John Woodwards's Software
Productivity Software for Mac OS

QIF Wizard
Version 2.2

Runs on 10.12.2+

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.

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

Frequently Asked Questions

Release Notes

1.0 - Initial release

1.1 - Feature enhancements:

1.2 - (Not released)

1.3 - Fixed bug in support for certain date formats.

1.4 - (Not released)

1.5 - Bug fixes:

2.0 - Enhancement and bug fix:

2.1 - Compatibility enhancement and Bug fixes:

2.2 - Enhancements:

QIF Wizard Copyright ©2019-2020 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 Read Me file.