include TAG Data in QIF file

Peter Christopoulos

Is there a way to configure a QIF file so the data is imported into the TAG field in Reckon Personal Plus 2015?.  I can create a QIF file using XL2QIF but I can not work out how to add data to the TAG field.

st_6872571

I'm not sure if this will work as I'm doing the reverse (exporting to QIF and converting to my own format).

When exporting data from Reckon as a QIF file, the TAG field is merely appended to the Account or Category preceded with a slash.   So if the category is Petrol, merely append your TAG "/TagName".

The line entries should look something like these:

LPetrol/TagName
L[Savings]/TagName

I don't know whether Reckon will pick up on this in the import procedure but it's worth a try.   The first character, "L" is the QIF code indicating an account or category.

Hope this helps.

Steve.

st_6872571

Hi Peter, I'm curious, did my suggestion work?

Peter Christopoulos

I edited the csv file and added the tag data in the category field. e.g. Rental Income/Unit 4. If you have a sub category put the tag on the sub category field. e.g. |Maintenance|Electrical repairs/Unit 4|

st_6872571

Did it work?   Was the TagName imported in Reckon?

Peter Christopoulos

Yep. I used xl2qif to convert the csv to qif. Imported qif to reckon. It worked a treat.