I plan to also ask this question on the Quicken website, but just in case someone already knows...
Is there a way I can transfer my account data from my Smith Barney investments website directly into Quicken 2005? I can create an Excel file of the account data (name of stock, current value, etc) but there does not appear to be a way to import that data into Quicken. It appears that Quicken does not handle online investment data very well, but only works with online banking data. Is that correct?
Thanks much,
ClarkSter