        |
|
|
|
 |
|
QIF Wizard makes it easier to enter banking, credit card, and
investment transactions into Quicken and other financial programs
that support the Quicken Interchange Format (QIF). Note that
Quicken for Mac up through 2007 supports QIF. Later Quicken
versions for Mac do not support QIF. Other Mac or web-based
programs do support QIF.
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 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 transactions, you must go through each transaction you have just imported in your financial software, and add categories. QIF Wizard automates this process.
Some banks and credit card companies also produce transaction histories in QFX or OFX format. OFX is an open standard format, and QFX is a Quicken-specific variant. Quicken can import QFX format (Quicken calls this Web Connect) and match transactions with transactions already in your register. This matching is useful, but if you like your transactions automatically categorized, you might prefer to process the QFX or OFX with QIF Wizard, which will convert it to QIF and add categories. If all you have available is OFX, you cannot import it into Quicken, but you can convert it to QIF and then import it (Quicken 2007 an earlier).
QIF Wizard adds categories based on the description (e.g. payee) of each transaction. To convert a QIF file, just drop it onto QIF Wizard. You can configure QIF Wizard as a browser helper application for files of type application/QIF to have it run automatically on downloaded QIF files. The resulting file can then be imported into your financial software.
To find out more about how QIF Wizard handles bank or credit card transactions, click the Bank/CC Transactions tab above, or click here.
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 Wizard 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 Wizard to convert the transactions on the web page into QIF. Also, some investment firms produce transactions in QFX or OFX format. QIF Wizard provides limited support for such transactions at this time.
To find out more about how QIF Wizard handles investment transactions, click the Investment Transactions tab above, or click here.
CSV Files: QIF Wizard will also convert comma-separated value (CSV) files into QIF.
To find out more about how QIF Wizard converts CSV, click the CSV tab above, or click here
Finally, QIF Wizard also performs other useful transformations on any financial data it can process, producing output data as CSV or tab-separated entries in text files. Thus, QIF Wizard can convert financial data from QIF, OFX, QFX, web pages, CSV, or tab-separated value files into QIF, CSV, or tab-separated values files. To find out more about how QIF Wizard produces CSV or tab-separated output, click here.
QIF Wizard supports non-US date and amount formats in both input and output. For information on how QIF Wizard supports non-US formats, click here.
QIF Wizard is a 64 bit application. It runs on 10.12 and later.
QIF Wizard is shareware. You can try it out for an unlimited amount of time before you register it, but you are limited to saving 100 transactions to an output file before registration. Even after your transactions are exhausted, by turning on transaction confirmation, you can see how different types of input would be processed before registering. The price is $20.
Registration includes future updates.To purchase QIF Wizard, select Registration... under the Apple Menu, and click on the Purchase Registration Code button. Once you have paid, you will receive a registration code via email. You can enter this code into QIF Wizard Registration... dialog.
You may distribute QIF Wizard unmodified via any media as long as it is kept together with its Read Me file.