include TAG Data in QIF file
Peter Christopoulos
Member Posts: 3 ✭
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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Comments
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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
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.
L[Savings]/TagName
Hope this helps.
Steve.1 -
Hi Peter, I'm curious, did my suggestion work?0
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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|0
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Did it work? Was the TagName imported in Reckon?0
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Yep. I used xl2qif to convert the csv to qif. Imported qif to reckon. It worked a treat.1
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