QIF2CSV Converter Help File
© Copyright 2014 QIF Tools
The QIF2CSV converter is a single step, easy to use converter when you need to convert QIF files to access the data in a spreadsheet or other financial application. Use QIF2CSV to import transaction data from Quicken® or other financial application into a spreadsheet program such as Microsoft Excel® to edit or process. QIF2CSV will also process category lists, tag lists, account lists, security lists, stock prices, and memorized transactions.
To get started first export or download your QIF file from your bank, and verify your desired date format with the menu. Then use the menu, to run the conversion and create your CSV file in a single step.
Copy the license file QIF2CSV.lic from the product confirmation e-mail to the same folder where you installed the converter - i.e. C:\Program Files\QIF Tools\QIF2CSV
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 QIF file before running QIF2CSV. This could be created by your financial software such as Quicken, or your bank or brokerage. This is the procedure to create a QIF file with a single account from Quicken.
The simplest type of output is to generate a QIF file with a single account, and select only the checkbox. Selecting the checkbox will preserve the account name inside the QIF file, but will make the resultant file more complex and somewhat harder to manually edit. It's easier to just name the QIF file to be the same as the account name. You might instead want to create a QIF file with just , or just the , or just depending on what data you wish to view or edit. It is also possible to create a QIF with all accounts and have access to the bulk of your Quicken data. QIF files may also be downloaded from a bank, credit card, or brokerage web site. However, since Quicken made importing QIF file more difficult starting with Quicken 2005, QIF is no longer a popular download option at bank or brokerage web sites.
If you have the Windows version installed simply run the program from the start menu or run QIF2CSV.exe. If you are running the portable version, double-click QIF2CSV.portable.jar.
QIF2CSV can read and write dates either in US format (month-day-year) or European format (day-month-year). Use the Settings menu to select the date format for reading and writing. The read choice reflects what is used in your input QIF file, and the write choice is what format should be created in your CSV file. In most cases the read and write settings will be the same, but it is possible to read dates in one format and write them in the other.
Select the File menu, the Open menu entry, and this will bring up a file chooser dialog. Navigate to the folder containing the QIF 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 CSV file with the same name. If a CSV file with that name already exists you will be prompted to overwrite it. The CSV file can now be read directly into Excel or other spreadsheet program to view or edit the data. Most of the data can also be read back into Quicken with CSV2QIF.
To use QIF2CSV from the command line or a script simply invoke it on Windows as:
QIF2CSV inputfile.qif
Or for the portable version
QIF2CSVportable.jar inputfile.qif
There is no need to specify an output file name, QIF2CSV will use the same name and an CSV 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:
QIF2CSV "input file.qif"
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.