Splasm Software Discussions

Hi,

1) When I import from QIF from Quicken 2006 on Mac the "Type" field is blank on transfers, which means that Checkbook Pro doesn't treat the entry as a transfer.
2) For those same entries the bank account shows up as a catagory with a name like [MYBANK Checking], which is how it was in quicken, not as To/From, which is where Checkbook wants it (it also wants to/from to be somehow tagged as "to ccound/from account" using "MYBANK Checking" without brackets), which is what you get when you manually create a transfer in Checkbook Pro.

I have several years worth of data, so I'm wondering if there's a script that I can run to globally fix all transfers (entires that show brackets around bank account), moving the bracketed name to "to/from" and changing it to mean "to account/from account" without brackets in the bank name...
... AND adding the transfer tag to the "Type" field.

Maybe there's a correct way to export a QIF from Qucken 2006, but it alludes me.
I've tried all sorts of combinations. Nothing seems to work.

Thanks,
Dave

If you're using CheckBook Pro, after the import, you may just have to select each individual Entry all together by holding down the Command key and going through and clicking each Entry. After that, hit the Change button, check off the field you'd like to change, and type in the new information.

Otherwise, you might try duplicating the QIF, opening it up in TextEdit, and using the 'Find and Replace...' option under the Edit menu to switch out the items. With something like the Payees field, the listings are preceded by a letter P, so by finding a particular item like "P[MY BANK CHECKING]", you can choose to replace that with "PMY BANK CHECKING" to quickly remove the brackets for what'll end up in CheckBook's To/From field.

With the idea of switching 'To/From' to 'To Account/From Account', unfortunately there's probably no workaround. However, the imported transfers should come in with the two corresponding Entries in both Accounts. Meaning, your transfers will be treated as they should with one item acting as a deduction from the origin Account while the other corresponding item gets added to the receiving Account—those items just won't be truly linked like Linked Entry Transfer created in the application.

_________________
Allan Woodall
Phosphorescent Phage
Splasm Software
http://www.splasm.com