QIF Master

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QIF Master
Software Details:
Version: 11.8 updated
Upload Date: 25 Nov 17
Developer: John Woodward
Distribution Type: Shareware
Price: 19.00 $
Downloads: 50
Size: 8614 Kb

Rating: 2.7/5 (Total Votes: 3)

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QIF Master makes it easier to enter banking, credit card, and investment transactions into Quicken. Many online banks and credit card companies allow you to download recent transactions (checks, deposits, credit card charges.) 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. QIF Master also handles 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. QIF Master will also convert comma-separated value (CSV) files into QIF, and optionally produce its output as CSV or tab-separated values.

What is new in this release:

Adapted detection of QIF to include Chase's bogus QIF that does not follow the standard in how it denotes the end of transactions.
Fixed bug that caused added accounts not to show up as categories (in brackets).

What is new in version 11.6:

Fixed bug in specifying instructions.

What is new in version 11.5:

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

What is new in version 11.4:

Improved compatibility with Mac OS X 10.10+.

What is new in version 11.2:

Added the ability to extract investment transactions from input where "Miscellaneous Income" or "Miscellaneous Expense" must be determined by the sign of the amount.

What is new in version 11.1:

  • Improved prompts concerning the need to tell QIF Master security names your financial software uses when processing investment transactions.
  • Updated all dialogs and documentation to change references to "Quicken" to "your financial software", unless Quicken specifically is meant.
  • Miscellaneous bug fixes.

What is new in version 11.0:

  • Rewrote and improved the Edit -> Accounts function to include specification of account type.
  • Improved compatibility with a Citibank non-standard transaction download format.
  • Changed the term "Extract Format" to "Input Format" throughout the program and documentation. This type of format describes how transactions can be extracted from input text.
  • Help is now available at all times, even with the Control dialog open.
  • Added help buttons in the Control Dialog.
  • Improved prompts in the Control Dialog.
  • Fixed bug with the "Continue Where I Left Off" button in the Control Dialog.


100 Transactions saved; no limit on those you can convert for testing purposes.

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