Importing security quotes from a CSV file

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davidvernonlong
davidvernonlong Member ✭✭
in Investing (Windows)
As I have foreign securities I need to import quotes, so am trying to import from a CSV file. I am doing this first exporting a file from my portfolio on the Financial Times. This creates an Excel file in CSV format, but it places the tickler, price and date in 3 columns, rather than separated by commas as Quicken requires. I think it is for this reason that Quicken cannot read it. Is there any manipulation I can do to overcome this, or alternatively is there another portfolio web page, say Google Finance or Yahoo Finance, which works better?

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    The CSV file should be a text file with the values separated by commas (thus Comma Separated Value)

    When looking at the file, open it with a text editor like Notepad to confirm the format, not Excel.

    Perhaps because the Financial Times is British, they use a dot instead of a comma as the separator.

    Take a look and paste a few lines of what you see if you need further help. 
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  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Read more about the required format of this CSV file in Quicken Help (press F1 key from anywhere in Quicken to access Quicken Help).
    In Quicken Help perform a contents search "import csv".
    Click the article found. Click on any portions of the text marked in blue to expand it to show details.
    Dates should be specified in mm/dd/yyyy format with a 4-digit year.
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