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John Woodward
QIF Master makes it easier to enter banking, credit card, and investment transactions into Quicken or other programs that accept Quicken Interchange Format (QIF).
Bank and Credit Card Transactions: Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges, etc.) into a file in the Quicken Interchange Format (QIF), so that you can import these transactions into your Quicken account. The problem with this approach is that typically the bank has no way of assigning meaningful categories to the transactions. So,
Bank and Credit Card Transactions: Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges, etc.) into a file in the Quicken Interchange Format (QIF), so that you can import these transactions into your Quicken account. The problem with this approach is that typically the bank has no way of assigning meaningful categories to the transactions. So,
What's New
Version 9.9:
- Added support non-standard CSV produced by T Rowe Price.
Requirements
PPC / Intel, Mac OS X 10.4 or later
PPC / Intel, Mac OS X 10.4 or later
QIF Master User Discussion (Write a Review)
Overall:
(3)
(3)
| Downloads:27,628 |
| Version Downloads:957 |
| Type:Home & Personal : Personal Finance |
| License:Shareware |
| Date:29 Jan 2012 |
| Platform:PPC / Intel |
| Price: $19.00 |
Overall (Version 9.x): |
| Features: |
| Ease of Use: |
| Value: |
| Stability: |
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QIF Master makes it easier to enter banking, credit card, and investment transactions into Quicken or other programs that accept Quicken Interchange Format (QIF).
Bank and Credit Card Transactions: Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges, etc.) into a file in the Quicken Interchange Format (QIF), so that you can import these transactions into your Quicken account. The problem with this approach is that typically the bank has no way of assigning meaningful categories to the transactions. So, if you care about categorizing your Quicken transactions, you must go through each transaction you have just imported in Quicken, and add categories. QIF Master automates this process.
Some banks and credit card companies also produce transaction histories in QFX or OFX format. OFX is an open standard format, and QFX is a Quicken-specific variant. Quicken can import QFX format (Quicken calls this Web Connect) and match transactions with transactions already in your register. This matching is useful, but if you like your transactions automatically categorized, you might prefer to process the QFX or OFX with QIF Master, which will convert it to QIF and add categories. If all you have available is OFX, you cannot import it into Quicken, but you can convert it to QIF and then import it.
QIF Master adds Quicken categories based on the description (e.g. payee) of each transaction. To convert a QIF file, just drop it onto QIF Master. You can configure QIF Master as a browser helper application for files of type application/qif to have it run automatically on downloaded QIF files. The resulting file can then be imported into Quicken.
Investment Transactions: Although recent versions of Quicken for the Macintosh have allowed investment transactions to be downloaded into Quicken, in many cases the downloads are incomplete and sometimes wrong. An alternative approach is to use QIF Master to extract QIF from your investment firm's transaction history web page and import that QIF into Quicken. Investment information is not produced in QIF format by the investment firms; to get QIF you must use QIF Master to convert the transactions on the web page into QIF.
CSV Files: QIF Master will also convert comma-separated value (CSV) files into QIF.
Finally, QIF Master also performs other useful transformations on any financial data it can process, producing output data as CSV or tab-separated entries in text files. Thus, QIF Master can convert financial data from QIF, OFX, QFX, web pages, CSV, or tab-separated value files into QIF, CSV, or tab-separated values files.
Bank and Credit Card Transactions: Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges, etc.) into a file in the Quicken Interchange Format (QIF), so that you can import these transactions into your Quicken account. The problem with this approach is that typically the bank has no way of assigning meaningful categories to the transactions. So, if you care about categorizing your Quicken transactions, you must go through each transaction you have just imported in Quicken, and add categories. QIF Master automates this process.
Some banks and credit card companies also produce transaction histories in QFX or OFX format. OFX is an open standard format, and QFX is a Quicken-specific variant. Quicken can import QFX format (Quicken calls this Web Connect) and match transactions with transactions already in your register. This matching is useful, but if you like your transactions automatically categorized, you might prefer to process the QFX or OFX with QIF Master, which will convert it to QIF and add categories. If all you have available is OFX, you cannot import it into Quicken, but you can convert it to QIF and then import it.
QIF Master adds Quicken categories based on the description (e.g. payee) of each transaction. To convert a QIF file, just drop it onto QIF Master. You can configure QIF Master as a browser helper application for files of type application/qif to have it run automatically on downloaded QIF files. The resulting file can then be imported into Quicken.
Investment Transactions: Although recent versions of Quicken for the Macintosh have allowed investment transactions to be downloaded into Quicken, in many cases the downloads are incomplete and sometimes wrong. An alternative approach is to use QIF Master to extract QIF from your investment firm's transaction history web page and import that QIF into Quicken. Investment information is not produced in QIF format by the investment firms; to get QIF you must use QIF Master to convert the transactions on the web page into QIF.
CSV Files: QIF Master will also convert comma-separated value (CSV) files into QIF.
Finally, QIF Master also performs other useful transformations on any financial data it can process, producing output data as CSV or tab-separated entries in text files. Thus, QIF Master can convert financial data from QIF, OFX, QFX, web pages, CSV, or tab-separated value files into QIF, CSV, or tab-separated values files.
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My bank only downloads qif and MSmoney.
I created the transactions on my deskto using your software but from there it acts like it imported by I can't verify.
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liudger reviewed on 07 Jan 2006
There is also a bug when importing a file and giving categories to the transaction. When you hit the back button an than go forward the amount of money doesn't show the right value.
I cannot repeat the bug you mentioned; can you email me some input that exhibits the bug so I can fix it? - John
Anonymous reviewed on 23 Jul 2005
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