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CSV Investment Import for Mac Classic

Patrick Flaherty

Financial institutions do not provide the same investment details or they have different codes and labels for the same investments at other institutions. When bulk investment transactions require editing or adding old histories it it is a painful and time consuming process. CSV imports are such a common tool, and a feature I understand is supported in Quicken for Windows, it should also be available for Mac.

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Investments

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File Import

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CSV

import

Status: Reviewed

Comments

Chris_QPW

Note it is a very new feature in Quicken Windows with a lot of shortcomings (still uses a fixed column format, just a different one, and it has bugs that haven't been addressed since it came out a few months ago). In my opinion it is only slightly more useful than the "Mint format" that Quicken Mac supports, but it is a step in the right direction.