Suggestions and Ideas

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Suggestions and Ideas

Here is some space for your ideas.
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Scott Eppler Scott Eppler's picture
On of my banks does the Date in YYYY-MM-DD TIME format.  Is there a way to adde that as an option.  A bonus would be to also drop the time but if not that's fine.  Mainly I just need the date format option as YNAB keeps saying that it can't parse the date.
Adam Wood Adam Wood's picture
Hi, like the tool, and just donated. A couple of things which would be cool for me: Ability to save a default mapping  Ability to save country in mapping    OR set default country Ability for automation. Eg: email a file which then gets converted and emailed back    Instructions could be encoded in the message or subject (Eg. Map-ABC Format-OFX). Alternatively email could work based on settings set via the web GUI. Excel plugin - My workflow involves prepping the CSV in excel, it would be great to automate the process of getting the CSV to your site and back as an OFX. Hope some of these suggestions prove helpful to your development! Adam
Thank you very muth Adam. I will see how your ideas can be implemented.
Hi, great tool :)   My suggestion to even improve it more : Have the possibility to map several input fields into one single output field, with for instance the sting "-" in between each concatenated fields.         
dan swanger
The tool works great.  How secure is the conversion tool?  
Edwin Barker
I just discovered that Quicken 98,which I used on my Macintosh, has stopped "supporting" downloads from my American Express credit card, unless I upgrade to their latest version of Quicken, which is a crap version.  I refuse to do this. The rep from American Express told me they have received many complaints from  other users like me. I would suggest you contact American Express and offer to sell them your software (or at least to make their customers aware of it, which may lead to more donations) because it will solve  a lot of problems for their customers.  How great would it be to have an instant solution to Intuit's ridiculous behavior instead of thousands of people gnashing their teeth and pulling their hair out trying to figure out a way around this downloading problem??   Call American Express at 888-708-8128
Kev Martin
I sent this in a contact message but thought I'd mention it here too. A real problem for me is that the new version truncates Payee field data at 32 characters in the output QIF file. I need much more than that, so have gone back to the legacy version. All the best, Kevin
Hi Kev, thanks for your feedback, I have created and Issue here And will address the problem as soon as I can.
Kin Wong
One thing that I do with the csv files is the description is always in upper case and it makes it hard to read. I convert that field to proper case so that the resulting reports out of the accounting system is more readable. Secondly, some financial institutions only allow you to download monthly transactions. So the ability to run batches would be nice. On second thought, all I need to do is concatenate the files together on the csv side. I be interested in buying a copy to run locally. Again, thank you for your work.
I don't understand the problem with upper case, can you send me a sample of your QIF file? Regarding concatenating the files, I think its the best solution, open all your CSV in Excel and export as one file only
In the OFX file generated, even from the same CSV file, the BANKID and ACCTID fields appear to have a randomly generated value in one, where the other bases its value on that generated value. Is there a way to set this somehow? Any time I import the generated OFX file, MS Money always asks what account it belongs to. I'd rather not have to go in and modify those two fields each time ... if that'll even help. Thanks!!!
You are right, the values are generated randomly. This is deliberated, so that MS Money will ask which account to import to. The reason for this is because I don't have a way to know your account details. One way of fixing this is a box for you to type the account details every time you convert a file, but that is probably more work than selecting which account you want to import the OFX
Hello - How difficult would it be to offer a converter tool that does csv to iif files? I use quickbooks desktop (Pro2016). My bank stopped offering the iif files for statement download as Intuit got too greedy.
I don't know much about iif, I found this but its quite incomplete. If you have any documentation or maybe some example of iif files I could figure out how easy/hard it would be