I am not able to download one of my brokerage accounts into Quicken and have been inserting the activity for this account manually. However, I just discovered on the account's website that I can download into either Excel or as a CSV file. Which should I do so that I can then transfer this information into Quicken, and how do I transfer it into Quicken once it is downloaded?
I have Q2005 Deluxe and Excel 2002.
Thank you.
Caryl
"Caryl" wrote
I think you may find the process frustrating, and possibly not worth the effort; QIF files were never a very satisfactory way to get investment data into Quicken, and matters have only gotten worse beginning with Q2005.
To get your data into Excel:
1.) Download from the brokerage (if they truly offer an Excel file, that should do the trick, but either a true Excel file or a CSV file can be opened in Excel). 2.) Use the free Excel macro, "xl2qif" (Google for it) to convert the Excel data to a QIF file 3.) Pre-process, then import, the QIF file using instructions found here:
John,
Thank you for your very clear and easy-to-understand instructions. But I think what you said above is most important. Since this particular account does not trade very much, it seems easiest to just continue as I have been doing, downloading my Fidelity accounts through Quicken and manually adding any trades or dividend receipts for this Bear Stearns account.
Caryl
I download quotes from Yahoo! Finance every week in CSV format. You can import the prices directly into the portfolio page...
Regards, Hank Arnold
Caryl wrote:
Thank you for your advice. However, the problem is not downloading quotes, which I can do, but downloading transactions in that account (buying, selling, and income).
Caryl
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