John Woodwards's Software
Productivity Software for Mac OS

QIF Wizard
Version 1.0

Runs on 10.12+

QIF Wizard 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 Wizard 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 Wizard, 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 Wizard adds Quicken categories based on the description (e.g. payee) of each transaction. To convert a QIF file, just drop it onto QIF Wizard. You can configure QIF Wizard 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 Wizard 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 Wizard to convert the transactions on the web page into QIF.

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

Finally, QIF Wizard 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 Wizard 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 Wizard is provided as help within the application.

Frequently Asked Questions

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

  2. A: Your saved information is kept in your preferences in the file "us.theWoodwards.jplw.QIFWizard.prefs"  in the "Preferences" folder in the "Library" folder in your home folder.  Just move this to your new system along with the application.  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.

  3. Q: 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?

  4. A: Just right-click on the program and choose "Open". This will run the program and allow you to run it in the future just by double-clicking it.

  5. Q: How does QIF Wizard differ from QIF Master?

  6. A: QIF Wizard is a 64-bit program, and will run on Mac OS 10.12+, including 10.15.  QIF Master is a 32-bit program and runs on Mac OS 10.5-10.14. QIF Wizard has greatly improved functionality to define input formats to interpret data copied from browsers or other non-QIF/OFX formats.  This functionality includes a much-requested "Back" button to go back if you make a mistake defining a format.  QIF Wizard has improved confirmation displays, has greater compatibility with non-standard QIF (e.g. from Chase) and has fixed many bugs in QIF Master.

Release Notes

1.0 - Initial release

QIF Wizard 2019 John Woodward. All rights reserved.

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You may distribute QIF Wizard unmodified via any media as long as it is kept together with its Readme file.