Importing .qif File Into Quicken Deluxe 2018

Importing .qif File Into Quicken Deluxe 2018 Software
Importing .qif File Into Quicken Deluxe 2018 Online

ImportQIF - 6.0.3.0 Release Notes Windows only product.

Note I'm not associated with Quicken, I'm just a Quicken user providing a solution to a problem.
It has been 10 years since I first made ImportQIF available. I would like to thank all the people that have supported it by purchasing a license. For the 10 year anniversary I have decided to make ImportQIF completely free.My gift to the Quicken community. Please download and install the new version.
Note that the install procedure has changed, you can find the new procedure here:
Installing ImportQIF

The most basic purpose of ImportQIF is to add the account name and type to a QIF file to bypass the restriction in Quicken Windows US that only allows importing into asset and liability accounts. It also has options for translating dates, and decimal separator, and swapping the payee and memo fields. The default is to register ImportQIF as the default QIF file handler, so that when you open a QIF from your web browser or File Explorer, ImportQIF will be run and you can select one button to save the converted QIF to your desktop. There is support to translate non US dates in QIF files to US dates. This part of this program is free for you to use as long as you like.

Also ImportQIF adds the advanced features of automatically importing the converted QIF file into Quicken and also to convert from OFX (MS Money), QFX, CSV, Excel files into QIF files. Please note that at present conversions from OFX/QFX are not supported for loan/liability accounts.
Limited support for importing investment transactions through OFX/QFX/CSV/Excel format(This part of the Advanced options, and Excel file imports require Excel to be on the machine).
Ability to convert from a CSV or Excel file to a QFX file instead of a QIF file. Note to use a QFX file your version of Quicken has to be supported by Quicken Inc. What's more there are several restrictions that the QFX mode imposes. The QFX format doesn't support categories or split transactions. And the US version of Quicken will only allow importing for the USD currency. The Canadian version can import in different currencies like CAD and USD.
But using the QFX format will allow for matching of transactions and using Quicken's system for filling in the categories even in the latest versions of Quicken which have dropped these features for QIF file imports.

You can find the DOCUMENTATION for ImportQIF here, it is suggested you read it before installing ImportQIF.
If you have any questions please feel free to submit the form below or email support@quicknperlwiz.com.
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In Quicken, click File. Click File Import. At the QIF Import window: Locate the payroll.qif file you saved. Select from the Quicken account to import into drop down. Check Transactions, Special Handling for transfers and Account List. Click Accept All. Quicken 2004 and earlier: In Quicken. To import a QIF file, select 'File' - 'File Import' - 'QIF File', select created QIF file. For Quicken 2017 or earlier, it is important to select 'All Accounts'. For Quicken 2018 or later you have to select the actual account.

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Q: What is the Quicken interchange format (QIF)?

A: The Quicken interchange format (QIF) is a specially formatted text (ASCII) file that lets you to move Quicken transactions:

From one Quicken account register into another Quicken account register, or
To/From another application that supports the QIF format.

Note: For Quicken to translate data from a text file into the Quicken register as transactions, the text file mustbe in the QIF format.

Required File Formatting:

Each transaction must end with a symbol, indicating the end of entry.
Each item in the transaction must display on a separate line.
When Quicken exports an account register or list, it adds a line to the top of the file that identifies the type of account or list. Listed below are the header lines Quicken adds to the exported files:

Header	Type of data
!Type:Bank	Bank account transactions
!Type:Cash	Cash account transactions
!Type:CCard	Credit card account transactions
!Type:Invst	Investment account transactions
!Type:Oth A	Asset account transactions
!Type:Oth L	Liability account transactions
!Account	Account list or which account follows
!Type:Cat	Category list
!Type:Class	Class list
!Type:Memorized	Memorized transaction list

You can force Quicken to import all transfers, regardless of whether Ignore Transfers is selected when the file is imported. You must add a line to the file being imported into a Quicken account. Use a text editor or word processor to put the following line right after the header line at the top of the file:

!Option:AllXfr

Items for Non-Investment Accounts

Each item in a bank, cash, credit card, other liability, or other asset account must begin with a letter that indicates the field in the Quicken register. The non-split items can be in any sequence:

Field	IndicatorExplanation
D	Date
T	Amount
C	Cleared status
N	Num (check or reference number)
P	Payee
M	Memo
A	Address (up to five lines; the sixth line is an optional message)
L	Category (Category/Subcategory/Transfer/Class)
S	Category in split (Category/Transfer/Class)
E	Memo in split
$	Dollar amount of split
^	End of the entry

Note: Repeat the S, E, and $ lines as many times as needed for additional items in a split. If an item is omitted from the transaction in the QIF file, Quicken treats it as a blank item.

Items for Investment Accounts

Field	IndicatorExplanation
D	Date
N	Action
Y	Security
I	Price
Q	Quantity (number of shares or split ratio)
T	Transaction amount
C	Cleared status
P	Text in the first line for transfers and reminders
M	Memo
O	Commission
L	Account for the transfer
$	Amount transferred
^	End of the entry

Items for Account Information

The account header !Account is used in two places-at the start of an account list and the start of a list of transactions to specify to which account they belong.

Field	IndicatorExplanation
N	Name
T	Type of account
D	Description
L	Credit limit (only for credit card accounts)
/	Statement balance date
$	Statement balance amount
^	End of entry

Items for a Category List

Field	IndicatorExplanation
N	Category name:subcategory name
D	Description
T	Tax related if included, not tax related if omitted
I	Income category
E	Expense category (if category type is unspecified, quicken assumes expense type)
B	Budget amount (only in a Budget Amounts QIF file)
R	Tax schedule information
^	End of entry

Items for a Class List

Field	IndicatorExplanation
N	Class name
D	Description
^	End of entry

Items for a Memorized Transaction List

Immediately preceding the ^ character, each entry must end with one of the following file indicators to specify the transaction type.

With that exception, memorized transaction entries have the same format as regular transaction entries (non-investment accounts). However, the Date or Num field is included. All items are optional, but if an amortization record is included, all seven amortization lines must also be included.

Field	IndicatorExplanation
KC	Check transaction
KD	Deposit transaction
KP	Payment transaction
KI	Investment transaction
KE	Electronic payee transaction
T	Amount
C	Cleared status
P	Payee
M	Memo
A	Address
L	Category or Transfer/Class
S	Category/class in split
E	Memo in split
$	Dollar amount of split
1	Amortization: First payment date
2	Amortization: Total years for loan
3	Amortization: Number of payments already made
4	Amortization: Number of periods per year
5	Amortization: Interest rate
6	Amortization: Current loan balance
7	Amortization: Original loan amount
^	End of entry

Examples of QIF files