How to import stock prices into Quicken 2002 from yahoo finance

Here's how I was able to download stock prices into Quicken 2002 from Yahoo finance. It's not exactly "one click" but it's actually pretty close.

1) First, set up your quotes in Yahoo. Go to:

formatting link

Click on "Quote", in the upper right corner of the page. You need to then click on "Edit" and in the text area, enter the symbols of all the quotes you need to track.

For example, if you want to track IBM, Microsoft, and Gillette (symbols IBM, MSFT and G), enter:

IBM MSFT G

in the text box.

Click on "Finished" after you have finished entering the quotes.

2) You should see the quotes display. To start the download, click on "Download spreadsheet". This will save your quotes to an ASCII file (with a .CSV extension), WITHOUT QUOTES separated. The first 3 columns (symbol, price, and date) are the ones you care about.

3) Edit the file that you saved the quotes to, so that the line such as:

IBM,107.1,4/21/2005 (other columns not relevant)

now reads:

"IBM","107.1","4/21/2005"

You can do this in 2 steps, with Notepad.

a) Replace all instances of , with ",". In other words do a Replace of , with ","

b) The first column does not have a beginning quote. Add a double quote to the beginning of each row.

Save the file.

4) Now you're ready to go into Quicken 2002. Go into Portfolio View.
From there, you can do a File-Import-Import Prices. Specify the file

you downloaded and edited. The prices should update!

I can create a VBA program that runs in Excel that automates this a bit more, if there's enough demand. This would make the procedure close to the "one click" method we're used to. For me, this is satisfactory enough so that I won't upgrade to Quicken 2005.

If you want this, please email me at ikrakow snipped-for-privacy@yahoo.com, and I'll work on it. If there's no interest, I won't do it.

Hope this helps.

Sincerely, Ira Krakow ikrakow snipped-for-privacy@yahoo.com

Reply to
irakrakow
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Here's how I was able to download stock prices into Quicken 2002 from Yahoo finance. It's not exactly "one click" but it's actually pretty close.

1) First, set up your quotes in Yahoo. Go to:

formatting link

Click on "Quote", in the upper right corner of the page. You need to then click on "Edit" and in the text area, enter the symbols of all the quotes you need to track.

For example, if you want to track IBM, Microsoft, and Gillette (symbols IBM, MSFT and G), enter:

IBM MSFT G

in the text box.

Click on "Finished" after you have finished entering the quotes.

2) You should see the quotes display. To start the download, click on "Download spreadsheet". This will save your quotes to an ASCII file (with a .CSV extension), WITHOUT QUOTES separated. The first 3 columns (symbol, price, and date) are the ones you care about.

3) Edit the file that you saved the quotes to, so that the line such as:

IBM,107.1,4/21/2005 (other columns not relevant)

now reads:

"IBM","107.1","4/21/2005"

You can do this in 2 steps, with Notepad.

a) Replace all instances of , with ",". In other words do a Replace of , with ","

b) The first column does not have a beginning quote. Add a double quote to the beginning of each row.

Save the file.

4) Now you're ready to go into Quicken 2002. Go into Portfolio View.

you downloaded and edited. The prices should update!

I can create a VBA program that runs in Excel that automates this a bit more, if there's enough demand. This would make the procedure close to the "one click" method we're used to. For me, this is satisfactory enough so that I won't upgrade to Quicken 2005.

If you want this, please email me at ikrakow snipped-for-privacy@yahoo.com, and I'll work on it. If there's no interest, I won't do it.

Hope this helps.

Sincerely, Ira Krakow ikrakow snipped-for-privacy@yahoo.com

Reply to
irakrakow

Here's how I was able to download stock prices into Quicken 2002 from Yahoo finance. It's not exactly "one click" but it's actually pretty close.

1) First, set up your quotes in Yahoo. Go to:

formatting link

Click on "Quote", in the upper right corner of the page. You need to then click on "Edit" and in the text area, enter the symbols of all the quotes you need to track.

