Mike:
Wellll, I notice that many folks are asking questions about merging and sorting 
lots of data using DataGrid, and databases, and I have a possible need for 
getting csv data into Quicken, on a Mac. I’m trying to see if a livecode 
solution fits my problem.  It’s kinda like folks talking about using Livecode 
to format data for export to Excell. I had wondered if anybody on this list had 
faced this problem, and trying to format for Quicken, which is a very popular 
financial app. I’m not hopeful, but thought I’d check.

I’m also considering just doing this completely in Livecode. There seem to be 
many pathways to financial management. Bank statement downloads don’t list the 
name of the person who made the transaction (at least some don’t), online 
payment systems (Converge, for example) allow csv downloads and it’s possible 
to get a csv formatted file of transactions that include payee name, address, 
phone, etc that I would like to keep. Merging these csv downloads with bank 
statements that list “Batches”, which often contain numerous credit card 
purchases, could be an onerous hand editing job..the kind I hate. I’m trying to 
streamline this task.

Then there are the other online payment sites ……. WooCommerce, etc, which would 
presumably not involve Livecode programming. I’m not ready to go that way yet, 
hoping for something I know a bit more about.

An approach connecting some of these various formats of financial data to 
Quicken (using Livecode) would require a livecode output to a quicken 
interchange format (QIF).

In short (or was it “long”), if nobody has tried this, no worries, please 
ignore this post. I’m just doing “Do Diligence”.

Best,
Bill Prothero

> On May 6, 2022, at 2:16 PM, Mike Kerner via use-livecode 
> <use-livecode@lists.runrev.com> wrote:
> 
> why did you ask about another management program? what up?
> 
> On Fri, May 6, 2022 at 4:41 PM William Prothero via use-livecode <
> use-livecode@lists.runrev.com> wrote:
> 
>> Folks:
>> I have a nasty accounting problem and need to somehow get data into
>> Quicken (or perhaps find another management program). My question is
>> whether it’s possible (or known) how to take csv data (easy) and convert to
>> acceptable QIF form, which quicken requires.
>> 
>> Best,
>> Bill Prothero
>> 
>> William Prothero
>> waproth...@gmail.com
>> 
>> 
>> 
>> 
>> _______________________________________________
>> use-livecode mailing list
>> use-livecode@lists.runrev.com
>> Please visit this url to subscribe, unsubscribe and manage your
>> subscription preferences:
>> http://lists.runrev.com/mailman/listinfo/use-livecode
>> 
> 
> 
> -- 
> On the first day, God created the heavens and the Earth
> On the second day, God created the oceans.
> On the third day, God put the animals on hold for a few hours,
>   and did a little diving.
> And God said, "This is good."
> _______________________________________________
> use-livecode mailing list
> use-livecode@lists.runrev.com
> Please visit this url to subscribe, unsubscribe and manage your subscription 
> preferences:
> http://lists.runrev.com/mailman/listinfo/use-livecode

William Prothero
waproth...@gmail.com




_______________________________________________
use-livecode mailing list
use-livecode@lists.runrev.com
Please visit this url to subscribe, unsubscribe and manage your subscription 
preferences:
http://lists.runrev.com/mailman/listinfo/use-livecode

Reply via email to