One Step Update and importing of transactions and security prices. I've been scaling back on my accounts and getting rid of the 'nice to have' and just focusing on what's the bare minimum I need. In the past, because they downloaded, that was what I used to remind me, now I let Quicken do the reminding so that I know when to post something. There's no doubt that it's going to be more work, but I think I can pull it off where it won't be too bad.Īs of now, I've started to memorize and schedule a heck of a lot more transactions. I'd be more than happy to share tips to make this viable. I plan on soldiering on, and I'm already preparing. I've resigned myself to manually dealing with those accounts unless someone else posts some tips or the name of a broker that does provide a download method that will do the job. I have found nothing that works well with investment accounts. You can also use these lines for a credit card: NName of Bank Account as it appears in your Quicken file qif file, you manually edit it and add the following lines to the top of the file:
qif format if your bank(s) still support it to cut down on your manual data entry.Īfter downloading the.
I don't have a clue about currency rates because that's not something I have exposure to. No, BUT at least for the stocks, you can set up a CVS download that can be manually imported.
