Importing Downloaded Statements into Quicken

patwa_2

Hi, this follows on from my previous posts about Quicken.

Well, I just got my laptop back, most of my accounts set up with opening balance, etc, all ready to accept some transactions, man I'll have to think of a really special birthday pressie now but I'm getting off the point.

So I logged into Natwest Online Banking, there was an option to download statements and an option for Quicken 2001 onwards. The file downloaded as an .ofx file, but now I don't know what to do with it to get the transactions imported into Quicken. I assume Natwest have formatted the file so that it'll already have all the fields, date, type, person paid, category, etc, but I can't find an option to load the file into Quicken when I'm on the account page with the transaction register open. I can import files, but only the actual QIF data files, there does not appear to be an option for statement files.

If anyone can help with this I'd be grateful. This is really looking up, and if I can just dump a statement file into Quicken each week it'd save a lot of hassle.

Thanks.

crossleydd42

I'm not an expert on this, but think that .ofx files are MS Money files and .qfx files are Quicken files.

patwa_2

Ah thanks, maybe it was just me selecting the wrong option, partially sighted, y'know? I'll try again, thanks lol.

patwa_2

Err, no I went onto Natwest again, and it has Money as an OFC file, and Quicken as an OFX file. It also has CSV for Excel.

Any ideas on how I get this OFX file into my Quicken register?

patwa_2

Wow, great, fantastic, just brilliant. One of the biggest banks in the country does NOT support one of the biggest financial software packages.

Natwest offers OFX for Quicken, only Quicken no longer supports OFX files. Furthermore, whilst trying to find something that would convert these OFX files into QIF files, the Quicken's format, and only format, of choice, I found that nearly every program I tried seems to convert FROM QIF not TO QIF.

If anyone has any way of getting around this, or knows of a converter that can do the job, I'd be grateful.

crossleydd42

This piece of shareware (qifmaster) can do it. It costs $16, but this is only around £8.

See:http://mac.sixfiles.com/dbase/business-home/finance/page2/go.php

patwa_2

Thanks I'll go take a look.

Hussein.