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#WILL QUICKEN FOR MAC ALLOW CUSTOM CATAGORIES REGISTRATION#
#WILL QUICKEN FOR MAC ALLOW CUSTOM CATAGORIES WINDOWS#

CSV2QIF - CSV/XLS/XLSX to QIF converter, Bank2QIF - CSV, XLS, XLSX, PDF, QFX, OFX, QBO, QIF, MT940, STA to QIF converter, The Transactions app, which converts from more formats and converts to more formats - will help you create those files.

They're slightly different, “Quicken only”, QIF files that Quicken 2012 imports just fine under any account. Guess what, unless you have Quicken Essentials for Mac, QIF files are fully supported, but not the ones your bank offers you for download. On the QIF import screen Quicken tells, then you can import a QIF file only under cash account, offering in the drop-down choice for account selection only cash accounts, but also “All Account” as well. Quicken claims that the QIF format is outdated, and not supported anymore, however, still allows importing a QIF file. Here are the major differences between QIF and QFX (Web Connect) format when you try to import them under Quicken: Vendor Support

#WILL QUICKEN FOR MAC ALLOW CUSTOM CATAGORIES WINDOWS#

Quicken for Windows up to the latest 2020 (and 2019, 2018) version, supports import for QIF and QFX (Web Connect) files.

QFX or QIF: which format is better to import data in Quicken?.

While it is possible to create categories, subcategories and tags “on the fly,” this is not always a good option, especially if you are frustrated or simply trying to “make it fit.” Putting thought into the categories, subcategories and tags you use can make Quicken work better and more efficiently.QFX or QIF: which format is better to import data in Quicken? Ignore the “Copy Number” box as it applies to tracking rental properties only. To create a new tag, choose “Tools” from the main menu, then select “Tag List.” Click the “New” button at the top of the window and type in a name and optional description for the tag. If you choose “Subcategory,” use the drop-down box next to the selection to indicate the main category name. To add a new category or subcategory, click the “New” button in the Categories List window, create a name for the category or subcategory, provide an optional description, and indicate category type, such as Income, Expense or Subcategory. Click “OK” to finish and return to the Categories List. To access built-in categories, choose “Tools” from the main menu, then choose “Category List.” Click the “Add Categories” button, select the categories you wish to add from the menu on the left side of the screen, and click the “Add” button. Before creating a new category, access Quicken's built-in categories and see if something appropriate is already there. Not all built-in categories are visible from the Category List window, as much of what you see depends on information you give Quicken during set-up. Quicken comes with numerous built-in categories that cover many standard items. For example, if you want to track the money you spend on incidentals for a child in college, create a tag with the name of the child and then apply it to the appropriate category or subcategory, such as Groceries, Auto: Fuel, or Telephone: Cell phone. They allow you to track transactions within and across category groups.

#WILL QUICKEN FOR MAC ALLOW CUSTOM CATAGORIES REGISTRATION#

Creating subcategories for fuel, maintenance and registration makes it much easier to see where your money is going.

This is especially useful in a category such as Auto, where you incur multiple types of expenses. Use a subcategory to provide greater organization and detail within a category and for assistance in creating a budget. For example, all grocery purchases, no matter where you buy them, go under the Groceries category and all income, regardless of the source, goes in the Income category. You use a single category per transaction to track how you earn and spend money. A Quicken category is a label, such as Groceries or Household, that defines a broad group of both income and expense transactions.