For example, if you want to track IBM, Microsoft, and Gillette (symbols IBM, MSFT and G), enter:

IBM MSFT G

in the text box.

Click on "Finished" after you have finished entering the quotes.

2) You should see the quotes display. To start the download, click on "Download spreadsheet". This will save your quotes to an ASCII file (with a .CSV extension), WITHOUT QUOTES separated. The first 3 columns (symbol, price, and date) are the ones you care about.

3) Edit the file that you saved the quotes to, so that the line such as:

IBM,107.1,4/21/2005 (other columns not relevant)

now reads:

"IBM","107.1","4/21/2005"

You can do this in 2 steps, with Notepad.

a) Replace all instances of , with ",". In other words do a Replace of , with ","

b) The first column does not have a beginning quote. Add a double quote to the beginning of each row.

Save the file.

4) Now you're ready to go into Quicken 2002. Go into Portfolio View.

you downloaded and edited. The prices should update!

I can create a VBA program that runs in Excel that automates this a bit more, if there's enough demand. This would make the procedure close to the "one click" method we're used to. For me, this is satisfactory enough so that I won't upgrade to Quicken 2005.

If you want this, please email me at ikrakow snipped-for-privacy@yahoo.com, and I'll work on it. If there's no interest, I won't do it.

Hope this helps.

Sincerely, Ira Krakow ikrakow snipped-for-privacy@yahoo.com

Reply to
irakrakow

Here's how I was able to download stock prices into Quicken 2002 from Yahoo finance. It's not exactly "one click" but it's actually pretty close.

1) First, set up your quotes in Yahoo. Go to:

formatting link

Click on "Quote", in the upper right corner of the page. You need to then click on "Edit" and in the text area, enter the symbols of all the quotes you need to track.

For example, if you want to track IBM, Microsoft, and Gillette (symbols IBM, MSFT and G), enter:

IBM MSFT G

in the text box.

Click on "Finished" after you have finished entering the quotes.

2) You should see the quotes display. To start the download, click on "Download spreadsheet". This will save your quotes to an ASCII file (with a .CSV extension), WITHOUT QUOTES separated. The first 3 columns (symbol, price, and date) are the ones you care about.

3) Edit the file that you saved the quotes to, so that the line such as:

IBM,107.1,4/21/2005 (other columns not relevant)

now reads:

"IBM","107.1","4/21/2005"

You can do this in 2 steps, with Notepad.

a) Replace all instances of , with ",". In other words do a Replace of , with ","

b) The first column does not have a beginning quote. Add a double quote to the beginning of each row.

Save the file.

4) Now you're ready to go into Quicken 2002. Go into Portfolio View.

you downloaded and edited. The prices should update!

I can create a VBA program that runs in Excel that automates this a bit more, if there's enough demand. This would make the procedure close to the "one click" method we're used to. For me, this is satisfactory enough so that I won't upgrade to Quicken 2005.

If you want this, please email me at ikrakow snipped-for-privacy@yahoo.com, and I'll work on it. If there's no interest, I won't do it.

Hope this helps.

Sincerely, Ira Krakow ikrakow snipped-for-privacy@yahoo.com

Reply to
irakrakow

Suggestion, Ira...

STAY AWAY FROM THE CAFFEINE!

Notan

Reply to
Notan

I haven't a clue why you need to do all this. I have a Yahoo! Finance portfolio defined. All I do is bring up the web page, *right click* on the "Download" link and save it to a CSV file. Then Open Q, go to the portfolio page and "File/Import Prices". Annoyingly, you can't search for the file (you have to type in the file name), but I have it saved into a short path name.

Reply to
Hank Arnold

Seems unduly complicated. If you set up a Yahoo portfolio and then click 'download spreadsheet' Yahoo automatically offers to save it to C:\Quotes.csv Then, from portfolio view click File>Import Prices Yes, you must type in the path to what is to be imported, but it is pretty easy to remember C:\Quotes.csv One click and it's all imported. Good Luck Carl

Reply to
Carl

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