QIF Wizard for Mac

By John Woodward Free to try

Key Details of QIF Wizard

  • Simplify entering financial transactions into Quicken or other financial software
  • Last updated on 04/25/23
  • There has been 1 update 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 4.1

• Added preference to use input file name as the default output file name
• Added preference to suppress the "Finished Processing Transactions" dialog.


Release April 25, 2023
Date Added April 25, 2023
Version 4.1

Operating Systems

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


Total Downloads 19,347
Downloads Last Week 9
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