Import CSV investment transactions

PerryB
PerryB Quicken Windows Subscription Member ✭✭
edited March 9 in Investments

Add the ability to Import CSV investment transactions for situations where brokers do not provide a Quicken QIF export function, like Charles Schwab.

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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Never going to happen. Over the years they have made it perfectly clear that they aren't going to support importing using CSV for non-investment accounts, and that is a walk in the park in comparison to importing investment transactions using CSV. There are zero standards on what columns to have and what the security action terms are like Buy, Sell, or even if there is a column for them.

    You can use my free program to do this but believe me you have to know what you are doing to import your investment transactions, because you have to translate every "security action term" the financial institution is using to what the actual action that Quicken needs. And even then, there are limitations.

    There just isn't any way Quicken Inc is going to take on supporting something like this. Note they are even trying to kill off QIF. And then when you consider the fact that they do spend a tremendous amount of time trying to support what they have (Express Web Connect +) for Charles Schwab, there just isn't any chance for this idea.

    The free program is called ImportQIF and you can get it from my website: https://www.quicknperlwiz.com/

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    This is my website: http://www.quicknperlwiz.com/

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