Information is available to learn how to Download transactions, balances, and holdings from my broker.
QIF import is available only for asset and liability accounts (including house and vehicle) and cash accounts. If you have purchased Quicken Premier Home & Business, you can use QIF to import transactions into accounts payable accounts and invoice accounts as well. QIF import is also available for any exported list, but the file you want to import the list into must already include a valid account.
Note: QIF import is not available for checking, credit card, savings, 401(k), or any other brokerage accounts. To import transactions into these types of accounts, see the improved download solution replacing QIF.
This list is limited to accounts that can import QIF files. QIF import is not available for checking, savings, or credit card accounts, or for 401(k) or any other brokerage accounts.
Note: To import a list such as the Category List, you must select a valid account.
If you have an Internet connection, the easiest way to update security prices is to download them. Otherwise, you can import security prices from a standard, comma-delimited ASCII file.
The following examples are all acceptable CSV formats. Note: Quicken can accommodate quotation marks in CSV formats:
ABC, 123.456, 12/31/02
ABC 123.456 12/31/02
ABC, "ABC", 123.456, "12/31/02"
"ABC", "123.456", "12/31
To create a CSV ASCII text file in Microsoft Excel:
CSV format for security prices:
The data must be in standard ASCII format with one symbol/price/date per line, separated by either commas or double spaces (using only one type of separator per line).
If the file is improperly formatted, the following error occurs:
"Unable to import security prices."
The example below shows how to properly format security prices in Excel.
To import a CSV ASCII text file into Quicken:
If the file does not contain specified dates, import the prices to the date entered here. The currently selected date in Portfolio is the preset display in this field.
Quicken matches prices with your securities if they have the same symbol. If your securities don't have symbols, you'll need to edit them first so they do.