 2017 for Windows, as well as Quicken 2016, Quicken 2015, Quicken 2014 and earlier versions.Īlso, you can create QIF files for Quicken 2007 for Mac, and other personal finance applications like MS Money, You need a Budget (YNAB), NetSuite, etc. Quicken 2015 and Quicken 2016 had issues with a direct QIF import, but Quicken 2017 for Windows does not have this issue anymore. Once imported, select and drag transactions into another account.įor example, if your checking account in Quicken is called Checking or Bank checking or another name, you need to enter this name exactly in Bank2QIF, as well as select correct account type, before saving a QIF file. Quicken was discouraging the QIF format until 2018, but still, all Windows versions import it fine (since Quicken 2018, QIF file is officially supported). This can come quite handy when you work and travel and do not have Internet always on, but need to with your transactions. You do not need to have Internet connection active and firewall enabled for Quicken to go through to import a QIF file. QFX format is easier if you do not need categories during import. You have to either buy the upgrade or start using QIF format. Make sure to enter different account IDs when converting QFX files for different accounts. Simply follow the instructions provided on the converter help page, and your data will be imported.
Regardless of the support, QIF files import quite well for all account types. ProperSoft converters allow to create different QIF variants by selecting the QIF target value.
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