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QIF Master 3.0
Jul 12, 2003 11:54AM
Contributed by: jplw
Download: 2.6 MB .gz Archive

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

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.

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, and can optionally produce its output as CSV or tab-separated values.

The following changes have been made since release 2.1:
? Added the ability to adjust the date used in an output transaction via a control in the confirmation dialog.
? Increased compatibility when extracting QIF from banking/credit card websites that have non-transaction information following the last transaction (e.g., NetBank).
? Moved the preference If description is blank, treat memo as description to the Banking/Credit Card tab, since it applies regardless of whether the input is QIF or is extracted from text.
? Added the ability to specify a date to be applied to all output transactions.
? Changed confirm dialogs to show the date that will be used in the output if Use same date for each transaction is specified in the Control dialog.
? Release 2.0 added support for Quicken 2003 banking transactions appearing in investment account registers. This support handled the way that Fidelity Investments produces investment history, but did not fully support other brokerages such as Schwab. This release, motivated by Schwab, allows more flexibility in extracting transactions using these new transaction types.
? Added the ability to produce output in comma or tab separated value files instead of QIF. You can use this to extract transactions from a web site and save as a CSV file to import into Excel.
? Reorganized preference dialog to be clearer.
? Added a preference to specify that you are using Quicken 2003.
? Added a preference to specify whether extracted transactions should be confirmed.
? Added the ability to select formats to edit by typing the first few characters of the format name.
? Added support for extracting dates that contain blanks.
? Fixed bugs.

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