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Quicken CSV Import Scripts

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aga
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Quicken CSV Import Scripts

Mon Oct 26, 2009 11:11 pm
I'd read on the web that back in 2005, Quicken was ceasing support for
the QIF file import 'standard' or format. What hadn't dawned on me was
that users of later versions could be faced with some difficulties when
attempting to switch to KMM.

Looking at the Quicken web-site, there would not appear to be an issue,
at least in the current version. QIF can still be exported, including -
"
Select Security Lists to include all your securities, security prices
(including price histories), security types, and your investment goals.
"

However, one user of the German 2007 version reports otherwise -
"....Well my version of quicken (2007) will export a list for just one
account. I cannot find the options you describe.

I can get quicken to export a list of all accounts and import them into
kmm. Good! (just choose one account and tell quicken to export accounts
as well)

But still, I see no direct way to export a security list nor prices. Via
the printing dialog I can get quicken to export a list of all securities
as comma seperated file and prices as well as csv (just for one security
at a time, that will be some effort...)
"

Sure enough, his export dialog does not offer Security Lists as an
option. All he could do was export it as CSV, and prices by individual
security also in CSV.

I'd seen csv2qif scripts mentioned but these turned out, as far as I
saw, to be for bank statements.

So I've knocked up a couple of simple scripts, one to handle the
security list, and the other for prices lists. They are not works of
art, but they seem to do the job for me.

If anyone needs them, they can be found in the contrib directory in CSV
HEAD.

It would be interesting to know if any present users know anything
different regarding Quicken version capability. Similarly, I'd welcome
comments on the use of the scripts - should anyone use them!

aga


aga, proud to be a member of KDE forums since 2008-Nov.
aga
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Re: Quicken CSV Import Scripts

Fri Oct 30, 2009 5:05 pm
I've now modified my scripts to allow them to be used as a filter by KMM, reducing the hassle of creating a new file.

So far, though, there has been no expression of interest in the scripts, so I haven't bothered to change the original versions.

aga


aga, proud to be a member of KDE forums since 2008-Nov.
jalfrezi
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Re: Quicken CSV Import Scripts

Wed Nov 04, 2009 9:25 am
Hi aga,
how do I find the contrib directory in CSV HEAD ?

I've done a search for CSV HEAD and found two entries neither of which help.

cheers

Mike
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Hei Ku
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Re: Quicken CSV Import Scripts

Wed Nov 04, 2009 10:06 am
The contrib folder is in the CVS repository, in the HEAD branch of it. You have to download the source from sourceforge.


Hei Ku, proud to be a member of the KMyMoney Development Team since January-2008
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ipwizard
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Re: Quicken CSV Import Scripts

Wed Nov 04, 2009 2:23 pm
... or you use http://kmymoney2.cvs.sourceforge.net/vi ... 2/contrib/ to take a look at the CVS directory via WebCVS.

p.s. The files are not in the 1.0.2 tarball.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
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aga
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Re: Quicken CSV Import Scripts

Wed Nov 04, 2009 4:40 pm
ipwizard wrote:... or you use http://kmymoney2.cvs.sourceforge.net/vi ... 2/contrib/ to take a look at the CVS directory via WebCVS.
....


There is an additional script, to parse bank cheque/savings csv files. This script may be implemented via Tools/Qif profile editor, allowing direct import into KMM of csv files without the need for a conversion to qif file.

Thomas has this script (Ah, I see it is now in contrib.!!).

The original two scripts do not have the direct import capability, but if they are of use to anyone, I'm happy to modify them.

aga


aga, proud to be a member of KDE forums since 2008-Nov.


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