Import CSV files for investment accounts to Quicken

MLMotter
Member ✭
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?
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Best Answer
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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: R47.15 on Windows 11)1
Answers
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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: R47.15 on Windows 11)1
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Note if you can get a Web Connect/QFX file from TD Ameritrade for the missing transactions, that would be your best option.Signature:
This is my website: http://www.quicknperlwiz.com/1 -
Currently TD only exports CSVs, they have been acquired by Schwab, that may change.1
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Boatnmaniac, I have download the app, working on, it thanks.0
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MLMotter said:Currently TD only exports CSVs, they have been acquired by Schwab, that may change.Signature:
This is my website: http://www.quicknperlwiz.com/0
This discussion has been closed.