Archive for August, 2007

New FolioCalc Beta 0.9.9

Friday, August 31st, 2007

Until this release, apparently FolioCalc was not working with “real” QIF files exported from Quicken. The QIF import logic was previously coded and tested with files that conformed to the published QIF standard. Well it turns out that the format of actual Quicken QIF files are quite different than what is published on even their own website! So now FolioCalc can successfully import the broker and bank transaction data from them and it has been tested with actual files exported from Quicken.

CSV files downloaded from Scottrade can now be imported. RhodoSoft now has broker accounts set up with Scottrade and E-Trade to be used for testing along with the Ameritrade and Fidelity accounts it has had for a while now. It turns out that E-Trade does not support either CSV or QIF but only QFX. FolioCalc will probably have support for QFX at some point but probably not until after the 1.0 version. So until then, E-Trade users can either use Quicken and export as QIF into FolioCalc or enter their transactions into FolioCalc manually.

Also QIF and CSV files in various non-ASCII text encodings can now be imported successfully.

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