Scripting APIs

snow-flake

I would like to build some scripts to import data into quicken. Is there any developer community and/or API references that I can use? I was thinking of a simple file-based upload (if possible). Does anyone have the various import file formats to share, and/or other developer resources to point me to? This is for my own use right now, but if I develop something useful, perhaps there is an add-on marketplace to share it in.. ?

snow-flake

Also, I see that the ability to import paystub details has been requested in the past. This is the first use case that I had planned to tackle — I have every paystub from my employer downloaded, and I want to write a script to parse it (easy), and then either format into a quicken-friendly file format for upload, or somehow otherwise bulk import it via API.

Jim_Harman

Quicken does not have any documented APIs.

You might want to review this discussion

How can I import my Mint data? Will my categorizations upload if I do?

TrinaTrina

Jan 2, 2024

I'm a refugee from Mint. I'm up and running and connected. However, I had data going back to 2018 in Mint. I can export a CSV file from Mint. It looks like Quicken only imports QIF, QXF or QFX files? Though I do see a CSV option for security prices.

Is there a free software option for converting CSV files? If so, is it best to convert the CSV to QIF, QXF or QFX?

If I succeed in uploading my Mint transactions, will their Mint categorizations upload correctly? Will they overwrite the data I currently have from my current active connections? Worst of all, would they create duplicate transactions?

I'm a budget nerd, but probably not a big enough nerd to go back and try to manually categorize six years of data!

Thanks so much for any information you can provide.

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and this one

How can I easily enter 55 transactions that were missed by Quicken when it used Web Connect?

Quser357

May 1, 2024

In Jan 2024, I started noticing that my Online and Quicken register balances didn't match even after multiple online "updates" from the Discover Credit Card site. Finally, this April, I took the time to carefully compare the transaction list downloaded from Discover Card as a .csv file with the Quicken register and determined that 55 different transactions between 12/3/2023 and 1/27/2024 have not been "captured" by Quicken even though all the transactions before, after, and even some in the middle of that time frame have come through properly. Discover doesn't provide .qfx file downloads anymore and I don't know if Quicken would properly import these 55 transactions, anyway. In any case, I have a text document with a list of 55 transactions with dates, amounts, descriptions and even categories that I don't want to enter manually, one by one. I don't want to get into a fight between Discover and Quicken about paying licensing fees for QFX files. I simply want a way to feed in all my transactions that won't drive me crazy. It seems that Quicken did not capture the transactions correctly in the first place. It would be nice if Quicken could "make this right" to a long-time subscriber/supporter. Even further, I imagine this may happen again in the future and it would be good to have a way to fix it.

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A paycheck is a complex split transaction in Quicken including transfers to other accounts, so you may or may not be successful using one of the supported import formats.

Another approach for paychecks might be use a keyboard macro generator to jam keystrokes into Quicken's Paycheck Wizard.

Quicken now lists "Mint-compatible CSV" as an import format, but I have not seen any discussion of how successful people have been with that for complex transactions.

volvogirl

Do your paychecks change a lot each time? Have you set up a scheduled reminder to automatically enter it?

snow-flake

Thank you @Jim_Harman for those posts! Yes my paystubs are quite complex I would say, but it should be very straightforward for me to parse the PDFs into simple categories (I am okay with losing a bit of the detail in the process). I will dabble around with it to exercise my new python skills!

Thank you @volvogirl this is a great suggestion. In the 90s we used Quicken for a while and are back to it nearly 20 years later. The biggest failing from our 90s endeavor was not keeping up with it. We are determined not to let that happen this time! Thanks for the reminder!

UKR

Does anybody still remember the Palm Pilot handheld computing device of the 1990s?
And the Pocket Quicken companion app available in those days?

Pocket Quicken was only possible because Quicken did have an API available … until the API was withdrawn around 2010, if I remember correctly.

IMHO, it's very unlikely that you will ever see another publicly available API so that third parties may gain access to the Quicken data file internals. Oh, how hackers would love to have that in their grubby little fingers!