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QIF Master 2.1
Apr 19, 2003 09:37AM
Contributed by: jplw
http://www.thewoodwards.us/sw/QIFMaster
Download: 2.2 MB .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.

New in this version:

* When creating an instruction, if you shorten the description more than you intended, you can now type back the characters you removed by mistake.
* When defining a banking/credit card format, you can now specify (optionally) where categories appear in the text.
* In conjunction with the above change, if you specify in the preferences that categories in the input should be used in the output, and you don't specify in the preferences that you want to confirm all transactions, and your input contains categories, then the input is processed automatically without any confirmations or use of any instructions. This mode is probably useful in several situations, but was designed to accommodate CSV data that contains categories, to make it faster to process CSV.


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