I am an Expat Quicken user looking to import from banks other than the US
ghaire
Member ✭✭
I was a Quicken user since almost the beginning (I have files dating to the 90s) and have been an Expat living in Australia for the past 10 years. I still have accounts in the US and Canada (where I am originally from). I abandoned Quicken some years ago because I could not manage all of my accounts in one software package. At least not without significant manual entry. My question is . . . has Intuit / Quicken managed to solve this issue for the small number of us in the Expat community? I do know there is a Quicken US package and a Quicken Canada package. The Australian version disappeared some time ago.
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Best Answer
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On the importing of QIF files. In the US version they put in a "GUI block" starting in 2004 and ending in 2017 where they wouldn't let you use the selection in the QIF import to select account types other than asset or liability accounts. This is what you are remembering. Note that the Canadian version never had a "GUI block".The workaround was to edit the QIF to put in the account name and type and that would override what was selected in the QIF import dialog.This program will do that edit for the user:Starting 2018 (Quicken Subscription) things changed. They removed the "GUI block" in the US version, but they also changed the way the import works.Before the QIF imports would go into the Downloaded Transactions tab, and the user would select them and accept them into the register. It wouldn't process the renaming rules, but it would process the Memorized Payees to assign the category, and it would match existing transactions that had been manually entered into the register.Now there isn't any processing, the transactions just go into the register. The above program now has a workaround for filling in the categories based on the payee, and it also has the equivalent of the renaming rules. It also takes care of another problem you might have faced. But the US and Canadian versions of Quicken only take dates in QIF in the format of mm/dd/yyyy, not dd/mm/yyyy or yyyy/mm/dd even though the data in Quicken can be displayed in those formats (based on the short date setting of your machine).QIF to QIF conversions are free in the above program.As for direct support of downloading from financial institutions the US version is basically limited to US financial institutions and the Canadian one limited to Canadian financial institutions.I think it is highly unlikely that support of other countries is going to happen, at least in the near future. They are having a hard enough time supporting the financial institutions they have.Signature:
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Answers
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The answer is no the "problem" hasn't been solved. There is no version that can download from non US/Canadian bank accounts. They have enough problems just trying to maintain those let alone other countries.As for Australia. Lot years ago Intuit licensed the code to other companies to allow them to put out Quicken in different countries. All of those contracts were canceled many years ago (like in 2004), but the Australian company (Reckon) evidently retained the rights to use what they had (but not get any more updates from Intuit) and from what I know they still support it, but they don't call it Quicken any more.I don't know now much support they have for downloading countries other than Australia.Note some people use the US version and then import using QIF files.Signature:
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Thanks for coming back so quickly.
I would happily manage the manual import process if that were an option. The last time I tried to import QIF files was a while ago and it required an edit to the file if it wasn't a recognized financial institution. Even then, I was not always successful. I gave up trying. Maybe I am remembering things differently. It has been more than a couple of years.
I have looked at Reckon before. It will work fine with Australian banks but will not let you import foreign bank transactions via an import file.
So I think I am left with two options: a) maintain a version of Quicken US, Quicken CA and Pocket or b) go with Pocket Book (which is free) and just check the balances online once in a while with my accounts in the US and Canada. Option b is my preferred not only because of the time involved but the cost as well.
I will check back with Quicken in a couple of years, hoping for the best.0 -
On the importing of QIF files. In the US version they put in a "GUI block" starting in 2004 and ending in 2017 where they wouldn't let you use the selection in the QIF import to select account types other than asset or liability accounts. This is what you are remembering. Note that the Canadian version never had a "GUI block".The workaround was to edit the QIF to put in the account name and type and that would override what was selected in the QIF import dialog.This program will do that edit for the user:Starting 2018 (Quicken Subscription) things changed. They removed the "GUI block" in the US version, but they also changed the way the import works.Before the QIF imports would go into the Downloaded Transactions tab, and the user would select them and accept them into the register. It wouldn't process the renaming rules, but it would process the Memorized Payees to assign the category, and it would match existing transactions that had been manually entered into the register.Now there isn't any processing, the transactions just go into the register. The above program now has a workaround for filling in the categories based on the payee, and it also has the equivalent of the renaming rules. It also takes care of another problem you might have faced. But the US and Canadian versions of Quicken only take dates in QIF in the format of mm/dd/yyyy, not dd/mm/yyyy or yyyy/mm/dd even though the data in Quicken can be displayed in those formats (based on the short date setting of your machine).QIF to QIF conversions are free in the above program.As for direct support of downloading from financial institutions the US version is basically limited to US financial institutions and the Canadian one limited to Canadian financial institutions.I think it is highly unlikely that support of other countries is going to happen, at least in the near future. They are having a hard enough time supporting the financial institutions they have.Signature:
This is my website: http://www.quicknperlwiz.com/5 -
Disappointing but again, thanks.0
This discussion has been closed.