QIF Wizard for Mac
Simplify Quicken transaction entry.
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QIF Wizard overview
QIF Wizard makes it easier to enter banking, credit card, and investment transactions into Quicken or other programs that accept Quicken Interchange Format (QIF).
- Bank and Credit Card Transactions - Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges, etc.) into a file in the Quicken Interchange Format (QIF), so that you can import these transactions into your Quicken account. The problem with this approach is that typically the bank has no way of assigning meaningful categories to the transactions. So, if you care about categorizing your Quicken transactions, you must go through each transaction you have just imported in Quicken, and add categories. QIF Wizard automates this process.
- Investment Transactions - Although recent versions of Quicken for the Mac have allowed investment transactions to be downloaded into Quicken, in many cases the downloads are incomplete and sometimes wrong. An alternative approach is to use QIF Wizard to extract QIF from your investment firm's transaction history Web page and import that QIF into Quicken. Investment information is not produced in QIF format by the investment firms; to get QIF you must use QIF Master to convert the transactions on the Web page into QIF.
- CSV Files - QIF Wizard will also convert comma-separated value (CSV) files into QIF.
- Finally, QIF Wizard also performs other useful transformations on any financial data it can process, producing output data as CSV or tab-separated entries in text files. Thus, QIF Master can convert financial data from QIF, OFX, QFX, Web pages, CSV, or tab-separated value files into QIF, CSV, or tab-separated values files.
What’s new in version 5.1
- Updated for improved compatibility going forward.
- Improved feedback in create/edit instructions display.
- Improved feedback when in trial mode.
- Updated Help.
QIF Wizard for Mac
$20.00
In English
Version 5.1
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(12 Reviews of QIF Wizard)
Comments
User Ratings
Aug 1 2012
Version: 10.0
While this is probably a most useful product, especially considering the weaknesses of limitation of Quicken, I am of the firm belief that all this developer and users of Quicken are doing is "rearranging the deck chairs of the Titanic". Quicken is till stuck at the 2007 version and seems to contain code that corrupts its own databases and that has never been fixed since its release. This seems to be especially true in the investments area. What makes this even more disturbing is that the head of Intuit, Bill Campbell came from Apple and I believe is still on its Board of Directors! As such I have moved on from Quicken and any support products and I strongly suggest that other users and developers do the same. While Quicken was once a great product, it seems to me it isn't any more and Intuit, despite all its retortic, just seems to be continuing 'milking' it for all it is worth, which is a crying shame.
Apr 16 2010
Version: 7.6
I like the intention of this program, however when I import the file into my Quicken 2007, the dates are wrong, and it will show that there are 12 new entries, but only 4 show up in my register.