Another way to import QIF files into non-cash accounts is summarized below. This information was obtained from a Quicken chat session. Create a temporary cash account. Import the QIF file into the new cash account. Review for accuracy, etc. Select all transactions to be added to the non-cash account. Open your Quicken company. Go to File Export QIF File. Type a name for the QIF File you want to export the data to (recommended name: Quicken Export File). Click Browse to select an export location. Choose a location easy to find, such as the desktop. In the Include in Export dialog box, select the options that best fit your.
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- Importing Qif Files Into Quicken
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Q: What is the Quicken interchange format (QIF)?
A: The Quicken interchange format (QIF) is a specially formatted text (ASCII) file that lets you to move Quicken transactions:
- From one Quicken account register into another Quicken account register, or
- To/From another application that supports the QIF format.
Note: For Quicken to translate data from a text file into the Quicken register as transactions, the text file mustbe in the QIF format.
Required File Formatting:
- Each transaction must end with a symbol, indicating the end of entry.
- Each item in the transaction must display on a separate line.
- When Quicken exports an account register or list, it adds a line to the top of the file that identifies the type of account or list. Listed below are the header lines Quicken adds to the exported files:
| Header | Type of data |
| !Type:Bank | Bank account transactions |
| !Type:Cash | Cash account transactions |
| !Type:CCard | Credit card account transactions |
| !Type:Invst | Investment account transactions |
| !Type:Oth A | Asset account transactions |
| !Type:Oth L | Liability account transactions |
| !Account | Account list or which account follows |
| !Type:Cat | Category list |
| !Type:Class | Class list |
| !Type:Memorized | Memorized transaction list |
You can force Quicken to import all transfers, regardless of whether Ignore Transfers is selected when the file is imported. You must add a line to the file being imported into a Quicken account. Use a text editor or word processor to put the following line right after the header line at the top of the file:
!Option:AllXfr
Items for Non-Investment Accounts
Each item in a bank, cash, credit card, other liability, or other asset account must begin with a letter that indicates the field in the Quicken register. The non-split items can be in any sequence:
| Field | IndicatorExplanation |
| D | Date |
| T | Amount |
| C | Cleared status |
| N | Num (check or reference number) |
| P | Payee |
| M | Memo |
| A | Address (up to five lines; the sixth line is an optional message) |
| L | Category (Category/Subcategory/Transfer/Class) |
| S | Category in split (Category/Transfer/Class) |
| E | Memo in split |
| $ | Dollar amount of split |
| ^ | End of the entry |
Note: Repeat the S, E, and $ lines as many times as needed for additional items in a split. If an item is omitted from the transaction in the QIF file, Quicken treats it as a blank item.
Items for Investment Accounts
| Field | IndicatorExplanation |
| D | Date |
| N | Action |
| Y | Security |
| I | Price |
| Q | Quantity (number of shares or split ratio) |
| T | Transaction amount |
| C | Cleared status |
| P | Text in the first line for transfers and reminders |
| M | Memo |
| O | Commission |
| L | Account for the transfer |
| $ | Amount transferred |
| ^ | End of the entry |
Items for Account Information
The account header !Account is used in two places-at the start of an account list and the start of a list of transactions to specify to which account they belong.
| Field | IndicatorExplanation |
| N | Name |
| T | Type of account |
| D | Description |
| L | Credit limit (only for credit card accounts) |
| / | Statement balance date |
| $ | Statement balance amount |
| ^ | End of entry |
Items for a Category List
| Field | IndicatorExplanation |
| N | Category name:subcategory name |
| D | Description |
| T | Tax related if included, not tax related if omitted |
| I | Income category |
| E | Expense category (if category type is unspecified, quicken assumes expense type) |
| B | Budget amount (only in a Budget Amounts QIF file) |
| R | Tax schedule information |
| ^ | End of entry |
Items for a Class List
| Field | IndicatorExplanation |
| N | Class name |
| D | Description |
| ^ | End of entry |
Items for a Memorized Transaction List
Importing .qif File Into Quicken Deluxe 2018 Online
Immediately preceding the ^ character, each entry must end with one of the following file indicators to specify the transaction type.
- KC
- KD
- KP
- KI
- KE
With that exception, memorized transaction entries have the same format as regular transaction entries (non-investment accounts). However, the Date or Num field is included. All items are optional, but if an amortization record is included, all seven amortization lines must also be included.
| Field | IndicatorExplanation |
| KC | Check transaction |
| KD | Deposit transaction |
| KP | Payment transaction |
| KI | Investment transaction |
| KE | Electronic payee transaction |
| T | Amount |
| C | Cleared status |
| P | Payee |
| M | Memo |
| A | Address |
| L | Category or Transfer/Class |
| S | Category/class in split |
| E | Memo in split |
| $ | Dollar amount of split |
| 1 | Amortization: First payment date |
| 2 | Amortization: Total years for loan |
| 3 | Amortization: Number of payments already made |
| 4 | Amortization: Number of periods per year |
| 5 | Amortization: Interest rate |
| 6 | Amortization: Current loan balance |
| 7 | Amortization: Original loan amount |
| ^ | End of entry |
Examples of QIF files
Normal Transactions Example
| Transaction Item | Comment (not in file) |
| !Type:Bank | Header |
| D6/ 1/94 | Date |
| T-1,000.00 | Amount |
| N1005 | Check number |
| PBank Of Mortgage | Payee |
| L[linda] | Category |
| S[linda] | First category in split |
| $-253.64 | First amount in split |
| SMort Int | Second category in split |
| $-746.36 | Second amount in split |
| ^ | End of the transaction |
| D6/ 2/94 | Date |
| T75.00 | Amount |
| PDeposit | Payee |
| ^ | End of the transaction |
| D6/ 3/94 | Date |
| T-10.00 | Amount |
| PJoBob Biggs | Payee |
| MJ.B. gets bucks | Memo |
| LEntertain | Category |
| A1010 Rodeo Dr. | Address (line 1) |
| AWaco, Tx | Address (line 2) |
| A80505 | Address (line 3) |
| A | Address (line 4) |
| A | Address (line 5) |
| A | Address (line 6) |
| ^ | End of the transaction |
Investment Example
| Transaction Item | Comment (not in file) |
| !Type:Invst | Header line |
| D8/25/93 | Date |
| NShrsIn | Action (optional) |
| Yibm4 | Security |
| I11.260 | Price |
| Q88.81 | Quantity |
| CX | Cleared Status |
| T1,000.00 | Amount |
| MOpening | Balance Memo |
| ^ | End of the transaction |
| D8/25/93 | Date |
| NBuyX | Action |
| Yibm4 | Security |
| I11.030 | Price |
| Q9.066 | Quantity |
| T100.00 | Amount |
| MEst. price as of 8/25/93 | Memo |
| L[CHECKING] | Account for transfer |
| $100.00 | Amount transferred |
| ^ | End of the transaction |
Memorized List Example
Importing .qif File Into Quicken Deluxe 2018 Free
| Transaction Item | Comment (not in file) |
| !Type:Memorized | Header line |
| T-50.00 | Amount |
| PJoe Hayes | Payee |
| MRent | Memo |
| KC | Check transaction |
| ^ | End of the transaction |
| T-25.00 | Amount |
| T-25.00 | Company Payee |
| LTelephone | Category |
| KP | Payment transaction |
| ^ | End of the transaction |
©Intuit Inc. 1997
Importing Qif Files Into Quicken
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