Quicken CSV Import Scripts

[allan anderson]

I'd read on the web that back in 2005, Quicken was ceasing support for
the QIF file import 'standard' or fotmat.  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!

Allan


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[Graeme Nichols]

allan wrote:

> I'd read on the web that back in 2005, Quicken was ceasing support for
> the QIF file import 'standard' or fotmat.  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!

Hi Allan,

My current version of Quicken, a subscription version, Quicken Personal
Plus 2009, Australia/NZ version, doesn't allow for the exporting of any
thing other than addresses. The last version of Quicken that I used that
allows exporting of individual accounts, or any accounts at all, was
Quicken Personal Plus 2004.

In my opinion, FWIW, the biggest drawback to using Quicken is the change
of file format with every release. The second biggest drawback is the
ever diminishing feature list, the most crippling being the lack of
export options. Still, it does lock the ordinary user into Quicken :-(

I see it as vitally important that KMM does not change the file format
each version. This makes it possible to go back to old files in the case
of a catastrophic crash or something. With Quicken that was impossible.
One is locked into the last version one used.

Also of real importance are Reports that give a snapshot of one's
financial position. KMM has a large number of Reports that give every
type of information that one could need in a very easy to use format.
This, BTW, was a big reason for my change to KMM rather than GnuCash.

The last release I -TRIED- to use was Quicken Personal Plus 2009. It
would not install on Vista Home Premium SP2; there was no help at all on
the Quicken web support site and no free install assistance. QPP2008 was
also a bit of a nightmare as it would cause queer sorts of errors and
crashes on Vista.

My advice to those contemplating a change from Quicken to KMM is to
persevere. KMM is a vastly superior product to Quicken and a vastly more
stable, in the form of consistent file format etc., application than
Quicken. My financial record keeping needs are somewhere between a full
blown business accounting package and a simple Quicken style package.
KMM fulfills -ALL- my needs and does it without causing me any hassles.

I am deeply indebted to the developers and maintainers. Thank you folks.



--
Kind regards,

Graeme Nichols.
...
Registered Linux User 381781 (http://counter.li.org/)
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[allan anderson]

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

<snip>

>
> 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!
>
> Allan
>

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 not a lot of interest in the scripts, so
I haven't bothered to change the original versions uploaded.

Allan

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