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Can Quicken not tie downloaded transactions a financial institution?
I have an account with a type of Brokerage not on the Quicken list (YieldStreet). The brokerage provides downloadable CSV files of all transactions, and I can convert these to a format that Quicken can read. But no matter how many variations I have tried I cannot get Quicken to import the reformatted CSV file. I think the problem is tied to the requirement that every account be tied to an institution on the Quicken list -- even if I set it up as 'manual' and not tied to an institution. In that case, the transactions have no effect in any register when I attempt to import. Why does Quciken put up barriers like this to getting use out of their software? I would prefer NO institutions, let me download and convert whatever files I want, let me decide which register they go in.
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