Re: Importing portfolio transaction from quicken 2007

[ Message Board ] [ Archives ] [ Search ]

Posted by reginald on February 05, 2007 at 15:35:51:

In Reply to: Re: Importing portfolio transaction from quicken 2007 posted by RC Power on February 05, 2007 at 15:34:07:

: : : I just downloaded and installed fund manager. When I try to import portfolio transactions following the help file instructions, nothing happens, i.e. no data files etc are selected in the preview screen. What am I doing wrong?

: : Hi RC Power,

: : Here are a few things to check:

: : 1) Use Notepad to open up the .QIF file you're importing. Do you see your transaction data in there?

: : 2) During the import, make sure you are selecting "All Dates" and "All Securities".

: : 3) Make sure you have the "Create New Investments as Needed" option checked.

: : Thanks,
: : Mark
: : --
: : Fund Manager - Portfolio Management Software

MARK,

Thank you for the consise tips, it worked just fine after I cleaned up quicken,

RC Power

Replies: