Quicken and ODBC?
Gerry Blue
device? I'm pretty frustrated with the limited reporting/graphing
capabilities in Quicken. I like the program itself, but when it comes to
reporting, I'd really like to be able to use some of the highly configurable
reporting tools that exist out there on my Quicken data.
I've decided that it wouldn't be too difficult to write a utility that could
create an Access database from a QIF export file but I have no desire to
re-invent the wheel if it's already been done (and it's hard for me to
believe that it hasn't.) Does anyone know of such a utility? Or...better
yet, an ODBC driver for Quicken data?
Andrew DeFaria
Does somebody know of a way to get Quicken data into an ODBC capable data device? I'm pretty frustrated with the limited reporting/graphing capabilities in Quicken. I like the program itself, but when it comes to reporting, I'd really like to be able to use some of the highly configurable reporting tools that exist out there on my Quicken data.I've decided that it wouldn't be too difficult to write a utility that could create an Access database from a QIF export file but I have no desire to re-invent the wheel if it's already been done (and it's hard for me to believe that it hasn't.) Does anyone know of such a utility? Or...better yet, an ODBC driver for Quicken data?
And...@DeFaria.com http://www.defaria.com
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June Harman
<3707B888...@DeFaria.com>...
> Gerry Blue wrote:
> > Does anyone know of ... an ODBC driver for Quicken data?
>
> You might want to look into Utilities: Quicken Access
Where's that?
-Michael Dyck
Gerry Blue
Andrew DeFaria wrote in message <3707B888...@DeFaria.com>...
You might want to look into Utilities: Quicken Access
bill...@my-dejanews.com
"Gerry Blue" <gbl...@zgtez.znetz> wrote:
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> I did. It might work ok but on a cursory investigation could get the =
> in my list but didn't populate the rest of the cells in the column with =
> the subsequent accounts. Could be something in my Excel configuration =
> but don't know. I'll investigate it more later. Also downloaded the =
> Quicken DDE developers kit and will browse through that stuff when I get =
> a chance. I may go ahead and write an export utility from QIF to MDB =
> just for kicks. I'm an SQL kind of guy and would like to run queries =
> joining tables etc. Do you think something like this would be useful to =
> anyone else?
No advantage to work the the QIF files. Run a register report (cntl-p) or a
transaction report. The "print" to a CSV or Tab deliminted file.
Bill
>
> Gerry
>
> Andrew DeFaria wrote in message <3707B888...@DeFaria.com>...
> You might want to look into Utilities: Quicken Access=20
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> <DIV><FONT color=3D#000000 size=3D2>I did. It might work ok but on =
> a cursory=20
> investigation could get the =3DQuickenAcctList("col") function =
> to=20
> work. It gave me the 1st account in my list but didn't populate =
> the rest=20
> of the cells in the column with the subsequent accounts. Could be=20
> something in my Excel configuration but don't know. I'll =
> investigate it=20
> more later. Also downloaded the Quicken DDE developers kit and =
> will browse=20
> through that stuff when I get a chance. I may go ahead and write =
> an export=20
> utility from QIF to MDB just for kicks. I'm an SQL kind of guy and =
> would=20
> like to run queries joining tables etc. Do you think something =
> like this=20
> would be useful to anyone else?</FONT></DIV>
> <DIV><FONT color=3D#000000 size=3D2></FONT> </DIV>
> <DIV><FONT size=3D2>Gerry</FONT></DIV>
> <DIV><FONT size=3D2></FONT> </DIV>
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> <DIV>Andrew DeFaria<AND...@DEFARIA.COM> wrote in message <<A=20
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> href=3D"mailto:3707B888...@DeFaria.com">3707B888.7138F12C@DeFaria.c=
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> might want to look into <A=20
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> Quicken Access</A>=20
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Michael Dyck
bill...@my-dejanews.com wrote in article
<7e90m0$i20$1...@nnrp1.dejanews.com>...
> In article <7e8gfv$gv0$1...@news-1.news.gte.net>,
> "Gerry Blue" <gbl...@zgtez.znetz> wrote:
> > I may go ahead and write an export utility from QIF to MDB =
> > just for kicks
>
> No advantage to work the the QIF files. Run a register report (cntl-p) or
a
> transaction report. The "print" to a CSV or Tab deliminted file.
One disadvantage I've noticed with "printing" a register/transaction
report, compared to exporting a QIF file, is that (assuming you Show Split
Transaction Detail) the report loses the Memo field of split transactions.
On the other hand, QIF export truncates the Memo fields of the split
transaction's items. Either way, you lose.
It ocurred to me that you could file-print two reports, one with Show Split
Transaction Detail on, and one with it off, then merge the two. But I'm not
sure if I can be bothered to do that yet.
-Michael Dyck
Gerry Blue
seem to be complete. It could be that none of my memos are long enough to
be truncated. Do you know at which character the split memo is truncated?
