The Quicken interchange format (QIF) is a specially formatted text (ASCII) file that lets you to move Quicken transactions: 


From one Quicken account register into another Quicken account register, or 
To/From another application that supports the QIF format. 
Note: For Quicken to translate data from a text file into the Quicken register as transactions, the text file must be in the QIF format. 


Required File Formatting: 


Each transaction must end with a symbol, indicating the end of entry. 
Each item in the transaction must display on a separate line. 
When Quicken exports an account register or list, it adds a line to the top of the file that identifies the type of account or list. Listed below are the header lines Quicken adds to the exported files: 
Header Type of data  
!Type:Bank Bank account transactions  
!Type:Cash Cash account transactions  
!Type:CCard Credit card account transactions  
!Type:Invst Investment account transactions  
!Type:Oth A Asset account transactions  
!Type:Oth L Liability account transactions  
!Account Account list or which account follows  
!Type:Cat Category list 
!Type:Class Class list 
!Type:Memorized Memorized transaction list  

You can force Quicken to import all transfers, regardless of whether Ignore Transfers is selected when the file is imported. You must add a line to the file being imported into a Quicken account. Use a text editor or word processor to put the following line right after the header line at the top of the file:


!Option:AllXfr


Items for Non-Investment Accounts 


Each item in a bank, cash, credit card, other liability, or other asset account must begin with a letter that indicates the field in the Quicken register. The non-split items can be in any sequence: 


Field Indicator Explanation  
D Date 
T Amount 
C Cleared status 
N Num (check or reference number)  
P Payee 
M Memo 
A Address (up to five lines; the sixth line is an optional message)  
L Category (Category/Subcategory/Transfer/Class)  
S Category in split (Category/Transfer/Class)  
E Memo in split 
$ Dollar amount of split 
^ End of the entry 

Note: Repeat the S, E, and $ lines as many times as needed for additional items in a split. If an item is omitted from the transaction in the QIF file, Quicken treats it as a blank item.


Items for Investment Accounts 


Field Indicator Explanation  
D Date 
N Action 
Y Security 
I Price 
Q Quantity (number of shares or split ratio)  
T Transaction amount 
C Cleared status 
P Text in the first line for transfers and reminders  
M Memo 
O Commission 
L Account for the transfer  
$ Amount transferred 
^ End of the entry 

Items for Account Information 


The account header !Account is used in two places-at the start of an account list and the start of a list of transactions to specify to which account they belong. 


Field Indicator Explanation  
N Name 
T Type of account 
D Description 
L Credit limit (only for credit card accounts)  
/ Statement balance date 
$ Statement balance amount  
^ End of entry 

Items for a Category List


Field Indicator Explanation  
N Category name:subcategory name  
D Description 
T Tax related if included, not tax related if omitted  
I Income category 
E Expense category (if category type is unspecified, quicken assumes expense type)  
B Budget amount (only in a Budget Amounts QIF file)  
R Tax schedule information  
^ End of entry 

Items for a Class List


Field Indicator Explanation  
N Class name 
D Description 
^ End of entry  

Items for a Memorized Transaction List


Immediately preceding the ^ character, each entry must end with one of the following file indicators to specify the transaction type. 


KC 
KD 
KP 
KI 
KE 
With that exception, memorized transaction entries have the same format as regular transaction entries (non-investment accounts). However, the Date or Num field is included. All items are optional, but if an amortization record is included, all seven amortization lines must also be included.


Field Indicator Explanation  
KC Check transaction 
KD Deposit transaction 
KP Payment transaction 
KI Investment transaction 
KE Electronic payee transaction  
T Amount 
C Cleared status 
P Payee 
M Memo 
A Address 
L Category or Transfer/Class  
S Category/class in split 
E Memo in split 
$ Dollar amount of split 
1 Amortization: First payment date  
2 Amortization: Total years for loan  
3 Amortization: Number of payments already made  
4 Amortization: Number of periods per year  
5 Amortization: Interest rate  
6 Amortization: Current loan balance  
7 Amortization: Original loan amount  
^ End of entry 

Examples of QIF files


Normal Transactions Example


Transaction Item Comment (not in file)  
!Type:Bank Header 
D6/ 1/94 Date 
T-1,000.00 Amount 
N1005 Check number 
PBank Of Mortgage Payee  
L[linda] Category 
S[linda] First category in split  
$-253.64 First amount in split  
SMort Int Second category in split  
$-746.36 Second amount in split  
^ End of the transaction 
D6/ 2/94 Date 
T75.00 Amount 
PDeposit Payee 
^ End of the transaction 
D6/ 3/94 Date 
T-10.00 Amount 
PJoBob Biggs Payee 
MJ.B. gets bucks Memo 
LEntertain Category 
A1010 Rodeo Dr. Address (line 1)  
AWaco, Tx Address (line 2)  
A80505 Address (line 3) 
A Address (line 4) 
A Address (line 5) 
A Address (line 6) 
^ End of the transaction 

Investment Example


Transaction Item Comment (not in file)  
!Type:Invst Header line 
D8/25/93 Date 
NShrsIn Action (optional)  
Yibm4 Security 
I11.260 Price 
Q88.81 Quantity 
CX Cleared Status 
T1,000.00 Amount 
MOpening Balance Memo 
^ End of the transaction 
D8/25/93 Date 
NBuyX Action 
Yibm4 Security 
I11.030 Price 
Q9.066 Quantity 
T100.00 Amount 
MEst. price as of 8/25/93 Memo  
L[CHECKING] Account for transfer  
$100.00 Amount transferred  
^ End of the transaction 

Memorized List Example


Transaction Item Comment (not in file)  
!Type:Memorized Header line  
T-50.00 Amount 
PJoe Hayes Payee 
MRent Memo 
KC Check transaction 
^ End of the transaction 
T-25.00 Amount 
T-25.00 Company Payee 
LTelephone Category 
KP Payment transaction 
^ End of the transaction