Excel to Quicken?

M

Myrna Larson

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.
 
M

Myrna Larson

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."
 
M

Myrna Larson

If you search the web for Excel Quicken QIF, you'll find several utilities
that might help.
 
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