Importing investment transactions

#3 12-03-2003, 05:08 AM

For some reason when you select Import, you need to then tell Money that this is a new or recovered account. It will allow you to select your investment
account, and will actually not create a new one.

- Ravi

--------------------
- quote -

> Thanks Cal. I read the web page you selected. This
> appears to be on how to create a new account. What
> I wanted to do was to import buy/sell data from my
> broker into Money. When I do an import, I get an error
> message and none of the transactions are imported.
> Is there a different web page with these details?
> Regards,
> Gautam
> > -----Original Message-----
> > In microsoft.public.money, Tom G wrote:
> > > > I am having trouble importing a qif file containing
> > > buy and sell data for shares. Importing of the cash
> > > portion of the investment account appears to work for
> > > deposits and withdrawals; but not the buy/sell data.
> > > Can someone give the best known method to do this.
> > > If you want to do the QIF export/import, I would follow
> the steps
> > in http://support.microsoft.com/default.aspx?scid=kb;en-
> us;178830
> > except in the first step 4, I would suggest this: Name
> the files
> > from the cash accounts associated with investment
> accounts
> > alphabetically higher/later than the files from
> investment
> > accounts. Starting the name of the QIF file for the
> investment
> > accounts with an underscore (_) would be one way to
> accomplish this.
> > Then File-> Import ALL AT ONCE using Ctrl+<click> to
> select files.
> > Specify "New or Recovered" account when asked.
> > .

--

This posting is provided "AS IS" with no warranties, and confers no rights. Use of included script samples are subject to the terms specified at
http://www.microsoft.com/info/cpyright.htm

Note: For the benefit of the community-at-large, all responses to this message are best directed to the newsgroup/thread from which they originated.

#2 11-29-2003, 10:32 PM

In microsoft.public.money, Tom G wrote:

- quote -

> Thanks Cal. I read the web page you selected. This
> appears to be on how to create a new account. What
> I wanted to do was to import buy/sell data from my
> broker into Money. When I do an import, I get an error
> message and none of the transactions are imported.
> Is there a different web page with these details?

You get "an error" message? The error is that there is a problem
with the data, or what? If there is a problem with the data, you or
your broker have to manually fix it. US broker and US Money?

- quote -

> Regards,
> Gautam
> > -----Original Message-----
> > In microsoft.public.money, Tom G wrote:
> > > > I am having trouble importing a qif file containing
> > > buy and sell data for shares. Importing of the cash
> > > portion of the investment account appears to work for
> > > deposits and withdrawals; but not the buy/sell data.
> > > Can someone give the best known method to do this.
> > > If you want to do the QIF export/import, I would follow
> the steps
> > in http://support.microsoft.com/default.aspx?scid=kb;en-
> us;178830
> > except in the first step 4, I would suggest this: Name
> the files
> > from the cash accounts associated with investment
> accounts
> > alphabetically higher/later than the files from
> investment
> > accounts. Starting the name of the QIF file for the
> investment
> > accounts with an underscore (_) would be one way to
> accomplish this.
> > Then File-> Import ALL AT ONCE using Ctrl+<click> to
> select files.
> > Specify "New or Recovered" account when asked.
> > .
>

#1 11-29-2003, 07:59 PM

Thanks Cal. I read the web page you selected. This
appears to be on how to create a new account. What
I wanted to do was to import buy/sell data from my
broker into Money. When I do an import, I get an error
message and none of the transactions are imported.
Is there a different web page with these details?

Regards,
Gautam

- quote -

> -----Original Message-----
> In microsoft.public.money, Tom G wrote:
> > I am having trouble importing a qif file containing
> > buy and sell data for shares. Importing of the cash
> > portion of the investment account appears to work for
> > deposits and withdrawals; but not the buy/sell data.
> > Can someone give the best known method to do this.
> If you want to do the QIF export/import, I would follow
the steps
> in http://support.microsoft.com/default.aspx?scid=kb;en-
us;178830
> except in the first step 4, I would suggest this: Name
the files
> from the cash accounts associated with investment
accounts
> alphabetically higher/later than the files from
investment
> accounts. Starting the name of the QIF file for the
investment
> accounts with an underscore (_) would be one way to
accomplish this.
> Then File-> Import ALL AT ONCE using Ctrl+<click> to
select files.
> Specify "New or Recovered" account when asked.
> .

11-29-2003, 06:27 PM

In microsoft.public.money, Tom G wrote:

- quote -

> I am having trouble importing a qif file containing
> buy and sell data for shares. Importing of the cash
> portion of the investment account appears to work for
> deposits and withdrawals; but not the buy/sell data.
> Can someone give the best known method to do this.

If you want to do the QIF export/import, I would follow the steps
in http://support.microsoft.com/default...b;en-us;178830
except in the first step 4, I would suggest this: Name the files
from the cash accounts associated with investment accounts
alphabetically higher/later than the files from investment
accounts. Starting the name of the QIF file for the investment
accounts with an underscore (_) would be one way to accomplish this.
Then File-> Import ALL AT ONCE using Ctrl+<click> to select files.
Specify "New or Recovered" account when asked.

#-1 11-29-2003, 06:07 PM

I am having trouble importing a qif file containing
buy and sell data for shares. Importing of the cash
portion of the investment account appears to work for
deposits and withdrawals; but not the buy/sell data.
Can someone give the best known method to do this.

Regards,
Tom

Similar Threads
Thread	Forum	Replies	Last Post
Investment account's, Cash Transactions Q's Mike: Hello, My question is related to the MS Money investment account's, " CASH TRANSACTIONS" (vs the Investment Transactions). Since my brokerage firm...	Microsoft Money	6	10-10-2003 01:35 AM
Importing Ben: New to Money 2002, so please bear with me :) I figured out how to import statements from Fleet into my system, however, I'm having a REAL...	Microsoft Money	1	09-27-2003 04:17 AM
Importing from Quicken Ray: Is Money 2004 capable of converting over from Quicken XG? I want to switch.	Microsoft Money	1	07-19-2003 02:23 AM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode