import investment transactions into quicken2016

Jan 09, 2019 Last reply: 7 years ago 5 Replies

Anyone have any success importing investment transactions into a Quicken 2016 investment account?



I have appx 3 months of missing transactions. I am able to download a csv from my brokerage and convert that into a QIF but Quicken does not support import of a investment QIF. Argg!!



I've been using quicken since 1992 is just gets worse and worse every year and there is nothing better out there (this is a sad situation).



If anyone can provide guidance please do.



TIA, jainraje


If you haven't already, I suggest you review:

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The import of investment accounts are specifically discussed in:
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I appreciate your email. I'm going to review and reply back with any resolution.

Quicken2016 is still complaining QIF files can not be used to import into a investment account. I've got an email in to ImportQIF support. Let's se if they can help me.

"jainraje" wrote

Quicken2016 is still complaining QIF files can not be used to import into a investment account. I've got an email in to ImportQIF support. Let's se if they can help me.

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Quicken will NOT prevent you from importing QIF files to any Quicken account type. I suspect you did not follow instructions.

Below is a link to an FAQ about importing QIF files, which should make it clear that Quicken is not "preventing" QIF file imports to any account types.

ImportQIF is based on the same information noted in the FAQ link below; ImportQIF basically just does the QIF file preparation for you (albeit, sometimes a quite sophisticated preparation).

[I suggest you focus on the initial post in the following FAQ; the other posts in the FAQ will likely only distract you.]

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With the help from support I was able to import the transactions into my Quicken2016 investment account. Very good suggestion Sherlock. Thank-you.

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