There are different date formats, different sections, and this selector is provided easier for you to choose an application to import into.Īnother important thing is the Account Name. The file for Quicken 2015-2016 is a different file for Quicken 2014 or MS Money file. It's important to select this specific Target, because it creates different QIF files, depending on QIF Target. For Quicken 2013 we have to select Quicken 2014 or earlier. In this case, we have to revert it, just for example purposes.Īnother thing before converting is to select the QIF Target. So when you click it, make sure, that the Amounts for expenses are negative and for payments to the account are positive. For those files, you can use the button 'Change +/-' once per file to reverse the Amounts. Some Credit Card Companies supply CSV files with expenses as positive numbers and payments to the account as negative numbers. The Amount should be negative for expenses and positive for deposits. So, if Amount is not in place or Dates are not expected, or Payee not assigns, click Review Mapping and reassign those columns. The transactions Tab shows how the converter understands your file. When you open a CSV file in CSV2QIF, look for things like Date, Amount, Payee, Check number, Memo, Category. When you start CSV2QIF, point to your CSV file. This application imports QIF files, correctly prepared QIF files into all account types and we will import them into the 'Royal Bank Chequing' Account. Now we will import a QIF file into Quicken 2013. It'll give you a ready idea of how the transactions should look like in your CSV file before you convert them. On the product page, there is a sample CSV file, you can download, that will help you to try the application or if you need to know, how the CSV/Excel file should look like, you can download this file, open it in Excel. Also if you purchase before, you can use this link to download as well and register with your registration code. You can purchase on the product page, you can download the trial.

Import qif file into quicken 2013