- Importing .qif File Into Quicken Deluxe 2018 Software
- Importing .qif File Into Quicken Deluxe 2018 Online
- Importing .qif File Into Quicken Deluxe 2018 Free
I have accidentally imported the wrong QIF file into one of my accounts on Personal Plus 2018 and I now have over 150 unwanted transactions sitting in the downloaded transactions list. The only way I can seen to delete them is to manually delete each transaction one at a time. Step 3: Import the Transactions into Quicken. The easiest way to import the QFX file is simply to double-click it from Windows Explorer or the Finder on a MAC. You can also read the QFX file while running Quicken. Simply select File, then from the pull-down menu select File Import, and then Web Connect File.
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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 |
Importing .qif File Into Quicken Deluxe 2018 Software
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.
- KC
- KD
- KP
- KI
- KE
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
Normal Transactions Example
Transaction Item | Comment (not in file) |
!Type:Bank | Header |
D6/ 1/94 | Date |
T-1,000.00 | Amount |
N1005 | Check number |
PBank Of Mortgage | Payee |
L[linda] | Category |
S[linda] | First category in split |
$-253.64 | First amount in split |
SMort Int | Second category in split |
$-746.36 | Second amount in split |
^ | End of the transaction |
D6/ 2/94 | Date |
T75.00 | Amount |
PDeposit | Payee |
^ | End of the transaction |
D6/ 3/94 | Date |
T-10.00 | Amount |
PJoBob Biggs | Payee |
MJ.B. gets bucks | Memo |
LEntertain | Category |
A1010 Rodeo Dr. | Address (line 1) |
AWaco, Tx | Address (line 2) |
A80505 | Address (line 3) |
A | Address (line 4) |
A | Address (line 5) |
A | Address (line 6) |
^ | End of the transaction |
Importing .qif File Into Quicken Deluxe 2018 Online
Investment Example
Transaction Item | Comment (not in file) |
!Type:Invst | Header line |
D8/25/93 | Date |
NShrsIn | Action (optional) |
Yibm4 | Security |
I11.260 | Price |
Q88.81 | Quantity |
CX | Cleared Status |
T1,000.00 | Amount |
MOpening | Balance Memo |
^ | End of the transaction |
D8/25/93 | Date |
NBuyX | Action |
Yibm4 | Security |
I11.030 | Price |
Q9.066 | Quantity |
T100.00 | Amount |
MEst. price as of 8/25/93 | Memo |
L[CHECKING] | Account for transfer |
$100.00 | Amount transferred |
^ | End of the transaction |
Memorized List Example
Transaction Item | Comment (not in file) |
!Type:Memorized | Header line |
T-50.00 | Amount |
PJoe Hayes | Payee |
MRent | Memo |
KC | Check transaction |
^ | End of the transaction |
T-25.00 | Amount |
T-25.00 | Company Payee |
LTelephone | Category |
KP | Payment transaction |
^ | End of the transaction |
©Intuit Inc. 1997
Importing .qif File Into Quicken Deluxe 2018 Free
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