Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Import Transactions from CSV file or spreadsheet
I would like to be able to import transactions into an investment account from a csv file or spreadsheet. Since Merrill Lynch does not download cash sweeps as transactions, I have to enter numerous transactions manually in order to reconcile my Quicken balances with the balances at Merrill Lynch. The format for the data could be set by exporting a csv file from the transaction register and setting up the file to be imported to match the format of the exported file.
This discussion has been closed.