Has anyone written an import extension that handles transfers between accounts in two different currencies?

Bob B's Avatar

Bob B

22 May, 2020 05:46 PM

I'm trying to import a Quicken QIF file that has transactions for accounts in different currencies. Of course since the file does not include currency or exchange rate info for the transactions, I get duplicates for every foreign currency transfer. I have written a program that imports the QIF file into Access and can match the two sides of the transaction and calculate the exchange rate.

I like to import the data, and create transaction that have the to and from amounts. Has anyone written an extension that can create the appropriate entries if given that data (that is, from account, to account, from amount, to amount? I haven't written any extensions yet but I may to go that route. If someone can point me to some sample code that creates a transaction from imported data (probably csv), I'd appreciate it.

PS - It seems that this is a very common problem for people trying to switch from Quicken and load historical data. Massaging the data in Access or Excel seems like a valid solution if that data can then be exported and imported other than via a QIF file.

  1. 1 Posted by Bob B on 25 May, 2020 03:13 AM

    Bob B's Avatar

    I've figured this out and I can load these transactions . I used makeSplitTxn to enter the amount and exchange rate. It all works well so for.

  2. Support Staff 2 Posted by Maddy on 25 May, 2020 10:48 PM

    Maddy's Avatar

    Thank you for reporting back, Bob!
    We are very pleased to hear that.
    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    Maddy, Infinite Kind Support

  3. Maddy closed this discussion on 25 May, 2020 10:48 PM.

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