QXF2QIF Converter Help

Overview

The QXF2QIF converter is a single step, easy to use converter to convert QXF (Quicken Transfer Format) files into QIF files that can be read by other financial applications. Use QXF2QIF to convert transaction data from Quicken or Quicken Essentials for Mac 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.

To get started first export your QXF file from Quicken or Quicken Essentials for Mac. Verify your desired date format with the Settings menu. Then use the File menu, Open QXF File to run the conversion and create your QIF file in a single step.

Installation

  • Microsoft Windows┬« full install
    • Download QFX2QIF.exe for Windows, save the file to your computer, and run the installation program by double clicking the file.
    • If you do not have have Java installed it will be automatically downloaded during the installation.
  • Mac OS X┬« full install
    • Download QFX2QIF.dmg for Mac OS X, save the file to your computer. Locate the file in the download area, open it by double clicking, then and run the installer.app by double clicking it.
    • If you do not have have Java installed it will be automatically downloaded during the installation.
  • Portable Installation
    • Download QFX2QIF.zip and save the file to your computer.
      • If running on Mac OS X the unzip will be done automatically as part of the download, and QFX2QIFportable.jar should be in your user download folder.
      • If running on other operation systems run zip or winzip on QFX2QIF.zip and extract QFX2QIFportable.jar to a suitable folder such as C:\Program Files\QIF Tools.
    • Make sure you have Java installed on your computer. If you do not have Java already installed, download it for free at www.java.com.

Entering License Information

On Microsoft Windows, the easiest way to enter the license is to copy the license file QFX2QIF.lic from the product confirmation e-mail to the same folder where you installed the converter – i.e. C:\Program Files\QIF Tools\QFX2QIF.

Otherwise enter the license 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.

After you enter your license, your license email will be shown in the program title bar, and in Help, About.

Preparation

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 File and select the Export menu entry, and the Quicken Transfer Format (.QXF File) File… sub-menu entry.
  • This will bring up the QXF Export dialog.

QXF Export

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.

Running QXF2QIF

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.

Settings

Date Formats

QXF2QIF can create dates in your QIF file in either in US format (month-day-year) or European format (day-month-year). Use the Settings menu to select the date format is expected in your financial application such as Quicken. Quicken always expects US format dates.

Converting the QIF File

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.

Automation

To use QXF2QIF from the command line or a script simply invoke it on Windows as:

QXF2QIF inputfile.qxf

Or for the portable version

QXF2QIFportable.jar inputfile.qxf

There is no need to specify an output file name, QXF2QIF will use the same name and an QIF extension. The log will be written to a file with the same name and a .log extension, or ERROR.log if the input file name is invalid.

Note that if the output file already exists, it will be overwritten. And if your input file name has any spaces in it, remember to use quotes – for example:

QXF2QIF “input file.qxf”

Saving the Converter Log

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 dialog. Simply specify a file name and select Save.

Quicken is a registered trademark of Intuit Inc. Excel is a registered trademark of Microsoft Corporation.

Last modified March 7th, 2014