Comments on: Quicken for Mac Hack

By: » Hacking Quicken to Import QFX Files on OS X

» Hacking Quicken to Import QFX Files on OS X — Wed, 07 Jun 2006 02:07:41 +0000

[…] Quicken for Mac HackBlackberry 7100t with OS X […]

By: » Hack to bypass Intuit’s Crippled of Mac Quicken

» Hack to bypass Intuit’s Crippled of Mac Quicken — Wed, 07 Jun 2006 02:13:33 +0000

[…] Shows how to automatically hack QFX files to trick Quicken for Mac into importing files it would normally reject.read more | digg story […]

By: QuickenDude

QuickenDude — Mon, 21 Aug 2006 16:53:59 +0000

I would recommend giving the option of using 1 of 4 different account types prior to change the intu.bid number. 1 for credit card, 1 for banking (checking/savings/etc), 1 for investments, and 1 for 401k.. perhaps if I can free up some spare time in the next few days I’ll send you a revised version of your download with these changes.

By: Chris

Chris — Wed, 22 Nov 2006 02:01:58 +0000

As noted in the earlier article about this, investment accounts won’t work with this tip (at least not in a way that I’ve found). You can use a supported bank ID to modify your file once, but not a second time. But here’s something that worked for my Schwab Plan account (which unlike regular Schwab accounts doesn’t allow downloads for Macs).

QIF Master is a shareware program mentioned in a Macworld article:

http://www.thewoodwards.us/sw/QIFMaster/index.shtml

It requires some first-time setup and may have some quirks to be found. But for me, at least, it’s a lifesaver. It will let me take the downloaded QFX file from my investment account and convert it to a QIF file that I can then import into Quicken.

Much better than manually entering 20 transactions or more each month!

By: James

James — Wed, 29 Nov 2006 21:43:25 +0000

The QFX Convert script has a bit of a defect, it has a hard coded path. This is my version:

do shell script “cat ~/Desktop/Multi.QFX | sed -e ’s/.*/3350/’ | sed -e ’s/.*/5431/’ > ~/Desktop/Import.QFX”
do shell script “open ~/Desktop/Import.QFX”
sleep 30
do shell script “rm ~/Desktop/{Multi,Import}.QFX”

By: melissa

melissa — Sun, 03 Jun 2007 16:36:09 +0000

Is there a version of the script that works? i could not get either to work correctly.

By: Jason

Jason — Thu, 19 Jun 2008 09:21:53 +0000

I had to add

| sed -e ’s/sharebuilder.com/etrade.com/’

to the AppleScript get it to work.

By: Chris

Chris — Fri, 01 Aug 2008 06:45:05 +0000

To get the Automator to work I had to use quotes around the $f and $f.bak.
I also dropped the cat command.

Here is the code I used in the “Run Shell Script” box in the Automator.

for f in “$@”
do
cp “$f” “$f.bak”
sed -e ’s/.*/9999/’ -e ’s/.*/4513/’ -e ’s/.*/9999/’”$f”
rm “$f.bak”
done

The are three lines in the do command above
cp ….
sed ….
rm …

Also I talked to some one at E*Trade and they support (i.e. paid Intuit) Quicken for Mac for the brokerage firm only. They do not support Quicken for the Mac for E*Trade Bank. The above hack takes care of this stupid incompatiblity at E*Trade and should help anyone one needing ID codes for an investment account.

By: Chris

Chris — Fri, 01 Aug 2008 07:00:17 +0000

In my message above, the sed command (on one line) should be:

sed -e ’s/_INTU.BID_.*/_INTU.BID_9999/’ -e ’s/_INTU.USERID_.*/_INTU.USERID_4513/’ -e ’s/_FID_.*/_FID_9999/’”$f”

Substitute the underscores with less than “” brackets.
The website interpreted the brackets as html

By: Chris

Chris — Fri, 01 Aug 2008 07:19:28 +0000

Tough website…
That code still is not right!
Below is a link to an image

http://www.julieandchris.com/images/Picture3.png

By: Unnamed

Unnamed — Fri, 29 Aug 2008 15:11:14 +0000

Nice site. :)))

By: Unknown

Unknown — Sat, 30 Aug 2008 18:23:06 +0000

Hello. Just passing by.

By: Rudi

Rudi — Mon, 08 Sep 2008 19:49:22 +0000

Hey! Need help here!

Great articles - but they don’t help me

I live in the UK and have a Mac and Quicken - believe it or not, this complicates everything more. I just need a simple program to manage all of my bank stuff which comes as Quicken files, I thought this would do the trick - but no.

My problem is that I can’t set up a bank to download stuff from - a US one that is. I have to import everything manually, and when I make an account, and then go File > Import - there is nothing to import a Quicken file there… how do I do this?!

Thanks,
Rudi!