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Key Details of QIF Wizard

  • Simplify entering financial transactions into Quicken or other financial software
  • Last updated on 07/13/20
  • There have been 3 updates within the past 6 months
  • The current version has 0 flags on VirusTotal badge_icon

Developer's Description

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.

Full Specifications

What's new in version 2.2

  • Improved compatibility with non-standard USAA CSV amounts.
  • Improved User Interface for Defining CSV Input Format

General

Release July 13, 2020
Date Added July 13, 2020
Version 2.2

Operating Systems

Operating Systems Macintosh
Additional Requirements
  • macOS Catalina
  • macOS Mojave
  • macOS High Sierra
  • macOS Sierra

Popularity

Total Downloads 19,217
Downloads Last Week 8
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User Reviews

3.9/5
16 User Votes
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