Robert Smith's Avatar

Robert Smith

23 Oct, 2016 11:46 AM


I'm a new user on trial. I've used MS Money since 1990 and had my first go at importing a QIF file. The file imported okay, but without the categories. How do I include categories please? Thanks

  1. 1 Posted by TonyRI on 23 Oct, 2016 01:56 PM

    TonyRI's Avatar

    Hi Robert,

    Not sure, but you may have to perform some manual corrections. Here is a previous discussion on the matter that describes some inherent issues when importing from Quicken. It explains the fact that QIF files were not really meant for complete information transfer to other programs.



  2. 2 Posted by -Kevin N. on 23 Oct, 2016 02:41 PM

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    Hi Robert,

    Can you confirm that you followed the instructions in the following KB article?

    -Kevin N.

  3. 3 Posted by TonyRI on 23 Oct, 2016 03:23 PM

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    @Robert, Ooops! Sorry, I know that you said MS Money, but I always associate QIF files with Quicken. I misspoke. Thanks Kevin for your update and clarification! :)

  4. 4 Posted by dwg on 23 Oct, 2016 08:45 PM

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    The main reason Categories do not come through is that you did not select "From another Program" in the import options, without this being selected category information is ignored.

  5. 5 Posted by Robert B Smith on 24 Oct, 2016 07:51 AM

    Robert B Smith's Avatar

    Sorry everyone… I should have read the manual closer. My fault.






    Robert Smith Management Ltd

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    5 Horton Place, Saxilby, Lincoln, LN1 2GW

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  6. System closed this discussion on 23 Jan, 2017 08:00 AM.

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