Google Groups no longer supports new Usenet posts or subscriptions. Historical content remains viewable.
Dismiss
Quicken 2011: Import from home-created file
34 views
Skip to first unread message
Ian McCall
Nov 18, 2012, 12:08:04 PM11/18/12
to
Hi.
What are my options for creating a file that Quicken 2011 will read?
I'm in the UK so there is no direct connection/download with Quicken
available. I have written a program to parse my PDF statements and now
have an in memory-map of all the transactions and their associated
accounts. I had planned to just spit out a QIF file and then import,
but I now find that Quicken 2011 will no longer import QIF. It says it
does import a Web Connect file, which appears to be some OFX variant
but requiring bank credentials etc.., which obviously with a home-grown
file I don't have.
Can it take raw OFX? Any other ways of bringing things in?
Cheers,
Ian
--
Check out Proto the album: <http://studioicm.com/proto/>
What are my options for creating a file that Quicken 2011 will read?
I'm in the UK so there is no direct connection/download with Quicken
available. I have written a program to parse my PDF statements and now
have an in memory-map of all the transactions and their associated
accounts. I had planned to just spit out a QIF file and then import,
but I now find that Quicken 2011 will no longer import QIF. It says it
does import a Web Connect file, which appears to be some OFX variant
but requiring bank credentials etc.., which obviously with a home-grown
file I don't have.
Can it take raw OFX? Any other ways of bringing things in?
Cheers,
Ian
--
Check out Proto the album: <http://studioicm.com/proto/>
John Pollard
Nov 22, 2012, 9:52:29 PM11/22/12
to
Ian McCall wrote:
> What are my options for creating a file that Quicken 2011 will read?
>
> I'm in the UK so there is no direct connection/download with Quicken
> available. I have written a program to parse my PDF statements and now
> have an in memory-map of all the transactions and their associated
> accounts.
> I had planned to just spit out a QIF file and then import,
> but I now find that Quicken 2011 will no longer import QIF.
--------------------------------------------------------
> What are my options for creating a file that Quicken 2011 will read?
>
> I'm in the UK so there is no direct connection/download with Quicken
> available. I have written a program to parse my PDF statements and now
> have an in memory-map of all the transactions and their associated
> accounts.
> I had planned to just spit out a QIF file and then import,
> but I now find that Quicken 2011 will no longer import QIF.
Don't believe everything you read.
https://qlc.intuit.com/questions/dQMNaWtX4r3OK1acfArQA8?legacy=true?
But be advised: QIF files are far from ideal means to get data into Quicken.
And it gets worse, if you're trying to import non-US data into US versions
of Quicken.
Three big hurdles are usually currency, dates, and transfers (though you may
not have as big a concern with transfers, if you're source is PDF file
data - chances are, PDF file data has no Quicken equivalent of a
"transfer").
QIF files have no currency capability. And U.S. versions of Quicken
generally assume QIF file dates are in U.S. format.
Mike Blake-Knox
Dec 1, 2012, 12:39:10 PM12/1/12
to
I've been doing this for years and am currently using a Powershell
script to get Square credit card transactions and deposits into Quicken
and to import foreign stock prices into my American version of Quicken.
For the last few years, quicken has only allowed single account imports
into a small number of account types. You have a number of options to
enable imports into your "bank" accounts. Specifically, you can:
Import into "all accounts" and modify your QIF to supply the specific
account name (I think of this as one of John Pollard's contributions to
this group)
Make a dummy cash account, import your QIF file into that and then Move
the transactions into the desired account.
Create a new bank account and Move transactions from your existing
account into it. You can then just import subsequent transactions
directly into this account. This sounds like an ideal solution for you
as you know you can't download from your bank.
Mike
script to get Square credit card transactions and deposits into Quicken
and to import foreign stock prices into my American version of Quicken.
For the last few years, quicken has only allowed single account imports
into a small number of account types. You have a number of options to
enable imports into your "bank" accounts. Specifically, you can:
Import into "all accounts" and modify your QIF to supply the specific
account name (I think of this as one of John Pollard's contributions to
this group)
Make a dummy cash account, import your QIF file into that and then Move
the transactions into the desired account.
Create a new bank account and Move transactions from your existing
account into it. You can then just import subsequent transactions
directly into this account. This sounds like an ideal solution for you
as you know you can't download from your bank.
Mike
0 new messages