Investments Transactions QIF Format

debkeir's Avatar


30 Jul, 2016 02:14 AM

I currently have Quicken Personal Plus 2009. It doesn't have a QIF export capability.

I have been following the instructions from Michael Young which have allowed me to export the bank, credit card and asset and liability QIFs.

I also have a 7 investment accounts, which are not covered by Michael's instructions. I have manipulated the data and developed a QIF for these files, however it hasn't worked. Do you have a full description of the QIF file format for investment accounts please? Especially the field codes and valid codes for the action and what they do. Most of my actions have been treated as an Xfr or a Div.

Also has the problem I saw about exporting investment accounts been solved? Ie that it comes out as each security as a separate account.


  1. System closed this discussion on 29 Oct, 2016 02:20 AM.

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