can a renaming rule be used on import qif file into quicken

CAN A RENAMING RULE BE USED ON IMPORT QIF FILE INTO QUICKEN MANUAL

But this has to be done to the QIF file before it is imported into Quicken. The one saving grace with the QIF format is that the category (and tags) can be put in, and as such will go into Quicken with those categories. The transactions go directly into the register, and this isn't like 'automatic transaction entry mode', there isn't any status indication for new transactions. That is no longer the case, none of this is done now. Also the transactions went through the Downloaded Transactions tab (even if the user set the register for automatic transaction entry mode. Starting with Quicken 2018/Subscription they removed the 'GUI block' allowing a user to select any account/type, but they removed most of the processing one would expect on an import of transactions.įirst of the renaming rules haven't been applied to QIF imports for a very long time, but using the memorized payee to pick up the category, and matching to existing transactions in the register were there in Quicken 2017 and below. This was a 'GUI block' as in the GUI for QIF import wouldn't allow you to select an account with the other account types.

You could do that manually or have ImportQIF do that for you. Up until Quicken 2017 if you wanted to import into an account type other than an asset, cash or liability account you had to ensure that the account name and type is in the QIF file. With Quicken Subscription they gave and took at the same time.

CAN A RENAMING RULE BE USED ON IMPORT QIF FILE INTO QUICKEN MANUAL

So the QIF file modification rules no longer apply? Or am I misunderstanding what you posted? I just tried to import a QIF file directly into a manual CC account without making any of the file modifications and Quicken wouldn't let me do that. For Quicken Subscription you can import a QIF directly into whatever account you want (2004 limitation has been removed), but when they did that they also removed all the processing like renaming rules and memorized payees to get the category.

Can a renaming rule be used on import qif file into quicken