ChromaticQFX (Simple Overview) :
ChromaticQFX is a utility which can read Quicken QFX files exported from a banking
website for a checking account. Once imported you can categorize your transactions,
view running balances over time, and analyse the transactions to help understand how
your income is being distributed.
The project is open source and you can download the source code at :
http://chromatic.codeplex.com
It can be used on its own, but was designed to be complementary to Project-Continuum. While
Project-Continuum is designed to model and project future activity, ChromaticQFX is designed
to show historical actual distributions, allowing you to determine inefficiencies and areas
for reallocation.
ChromaticQFX currently works with only one account... your primary checking account. For that
account you can import multiple qfx exports and their data will be combined. Duplicates are
avoided since each transaction has a unique ID. The default range will be the timeframe of
the last import but you can change this timeframe to show other ranges.
Most of the activity you perform in ChromaticQFX is done in the 'View Transactions' screen.
In this screen you can view all uncategorized transactions and assign them to categories. If
you are missing categories, you can add them in the Categories screen. If you double-click
on an uncategorized transaction, all uncategorized transactions with the same name will be
highlighted for bulk categorization. You can add or remove transactions in a category one
at a time or in this bulk fashion using the two buttons with 'greater than / less than' symbols.
If for some reason you wish to clear out old transactions, you can use the 'Delete Transaction History'
option to clear the transactions while still preserving the category list. If you do not wish
to preserve the category list, you can just delete the data file in your \Documents\Chromatic
directory.
The data file in ChromaticQFX is encrypted with a hardcoded password, so it won't ask you
for a password, yet the file cannot be read if loaded into a text editor. If you wish further
security you will need to implement yourself. Also be sure to delete or protect any QFX files
you exported if you are concerned about their protection.