QIF Wizard for Mac

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Developer’s Description

By John Woodward

Simplify entering financial transactions into Quicken or other financial software.

QIF Wizard makes it easier to enter banking, credit card, and investment transactions into Quicken or other financial programs. Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges.) 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. QIF Wizard also handles investment transactions. Although recent versions of Quicken for the Macintosh 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. QIF Wizard will also convert comma-separated value (CSV) files into QIF, and optionally produce its output as CSV or tab-separated values.

QIF Wizard for Mac

Used QIF Wizard for Mac? Share your experience and help other users.

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Full Specifications

GENERAL

Release: April 25, 2023

Latest update: April 25, 2023

Version: 4.1

OPERATING SYSTEMS

Platform: Mac

Operating System: Mac OS X

Additional Requirements

macOS Catalina
macOS Mojave
macOS High Sierra
macOS Sierra

POPULARITY

Total Downloads: 19,384

Downloads Last Week: 0

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Last Updated

User Reviews

3.9/5

16 User Votes

Wouldn't convert QIF files into other, older formats.
DeborahdesignsApril 25, 2011
Pros
not applicable
Cons
see bottom-line summary
Summary
I wanted a program that would convert QIF files into formats compatible with Quicken 2005. I don't think this program does that; if it does, it was too hard to figure out.
not easy to use
vcluckJanuary 28, 2011
Pros
trail version
Cons
needs to be more user friendly
Summary
found a better FREE website that does it so nicely, that I would even think of using this again
Horrible interface
dan55304August 2, 2006
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />This is one of the worst interfaces I've ever seen for a Mac app. Make a mistake, start all over. I've had no end of trouble with it converting and creating bad data like dates. Setup is horrific. Too expensive. Can it be shareware if it times out and the price is that of a retail package?
Great Product & Feature Support
lancebroApril 4, 2006
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />i have to say that it's nice to see such responsive developer support on a much needed and funtional prgram. thanks for helping me to tolerate quicken. cheers, lance
Wonderful! - A must Quicken addition.
scwerdenMarch 16, 2005
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />Developer fixed immediately a problem I was having. All is wonderful. Thanks
Really responsive Developer
jehrlerOctober 16, 2004
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />I have made two suggestions for improving the program and both were incorporated, literally, within days. I haven't seen such a responsive developer since the early days of GraphicConverter. Anyway, the program itself is wonderful for those of us who have banks that still only allow qif downloads.
Not Bad
Airwolf2000August 5, 2004
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />It took me 20 minutes to get the hang of it. Once all the data is in it works great. It would be nice if the help file had a simple example of what to do step by step. It would also be nice to import the Quicken catagories. If you make up a different catagory then what is in the Quicken catagory database, your pie charts and statistics will be all wrong.
Useful but tricky UI
jdtangneyMarch 16, 2004
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />This product does what it claims to, and does it well. It's very useful. It's marred by a rather arcane UI. It's not obvious how to do cetain things. For example, how do I let a transaction through to the output without setting up or modifying a rule? It also chokes on the QIF downloaded from my credit union. (Granted, the line endings are malformed and I have not reported this to the author. This flaw is not taken into account in my rating.)
Great improvements
Celo2February 8, 2004
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />I'm still working with this update but everything seems to be fine. Definetely a must have if you import data using the QIF format. nice job!!
Keeps getting better
metamd1July 12, 2003
Pros
Cons
Summary
This review was originally posted on VersionTracker.com.<br />It's hard for me to believe that I only started using QIF Master at the beginning of this year. It has become one of my essential programs - it makes it much easier to bring my 401k data into Quicken. The author is incredibly responsive - he responded to my suggestion for a new feature within a couple of days.