This is a band aide for a major Intuit disconnect for Quicken customers who use the download quotes services. I do not feel the workaround below should be necessary, rather Intuit should fix the issue.
Those of you in this forum who¡¦ve had download issues; you are not alone in stating such. Please take time to view this website for others with the same experiences.
The instructions are VERY GRANULAR as its being written for multiple levels of computer expertise. The actual process, once learned should not take long. Maybe two minutes.
CAUTION: The following will NOT enter the stock¡¦s daily high, low, or volume. Just the day¡¦s quote for the security, into your Quicken database.
NOTE: You must have Microsoft Excel for this process. (I¡¦m not sure if other spreadsheet software will work ¡V not tried. However, if other software is tried, it must be able to store the file in a Comma Delimited extension. Or ¡§.csv¡¨
- You will need to do this one time only.
- Set up a Yahoo Financial account (this is free)
- Create/edit your Yahoo Financial account with the security symbols you track with Quicken.
- If you already have a Yahoo Financial account, you may want to create a special Quicken portfolio for convenience.
- NOTE: should you purchase new stocks not listed above, you will need to edit your Yahoo Financial portfolio to include the new security.
- Important ¡V BACKUP your current Quicken database file prior to beginning.
- This is recommended at least for now, until you become comfortable with the process.
- Finding your Quicken data files
- From ¡§Start¡¨ go to ¡§Search¡¨ and click
- Go to ¡§All files and folders¡¨ and click
- In the ¡§All or part of the file name:¡¨ box enter ¡§*.qdf¡¨ (do not enter the quotes)
- Click on the ¡§Search¡¨ box
- You¡¦ll receive a list of Quicken data files. The default is ¡§MY_DATA.QDF¡¨
- To find the rest of the associated files with database, go back and do another search. This time in the ¡§All or part of the filename:¡¨ box, enter the info to the LEFT of the period from the first search then period, and asterisk.
- EXAMPLE: You would enter the following ¡§MY_DATA.*¡¨ without the quotes.
- Click on the ¡§Search¡¨ box.
- The list of files returned from the ¡§Search¡¨ are the files you need to save/backup. Yes, you can rely on the files in the Backup folder if you¡¦d like to, however, this is a much safer and quicker way to save and restore your database files.
- Extracting data from your Yahoo Financial Portfolio
- Bring up the portfolio you created in step 1, above.
- Go down the display to the right hand corner, just below the last quote.
- You will see, ¡§Download Spreadsheet¡¨, click
- You¡¦ll be asked to ¡§Open¡¨, ¡§Save¡¨ or ¡§Cancel¡¨. I prefer to ¡§Save¡¨ the file. So, click on ¡§Save¡¨.
- I use the default save name of ¡§quotes.csv¡¨. The default store location/folder is C:\
- Preparing the .csv file for import to Quicken
- Open your saved file from step 4
- You¡¦ll see columns A thru I are populated for each security from the Yahoo portfolio. (Depending on the download in step 4, some securities may have ¡§N/A¡¨ listed in columns F thru I. The price import will still work.)
- Delete columns C thru I
- Place mouse pointer on column letter C.
- Click and hold the button down.
- Slide the mouse pointer to Column I
- Columns C thru I should be highlighted
- Hit the ¡§delete¡¨ key on your keyboard
- Only Columns A and B should remain, containing security symbol and price.
- NOTE: I tried deleting all columns except A, B, and the last three, which contained the high, low, and volume for the security. This process would still, only load the price from column B.
- Format column ¡§B¡¨
- with the mouse pointer click on column B.
- Column B should now be highlighted
- Right click the mouse
- Go to ¡§Format Cells¡¨ and click
- Select ¡§Number¡¨
- Change ¡§Decimal places:¡¨ from 2 to 4
- Click ¡§OK¡¨
- Save the file. I like using a separate name to save it, such as the day¡¦s date
- 011808.csv in C:\
- IMPORTANT: Remember the location of the file and its name. It will be needed in step 6. Also, the FILE MUST BE CLOSED to import to Quicken.
- Importing into your Quicken database
- Open Quicken
- Down the left side, go to ¡§Investing Center¡¨ and click
- Go to the Menu bar and click on ¡§File¡¨
- Go to ¡§Import¡¨ „³ ¡§Import Prices¡¨ and click
- In the ¡§File¡¨ box, enter the location where you stored your file from step 5. The total path must be entered.
- EXAMPLE: ¡§C:\011808.CSV¡¨ without the quotes
- Click ¡§OK¡¨
Your new prices should now be displayed in your ¡§Investing Center¡¨
If you see by a security for its ¡§Quote/Price¡¨ an ¡¥est.¡¦, the price was not entered. The cause may be it wasn¡¦t listed in your Yahoo Financial portfolio. (Simply edit the portfolio.) Or, you may have forgotten to format Column B in step 5 to ¡§Numbers¡¨ and change decimal places to 4.
Happy Investing!!