After all, it's not every day that your chief competitor calls it quits. When the Money death bell rang at Microsoft, Intuit quickly began working on an improved import feature for Money users. Quicken isn't a bad option, but it was a step backwards for most Money users. If your newconverter produces OFX files that give a different FITID than the old one, expect duplicates if the dates overlap.Quicken seemed to be the odds-on favorite to gain traction with many previous Money users. OFX files use a financial institution transaction ID (FITID) which needs to be unique. So if you buy a cup of coffee with your debit card, and get another later that day at the same price, Money will only recognize one transaction. That is true,Įven if the transactions are in the same QIF file. Money presumes that if a QIF statement has the same amount and same date and same payee, they are the same transaction. Mainly the duplicate transaction method is less sophisticated. QIF statements work similarly to OFX, with some differences. He has provided useful help here in the past.Īlso, I see some CSV to QIF tools listed here: If you have a problem with one of the hle tools, you might post that here. Maybe something discussed on this thread will be worth revisiting: But many banks offer the ability to download transactionsĮDIT. Brokers and credit cards often do that, and only a few banks do. I use a free program called PocketSense to get transactions from my financial institutions that have an OFX/QFX server into Money. Another still is to type the path/name of the QIF file in a command window. Another is to select the *.QIF file in Windows Explorer, and either double-click it or right-clickĪnd choose open. One way in Money is to click File->Import->Statements or similar wording. If you can create a *.qif file, Money can bring that in.
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