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convert-to-quicken-csv

Build status

Go

Quicken is a total PITA!

If your bank doesn't pay Quicken/Intuit, they basically try to do everything in their power to disable you from importing transactions.

QIF files can't be imported into an account - as you'll get this error message from Quicken:

"Quicken can only import qif files into empty documents."

OFX files can't be imported into an account (unless your bank pays quicken) - as you'll get this error message:

"Quicken is unable to update this account because Web Connect support for your financial institution has been either temporarily, or permanently discontinued [CC-885]."

Application usage

This app is for converting certain csv formats to something that quicken will 'allow' to import (the Mint CSV format).

Formats that can be converted

  • Permanent TSB
  • Banktivity (Mac financial mgmt application, like Quicken)
  • Revolut exports

how to build:

This will build for whatever platform you are running on (creates a universal binary if you are building on Darwin)

make

Build for all platforms

make all

binaries are generated in the bin/ directory.

Help on running

./convert-to-quicken-csv -h

Usage of ./convert-to-quicken-csv:
  -dates string
        Year/Month, default is previous month (default "2021/1")
  -h    Help
  -input string
        The csv input file to read (default "examplepermtsb.csv")
  -type string
        Input format type.  Available options: open24, banktivity, revolut (default "open24")

Open24

If you'd like to convert a downloaded open24 file, this is the syntax:

./convert-to-quicken-csv-darwin-universal -input ~/Downloads/your_downloaded_PERMANENT_TSB.csv -type open24 > the_new_PERMANENT_TSB_quicken_file.csv

You can now 'drag and drop' the the_new_PERMANENT_TSB_quicken_file.csv right into Quicken. Quicken will create a new 'account' with all the transactions. Just select all of the transactions in that account and copy them. Then paste them into your actual Permanent TSB Account.

Revolut

If you'd like to convert a downloaded Revolut file, this is the syntax:

./convert-to-quicken-csv-darwin-universal -input ~/Downloads/your_downloaded_REVOLUT.csv -type revolut > the_new_REVOLUT_quicken_file.csv

And so forth and so on ...

Run on test file

go run convert-to-quicken-csv.go -dates 2019/11