Many banks only export account information and history in a comma-separated values (CSV) database format. If you want to manage the data from the popular Quicken financial management software, you'll need to convert the CSV file to Quicken Interchange Format (QIF). You can do this with a free Microsoft Excel add-in that provides enough customizable options to ensure smooth data transition to Quicken.
Difficulty:
Moderate
Instructions
Things You'll Need
Microsoft Excel
XL2QIF
Installation
1
Download and unzip the XL2QIF application from the link in Resources.
2
Double-click the "Install" icon in the folder that downloads to open the installation window in Microsoft Excel.
3
Click the "Install" button in Excel. Choose your language (English or French) and restart Excel.
Conversion
1
Open your CSV data file in Excel and highlight all the data you wish to convert.
2
Click the "Add-Ins" tab at the top of the Excel window. Click the XL2QIF button and select "Save to QIF."
3
Select the appropriate "Account Type" under "Options" in the window that pops up. It is "Bank" by default, but options like "Credit Card" and "Liabilities" exist.
4
Find the "Standard Field" box and check the fields in your CVS file in the order that they appear. For instance, a bank account might have the date, then the amount, then the category, etc.
5
Click the "Browse" button and select where you would like to save your QIF file. Click "Save" and then, back in the main window, "Convert."
Tips & Warnings
If you get an error message during installation, check the top of your Excel window for a "Security Warning" telling you macros have been disabled. To solve this, click the "Options" button that appears and select "Enable" from the pop-up box. Click the "Install" button again.
XL2QIF 1.1 will work with all the latest versions of Microsoft Excel, but users with Excel '97 will need to download 1.0 instead.
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