InputType: Quicken QIF Format  (Back to Home) 

More and more this type of format is becoming the industry standard for
exchanging financial transaction information.

How to edit Quicken Files with StockTax

1. Copy your Quicken file into the "\StockTax\YourData" folder
   Example: "c:/Download/Quicken.qif" -> "\StockTax\YourData\Acct1.qif"
2. Select "Manual Transaction Entry" from the Broker/Input Type list in Step1
3. Open the Data Selection Window in Step2
4. Click on the button
5. Select "All Files *.*)" from the File Type pull down menu:
   
6. Click on the "Acct1.qif" filename and click on the OPEN button
7. Click on the usual button

StockTax will replace your "Acct1.qif" with all the transactions
sorted and with any changes from your editing (modify, add, delete)

Quicken File Format
The Quicken QIF files are a simple text files.
It contains only RAW trade data in a very simple, standardized format.
You can view it, if you are so inclined, you can open it in Notepad, Wordpad, MS Word, etc.

Each transaction is listed with all its details in several lines
until the line only containing "^".

Example:
D10/25/99
NBUY
YNOVA
I8 1/8
Q300
T2448.50
MTIME=74706,ROUTE=ISLD,FILL=1
O11.00
^

The first Letter always indicates the type of transaction detail:

Disclaimer
ObviousSoft LLC is not affiliated or associated with, does not endorse, nor receives
compensation of any kind from, Intuit or Microsoft. No claim is made to the accuracy of any content herein.
ObviousSoft LLC cannot offer advice on the use or implementation of such products,
nor offer help in reconciliation of any data once it is imported into such products.
Please do not email, or otherwise send, Excel Spreadsheets or any other documents and
request that we examine them, unless we explicitely ask you to do so.
ObviousSoft LLC will not be able to examine such documents.