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.
