QIF Master
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Simplify Quicken transaction entry.   Shareware ($19.00)
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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.
What's New
Version 10.7:
  • Improved registration user interface.
Requirements
Intel/PPC, OS X 10.4 or later



MacUpdate - QIF Master




  • SEE Finance
    +3

  • iBank
    +2

  • Moneydance
    +2

  • Bank2CSV
    +1

  • CSV2OFX
    +1
QIF Master User Discussion (Write a Review)
ver. 10.x:
Your rating: Now say why...
Overall:
(3)

sort: smiles | time
burypromote

+218
Jimw commented on 01 Aug 2012
While this is probably a most useful product, especially considering the weaknesses of limitation of Quicken, I am of the firm belief that all this developer and users of Quicken are doing is "rearranging the deck chairs of the Titanic". Quicken is till stuck at the 2007 version and seems to contain code that corrupts its own databases and that has never been fixed since its release. This seems to be especially true in the investments area. What makes this even more disturbing is that the head of Intuit, Bill Campbell came from Apple and I believe is still on its Board of Directors! As such I have moved on from Quicken and any support products and I strongly suggest that other users and developers do the same. While Quicken was once a great product, it seems to me it isn't any more and Intuit, despite all its retortic, just seems to be continuing 'milking' it for all it is worth, which is a crying shame.
[Version 10.0]

1 Reply

burypromote

+54
Dolphinboy2u replied on 08 Oct 2012
This is a rant about Quicken and Intuit, and should be on Quicken's MU page, not on this page. (Though I very much agree with your condemnations of Intuit and Mr. Campbell.)

QIF Master has nothing to do with that company's practices; it provides valuable services for those who need to work with QIF files, and the developer has been diligent in making improvements through the years.
burypromote
-1

-1
trthompson commented on 02 Aug 2009
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

burypromote
+1
(developer) replied on 09 Aug 2009
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
burypromote

-1
Dave232 commented on 12 Jun 2009
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

burypromote
+2
(developer) replied on 09 Aug 2009
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.
burypromote
+1

+14
l-i-n-k commented on 02 Mar 2009
Great support from developer. Close to perfectly support Postfinance (Switzerland)
[Version 6.9]


burypromote

+3

liudger reviewed on 07 Jan 2006
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

burypromote
(developer) replied on 16 Jan 2006
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
burypromote


Anonymous reviewed on 23 Jul 2005
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]


burypromote

-2
Lavandula had trouble on 15 Apr 2010
I like the intention of this program, however when I import the file into my Quicken 2007, the dates are wrong, and it will show that there are 12 new entries, but only 4 show up in my register.
[Version 7.6]

2 Replies

burypromote
(developer) replied on 24 Apr 2010
Please contact me: jplw at thewoodwards.us for support.
burypromote
(developer) replied on 20 Nov 2010
I believe this has been fixed.
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Downloads:30,614
Version Downloads:191
Type:Home Personal : Personal Finance
License:Shareware
Date:08 Mar 2014
Platform:PPC 32 / Intel 32 / OS X
Price: $19.00
Overall (Version 10.x):
Features:
Ease of Use:
Value:
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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 Mac 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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