From: kapjim on 24 Feb 2010 20:35 So everything imported from Money into Quicken o.k. However my CU where my checking account resides offers only QIF or CSV downloads and does not offer direct connection. Quicken will not take QIF downloads (Money did just fine, it had to ask me which account to put the transactions in each time, but always did fine). Do I have any options for using Quicken to keep track of this checking account (which has 15 years of data)?
From: Tim Conway on 24 Feb 2010 20:46 <kapjim(a)example.com> wrote in message news:rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com... > So everything imported from Money into Quicken o.k. However my CU > where my checking account resides offers only QIF or CSV downloads and > does not offer direct connection. Quicken will not take QIF downloads > (Money did just fine, it had to ask me which account to put the > transactions in each time, but always did fine). Do I have any options > for using Quicken to keep track of this checking account (which has 15 > years of data)? I've never done this, but there is an import feature on the File menu. File: Import: QIF. Chances are this will work for you. I'm using Q2010 R7.
From: Tim Conway on 24 Feb 2010 21:32 <kapjim(a)example.com> wrote in message news:rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com... > So everything imported from Money into Quicken o.k. However my CU > where my checking account resides offers only QIF or CSV downloads and > does not offer direct connection. Quicken will not take QIF downloads > (Money did just fine, it had to ask me which account to put the > transactions in each time, but always did fine). Do I have any options > for using Quicken to keep track of this checking account (which has 15 > years of data)? I just saw that Quicken doesn't take QIF imports to checking accounts. If you had this in Microsoft Money, you should be able to import it into Quicken. The CU should probably change to OFX or QFX to be up to date. Here's more info: http://quicken.intuit.com/support/articles/data-file-management/data/3886.html
From: kapjim on 24 Feb 2010 23:12 On Wed, 24 Feb 2010 21:32:48 -0500, "Tim Conway" <tconway_113(a)comcast.net> wrote: > ><kapjim(a)example.com> wrote in message >news:rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com... >> So everything imported from Money into Quicken o.k. However my CU >> where my checking account resides offers only QIF or CSV downloads and >> does not offer direct connection. Quicken will not take QIF downloads >> (Money did just fine, it had to ask me which account to put the >> transactions in each time, but always did fine). Do I have any options >> for using Quicken to keep track of this checking account (which has 15 >> years of data)? > >I just saw that Quicken doesn't take QIF imports to checking accounts. If >you had this in Microsoft Money, you should be able to import it into >Quicken. I knew it couldn't import QIF files into checking (tried that) Yes, it's in Quicken as of the date I converted my Money file, but I can't update it in Quicken short of entering stuff manually which I haven't had to do for 15 years. > >The CU should probably change to OFX or QFX to be up to date. I agree. WIll talk to them tomorrow. It's hard to see how it can't have been an issue with other CU members. I did see they are proposing a merger with a CU that is in the Quicken list of instiutions. Probably incentive for them not to waste any programming manpower in the interim. > >Here's more info: >http://quicken.intuit.com/support/articles/data-file-management/data/3886.html >
From: Mike Blake-Knox on 26 Feb 2010 07:43 In article <rokbo55cjctlo3heq7qm1otahuq3h39705(a)4ax.com>, Kapjim(a)example.com wrote: > Do I have any options > for using Quicken to keep track of this checking account (which has 15 > years of data)? This is a five year old problem that's been discussed here a number of times. Here's a nice summary of some workarounds: http://en.wikipedia.org/wiki/Quicken_Interchange_Format#Import_Workaroun ds_for_Quicken_2005.2B:_importing_from_QIF Hope this helps. Mike
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