System: Windows 11
Quicken Version: R63.21
I need to load investment transactions from multiple brokerage accounts into multiple Quicken accounts.
The downloaded content is in CSV format that I can successfully convert to QIF for each account and then import each file individually.
Rather than import an individual QIF for each Quicken account, I would like to create one QIF file that has all of the transactions for all of the accounts and only import once.
Here is a sample QIF file with two Buy transactions (TEST STOCK) for each account (TEST1, TEST2) but the below content will not load unless I choose an account in the import dialogue box which then loads all of the below to the account selected in the dialogue box…..
!Type:Invst
NTEST1
D7/12'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^
D7/13'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^
NTEST2
D7/12'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^
D7/13'25
NBuy
YTEST STOCK
I20
Q200
U4,500.00
T4,500.00
O500.00
^
Is there a format command that will enable multiple accounts within one QIF import file? ~ and of course, if so what is the correct syntax?
I very much appreciate all insight and guidance.
Grateful Quicken user since 1991