Importing a Quicken data file:

Follow these instructions:

1) Start Quicken and open the register for the account to be converted.

2) Note the Starting Balance, the creation date, and the Ending Balance
   (you'll need these later).

3) While still in the register, select print from the 'File' menu.

4) Enter a filename to which Quicken will print the register.

5) Select only one entry per line.

6) Ensure that the page width is sufficiently large to avoid any data
   from being truncated (I found that 120 was sufficient; 80 is not).

7) Print the register to disk.

8) Open the report file with a text editor, and remove all non-entry data,
   such as report title, print date, column headers, page numbers, and
   empty lines, etc.  You should end up with a file which consists *only*
   of transactions - one per line.

9) Save the file.

10) Create a new account in E-Teller and enter the Starting Balance from
    the Quicken file into the Starting Balance field in E-Teller and the
    appropriate date in the Date field.  You can, if you wish, create the
    account manually.  Create a new file and enter the following data in 
    the order outlined below:

      [Account]
      Account=Testing
      Number=123 4567 890
      StartingBalance=1.00
      Type=CreditCard
      Date=94/05/04
      ClearedBalance=1.00

      [Cleared]


    The value for Account= should be the name of the account that will appear
    in E-Teller's accounts container, Number= is the optional account
    number, StartingBalance= is the starting balance, Type= is either Bank or
    CreditCard (no spaces), Date= is the date of StartingBalance, and
    ClearedBalance= is the cleared balance reported by Quicken.
    Once you've done that, name the file whatever you want, but it *must*
    have an extension .CLR - for example, Savings.clr
    
    If you chose to have E-Teller create the account file for you, exit
    E-Teller once the account has been created, open the new account file
    (the name will resemble the account name, and the extension will be
    .clr) with a text editor and change the ClearedBalance to reflect the
    actual cleared balance you jotted down earlier.  Save the file and exit.

11) Convert the Quicken report file with the q2et.cmd rexx script, passing two
    command line parameters to it, first the Quicken report file and, second,
    the account file (without extension), for example:

      q2et d:\quicken\report.txt d:\e-teller\savings

12) q2et will do its best to parse the data appropriately.  You may want to
    take a minute when the program is done to view the two account files,
    savings.clr (or whatever the account filename may be), and the other file
    with the extension .ldg.  The *.clr file will have all the cleared entries
    appearing below the [Cleared] section in the following order:

      date
      number
      payee
      amount
      memo
      category
      ----------

    It is possible to have empty lines for a given entry, for example

      94/01/01
 
      John Doe
      -100

      [Home]
      ----------

    Do *NOT* remove these blank lines.  The format for the *.ldg file will be
    identical, except that there will be no section header - just transaction
    entries as described above.  This file contains the non-cleared transactions
    which appear in E-Teller's ledger container.

13) Once you're satisfied that all has gone well and that there are no errors,
    exit the text editor and start E-Teller.  The uncleared, imported data should
    appear in the ledger container once you open the account.  Clicking on
    'Display -> Cleared transactions' should read the entries from *.clr into
    the ledger.


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