Skip to content
UpRightly

Import QIF

QIF is a public text format. UpRightly reads account headers, bank records, splits, and transfer categories written as [Account Name]. The file is detected from its !Type or !Account lines. You do not need a special extension.

Steps

  1. Open Import.
  2. Choose the QIF file, or try the synthetic Quicken QIF demo.
  3. Leave Put single-account files in on Create accounts from the file if the QIF names every account.
  4. Choose Preview import. Confirm the detected format is QIF.
  5. Review new rows, exact duplicates, and possible duplicates. Nothing is written yet.
  6. Choose Import. The whole batch is one undo step.

A payee named Opening Balance is applied as the account's opening figure, not as a regular transaction.

Transfers

If the same transfer appears on both accounts, the importer keeps one transaction with two account postings. Balances move once. Follow the category link in the register to jump to the other side.

If this goes wrong

  • Dates look shifted by a day: the file may use day-first dates. See Import troubleshooting.
  • A transfer became Uncategorized: the other account name in [Brackets] did not match. Create that account and import again; exact rows will be skipped.
  • Investment !Type:Invst rows map Buy, Sell, Div, and the other public action names onto brokerage lots. See Investments.

Related