Import security prices for multiple securities in Quicken for Mac 2019

hs
hs Member ✭✭
edited November 2019 in Investments (Mac)
I am currently using both Quicken for Mac 2007 and Quicken for Mac 2019 in parallel to see if there's finally a version I can move to and retire 2007.  The showstopper for me at the moment is security prices.

Most of my securities are non-US or pension funds and so require manual entry of prices.  Given 2007 is relatively clunky, I only update the prices every Saturday morning for Friday's closing price.  In 2007, I can open the Portfolio window, change the date to the day before and enter each security price, hitting return to move to the next one.  Two steps per security.

In 2019, it's hideously complex - open the Securities window, double click the security, click the Price History tab, tab to the date, change the date, tab another four times to the Closing Price, enter the price, hit return, click on Done.  Repeat for the next security.  Eight steps per security, including much mousing around.

I see there's another request to bring the former 2007 functionality back to the Portfolio view (at https://getsatisfaction.com/quickencommunity/topics/add-ability-to-manually-update-security-quotes-w...), for which I've voted, but I would like to see the ability to import multiple security prices for multiple securities at one time from a csv file.

It's trivially easy in the Windows version (see https://www.quicken.com/support/how-import-historical-security-data-quicken), but csv import in the Mac version is for individual securities only and about as time consuming as the manual process outlined above.

Please add this functionality to allow me finally to move off 2007.
Tagged:
7
7 votes

No Status · Last Updated

Comments

  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited October 2018
    Hello hs, appreciate your information.

    I have switched this to an Idea so that others can vote on this request.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Unknown
    Unknown Member
    edited October 2018
    In Quicken for Mac 2019, when your in the Portfolio view you can click on the Security Name and then click "Edit Security". That take you directly to that security for editing. This is still not straight forward but it avoids the securities window.
  • RickO
    RickO SuperUser, Mac Beta Beta
    edited October 2018
    Depending on whether you want to spend a little to solve this, you could get a macro tool like Keyboard Maestro ($36) and program all the keystrokes need to get to the price entry field as a single-key macro. 
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • hs
    hs Member ✭✭
    edited October 2018
    BruceG said:

    In Quicken for Mac 2019, when your in the Portfolio view you can click on the Security Name and then click "Edit Security". That take you directly to that security for editing. This is still not straight forward but it avoids the securities window.

    Actually, that's even worse.  At least in the securities window, you can double click on the security or open it for edit with Cmd-E.  Going straight from the Portfolio view requires a click, a mouse over to a new window and then another click.  Which is then followed by another eight steps.
  • hs
    hs Member ✭✭
    edited October 2018
    RickO said:

    Depending on whether you want to spend a little to solve this, you could get a macro tool like Keyboard Maestro ($36) and program all the keystrokes need to get to the price entry field as a single-key macro. 

    I think I'd rather not spend.  It's available for free in the Windows version.  Why should we pay extra for basic functionality for the Mac version?
  • RickO
    RickO SuperUser, Mac Beta Beta
    edited October 2018
    RickO said:

    Depending on whether you want to spend a little to solve this, you could get a macro tool like Keyboard Maestro ($36) and program all the keystrokes need to get to the price entry field as a single-key macro. 

    Makes sense. I only mentioned it because I use KM for tons of stuff. I'm very keyboard focused and hate reaching for the mouse when I don't have too. So I've created many macros for Quicken and even more for other programs.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • > @hs said:
    > (Quote)
    > I think I'd rather not spend.  It's available for free in the Windows version.  Why should we pay extra for basic functionality for the Mac version?

    You could work up an AppleScript to do all that – it's free with macOS. It would have to be using GUI Scripting (sadly Quicken is not scriptable) for which you need to grant permission. GUI Scripting can do anything in an application with commands like: click menu item "Pin Tab" of menu "Window" of menu bar 1
  • Quicken Anja
    Quicken Anja Moderator mod
    edited May 22
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team
    -Quicken Anja
  • Joseph Williams
    Joseph Williams Member ✭✭
    Look like I had already voted for this feature. I am definitely in favor of seeing multiple security import added to Quicken for Mac. I use Quicken to track my investments in the government's Thrift Savings Plan (TSP), and because there is no direct Quicken-to-TSP capability, I manually import security prices once every two weeks. Importing each of the five TSP funds I own one at a time is a bother, whereas I ought to be able to import all five at the same time. Thanks for the bump on this topic. Hopefully other feel as I do that multiple security import ought to be a standard feature.
Sign In or Register to comment.