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Updating existing security price data using a .csv file

Adriaan Nel

Importing security price data using a .csv file used to work that existing data would be updated. I noticed with Quicken Deluxe for Windows version R20.15 it is no longer happens. If you want to change existing data, you first must delete it and then import the updated data. I don't know with which Quicken patch it changed. Has anyone else encountered this?

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Accepted answers

Jim_Harman

Does it behave differently than the price hierarchy described here?
https://www.quicken.com/support/how-update-security-prices
Manually entered prices have a higher priority than imported ones.

Dan Glynhampton

Adriaan Nel said:

Importing security price data using a .csv file used to work that existing data would be updated.

How did you enter that existing data that you are trying to overwrite with the CSV data? There's a priority order applied to prices from different sources, so, for example, if you manually entered the prices they will never be overwritten by CSV imports.

All comments

GeoffG

Adriaan Nel said:

Importing security price data using a .csv file used to work that existing data would be updated. I noticed with Quicken Deluxe for Windows version R20.15 it is no longer happens.

Can you explain why you are importing price data manually when you can have Quicken provide the data for you?

Adriaan Nel

The securities are listed on an exchange that Quicken doesn't provide data for.

Jim_Harman

Does it behave differently than the price hierarchy described here?
https://www.quicken.com/support/how-update-security-prices
Manually entered prices have a higher priority than imported ones.

Dan Glynhampton

Adriaan Nel said:

Importing security price data using a .csv file used to work that existing data would be updated.

Adriaan Nel

I wasn't aware of the priority order applicable to loading security prices, and it explains the problem I had. Thank you very much, Jim and Dan!