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#2
04-23-2007, 02:31 PM
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 Re: Import into Investing Bill, Go to setup new account - investment - click T - and if TerraNova is NOT listed , click on " My bank or broker isn't listed" ( in lower left) Have you done that ? "Bill George" <BillGeorge[at]discussions.microsoft.com> wrote in message news:5DCC20DA-AF9F-478B-845E-AEFA252A6CBC[at]microsoft.com... - quote - > No, this is not a major house, as a matter of fact it is a TerraNova > trading > account, so I am not aware of any ability Money has to interact > directly. > "- Bobb -" wrote: > > > "Bill George" <Bill George[at]discussions.microsoft.com> wrote in > > message > > news:14B3A39F-2C20-43B5-AD30-F8D405D8993A[at]microsoft.com... > > > I need to figure-out how to import my broker data (profit/loss from > > > daytrading) into Money, so that it can be moved into TaxCut from > > > there. > > > My broker provides a transaction record in QIF format, but Money > > > doesn't > > > seem to be able to reconciles the various buys and sells for profit > > > and loss. > > > My broker also provides a profit and loss export in Excel format, > > > which I > > > could convert to QIF but I can't figure-out the field layout to > > > make > > > that > > > work. > > > > > Any thoughts? > > > > > Bill > > > Bill, > > > Rather that you going to the broker site and trying to EXPORT, have > > you > > tried setting up the broker in Money and have Money FETCH the data > > from > > the broker itself ? > > BTW what broker ? > > > |
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#1
04-23-2007, 01:18 AM
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| Re: Import into Investing No, this is not a major house, as a matter of fact it is a TerraNova trading account, so I am not aware of any ability Money has to interact directly. "- Bobb -" wrote: - quote - > "Bill George" <Bill George[at]discussions.microsoft.com> wrote in message > news:14B3A39F-2C20-43B5-AD30-F8D405D8993A[at]microsoft.com... > > I need to figure-out how to import my broker data (profit/loss from > > daytrading) into Money, so that it can be moved into TaxCut from > > there. > > My broker provides a transaction record in QIF format, but Money > > doesn't > > seem to be able to reconciles the various buys and sells for profit > > and loss. > > My broker also provides a profit and loss export in Excel format, > > which I > > could convert to QIF but I can't figure-out the field layout to make > > that > > work. > > > Any thoughts? > > > Bill > Bill, > Rather that you going to the broker site and trying to EXPORT, have you > tried setting up the broker in Money and have Money FETCH the data from > the broker itself ? > BTW what broker ? |
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04-20-2007, 02:54 PM
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| Re: Import into Investing "Bill George" <Bill George[at]discussions.microsoft.com> wrote in message news:14B3A39F-2C20-43B5-AD30-F8D405D8993A[at]microsoft.com... - quote - > I need to figure-out how to import my broker data (profit/loss from
Bill,> daytrading) into Money, so that it can be moved into TaxCut from > there. > My broker provides a transaction record in QIF format, but Money > doesn't > seem to be able to reconciles the various buys and sells for profit > and loss. > My broker also provides a profit and loss export in Excel format, > which I > could convert to QIF but I can't figure-out the field layout to make > that > work. > Any thoughts? > Bill Rather that you going to the broker site and trying to EXPORT, have you tried setting up the broker in Money and have Money FETCH the data from the broker itself ? BTW what broker ? |
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#-1
04-17-2007, 12:14 AM
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| Import into Investing I need to figure-out how to import my broker data (profit/loss from daytrading) into Money, so that it can be moved into TaxCut from there. My broker provides a transaction record in QIF format, but Money doesn't seem to be able to reconciles the various buys and sells for profit and loss. My broker also provides a profit and loss export in Excel format, which I could convert to QIF but I can't figure-out the field layout to make that work. Any thoughts? Bill |
| Tags |
| import, investing |
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