Geeky Ch1ck

Geeky stuff

Convert CSV to QIF when your bank is too lazy or stingy to do it for you October 23, 2009

Filed under: free stuff,software,tools — Geeky Chick @ 14:07
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One of my credit card providers stopped providing ofx and qfx data downloads yesterday.

Instead they’re providing CSV files, which kind of screws up uploads to my online financial money management tool of choice, Wesabe, which doesn’t yet support the CSV format.

Luckily the forums on Wesabe are super useful and within minutes I had my hands on XL2QIF, a nifty little CSV to QIF converter, with a pretty straight forward user interface.

It comes in the form of an Excel add-in. I use Excel 2007 and it works perfectly with that, and it is also supported on older versions, with even a special version for Excel 1997. Simply highlight the cells containing the info you wish to upload, then open the XL2QIF add-in. I found quite a handy user-created tutorial, while Googling my dilemma, which you might also find useful.