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Re: Fidelity - how can I download transactions for a specific date range - they only have CSV format ?
>which is why we have asked for which brokerage it is It is Fidelity. They have an option to download to Excel but not to Quicken. Quicken determines what transactions to download.-1 -
Re: Fidelity - how can I download transactions for a specific date range - they only have CSV format ?
Quicken connects to the brokerage house and requests transactions for a date range. The question is how to control the date range.-1 -
Re: Fidelity - how can I download transactions for a specific date range - they only have CSV format ?
The link: http://personal.fidelity.com/misc/partners/quicken/disclaimer.shtml throws a page not found. BTW, the option transactions come in fine if they are downloaded before the options expire.-1