John Woodwards's Software
Productivity Software for Mac OS

QIF Master
Version 11.8

Runs on 10.4+

QIF Master makes it easier to enter banking, credit card, and investment transactions into Quicken or other programs that accept Quicken Interchange Format (QIF).

Note that Quicken Essentials For Mac 2010 and later does not support QIF. Nor does Quicken for Windows. They accept only QFX, which is a proprietary format that cannot be produced by this program. Quicken for Mac 2007 and earlier however, do support qif, as do many other financial products.

Bank and Credit Card Transactions: Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges, etc.) into a file in the Quicken Interchange Format (QIF), so that you can import these transactions into your Quicken account. The problem with this approach is that typically the bank has no way of assigning meaningful categories to the transactions. So, if you care about categorizing your Quicken transactions, you must go through each transaction you have just imported in Quicken, and add categories. QIF Master automates this process.

Some banks and credit card companies also produce transaction histories in QFX or OFX format. OFX is an open standard format, and QFX is a Quicken-specific variant. Quicken can import QFX format (Quicken calls this Web Connect) and match transactions with transactions already in your register. This matching is useful, but if you like your transactions automatically categorized, you might prefer to process the QFX or OFX with QIF Master, which will convert it to QIF and add categories. If all you have available is OFX, you cannot import it into Quicken, but you can convert it to QIF and then import it.

QIF Master adds Quicken categories based on the description (e.g. payee) of each transaction. To convert a QIF file, just drop it onto QIF Master. You can configure QIF Master as a browser helper application for files of type application/qif to have it run automatically on downloaded QIF files. The resulting file can then be imported into Quicken.

Investment Transactions: Although recent versions of Quicken for the Macintosh have allowed investment transactions to be downloaded into Quicken, in many cases the downloads are incomplete and sometimes wrong. An alternative approach is to use QIF Master to extract QIF from your investment firm's transaction history web page and import that QIF into Quicken. Investment information is not produced in QIF format by the investment firms; to get QIF you must use QIF Master to convert the transactions on the web page into QIF.

CSV Files: QIF Master will also convert comma-separated value (CSV) files into QIF.

Finally, QIF Master also performs other useful transformations on any financial data it can process, producing output data as CSV or tab-separated entries in text files. Thus, QIF Master can convert financial data from QIF, OFX, QFX, web pages, CSV, or tab-separated value files into QIF, CSV, or tab-separated values files.

Complete documentation for QIF Master is provided as help within the application.

NOTE: If you are interested in producing an import into Quickbooks (iif format), you could use QIF Master in conjunction with an applescript to convert qif to iif.



Frequently Asked Questions


Q: I am moving my copy of QIF Master to another system. How do I move all my saved information (formats, instructions, etc.)?

A: Your saved information is kept in your preferences in the files "us.theWoodwards.jplw.QIFMaster.plist" and "us.theWoodwards.jplw.QIFMaster.prefs" in the "Preferences" folder in the "Library" folder in your home folder. Just move this to your new system along with the application. On 10.7+ you may find that you cannot get to the "Library" folder as it is hidden by default. If you find that this is the case, you can always get into the the "Library" folder by--in the Finder--using the "Go" menu with the option key held down and you will be able to select "Library" in the menu. From there you can navigate to the "Preferences" folder.

Q: I am running 10.8 (Mountain Lion) or later. I cannot get your program to run because it was not downloaded from the app store (the OS complains about an unidentified developer). What do I do now?

A: Just right-click on the program and choose "Open". Then answer the dialog saying you want to open the application. This will run the program and allow you to run it in the future just by double-clicking it.



Release Notes

11.8 - Compatibility enhancement and bug fix:

11.7 - Not released.

11.6 - Fixed bug in specifying instructions.

11.5 - Added debugging info to the "Email The Author" function.

11.4 - Improved compatibility with Mac OS 10.10+

11.3 - Improved compatibility with Mac OS 10.10+

11.2 - Compatibility enhancement:

11.1 - User interface and documentation improvement and bug fixes:

11.0 - Feature, compatibility and documentation improvements and bug fix.

10.91 - Fixed bug in 10.9.

10.9 - Improved error checking for invalid extract formats.

10.8 - Improved compatibility with certain website formats.

10.7 - Improved registration user interface.

10.61 - Fixed bug in update feature.

10.6 - Compatibility enhancement:

10.5 - Improved help viewer.

10.41 - Fixed minor bug in 10.4.

10.4 - Feature enhancements and bug fix:

10.3 - Compatibility enhancement:

10.2 - Added FAQ to the built-in documentation.

10.1 - Bug fix:

10.0 - Compatibility enhancements:

9.9 - Compatibility enhancement:

9.8 - Feature enhancement:

9.7 - Feature enhancements and bug fixes:

9.6 - Feature enhancement and bug fix:

9.5 - Feature enhancement and bug fixes:
9.4 - Compatibility enhancement and bug fix:
9.3 - Bug fixes:

9.2 - Bug fixes:

9.1 - Bug Fix:

9.0 - Feature enhancement:

8.91 - Bug fix:

8.9 - Compatibility and feature enhancements:

8.8 - Feature enhancement:

8.71 - Bug fix:

8.7 - Feature enhancement:

8.6 - Feature enhancement:

8.5 - Feature enhancement:

8.4 - Feature enhancement:

8.3 - Feature enhancements:

8.2 - Compatibility enhancements:

8.1 - Compatibility enhancement:

8.0 - Feature enhancements and bug fixes:
7.73 - Bug fix:
7.72 - Feature enhancements and bug fix:
7.71 - Bug fixes:

7.7 - Feature enhancements:

7.6 - Feature enhancement and bug fixes:

7.5 - Compatibility and documentation enhancements:

7.4 - Feature and compatibility enhancements:

7.3 - Feature enhancement:

7.22 - Fixed bug in processing QIF splits.

