If, after carefully following the Quicken step-by-step instructions, you are unable to create a report file which Graphic Accounts will import wthout complaining, take a look at the examples below, which highlight the key elements looked for by Graphic Accounts.

Using a simple text editor, such as Notepad (always supplied with Windows), you can check the report file you created at Step 1, to see where it differs from the format expected by Graphic Accounts. This may give you a clue as to which Quicken setting to change when you next create the report.

Examples of Quicken report output

Graphic Accounts looks for the following key elements in the Quicken report body:

1. The start of the expense category section is indicated by the word "EXPENSES", on a line by itself.
2. The start of a category containing subcategories is indicated in one of two ways:
1. either the 'parent' category name ends with a colon (:)
2. or, the following subcategory names are indented by a single tab
3. The end of a category which contains subcategories is indicated by the word 'TOTAL' followed by the name of the parent category.
4. All amounts (figures) are separated from the associated category name by a single tab
5. The end of the expenses category section is indicated by the words 'TOTAL EXPENSES'.