QXF2QIF is an easy to use lightweight converter to convert QXF (Quicken Transfer Format) files into QIF (Comma Separated Value) files. It is platform independent and runs in any Java environment such as Microsoft Windows, Mac OS X, Linux. etc.
Use QXF2QIF to convert transaction data from Quicken or Quicken Essentials into standard QIF format in order to convert all your financial data to another financial application or other program. QXF2QIF converts bank and credit card transactions and also category lists, account lists, tag lists, and memorized transactions.
- Make sure you have Java installed on your computer. If you do not have Java already installed, it’s a free and easy download from www.java.com
- Depending on your platform, install as follows:
- Windows full install – download QXF2QIF.exe for Windows, run the installation program by double clicking the file.
- Mac OS X – download QXF2QIF.zip, the unzip will be done automatically as part of the download, and QXF2QIFportable.jar should be in your user download folder. Run QXF2QIFportable.jar by double clicking it, or right clicking and running it as a Java program.
- Portable Installation – download , run zip or winzip on QXF2QIF.zip and extract to a suitable folder such as
c:\program files\Crowfoots. Run QXF2QIFportable.jar.
Copy the license file QXF2QIF.lic from the product confirmation e-mail to the same folder where you installed the converter – i.e. c:\program files\QIFtools\QXF2QIF
If the license file is not available, you can also enter the license manually by copying the license string (CTRL-C) from the confirmation e-mail and pasting it (CTRL-V) into the license dialog. To enter the license string manually from within the program select Help, and Enter License, and paste (or type) the full license code into the dialog.
You need to create a QXF file before running QXF2QIF. This is the procedure to do that.
- Start Quicken or Quicken Essentials
- Choose the menu and select the menu entry, and the submenu entry.
- This will bring up the QXF Export dialog.
Specify where you want to save the file, and the file name. There are no options other than to save all the information from your Quicken file. This includes all accounts, all categories, all tags, and all bank, credit card, and memorized transactions. However, it does not include investment transactions, there is current no method to have these included. Select Save to create the file.
If you have the Windows version installed simply run the program from the start menu or run QXF2QIF.exe. If you are running the portable version, double-click QXF2QIFportable.jar.
Select the File menu, the Open menu entry, and this will bring up a file chooser dialog. Navigate to the folder containing the QXF file, select the file, and then select Open at the bottom of the dialog.
The converter will run, generating a log and giving some statistics on how many lines were processed and create a QIF file with the same name. If a QIF file with that name already exists you will be prompted to overwrite it. The QIF file can now be read directly into Excel or other spreadsheet program to view or edit the data. It is also suitable for import into other personal financial software.
The resulting QIF file will contain sections with a listing of all your accounts, categories, tags, and then a section for each account with all of its bank transactions. It is readable by many other financial applications such as AceMoney, GnuCash, Moneydance, and of course Quicken.
After the converter has run, you may wish to save the log information to a file. Select the File menu, and the Save Log menu entry. This will bring up a File Save dialogue. Simply specify a file name and select Save.