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How to import my RBC investment transactions?

zorom

Hi, there. Just wondering how I can do this. I import my banking info no problem. It should be just as easy to do this with my investing transactions. I am spending hours each month manually entering this info.
If it doesn't work natively, has anyone developed a workaround?
Many thanks for your input!
Lyle

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GeoffG

You need to provide your version of Quicken. Help>About

zorom

I have it set in my profile as "Quicken Windows Subscription" is this not correct? I didn't see an option for "Quicken 2019".
Anywho.....I am using Quicken 2019.

Tom Young

There's no Quicken 2019 any more. All Quickens after 2017 are the subscription produce. Click on Help and then About Quicken. You'll see your versions and build there.

Ps56k2

As mentioned.... from Quicken menu .... Help --> About Quicken

You say you "import" your banking transactions...
What do you actually mean - what bank - do you manually download from the bank website vs using Quicken One Step Update ?

What brokerage for your investments - and what have you tried doing with Quicken vs entering transactions manually.

Just as a comparison, for me, I use and download ALL my transactions from - Chase, PNC, BoA, Ally, Fidelity, TRowe, Vanguard, & Schwab - no problem -

Jim_Harman

In particular is this the Canadian version of Quicken and RBC = Royal Bank of Canada?

Or is the US firm RBC Wealth Management?