Michael Dyck
<7eah0b$57h$1...@news-1.news.gte.net>...
> I took a look at a QIF file and the memo fields fields of transaction
splits
> seem to be complete. It could be that none of my memos are long enough
to
> be truncated. Do you know at which character the split memo is
truncated?
Quicken (Canadian Home & Business 99, Release 8.0) truncates "memo in
split" fields to 30 characters on QIF-export; 25 on import.
(Does anyone have a version that doesn't do this?)
-Michael Dyck
jmdyck @ netcom.ca
Andrew
> You might try looking at an OFX to ODBC type driver. OFX is a standardized data exchange format (it looks like XML to me).
> On Sunday, April 4, 1999 1:00:00 AM UTC-7, Gerry Blue wrote:
>> Does somebody know of a way to get Quicken data into an ODBC capable data
>> device?
http://ofx-format.software.informer.com/ . (A Google search is your
friend! There are many hits with 'OFX ODBC' contained within)
By the way (as an aside to sunk818)- I believe that Ibntuit/Quicken does
NOT use OFX; it uses QFX which is a proprietary (albeit very similar)
flavor of OFX. Enough that a generic OFX to ODBC driver might not
convert the incoming files correctly as there are proprietary
differences contained within. Others might be able to comment on my
misunderstanding if I did so, or amplify on the differences.
--
-------------------------------------------------------------
Regards -
- Andrew
John Pollard
By the way (as an aside to sunk818)- I believe that Ibntuit/Quicken does
NOT use OFX; it uses QFX which is a proprietary (albeit very similar)
flavor of OFX. Enough that a generic OFX to ODBC driver might not
convert the incoming files correctly as there are proprietary
differences contained within. Others might be able to comment on my
misunderstanding if I did so, or amplify on the differences.
OFX is 100% OFX compliant. Any application that can read/process an OFX file
can read/process a QFX file.
QFX uses an OFX feature that allows for application defined data, to define
a few extra fields. Quicken uses those fields to verify that the financial
institution is a valid Quicken financial institution, for example.
A non-Quicken application would just skip the "Quicken specific" fields.
Microsoft Money could process a QFX file with no problem.
Andrew
> A non-Quicken application would just skip the "Quicken specific" fields.
have just been programed to skip over fields of XML headers it didn't
recognize; some other apps might 'throw up' if they encountered
something they don't understand.
For example, the "HTML" tag "<blink>" was non-standard and invented by
Microsoft in the early days and although IE accepted the tag, some
browsets either just skipped it, or some ended up giving an HTML code
error when encountering it. (I remember this one dearly in my distant
pass!)
This is just an interesting discussion at this point, and doesn't really
do much to help the OP, but it's fun to discuss. I'm not arguing with
you John!
John Pollard
the QFX client-specific tags that Quicken uses.
But the OFX specs clearly state that client-specific tags are allowed in OFX
data - that is: client-specific tags are "standard" (part of the OFX
"standard"); it's the data identified by the client-specific tags that is
non-standard. But that shouldn't matter because if the client-specific tag
doesn't belong to your client (application), you're not interested in the
data it contains.
Basically, according to the OFX specs, "organizations can register a
specific tag name prefix" (Intuit has registered the prefix "INTU" - any OFX
tag beginning with INTU is an Intuit-specific tag). So it seems to me that
good programming says you allow for the presence of those client-specific
tags and skip them (unless they're yours). And I doubt it would be much
extra work to do that.
In the case of my previous example it could be to Microsoft's advantage to
do that. If a financial institution only supported downloads to Quicken, a
Money user could still grab the QFX data from that financial institution and
import it into Money.
[With apologies to the op.]
Andrew
> But the OFX specs clearly state that client-specific tags are allowed in
> OFX data
allowed in OFX data" and your comments about the INTU"; gotcha on your
entire post. Sounds all good to me. Thanks for the reply.
step...@gmail.com
> I did. It might work ok but on a cursory
> work. It gave me the 1st account in my list but didn't populate the rest
> of the cells in the column with the subsequent accounts. Could be
> something in my Excel configuration but don't know. I'll investigate it
> more later. Also downloaded the Quicken DDE developers kit and will browse
> through that stuff when I get a chance. I may go ahead and write an export
> utility from QIF to MDB just for kicks. I'm an SQL kind of guy and would
> like to run queries joining tables etc. Do you think something like this
> would be useful to anyone else?
>
>
> Gerry
>
>
>
>
> Andrew DeFaria wrote in message <3707B888...@DeFaria.com>...
> You
> might want to look into Utilities:
> Quicken Access
Andrew
Andrew has even looked at the forum in a decade....he was pretty active,
the most knowledgeable person about Q at the time, but then left the group.
(Or maybe there was a glitch somehow that this post suddenly appeared in
MY feed in 2020!)
--
-----------------------------------------------------------
Regards -
- Andrew