QIF file |Form 8949 Capital Gain & Wash Sales calculator software

How to import Quicken QIF file to TradeMax

How to import Quicken QIF file to TradeMax?

  1. Use Quicken for Windows to open the data file.
  2. Select the File menu and select Export > QIF File.
  3. On the QIF Export window, click Browse.
  4. Enter the file name Security List.QIF, navigate to where you want to store the file, and click OK. Make a note of the location.
  5. Complete the remainder of the QIF Export window:
    • Click the Quicken Account to Export from drop-down arrow and select.
    • In the Include Transactions in Dates fields, leave the default dates.
    • In the Include in Export area, select Security Lists.
  6. Click OK to create the QIF file at the location you selected in step 4.
  7. Repeat steps 2 through 6 for Accounts, Categories, and Transactions.
    • Name the files Accounts.QIF, Categories.QIF, and Transactions.QIF.
    • On the QIF Export window, select the checkbox corresponding to the item in the file name.
    • Save all files in the same location.
    • Note: Making separate QIF files for each type of account ensures a successful transfer.
  8. Run TradeMax,Ceate an Account for your broker,and then Select import from local trade activity file
  9. In profile dropdown list choose “Quicken Interchange Format” and click browse file button choose your qif file.Then click Next to make further settings changes.

TradeMax can also import your trade data from your broker’s ofx server or local qfx or csv files. Please Check Here.

Import Trade History

Technically, TradeMax supports every broker, known or unknown, as long as this broker provides a statement in CSV/EXCEL format or Quicken Qif,QFX fomart / Money OFX format or OFX server connection. Without changing codes, TradeMax allows users to define their own templates which suit the CSV format of their broker data.

There are Four options to import your trade data into TradeMax:

A) Import Trades from online Brokerage Server(OFX Server)

If you want to download trades from online brokerage account, select this option. Please check our supported broker’s OFX server list, if your brokerage provide ofx data service and not listed in our list, you can send your broker name & ofx server url to contact form we will add it to TradeMax.

B)Import Trade Activity data from local file (Recommended)

  1. Built-in Broker Profile: Currently TradeMax already havs built-in template for IB and ETrade, ScotTrade, OptionsXpress, TdAmeritrade, Schwab, Person,Sogotrade and more.(Please check our supported brokers list),
  2. File Profile: TradeMax can support Quicken Interchange Format(*.QIF), Micorsoft Excel(*.xls), Open Financial Exchange(*.OFX) file, Quicken Financial Exchange(*.QFX) file
    How to import Quicken QIF file to TradeMax
  3. Unknown column csv or excel file:You can either define your own template with trademax profile wizard function or send us a sample CSV or Xls data file with 8~10 lines of transactions in it for importing, we will build template for customer without any extra cost.

Import Sample files

The following documents contains sample trade data that you can download to practice or use as templates for importing transactions into TradeMax.

Trade Activity Sample Files.xls (Profile Wizard[*.xls])
Each Record has TradeDate,Symbol,Action,Qty,Price,Commission,Amount
15 kB
Realized Gain and Loss Report.xls (Profile Wizard[*.xls]) –
(Symbol,qty,open/close date ,Proceeds /Cost Basis in single record)
18 kB

C) Import Realized Gains and Losses Report from Local File
If you already have Realized Gain and Loss Report, TradeMax can help you to import it directly from the local file with the following step-by-step wizard.More…

Please Note: Some Gains & Losses Reports do not have year end open postion,this will effect wash sale calculating.

D) Import Trade data copied from broker Transaction History Report
You can copy your Broker’s Transaction History report from the web browser and paste to TradeMax during the importing process. More…

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