make your own convert fidelity to quicken csv in python

dnyc

I rolled my own fidelity to quicken csv converter with the help of AI to import the months of missing transactions. It's written in python, so you will need some basic programming skills. It takes your fidelity csv and converts into a quicken investment csv where the transactions are imported into a dummy/staging quicken account called "fidtest". Look over the transactions there, and when you are satisfied, move them to your regular investment account. Try it out in a test quicken file first.

You'll need python and python's pandas library (for working on csv).

If you want to roll your own python script, Gemini suggests you use the following prompt with any AI; Following it is the python script I am using.

Here is the master prompt you can post to the forums. It contains every single rule, edge case, and cleanup routine we established.


***


### The "1-Click Fidelity to Quicken" AI Prompt


**Copy and paste the text below into your AI of choice to generate your custom 
Python script:**


> **Role & Objective:**

> Act as an expert Python backend developer. Write a robust Python script using the
 `pandas` and `numpy` libraries to convert a Fidelity brokerage transaction CSV 
export into a strictly formatted Quicken-compatible CSV import file. 

> 
[Removed - 3rd Party Code]

Quicken Kristina

Hello @dnyc,

Thank you for sharing! Hopefully, that prompt will help others who want to convert Fidelity CSV files for easy import into Quicken!

Thank you!

NotACPA

I don't quite understand the need, or benefit, of this. Fidelity Investments allows download using Express Web Connect+ … so what does this AI/Python combination provide in addition?