May work either way depending on data and details but not tested.Cash) transfer (swap) account is empty at point of import Most work with single quicken file per user.Assumes last used Quicken file is where data should be imported.Only tested with Quicken Deluxe 2011 Windows.You will need to view full screen with HD on for detail unless you have really good vision. Account to move to is supplied, move button clicked.Unrecognized category dialog is checked for and handled if present.Values from receipt app are input into QIF import dialog, import button clicked.Quicken app instance reused if present, created if not (some wait for pwd).There is not much to see the devil is in the details but the basic steps are simple: I will ignore the ugliness in the middle for now and show a demo of the final product. I already had started a receipt scanner / uploader app and it made sense for me and some non-developers to build this into that application. I considered coding against the library with Powershell script but figured it would take me longer. For the small process I needed to automate though I did not consider those to be a roadblock, more just bumps along the way. I knew there were various limitations with the UI Automation Library, such as those described here by Brian Genisio.
How to import qif file into quicken 2018 for free#
For now I chose Microsoft’s UI Automation library mostly because it was “baked in” for free and what I wanted to automate seemed pretty straightforward. There are different frameworks for automating Windows. With that in mind I decided to try automating the QIF import process on Windows. Approaching automating Quicken for Windows
How to import qif file into quicken 2018 manual#
That however wasn’t ideal as it was a few different manual steps and it got old quick. I ended up switching to Quicken Deluxe 2011 for Windows which had some limited QIF import into account types such as Cash accounts. I found I could not import QIF data into Quicken Essentials for Mac, though I tried in vein with an AppleScript. Quicken stopped supporting QIF import some time ago with a move to an OFX format. One TODO item from that post was easing the process of importing transaction data in QIF format into Quicken. In my last post on receipt automation I rambled on about different things I was trying to automate and otherwise ease managing my finances digitally.