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Old 10-27-2003, 04:26 AM
Cal Learner-- MVP
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Default Re: Unable to import a Quicken ".qif" file into my brokerage acct. folder

In microsoft.public.money, Gator D wrote:

- quote -

> I'm trying to import all of my brokerage account activity
> as a Quicken ".qif" file into my Brokerage Account setup
> in Money 2003 under "Investment Accounts."
> When I try to import the ".qif" file into Money 2003, it
> doesn't recognize my Brokerage Account folder. What's the
> deal?
> Furthermore, at the present time my brokerage company
> doesn't have the electronically downloadable "direct
> statement" option. Therefore, the only way to update my
> brokerage account under Money 2003's Investment Accounts
> is either by importing a ".csv" or ".qif" file.


You will have to specify "New or Recovered" account when asked. I
don't expect Money to check for duplicates in this case, so you will
want to cause the QIF file to not overlap existing transactions.

  #-1  
Old 10-26-2003, 07:06 PM
Gator D
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Posts: n/a
Default Unable to import a Quicken ".qif" file into my brokerage acct. folder

Help!

I'm trying to import all of my brokerage account activity
as a Quicken ".qif" file into my Brokerage Account setup
in Money 2003 under "Investment Accounts."

When I try to import the ".qif" file into Money 2003, it
doesn't recognize my Brokerage Account folder. What's the
deal?

Furthermore, at the present time my brokerage company
doesn't have the electronically downloadable "direct
statement" option. Therefore, the only way to update my
brokerage account under Money 2003's Investment Accounts
is either by importing a ".csv" or ".qif" file.

Thanks

 

Tags
acct, brokerage, file, folder, import, qif, quicken, unable
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