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Convert Quicken files to Excel

This is a discussion on Convert Quicken files to Excel within the Excel Questions forums, part of the Question Forums category; Hello friends: How would I convert Quicken files to Excel? My bank provides information in .qfx files. I do not ...

  1. #1
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    Default Convert Quicken files to Excel

    Hello friends:

    How would I convert Quicken files to Excel?

    My bank provides information in .qfx files. I do not own a Quicken program and I cannot locate a conversion tool.

    There must be thousands of people with the same dilemma...can someone please give me some advice and direction?

    Thanks in advance.

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    Default Re: Convert Quicken files to Excel


  3. #3
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    Default Re: Convert Quicken files to Excel

    Thanks Brian, for your quick response. Unfortunately, both of those links are dead.

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    Default Re: Convert Quicken files to Excel

    It's seems possibly that qfx is an xml-based format. What does it look like in notepad? I saw one reference that an ofx reader might work - not sure though.

    If you post sample data enclose it in noparse tags:
    [NOPARSE]your file data without sample data (not actual)[/NOPARSE]
    Last edited by xenou; Nov 4th, 2011 at 04:36 PM.

    Using: Excel 2007/XP Access 2003/XP (work) Office 2007/Win7 (home)

    Finish each day and be done with it. You have done what you could. Some blunders and absurdities no doubt crept in; forget them as soon as you can. Tomorrow is a new day.
    -- Ralph Waldo Emerson

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    Default Re: Convert Quicken files to Excel

    It's seems possibly that qfx is an xml-based format. What does it look like in notepad? I saw one reference that an ofx reader might work - not sure though.

    If you post sample data enclose it in noparse tags:
    [NOPARSE]your file with sample data[/NOPARSE]

    dummy up actual financial figures.

    Using: Excel 2007/XP Access 2003/XP (work) Office 2007/Win7 (home)

    Finish each day and be done with it. You have done what you could. Some blunders and absurdities no doubt crept in; forget them as soon as you can. Tomorrow is a new day.
    -- Ralph Waldo Emerson

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    Default Re: Convert Quicken files to Excel

    Quote Originally Posted by xenou View Post
    It's seems possibly that qfx is an xml-based format. What does it look like in notepad? I saw one reference that an ofx reader might work - not sure though.

    If you post sample data enclose it in noparse tags:
    [NOPARSE]your file with sample data[/NOPARSE]

    dummy up actual financial figures.
    Here is a tad of the stuff from .qfx to Notepad:

    OFXHEADER:100
    DATA:OFXSGML
    VERSION:102
    SECURITY:NONE
    ENCODING:USASCII
    CHARSET:1252
    COMPRESSION:NONE
    OLDFILEUID:NONE
    NEWFILEUID:NONE





    0
    INFO

    20111104025820
    ENG

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    Default Re: Convert Quicken files to Excel

    That appears to be a header of some kind. This is interesting:

    DATA:OFXSGML

    Do you see the data? It appears it may be be a form of ofx (ofxsgml) so there still hope an OFX reader would work, or we can parse the sgml markup.

    Using: Excel 2007/XP Access 2003/XP (work) Office 2007/Win7 (home)

    Finish each day and be done with it. You have done what you could. Some blunders and absurdities no doubt crept in; forget them as soon as you can. Tomorrow is a new day.
    -- Ralph Waldo Emerson

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    Default Re: Convert Quicken files to Excel

    Hi X...and thanks.

    I downloaded BRC OFX Reader. The final product looks like the notepad version...here's a sample:


    SRSV1>


    0
    INFO

    2.01E+10
    ENG

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    Default Re: Convert Quicken files to Excel

    Afraid you have to use the no parse tags to display the data in html (see my first post), or it comes out as garbage in a browser window.

    Using: Excel 2007/XP Access 2003/XP (work) Office 2007/Win7 (home)

    Finish each day and be done with it. You have done what you could. Some blunders and absurdities no doubt crept in; forget them as soon as you can. Tomorrow is a new day.
    -- Ralph Waldo Emerson

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    Default Re: Convert Quicken files to Excel

    Well, I do not understand how to use parse tags, so I have a couple of choices...

    1) a time-consuming work-around.

    or

    2) ask for advice and direction on parse tags.

    If you have the time and inclination, I would certainly follow up.

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