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  #5  
Old 05-31-2005, 05:04 AM
Mark Horn
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Default Re: QFX File Imports

On 2005-05-30, Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote:
- quote -

> I don't know, actually. The QFX is Quicken's modification of an OFX
> file. Money 2004 accepts OFX files. Is the QFX file close enough? I
> don't know.


From what I can tell, the only thing that's different between OFX and
QFX is that Intuit has added a single tag: <INTU.BID> . This tag is
used to identify the financial institution that generated the QFX.
Quicken then connects to intuit and asks whether or not the FI is
licensed for that particular version of software. If not, Quicken
reports an error message.

In my experiments, I've been able to successfully import QFX files
into M04 Deluxe simply by renaming them to .OFX. In the worst case
scenario, you ought to be able to write a simple script that will
delete the <INTU.BID> tag and write the output into a .OFX file.

$.02
  #4  
Old 05-30-2005, 03:29 PM
John Pollard
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Default Re: QFX File Imports

Art McClinton wrote:
- quote -

> I import QFX files from TIAA-CREF and find that the positions
> come in
> correctly, as to the purchases and sales, but the TIAA
> interest
> (/Dividends) do not show up. Instead I get notified that the
> balance
> does not match. I have not used it from any other type of
> Financial
> Institution.


That's just the way TIAA-CREF does things (why I don't know),
it's not a property of QFX files, the same happens in Quicken.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


  #3  
Old 05-30-2005, 02:52 PM
Art McClinton
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Default Re: QFX File Imports

I import QFX files from TIAA-CREF and find that the positions come in
correctly, as to the purchases and sales, but the TIAA interest
(/Dividends) do not show up. Instead I get notified that the balance
does not match. I have not used it from any other type of Financial
Institution.

Art McClinton

John Pollard wrote:
- quote -

> Cal Learner-- MVP wrote:
> > In microsoft.public.money, Michael Biel wrote:
> > > I'm currently using Money 2004 Standard. Can I import QFX
> > > files
> > > with this version?

> > I don't know, actually. The QFX is Quicken's modification of
> > an OFX
> > file. Money 2004 accepts OFX files. Is the QFX file close
> > enough? I
> > don't know.
> > > If Money cannot make sense of it without you changing it, I

> > would
> > expect an error message from Money.

> I successfully imported a QFX file into Money2002; I do not
> think there should be a problem, though the op should be able to
> test this fairly easily.
> A QFX file is OFX compliant; Intuit's small bit of "extra" data
> should just be ignored by any application that does not use QFX.


  #2  
Old 05-30-2005, 01:22 PM
John Pollard
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Posts: n/a
Default Re: QFX File Imports

Cal Learner-- MVP wrote:
- quote -

> In microsoft.public.money, Michael Biel wrote:

> > I'm currently using Money 2004 Standard. Can I import QFX
> > files
> > with this version?


> I don't know, actually. The QFX is Quicken's modification of
> an OFX
> file. Money 2004 accepts OFX files. Is the QFX file close
> enough? I
> don't know.
> If Money cannot make sense of it without you changing it, I
> would
> expect an error message from Money.


I successfully imported a QFX file into Money2002; I do not
think there should be a problem, though the op should be able to
test this fairly easily.

A QFX file is OFX compliant; Intuit's small bit of "extra" data
should just be ignored by any application that does not use QFX.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


  #1  
Old 05-30-2005, 03:02 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: QFX File Imports

In microsoft.public.money, Michael Biel wrote:

- quote -

> I'm currently using Money 2004 Standard. Can I import QFX files with this
> version?


I don't know, actually. The QFX is Quicken's modification of an OFX
file. Money 2004 accepts OFX files. Is the QFX file close enough? I
don't know.

If Money cannot make sense of it without you changing it, I would
expect an error message from Money.

 
Old 05-30-2005, 02:59 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: QFX File Imports

In microsoft.public.money, Michael Biel wrote:

- quote -

> I'm currently using Money 2004 Standard. Can I import QFX files with this
> version? I'm wondering, because when I try to import a QFX file nothing
> happens.


You do File-> Import. You select AllFiles on the TypeOfFile box. You
browse to the file on your disk and select it. Click Import. At
that point, what happens?

Or if that does not describe what you are doing, what are you doing?


- quote -

> Below is the beginning part of the QFX file. Any help would be
> great. Thanks.
> /Mike
> OFXHEADER: 100
> DATA: OFXSGML
> VERSION: 102
> SECURITY: NONE
> ENCODING: USASCII
> CHARSET: 1252
> COMPRESSION: NONE
> OLDFILEUID: NONE
> NEWFILEUID: NONE


  #-1  
Old 05-30-2005, 02:22 AM
Michael Biel
Guest
 
Posts: n/a
Default QFX File Imports

I'm currently using Money 2004 Standard. Can I import QFX files with this
version? I'm wondering, because when I try to import a QFX file nothing
happens. Below is the beginning part of the QFX file. Any help would be
great. Thanks.

/Mike

OFXHEADER: 100

DATA: OFXSGML

VERSION: 102

SECURITY: NONE

ENCODING: USASCII

CHARSET: 1252

COMPRESSION: NONE

OLDFILEUID: NONE

NEWFILEUID: NONE


 

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