CSV stock import not working

Quicken Windows Subscription Member ✭✭
edited April 2022 in Investing (Windows)
I have a CSV which has three tickers which are not downloaded by quicken, I have a python script that webscrapes a couple of websites and add them to a CSV consisting of three columns (Ticker, closing price, Date) For some reason, when I try to import it into Quicken it seems to ignore the date and only import the latest price on whatever date i give it on import screen. I i leave it empty it assigns it to today, therefore it seems to be ignoring the date field for some reason.

Welcome!

It looks like you're new here. Sign in or register to get started.

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    edited March 2022
    If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-import-data-quicken-windows

    If you require further assistance, please provide the CSV file.
  • Quicken Windows Subscription Member ✭✭
    Sherlock,

    I had reviewed that but for some reason it was not working. But digging into the csv file a bit more, what ended up happening was that the date format was wrong using 02-05-22. Unfortunately, i was opening up the csv with excel and it was converting it to the right format of 02/05/22. Therefore, note to self, always use notepad to view the csv.
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    So to rephrase, you screenscraped and created a CSV file with the mm-did-yy date format. When you used Excel to view the CSV file it showed as mm/did/yy and you thought it was good. Not so. 

    Only reason I comment is because I’ve always used Excel to prep and view price csv files and never had a problem. 

    Could you have saved the file from Excel to get the date format changed to the correct format?
  • Quicken Windows Subscription Member ✭✭
    Correct I screenscraped and created a csv file which the format that was on teh screenscrape. In this case the format was mm-dd-yy, but id di not pay close attention to it ans when i opened the file in excel, vs notepad, excel was automatically translating the mm-dd-yy into the short date format which is what I was looking for, but not so in the actual file when looked at via notepad.

    In terms of Excel, yes I am sure that I could have changed the format in excel, but I am making a preety sutomatic process where i just upload the csv without reviewing it several times a month. Ideally I am looking to see if i can somehow make it so that it happens automatically but i have not found a soultion yet.
This discussion has been closed.