Quicken & American Funds Download
When connecting Quicken to my American Funds account it almost worked. On the American Funds website, transactional data is available going all the way back to the beginning of account startup. However, when quicken pulls the data in, it is very sporadic on what it does. It never gets all of the transactional data. On 1 account there are 5 Funds invested in - it pulled historical data from 2010 on 1, 2013 on a the 2nd, 2011 on the 3rd, 2013 on the 4th, and 2011 on the 5th... All 5 funds have data available back to 2007. For a 2nd account that has 4 invested funds it only pulled data back to 2020.. while data is available all the way back to 2006. Any help would be appreciated. I can only download transactional data as an XLS file from American Funds, so as we know, I can do nothing with that data in Quicken. It would be nice if Quicken could import from EXCEL this this probably would be solved.
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