How to import my RBC investment transactions?

zorom
zorom Member ✭
in Investing (Windows)
Hi, there. Just wondering how I can do this. I import my banking info no problem. It should be just as easy to do this with my investing transactions. I am spending hours each month manually entering this info.
If it doesn't work natively, has anyone developed a workaround?
Many thanks for your input!
Lyle

Comments

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    You need to provide your version of Quicken. Help>About
    cmCb324rv9.png

  • zorom
    zorom Member ✭
    I have it set in my profile as "Quicken Windows Subscription" is this not correct? I didn't see an option for "Quicken 2019".
    Anywho.....I am using Quicken 2019.
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    There's no Quicken 2019 any more.  All Quickens after 2017 are the subscription produce.  Click on Help and then About Quicken.  You'll see your versions and build there.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    As mentioned.... from Quicken menu ....  Help --> About Quicken
    You say you "import" your banking transactions...
    What do you actually mean - what bank - do you manually download from the bank website vs using Quicken One Step Update ?
    What brokerage for your investments - and what have you tried doing with Quicken vs entering transactions manually.
    Just as a comparison, for me, I use and download ALL my transactions from - Chase, PNC, BoA, Ally, Fidelity, TRowe, Vanguard, & Schwab - no problem -

    QWin - R54.16 - Win10

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    In particular is this the Canadian version of Quicken and RBC = Royal Bank of Canada?

    Or is the US firm RBC Wealth Management?
    QWin Premier subscription

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