Excel to Quicken?

  • Thread starter Thread starter Guest
  • Start date Start date
Probably not easily. AIR, Quicken imports only QIF files. They don't look
anything like what you get when you export an Excel file as CSV or text.
Here's a sample with a couple of dummy records.

!Type:Bank
D8/15'2004
T-100.00
PAetna Insurance
LAutomobile:Insurance
SAutomobile:Insurance
$-55.00
SInsurance:Homeowner's
$-45.00
^
D8/15'2004
T-71.38
PA&P
LFood:Groceries
^

The file has to begin with a line that specifies the type of account. The line
with a lone caret (^) signifies the end of a record. The other lines begin
with a special character that denotes the type of data: D = date (and look at
the peculiar format for dates in 2000 and later!), T = Total, P = Payee, L =
category, S = split, $ = amounts of a split. There are other codes for memo
fields, etc. There are a totally different set of codes for investment account
transactions.

You used to be able to find more information about the format on the Quicken
web site. I don't know if it's still there. Once you know the format, you'd
have to write a macro to create the QIF file from the Excel data. There once
was a free utility for this, but I haven't seen it for several years. Try
searching Google for it.
 
PS: You'd better hurry with your imports or not upgrade to Quicken 2005. I
found this on the Quicken web site:

"Beginning with Quicken 2005 for Windows, QIF Data Import will no longer be
available for most accounts."
 
If you search the web for Excel Quicken QIF, you'll find several utilities
that might help.
 

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