Import CSV files for investment accounts to Quicken

MLMotter
MLMotter Member
edited April 11 in Investing (Windows)
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?

Best Answer

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    (QW Premier Subscription: R39.23 on Windows 10)

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    (QW Premier Subscription: R39.23 on Windows 10)
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Note if you can get a Web Connect/QFX file from TD Ameritrade for the missing transactions, that would be your best option.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • MLMotter
    MLMotter Member
    Currently TD only exports CSVs, they have been acquired by Schwab, that may change.
  • MLMotter
    MLMotter Member
    Boatnmaniac, I have download the app, working on, it thanks.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    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.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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