How to import investment info into Quicken for Mac

JGZ1965
JGZ1965 Quicken Mac Subscription Member
edited May 2022 in Investing (Mac)
I used to use Quicken many, many years ago. But now I want to start again. My investment guy sent me all of the transaction since late 2000. But there are about 4300. Most are dividend or dividend re-investment. But I cannot enter these in bulk and I cannot figure out how to create a QFX file.

It is really pathetic that there is no way to import easily. Dividend re-investment requires 4 pieces of info (Date, Security, Total value and number of shares) so the fact Quicken does not provide a method is more than pathetic.

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What if the type of file that your broker sent?  Q can't import transactions that are in CSV format. 

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

  • JGZ1965
    JGZ1965 Quicken Mac Subscription Member
    I have an excel file from the broker. I know Quicken cannot import CSV. The issue is why not? These transactions are not complicated.
This discussion has been closed.

Categories