Import CSV files for investment accounts to Quicken

MLMotter

In November of 2021 my TD Ameritrade downloads stopped working, I have worked to get it working again. Today I deactivated the account and reactivated it, which worked (once) and downloaded transactions from 3/1/22 to date, but nothing before then. Quicken does not allow me to indicate a range to import or provide a tool to import a csv file unless I am missing either. Any ideas?

Boatnmaniac

You could try using a freeware conversion tool called ImportQIF.  It was developed by a long time Quicken user and very active participant in this Community.  You can read up on it and download it from http://www.quicknperlwiz.com/.  I have not used this tool myself but others have posted here that it worked quite well for them.

Your other option would be to manually enter the missing transactions.

Boatnmaniac

You could try using a freeware conversion tool called ImportQIF.  It was developed by a long time Quicken user and very active participant in this Community.  You can read up on it and download it from http://www.quicknperlwiz.com/.  I have not used this tool myself but others have posted here that it worked quite well for them.

Your other option would be to manually enter the missing transactions.

Chris_QPW

Note if you can get a Web Connect/QFX file from TD Ameritrade for the missing transactions, that would be your best option.

MLMotter

Currently TD only exports CSVs, they have been acquired by Schwab, that may change.

MLMotter

Boatnmaniac, I have download the app, working on, it thanks.

Chris_QPW

MLMotter said:

Currently TD only exports CSVs, they have been acquired by Schwab, that may change.

Don’t count on it, Schwab just changed off of Direct Connect to Express Web Connect + (which has caused all kinds of problems) and they don’t provide QFX files.