include TAG Data in QIF file

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Peter Christopoulos
Peter Christopoulos Member Posts: 3 ✭
edited June 2018 in Personal Plus and Home & Business
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.

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  • st_6872571
    st_6872571 Member Posts: 79 ✭
    edited June 2018
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    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
    st_6872571 Member Posts: 79 ✭
    edited June 2018
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    Hi Peter, I'm curious, did my suggestion work?
  • Peter Christopoulos
    Peter Christopoulos Member Posts: 3 ✭
    edited June 2018
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    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
    st_6872571 Member Posts: 79 ✭
    edited June 2017
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    Did it work?   Was the TagName imported in Reckon?
  • Peter Christopoulos
    Peter Christopoulos Member Posts: 3 ✭
    edited June 2017
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    Yep. I used xl2qif to convert the csv to qif. Imported qif to reckon. It worked a treat.

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