- HOW TO IMPORT QIF FILE INTO QUICKEN 2017 PDF
- HOW TO IMPORT QIF FILE INTO QUICKEN 2017 UPDATE
- HOW TO IMPORT QIF FILE INTO QUICKEN 2017 ARCHIVE
- HOW TO IMPORT QIF FILE INTO QUICKEN 2017 FULL
- HOW TO IMPORT QIF FILE INTO QUICKEN 2017 SOFTWARE
Purchased “The New Quicken” and installed it. I did a backup of the latest data on my iMac in Quicken. Now, after reading your column, I had hope. And the reason for the purchase of the Mac Mini was because the iMac has a serious problem (probably the mother board) and is too costly to repair. These two apps (the other being The Print Shop - V4) will not run on my Mac Mini 2018 running Catalina. Glenn, Thank you!, Thank you!!! I’ve been using Quicken since it first came out and have an old iMac (27" Mid 2010 running OSX 10.8.5) with version 16.2.4 of Quicken as only one of two application on it. But there’s a good chance you won’t discover the fact that you imported some field wrong for months or years. I have never seen a significantly large QIF import go perfectly. If your own sense of neatness won’t allow you that (because each export will have slightly different field orders, etc in CSV) then you can import each CSV export into a spreadsheet and put “Organize things so the columns match” on your to-do list.Įither of these is both easier and less error prone than the import path you are going down right now. If all you care about is literally being able to search for a transaction, then you can just append the CSV export from each migration to it and now you can use any text editor, or even just grep. You have one file called “Previous Transactions” that contains everything. Just to hammer this point home: You’re not keeping a bunch of separate plain-text logs labeled “Finances 2002-2004” “Finances 2005-2007” and so on. The only date you have to remember is “This was the last time I switched” which will normally be self-evident. All migration data goes to the same place. You find it in the plain text (or spreadsheet) log that you exported even if you’ve migrated 10 times (I hope not), each time you appended the exported data to your plain-text(-ish) transaction log. Imagine searching for a transaction and you can’t remember how many years back it goes.
But of course, that’s a lot of work! At one point this year I was running 4 systems before I settled on the one I’m going with, because I’m very foolish.īut otherwise, what a horrible downgrade of productivity. If you’re not sure you want to switch, you can run them side by side for a while. (3) Set up your account structure and opening balances in the new software. Generate whatever reports (balance sheet, income statement) you need for your records. When you want to look up any transaction before that date, you’ll use that. (2) On the cut-over date, export your existing transactions to CSV and stick it in a spreadsheet.
HOW TO IMPORT QIF FILE INTO QUICKEN 2017 SOFTWARE
My general advice for anyone considering a switch in finance software - no matter what software! - is: Even if Quicken seemed to import those QIFs, your confidence that it imported your last 10 (or whatever) years of data correctly should be very low.
HOW TO IMPORT QIF FILE INTO QUICKEN 2017 ARCHIVE
This is part of where my “Don’t migrate, archive and switch” recommendation that I made to Glenn comes from.
No one is trying to make things awful, but they basically are and always will be, because different systems have different data models and QIF is less a file format than a series of vague suggestions about how a file might be organized, maybe. Generally what I’d say is that for both personal finance and accounting software, file formats are a mess. GnuCash can import QIF, and the price - free - makes it mostly harmless to give it a shot. I think one other psychological thing that keeps people locked into one tool is they like seeing a chart that goes back 10, 15, 20 years or whatever – but if you’ve run the reports, it’s easy enough to roll those up in a spreadsheet and do them there, too.
HOW TO IMPORT QIF FILE INTO QUICKEN 2017 PDF
And it’s as easy to search for “ConsultingLLC” in Numbers or Excel or your PDF reader of choice as it is in Quicken (I in fact will claim it’s easier.) (2) If you need the transactions, even in the facehuggeryiest software you can typically still get a CSV (or as you say, PDF) out.
HOW TO IMPORT QIF FILE INTO QUICKEN 2017 UPDATE
(1) If you need the reports, you can just print / save those off and refer to them as needed (and in fact, you really don’t want to update a report 6 years later - you want it frozen). Yes, this is exactly the realization that most people don’t reach, and it sounds like you just hit it: Because a PDF is easier to search if I don’t need to generate a customized report, but am just looking for one thing!
HOW TO IMPORT QIF FILE INTO QUICKEN 2017 FULL
As you say this, though, I think I will do a full report dump to have offline at the end of future years.