Just for your amusement, here's the story


Thanks. Just for your amusement, here's the story:

Ten years ago I looked at Quicken and decided I could do better. So I wrote my own "check register" set of programs in DOS basic. It produces CSV files for inter-program communication and spreadsheet display. I have used it for ten years now and have saved all transactions.

My wife, Julia, is infatuated with Quicken, and uses Quicken vintage 2008 or so, and would like to do household budget analysis, and I refuse to downgrade to Quicken of any vintage.

So I approached my son-in-law who formerly worked for Intuit on the Quicken team. Mike Klieman found CSV2QFX and suggested it might solve my problem. I downloaded CSV2QFX and encountered two hurdles:

a. could not find a manual or help to map my csv fields to Quicken format.

b. discovered that Julia's '08 Quicken wanted QIF input. Apparently Intuit changed from QIF to QFX circa 2008.

When I try to get info from Intuit on how to extract transactions from Quicken in a file format I can use "my way," I get "proprietary" and "trade secret" BS.

So, Julia and I will go our separate ways on financial analysis.

Again, thanks for your offer to help, but I see no solution to the dilemma.

asked Aug 25, 2015 by anonymous

1 Answer

Thank you for great story Karl - I read it twice to get all details!

One thing to add - Quicken 2008 (as any other newer Quicken up to the latest one) does import QIF files. QIF files have to "correct" ones to be imported.

CSV2QIF creates importable QIF files. You may it useful for your case.

Another - your can export Quicken data as QIF and then convert to CSV with QIF2CSV.

Both CSV2QIF and CSV2QFX created with intent to parse your CSV file the way it is. It your CSV file has the first line as column names, it should figure out itself where your data is.
answered Aug 25, 2015 by sergiy
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