What do you like best?
Being able to convert downloaded financial data into an importable format for Quicken!
What do you dislike?
Not all banks are on the list showing the Quicken institution code. Also, It required some tweaking to get the data parsed into fields recognized by Quicken.
Recommendations to others considering the product:
Be able to understand database systems and how to look at parsed data so that you can control the parsing to your greatest benefit
What problems are you solving with the product? What benefits have you realized?
In March 2017, I was able to convert downloaded financial data files from multiple banks and credit accounts for the whole of 2016 from CSV format offered by those institutions to the QFX format that is importable into Quicken for Home and Business 2017. My goal was to be able generate business financial reports for 2016, including tax deductible expenses, so that I did not have to create them myself in Excel, as I had for many years in the past. My online bank and credit accounts do allow for direct data downloads into Quicken, but most of them limit the data to the last 7 months, which would not have given me all of 2016. CVS2QFX saved me a lot of time in manual entry of the missing data so that I could start benefiting from the Quicken program for the 2016 tax hear!
