Brokerage account csv file imports

Patrick Edmund
Patrick Edmund Quicken Mac Subscription Member
edited September 2024 in Canada Mac

Our Canadian broker, a leading bank, only provides the ability to download stock details into a csv file. We tried to import this into classic deluxe for Mac Canadian edition but was not able. If their a way to edit the excel file and then save/import data into quicken

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Google "CSV to QIF". Or, look up Chris_QPW on this forum. His website has the tools that you need.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Or, look up Chris_QPW on this forum. His website has the tools that you need.

    I believe Chris' ImportQIF app is a Windows tool and is not compatible with Mac.

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

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