An open community 
of Macintosh users,
for Macintosh users.

FineTunedMac Dashboard widget now available! Download Here

Previous Thread
Next Thread
Print Thread
Convert QIF to Excel
#63102 01/18/23 10:43 PM
Joined: Aug 2009
Likes: 6
ryck Offline OP
OP Offline

Joined: Aug 2009
Likes: 6
I am moving to a new iMac whose OS will not support 32 bit apps. The last 32 bit app I have is Quicken so I thought I'd get the 64 bit version to use on the newer Mac but 'It ain't gonna happen'. The new version of Quicken simply refuses to input the data from the old Quicken. I spent considerable time with a Quicken support person who tried various things but, in the end, he said: "It's not going to work. You'll be starting from scratch".

So I figured, if I'm starting over I might as well try an Excel database because my needs are simple. I just track credit cards. The problem is getting the data into Excel.

Thus far I have created QIF files for every one of the accounts in the old Quicken but am stymied at getting the QIF files converted to Excel. The Quicken is old enough that it doesn't have export options other than QIF.

Last edited by ryck; 01/18/23 10:46 PM.

ryck

"What Were Once Vices Are Now Habits" The Doobie Brothers

iMac (Retina 5K, 27", 2020), 3.8 GHz 8 Core Intel Core i7, 8GB RAM, 2667 MHz DDR4
OS Monterey 12.6.2
Canon Pixma TR 8520 Printer
Epson Perfection V500 Photo Scanner
TM on 1TB LaCie USB-C
Re: Convert QIF to Excel
ryck #63103 01/19/23 01:27 AM
Joined: Aug 2009
Likes: 8
Moderator
Offline
Moderator

Joined: Aug 2009
Likes: 8
A problem with QIF is it keeps changing. You might take a look at MoneyDance 2022. I have had good luck importing data from multiple different accounting apps, and just reverted back to it after a couple of years with the new Quicken (which is now a completely separate company from Quickbooks.) I reverted because MonayDance has adopted a new global standard for downloading bank data that is IMHO far superior to the one used by the current version of Quicken. MoneyDance 2022 imported all of my data from Quicken without a hitch.


"Sacred cows make the best hamburger"

- Mark Twain
Re: Convert QIF to Excel
ryck #63127 01/20/23 06:49 PM
Joined: Aug 2009
Likes: 6
Offline

Joined: Aug 2009
Likes: 6
Try opening the QIF files in Apple's Numbers, via File>Open. What happens when you double-click on the QIF file? Does it want to open in Quicken?

I second the the choice of MoneyDance. It is very stable, mimics a lot of Quicken "style". Check out QIF Importing with MoneyDance. In the sidebar on that same page are links to possible problems and importing for a Mac from other versions of Quicken.


On a Mac since 1984.
Currently: 24" M1 iMac, 27" iMac, M2 Macbook Air, macOS 10.15.x and MacOS 13; iPhones, iPods (yes, still) and iPads.
Re: Convert QIF to Excel
Ira L #63130 01/20/23 07:23 PM
Joined: Aug 2009
Likes: 6
ryck Offline OP
OP Offline

Joined: Aug 2009
Likes: 6
Originally Posted by Ira L
Try opening the QIF files in Apple's Numbers, via File>Open.
This generate a dialogue box that says it can't be opened because the File Format is invalid.

Originally Posted by Ira L
What happens when you double-click on the QIF file?
Not much. It opens with a window that has a pile of arcane information all down the left side.

Last edited by ryck; 01/20/23 07:23 PM.

ryck

"What Were Once Vices Are Now Habits" The Doobie Brothers

iMac (Retina 5K, 27", 2020), 3.8 GHz 8 Core Intel Core i7, 8GB RAM, 2667 MHz DDR4
OS Monterey 12.6.2
Canon Pixma TR 8520 Printer
Epson Perfection V500 Photo Scanner
TM on 1TB LaCie USB-C
Re: Convert QIF to Excel
ryck #63136 01/20/23 09:49 PM
Joined: Aug 2009
Likes: 8
Moderator
Offline
Moderator

Joined: Aug 2009
Likes: 8
Originally Posted by ryck
Originally Posted by Ira L
Try opening the QIF files in Apple's Numbers, via File>Open.
This generate a dialogue box that says it can't be opened because the File Format is invalid.

Originally Posted by Ira L
What happens when you double-click on the QIF file?
Not much. It opens with a window that has a pile of arcane information all down the left side.

As far as I know, all versions of Quicken can export its data in a CSV (Comma Separated Value). Pages, Excel, almost any spreadsheet application, and moneydance along with most accounting apps can open and read CSV format tables. But a word of advice, when converting to other apps using CSV, setup your accounts in the new system first then import the data using the CSV, or QIF option. I do not know of any spreadsheet that can read a QIF file.


"Sacred cows make the best hamburger"

- Mark Twain
Re: Convert QIF to Excel
joemikeb #63137 01/20/23 10:14 PM
Joined: Aug 2009
Likes: 6
ryck Offline OP
OP Offline

Joined: Aug 2009
Likes: 6
Originally Posted by joemikeb
As far as I know, all versions of Quicken can export its data in a CSV (Comma Separated Value).
That's correct and the old Quicken did offer CSV but each was specifically for something or other, none of which was Excel. However, it's now moot as the old Quicken won't work with Big Sur. Since I'm back to the starting line and facing a learning curve, whatever I do, I'm now considering the creation of a database in Excel.

Last edited by ryck; 01/20/23 10:14 PM.

ryck

"What Were Once Vices Are Now Habits" The Doobie Brothers

iMac (Retina 5K, 27", 2020), 3.8 GHz 8 Core Intel Core i7, 8GB RAM, 2667 MHz DDR4
OS Monterey 12.6.2
Canon Pixma TR 8520 Printer
Epson Perfection V500 Photo Scanner
TM on 1TB LaCie USB-C
Re: Convert QIF to Excel
ryck #63149 01/21/23 06:33 PM
Joined: Aug 2009
Likes: 6
Offline

Joined: Aug 2009
Likes: 6
That is strange. Like joemikeb said, CSV is a generic standard that any spreadsheet software can import. It might be worth a try to export into a CSV format and see what you get when you import into Excel. It should be a very quick process, export/import.


On a Mac since 1984.
Currently: 24" M1 iMac, 27" iMac, M2 Macbook Air, macOS 10.15.x and MacOS 13; iPhones, iPods (yes, still) and iPads.
Re: Convert QIF to Excel
Ira L #63152 01/21/23 06:52 PM
Joined: Aug 2009
Likes: 8
Moderator
Offline
Moderator

Joined: Aug 2009
Likes: 8
Originally Posted by Ira L
That is strange. Like joemikeb said, CSV is a generic standard that any spreadsheet software can import. It might be worth a try to export into a CSV format and see what you get when you import into Excel. It should be a very quick process, export/import.

You will likely have choices to make before a CSV can be accurately imported, but the basic principles are dead simple. In my case when importing to MoneyDance 2022 from Quicken 6 I had to tell the import utility to ignore some columns.


"Sacred cows make the best hamburger"

- Mark Twain

Moderated by  alternaut, dianne, dkmarsh 

Link Copied to Clipboard
Powered by UBB.threads™ PHP Forum Software 7.7.4
(Release build 20200307)
Responsive Width:

PHP: 7.4.25 Page Time: 0.035s Queries: 30 (0.027s) Memory: 0.6080 MB (Peak: 0.6899 MB) Data Comp: Zlib Server Time: 2023-02-07 07:34:56 UTC
Valid HTML 5 and Valid CSS