I think though that if I did have to use it, I would convert to QFX as long as I using a supported version of Quicken. I actually don’t use it, I have made sure that my financial institutions are supported by Direct Connect. I would certainly be more concerned if Quicken Inc would be around in the future. If all CSV to QIF/QFX programs are gone (not likely) then you have a problem, but not if just one stops working for you. So if the program isn’t around later you just find another that does it. Unlike deciding on if to use Quicken or another programs where the conversion between the two might be hard or impossible, with a CSV to QIF/QFX converter once the transactions have been converted and imported into Quicken you are done with them. If I had entered the category causing the transfer, there would be a double payment in the BJs account.ĭoes anyone use ImportQIF with Quicken Subscription? Is it a 'set-it-and-forget-it' thing, or do I need to jump through hoops every time I go to do my bookkeeping? I am worried about a third party app that might or might not be around in a few years. That might seem odd, but when I later download the payment transaction from BJs, Quicken will pop and ask if it matches the transaction in checking to which I respond Yes and Quicken then connects the two transactions as a transfer. When I create the payment from checking to that account in checking, I leave the category blank so that Quicken does not generate the matching transfer transaction. I use it for my BJs CC and I don't pre-enter any transactions manually in it. The downside to importing a QIF is that Quicken won't do renaming or use memorized payees or matching to existing manually entered transactions.īut ImportQIF does do renaming and it can assign a category for a payee based on your mapping. QFX file, the FI needs to be a participating Quicken partner, so to import a converted QFX file into your account in Quicken, you would have to fake the FI, so if someone (maybe the executor of your estate) looked at Quicken they would not know where that account really was.
0 kommentar(er)
