If you download bank transactions into any program or online service, you know that you have to use specific file types. What if your bank doesn't give you what you need?
Geeky Chick describes her struggle to convert CSV to QIF ("when your bank is too lazy or stingy to do it for you"). By using an Excel add-in, you can get your data into the right format.
With all the bank failures, mergers, and changes going on, you may find this information handy. Banks sometimes transition your account to a new system, and you may have to adapt. You can also use conversion tools to slice and dice data in ways that your software doesn't allow.
I have not used the product she mentions. Take precautions before downloading, installing, and working with sensitive banking information. Make backups of your existing data, and do some homework to make sure the software does not contain anything that will harm your computer or steal your information.
For the lazy people I suggest my online converter at http://qifer.seasidehosting.st , no installation is required.
Paolo
Hey Paola
This is fine, but it would mean I would have to load sensitive banking information to a site I don’t know. Not safe nor secure. i wonder what you do with the information?
paelo great work, really handy and well put together online app. Excellent.
Thank you
Thanks Paolo!
This app helped me tremendously.
*Louise: You are not loading sensitive information. Unless you call debits, credits, and deposits sensitive information. Your name, account numbers, etc are not in the csv file.
Anyone tried iCreateOFX Basic for converting CSV and QIF to OFX?
If you are concerned about the privacy of your data, use the desktop tool, so your data does not leave your computer.
Try CSV2QIF at
QIF files created by CSV2QIF are accepted by all Quicken versions up to to the latest 2011 one and allow to load transactions under all accounts (follow instructions on the website).
the Qifer rules!
I had some issues with my quicken 2005 would only let me import 10 entries at a time, but qifer was the best tool (and only) I could find that works for the mac. Definitely recommend. Thanks for this tool!