Download qif-categories-17.hqx (115,239 KB)
From: John Woodward
Subject: QIF Categories 1.7 - Adding Categories to QIF Files Based on Description
QIF Categories converts Quicken Interchange Format (QIF) banking or
credit card transaction files, adding Quicken categories based on the
description of each transaction. It is
useful for converting QIF downloaded from online banking or credit
card web sites before importing them into Quicken. To convert a QIF
file, just drop it onto QIF Categories.
You can configure QIF Categories as a browser helper application for
files of type application/qif to have it invoked automatically on
downloaded QIF files.
QIF Categories converts each transaction in the QIF file dropped on
it by: 1) Deleting any existing category; 2) Adding a category
associated with the transaction's description, or getting the
category from the user if none is associated; 3) removing the plus
sign from transaction amounts (because not all versions of Quicken
allow plus signs); 4) optionally adding an indication that the
transaction has cleared; 5) optionally extracting a check number from
the description (unless the transaction already has a check number);
6) optionally changing the description and category to values
associated with the combination of the original description and the
amount; and 7) transferring all other parts of each transaction to
the output file. You can convert the input file in place or choose a
different output filename.
System requirements:
* System 7 through 8.6; not tested with MacOS 9, but should work