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QIF Master 2.0B2
Mar 29, 2003 08:58AM
Contributed by: jplw
Download: 2.2MB .gz Archive

QIF Master makes it easier to enter banking, credit card, and investment transactions into Quicken. 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.

QIF Master also handles 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.

QIF Master will also convert comma-separated value (CSV) files into QIF.

This Beta release includes support for new Quicken 2003 features, feature enhancements, and bug fixes:
? Quicken 2003 allows banking transactions to appear in investment account registers. These new transaction types (Return of Capital, Sell Short, Cover Short, Margin Interest, ATM, Point of Sale, Deposit, Withdrawal, Check) are now supported when extrating QIF from text.
? Changed Cancel button on Edit Formats dialog to "Done".
? Added preference to mark unknown transactions as cleared.
? Added error message stating that processing a QIF Investment file is not supported.
? Added support for new QIF date formats. This fixes the error message about corrupted QIF.
? Fixed extracting from csv text with credits and debits in different columns.
? Fixed preference for marking transactions as cleared.

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