CONVERTING DATA FROM QUICKEN Quicken is a registered trademark of the Intuit corporation. WinCheck can import data through the WinCheck Control Language. This language is discussed in section xx. Quicken versions 3.0 and 4.0 can export data in the Quicken Interchange Format (QIF). QIF is a plain text file that has standard tags, and this is the format required for the Converter. Please refer to your Quicken Manual for the QIF description. The WinCheck Quicken Converter is a separate application that will generate a WinCheck control file from the QIF file. Here is an example of how to convert your 1991 data from Quicken to WinCheck: 1. Run Quicken. Load in your 1991 data. Note your starting balances. 2. From Quicken, choose "Export" from the menu. 3. For this example, let's call the export file EXP1991.EXP. 4. Once you have exported this file, exit Quicken. 5. Enter Windows, and double click on the WinCheck Converter icon. Or, choose Run from the File menu and specify QUICK34.EXE. 6. You will see an empty Window, with a convert menu. Choose From Quicken Version 3 or 4 from the Convert menu. 7. A dialog box asking for the Quicken Exported filename will appear. Use this dialog to find the file EXP1991.EXP. Indicate in this dialog if the account to convert is a Checking account, a Savings account, or a Credit account. 8. Once you have located this file, press the Convert button. 9. An hourglass will appear. The WinCheck Converter is busy converting yur data. After a while (5-60 seconds, depending on your data), the Converter will display a message stating that the conversion is complete. The file Q34CONV.WCB has been created. 10. Close the WinCheck Converter. 11. Run WinCheck. 12. Specify a new account. For example, we will use Y91. 13. Specify a Checking/Cash account, Checking/Savings account, or a Credit Card account. 14. IMPORTANT: Change the Starting Date field in the Account Info dialog to 1/91 (for this example). 15. Fill in the description of the account with anything you want. 16. Fill in the starting balances. 17. Press the OK button. 18. Define a checkbook or press OK. 19. Note that your starting balances are for the start of the year. Now it is time to import in the data. 20. Choose Run/Edit WinCheck Command File from the Acct menu. 21. Use the dialog to locate Q34CONV.WCB . This conversion process will take a long time. Typical conversion times run from 1 minute to 30 minutes, depending on the speed of your computer and the amount of data to convert. Make sure you have the time available. 22. Press the Run button. 23. Once the conversion is complete, the register will display your converted data and your current balance. Conversion Issues: Quicken uses Categories:Subcategories/Classes. WinCheck uses only Categories and Subcategories. WinCheck will combine the Class and category into one category. For example, "Utility:Electric/PERSONAL" will be changed to "PERSONAL/Utility:Electric". "PERSONAL/Utility" is the category, and "Electric" is the subcategory. Quicken's export files do not specify the type of transaction. WinCheck will do the best that it can to convert your transactions to the same type (i.e. Checks to Checks). If WinCheck finds a transaction of an unknown type, it will create a Misc transaction. This will accurately track your dollar amount. WinCheck will not convert investments from Quicken 4.0.