How do I open a quicken qfx file on my mac and import it into numbers

Hi quinn,

I think a key thing in that particular Google search is to include "trial." I understand Google presents different search results to different people (depending, among other things, on where they are). Here, if I don't include "trial", the results (at least the top hits) don't include the useful links. Though Wayne had the word trial in his prior post, that word's significance in a Google search may not have been entirely clear at the time of your first post. Michael had no easy way of knowing you had previously posted on several occasions the helpful tip about a trial being available for download.

SG

t quinn wrote:

...

Sorry if you felt I was criticizing your Google skills.

Your apology is accepted.

Not meaning to belabor a dead horse, but I did not include the word "trial" in my search. Thank you, SG.

SGIII wrote:

Some while back I wrote a script that places the content of QFX/OFX files on the clipboard for easy import into Numbers 3.x. Tested with Citibank files. It may need minor modification for files produced by other banks.

Usage:

1. Copy-paste into Script Editor (in Applications > Utilities
2. Run, and choose the file at the prompt.
3. Click once in a Numbers cell, and command-v to paste.

SG

--beginning of script

...

I would like to experiment with your script, but I cannot find Script Editor in Utilities on my OS X Lion Mac.

UPDATE: I found AppleScript editor in Utilities...

Look for AppleScript Editor in Applications > Utilities (or Spotlight search). Apple used to call it Script Editor, then changed the name to AppleScript Editor, and has changed it back in recent versions of OS X because it's now often used for JavaScript too.

Note that the script saves a temporary file and then sends it to the trash. So you'll want to exercise care if more than one person has access to your machine.

SG

When I attempted to RUN, I received a dialog box that says: "Unexpected end of line, etc. but found identifier." with the word "notification" highlighted.

For Lion, try replacing the line:

display notification "(Finally) ready to paste " & (countofparagraphsoftsvString) - 1 & " rows into Numbers" with title"Numbers"

with this:

display alert "(Finally) ready to paste " & (count of paragraphs of tsvString) - 1 & " rows into Numbers"

SG

Thank you.

Now the same result at the next use of the word notification just before the handlers.

Missed the other occurrence of notification. Do same pattern there.

Change notification to alert.

and remove:

with title "Numbers"

SG

Thank you! Next error, after opening the QFX file:

My guess is that you adapted the first occurrence of notification with the suggestion in my first post, which really applied to the second occurrence of notification (because I missed the first occurrence).

So the easy fix if you're using Lion is: start with the original code, then replace:

notification

with:

alert

in each of the two occurrences.

And remove the:

with title "Numbers"

from each of the two statements.

SG

Thank you for your attempts at fixing this for me, but as I really do not have the need to use an AppleScript (as I am happy to pay the price to companies such as MoneyThumb that provide excellent utilities that do the heavy lifting for me, I will keep it at that!

Sure, Michael, sorry for taking your time. I assume you are testing with a Citibank OFX/QFX file. Works smoothly here.

SG

Taking time to help others is never having to say your sorry! (with apologies to "Love Story!")

Actually the QFX file is from my credit union for my checking account (the small sample I posted after getting it imported into Numbers 2.3 shown earlier).

Since I do have a Citicard, I downloaded one of their QFX files and after running it through your Script, it pasted into Numbers 2.3 and Excel 2011 like a charm!

Thank you! 🙂

For the record, the QFX2QIF converter from MoneyThumb works perfectly to get my Credit Union checking and savings account information into Quicken 2007 for Mac so my needs are covered.

That different institutions seem to like to introduce customizations into their OFX/QFX files, confounding amateur scripts, means that MoneyThumb and others will continue to fulfill a need!

SG

Similarly, as noted in Lonnie West's blogpost about his script for QFX to Excel, that I linked in an earlier post:

For two and a half years I have received countless emails from readers who struggle with this process. While the steps are simple, the nature of the QFX format itself, the variance in banking systems’ formatting standards, and even the operating systems and text editors used all can cause the result to be a mal-formed XML file.

SGIII wrote:

That different institutions seem to like to introduce customizations into their OFX/QFX files, confounding amateur scripts, means that MoneyThumb and others will continue to fulfill a need!

Indeed, as I had a personal need to use my Debit card countless times this last summer, the purchase of MoneyThumb's converter saved me hours of manually typing all of these debit transactions into Quicken!

For security reasons, I decided to have my Debit card replaced and now I use it very sparingly!

For similar reasons I NEVER use Quicken to log into any of my personal financial institutions. I do it manually each time through a secure web browser and then import the QIF information into Quicken -- shades of avoiding Target, Anthem and now Uber driver database break-ins! 😠