Converting the <ACCTYPE> field

The product into which I am importing the generated QIF has problems with some Account Name fields.

My current account bank downloads generate an OFX with <ACCTTYPE>CHECKING. BANK2QIF converts this to !Type:Bank in the generated QIF. My accounts product, JioSoft Money Manager, accepts this Account Name field.

However, my savings accounts generate an OFX with <ACCTTYPE>SAVINGS, and BANK2QIF converts this to !Type:SAVINGS in the generated QIF. JioSoft Money Manager rejects this QIF.

I can work around this by editing the OFX or QIF manually, but I am looking for a way to tell BANK2QIF to modify or override the generated Account Name field, to !Type:Bank.

Any suggestions would be much appreciated.

asked Jul 9, 2015 by anonymous

1 Answer

Hello Tony,

Thank you for sending all details - very helpful!

Please download new version from the BANK2QIF page (for click Help->Check for updates under the main menu) and install over existing version.

New version should create correct QIF account type for the savings account.
answered Jul 9, 2015 by sergiy

Works perfectly! Thank you for the excellent support.

Thank you for the update, Tony!

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