7.21 - Fixed bug introduced in 7.2.

7.2 - Feature enhancement:
7.11 - Fixed bug introduced in 7.1.

7.1 - Compatibility enhancement and bug fix:
7.0 - Feature enhancements:
6.92 - Bug fixes:
6.91 - Compatibility enhancement:
6.9 - Feature enhancements:
6.8 - Compatibility enhancement:
6.7 - Bug fix:
6.6 - Bug fix:
6.5 - Feature enhancements and bug fixes:
6.4 - Compatibility enhancements and bug fix:
6.32 - Bug fix:
6.31 - Bug fix: 6.3 - Compatibility enhancement:
6.2 - Compatibility enhancement:
6.1 - Compatibility enhancement: 6.0 - Feature and documentation enhancements:
5.94 - Compatibility enhancement:
5.93 - Feedback clarification and bug fix:
5.92 - Compatibility enhancement:
5.91 - Compatibility enhancement:
5.9 - Feature enhancements:
5.8 - Enhancements and bug fixes:
5.71 - Compatibility enhancement and bug fix:
5.7 - Feature enhancements:
5.62 - Fixed incorrect enabling of item in the "Edit" menu.

5.61 - Fixed defining new formats, which was broken in 5.6.

5.6 - Feature enhancements and bug fixes:

5.51 - Fixed problem with new version checking.

5.5 - Feature enhancements and bug fix:
5.4 - Feature enhancements and bug fix:
5.3 - Feature enhancements and bug fix:
5.2 - Feature enhancements and bug fix:
5.1 - Fixed bug in extracting investment transactions.

5.0 - Feature enhancements and bug fixes:

4.99 - Feature enhancements and bug fixes:

4.98 - Feature enhancements:

4.97 - Feature enhancements and bug fixes:

4.96 - Feature enhancements and bug fixes:

4.95 - Updated QIF Master Legacy Data Import companion application.

4.94 - Restored compatibility with MacOS 10.2.8 (broken in 4.92).

4.93 - Provided for more graceful recovery when the preferences file is corrupted, e.g., by a system freeze.

4.92 - Feature enhancements, documentation improvement, and bug fixes:

4.91 - Improved support for banking QFX/OFX.

4.9 - Feature enhancements and bug fixes:

4.83 - Update and bug fix:

4.82 - Added support for TCF Bank, which produces QIF with an unusual format

4.81 - Fixed bug in processing QIF with check numbers when all transactions are confirmed.

4.8 - Feature enhancement and bug fixes:

4.7 - This release includes the features in Beta release 4.7B3, in addition to the following:

4.7B3 - Because of the extent of these changes, I decided to release this as a Beta release. Feedback welcome. Feature enhancements:

4.61 - Bug fixes:

4.6 - Feature enhancements and bug fix:

4.51 - Bug fixes:

4.5 - Feature enhancements and bug fix:

4.4 - Feature enhancement:

4.3 - Feature enhancement and bug fix:

4.2 - Feature enhancements and bug fix:

4.1 - Feature enhancements:

4.0 - Feature enhancements:

Note: Release 4.0 is the beginning of support for QFX/OFX. I have limited sources of QFX/OFX to test, so it is possible that not all bank's QFX/OFX will be properly handled by this release. Therefore, I suggest that you turn on the preference to confirm all transactions if you are using QFX/OFX until you are satisfied it is being processed properly. If you have any problems, please let me know. Also, this release does not support Investment QFX/OFX because I have none to test. Although I know that QFX is used for Quicken's Direct Connect feature, the QFX in that case flows directly into Quicken, and cannot be processed by QIF Master. If anybody out there has a source of Investment QFX/OFX, I would love to take a look at it so I can start supporting it.

3.9 - User-requested features and bug fixes:

3.8 - User-requested feature and bug fixes:

3.7 - Compatibility enhancements, feature enhancements and bug fix:

3.6 - Feature enhancements:

3.5 - Compatibility enhancements:

3.4 - Compatibility enhancement and bug fix:

3.3 - Feature enhancement:

3.2 - Feature enhancements and bug fixes:

3.1 - Feature enhancements:

3.0- This release includes the features in Beta release 3.0B1, in addition to the following:

3.0B1- This Beta release contains new features and bug fixes:

2.1 - Feature enhancements:

2.0 - This release includes the features in Beta release 2.0B2, in addition to the following:

2.0B2- This Beta release includes support for new Quicken 2003 features, feature enhancements, and bug fixes:

1.7 - Bug fixes and improved error reporting:

1.6 - Compatibility enhancements based on user requests:

1.5 - Feature enhancements:

1.4 - User interface enhancements and bug fixes:


1.3 - Feature enhancements and bug fixes:

1.2 - Feature enhancements and bug fixes:

1.1 - Feature enhancements and bug fixes:

1.0 - Initial release.



QIF Master
Copyright 2002-2017 John Woodward. All rights reserved.
You may distribute QIF Master unmodified via any media.