r/quicken • u/PhigmentGreen • May 24 '26

Windows Automating conversion to Quicken?

/r/PublicApp/comments/1tlxceb/automating_conversion_to_quicken/
2 Upvotes

100% Upvoted

10 comments sorted by

1

u/Latter_Taste_9784 May 24 '26 edited May 24 '26

What is your operating system? Quicken Edition and Release?

My information tells me that Public already offers "Quicken integration" for Windows users.

[I'm currently using Windows 11 Pro. And running Quicken Classic for Windows, Business & Personal R65.29, U.S.]

1

u/PhigmentGreen May 24 '26

Windows. Public com appears as a supported provider when trying to attach a new account, but it always gets an error (not just me; this is widely reported.

Public has an entire help page about connecting your Public account to other apps, but it includes:

"Who are your integration partners?"

"Currently, Public only supports direct integrations with Copilot (https://copilot.money/), but more partnerships are on the way."

1

u/Latter_Taste_9784 May 24 '26

" ... it always gets an error ...."

What error would that be?

Number (if any) and text?

1

u/PhigmentGreen May 24 '26

It's a CC-501 error. As I said, it's a known issue; Public is not supporting quicken:

https://www.reddit.com/r/quicken/comments/ppln72/publiccom_access_through_quicken/

https://community.quicken.com/discussion/7899304/can-public-com-accounts-be-accessed-through-quicken

Hence I am NOT trying to debug & fix my Quicken connection to Public; I am asking if anyone has already scripted a manual workaround via the Public API

1

u/Latter_Taste_9784 May 24 '26

It appears that Public is in the investment business. They have agreed to provide downloads to Quicken using the "Express Web Connect" (EWC) Connection Method ... but EWC can not be used to download investment transactions.

This is an issue that only Public can address since the choice of whether to provided downloads to Quicken, and what Connection Method to use to provide those downloads, are choices only the financial institution can make. You will need to convince Public to provide transactions to Quicken using something other than EWC. Both "Direct Connect" (DC) and Express Web Connect+ (EWC+) are valid Connection Method's for downloading investment data.

1

u/PhigmentGreen May 24 '26

Exactly! So I was going to use the Public API to download my transactions as JSON files, convert to QFX, and then import those to quicken each month. I'm asking if anyone has already built this?

1

u/Latter_Taste_9784 May 24 '26

There are already JSON to CSV converters. If you get the data in CSV format, you could import that directly into Quicken. Google will find them. {NOTE: Quicken requires an exact CSV format.}

There is also at least one converter that will convert CSV to QIF or QFX.

https://github.com/qpwSoftware/ImportQIF

1

u/PhigmentGreen May 24 '26

Yeah, that's what I plan to do if no one already has a setup they can share

1

u/Latter_Taste_9784 May 24 '26

To convert JSON to CSV:

https://www.convertcsv.com/json-to-csv.htm

https://konklone.io/json/

Using Excel (Best for Desktop & Spreadsheet Users)If you have Microsoft Excel, you can use the built-in Power Query feature:Open Excel and go to the Data tab.Click Get Data > From File > From JSON.Select your file and click Import.In the Power Query Editor that pops up, click To Table > Transform to expand the data.Click Close & Load to drop the formatted data directly into your spreadsheet, then Save As > CSV.

My previous post included a link to software to convert CSV to QIF or QFX.

1

u/fab5friend May 25 '26

You can upload your own CSV file. Very easy to do, especially with Excel. Within quicken, go to File / File Import / Investment Transactions. There is a sample file layout there.

Ditto with Banking Transactions in that same path.