 |
DESCRIPTION
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.
WHAT'S NEW
Version 7.21: - Fixed bug introduced in 7.2
REQUIREMENTS
Mac OS X 10.2.8 or later.
| SCREENSHOT
OTHER PEOPLE SUGGEST No similar products suggested yetSuggest something else: |
|
 |
|  |
 | |  |
| QIF Master User Reviews (7 posts) | Write A Review |
 | Aug 2 2009 |
TRTHOMPSON I cant get the transactions to import into Quicken for Mac 2007? Is my version to recent? 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.
(Version 7.11) | |
| [ 1 Reply - Reply ] | |
Replies:
 | Aug 9 2009 |
JPLW I am happy to help, but I do not understand what you are saying. Please give me more to go on. Best to email me directly at jplw at theWoodwards.us
(Version 7.2) | |
| Jun 12 2009 |
DAVE232 I've downloaded it twice. There is no installation set-up...It goes directly to my App folder and when I click QIF Master, it just sits on my dock and does nothing.....
(Version 7.11) | |
| [ 1 Reply - Reply ] | |
Replies:
| Aug 9 2009 |
JPLW That is normal unless you give it a file to convert or open Preferences to configure it. Checkout out the Help within the app for complete documentation.
(Version 7.2) | |
| Mar 2 2009 |
L-I-N-K Great support from developer. Close to perfectly support Postfinance (Switzerland)
(Version 6.9) | |
| [ Reply ] | |
 | Jan 7 2006 |
LIUDGER It would make this app even better if spotlight engine was used. If spotlight could search the description of transaction for words instead of using the few first letter of description. Than it would be easier to categorise the transactions. 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.
(Version 4.99) | |
| [ 1 Reply - Reply ] | |
Replies:
| Jan 16 2006 |
JPLW Liudger, There is already a preference to match descriptions the way you suggest: look in the "Banking/Credt Card" tab and choose "Match Description With CONTAINS instead of STARTS WITH". I cannot repeat the bug you mentioned; can you email me some input that exhibits the bug so I can fix it? - John
(Version 5.1) | |
| Jul 23 2005 |
JOHN WODWARD Buzz, the Help information fully describes how to produce csv output. CSV is a general-purpose format for tables of data, but is not specific to financial data. Therefore, the csv format does not specify what financial information goes in what column. So QIF Master allows you to define a custom output format for converted data. In the control dialog, which appears for each conversion, the Output section allows you to specify the type of output you want. There is an input area to the right of "Format". The hover help explains to type a name a hit return to define a new output format. If you look in the Help, under the "control" tab, you will find a link "Producing Output In Formats Other Than QIF". Click that link and it explains how to produce csv output. I will add a few more links to that section in the Help, and add a mention of csv in the hover help.
(Version 4.91) | |
| [ Reply ] | |
| Jul 11 2005 |
BUZZ I downloaded QIF Master 4.91 for one reason: to convert .qif files to .csv for me. This functionality is mentioned in both the description here, the README, and in the program's Help file. However, I can not get the program to save anything to .csv. I'm not even given the option. Nowhere do the instructions actually tell you how to do it. And having a simple "Save As..." or "Export..." feature like every other application on the planet was apparently too straightforward for the program's author. I'm a professional programmer by trade. I'm afraid QIF Master's programmer needs to go to User Interface Design school. This is one of the most confusing, difficult-to-use, nonstandard interfaces I've seen all year. You won't find any standard interface elements here...No Print, No Save, non-working standard Edit menu items. You'll only find a program that seems to be built for a single, narrow purpose, and rather than give you some flexible functionality, it forces you down a linear path and presumes that it knows best what you want to do. Poor user interface, lack of flexible features, lack of standard OS features, misuse of standard OS features, and the failure to allow me to find and use one of the program's advertised features means I'm giving this app the lowest score possible. Even for people with slightly non-standard QIF files, this program seems unuseable--you could probably do better just using Search and Replace in a text editor.
(Version 4.91) | |
| [ 1 Reply - Reply ] | |
Replies:
| Jul 19 2005 |
JOHN WOODWARD Buzz, the Help information fully describes how to produce csv output. CSV is a general-purpose format for tables of data, but is not specific to financial data. Therefore, the csv format does not specify what financial information goes in what column. So QIF Master allows you to define a custom output format for converted data. In the control dialog, which appears for each conversion, the Output section allows you to specify the type of output you want. There is an input area to the right of "Format". The hover help explains to type a name a hit return to define a new output format. If you look in the Help, under the "control" tab, you will find a link "Producing Output In Formats Other Than QIF". Click that link and it explains how to produce csv output. I will add a few more links to that section in the Help, and add a mention of csv in the hover help.
(Version 4.91) | |
| Feb 19 2004 |
SARAHA62 EXCELLENT!! This program was a life saver! I spent days and days trying to get my financial crap together and set up. First tried iCash and after spending hours trying to get everything set up there, found that my bank's qif records would not import correctly. The developer there was no help, just said my files were corrupted and would not work. Then I went over to Quicken and had the same problem. I futzed (futzed?) around with this for a week before stumbling onto QIF Master. It still would not work with my bank's files but the developer looked at a sample of my qif files and found that the bank had them set up wrong. He told me how to fix it and now everything works smoothly!! The categorizing feature is a bonus I didn't even know I needed but now love!
(Version 3.8) | |
| [ 2 Replies - Reply ] | |
Replies:
| Jun 29 2005 |
E Reviewer needs to share how he got around the "bad" bank data problem. I'm having the same issue. Help us out!
(Version 4.91) | |
| Jul 30 2005 |
ANONYMOUS Banks sometimes produce QIF that Quickem cannot handle. If you send me a sample of what your bank produces, I have so far always been able to adapt QIF master to solve the problem. It os not something the user gets around...but rather something I change QIF Master to get around.
(Version 4.92) | |
|
| |
|
