Import of security prices from Comma Delimited file - prices are not being updated

chall3809

I'm trying to update prices for a list of cryptocurrencies using a Comma Delimited ASCII file and the prices are just not being updated. I've created each crypto with a Symbol and Name as type "Other" and have each one selected to Not Download Quotes. I've tried editing the file with both Excel and Notepad as either a comma delimited or just spaces between, ie:
BTC, 6935.25, 4/20/2020
or
BTC 6935.25 4/20/2020

Neither one works.

Any ideas?

Dan Glynhampton

I've just tested it and it seems to be working OK for me.  Some things to check:

• Make sure that the ticker symbol you are using matches exactly with the ticker symbol in Quicken (BTC in your example).
• Make sure that there isn't already a price for the date you are using in the CSV file that you have manually entered in Quicken - Quicken uses a hierarchy to determine which prices take priority if there is more than one for a given date:

1. Manually entered Price
2. Current Price from Update Quotes
3. Historical Price from Price History
4. Price from the OFX response of Update Broker
5. Imported Price (CSV)
6. Transaction Price (manually entered OR OFX update from Broker)

Imported prices are well down that list at number 5, so any price from sources 1-4 will override the ones you are trying to import.

If none of that helps post more details of the Quicken version you are using and exactly what steps you are taking to try and import the prices.

Dan Glynhampton

I've just tested it and it seems to be working OK for me.  Some things to check:

• Make sure that the ticker symbol you are using matches exactly with the ticker symbol in Quicken (BTC in your example).
• Make sure that there isn't already a price for the date you are using in the CSV file that you have manually entered in Quicken - Quicken uses a hierarchy to determine which prices take priority if there is more than one for a given date:

1. Manually entered Price
2. Current Price from Update Quotes
3. Historical Price from Price History
4. Price from the OFX response of Update Broker
5. Imported Price (CSV)
6. Transaction Price (manually entered OR OFX update from Broker)

Imported prices are well down that list at number 5, so any price from sources 1-4 will override the ones you are trying to import.

If none of that helps post more details of the Quicken version you are using and exactly what steps you are taking to try and import the prices.

chall3809

Thanks Dan! For whatever reason after doing exactly the same things as I did yesterday - it worked today. Go figure...