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EdgeXcel for Quicken

A Microsoft Excel Add-on with a single-button instant export of an Excel bank statement to a Quicken QIF file without going through complex wizards setups.

Streamline Your Financial Management with EdgeXcel for Quicken

Quicken is a leading personal finance management tool that helps millions of users track their expenses, manage investments, and plan budgets more efficiently. With EdgeXcel for Quicken, users can seamlessly convert their Excel-based bank statements into QIF (Quicken Interchange Format) files, eliminating manual data entry and ensuring their financial information is accurate and current. By leveraging this streamlined workflow, individuals and businesses can save time, reduce errors, and gain better control over their financial landscape—all while enjoying Quicken’s extensive features and intuitive interface.

How to Use

  1. Install the product
  2. Open Excel
  3. Click the “Settings” button on the “EdgeXcel for Quicken” ribbon tab and enter the license key. Each license key is valid for two computers.
  4. Open an Excel workbook with a bank statement.
  5. Click the “Generate QIF File” button on the “EdgeXcel for Quicken” ribbon tab and choose the filename.
  6. Import the generated QIF file in Quicken.

Unique Features No Other Competing Product has

  • A single button export of Excel bank statement to a QIF file
  • Correct handling of
    • Transaction dates
    • Max lengths of QIF fields
    • Not-allowed characters in QIF files
  • Automatic recognition of IDs in Payees in statements and transferring them to the Memo field to allow Quicken’s auto-classification of the Payee

Supported Bank Statements

  • UOB Singapore
  • Most other bank statements will work instantly. However, send us a sample Excel statement, and we will rapidly support your bank statements.
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