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Strategies & Market Trends : Quicken - Problems and Answers....
INTU 638.47-2.3%11:58 AM EST

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To: Dale Baker who wrote (1130)7/10/2007 10:43:43 PM
From: peter michaelson  Read Replies (2) of 1539
 
Dale:

If you set up a portfolio in Yahoo, and then display it - at the bottom of the quotes is a "download spreadsheet" button.

You right click that button, save as 'quotes.csv' (or any name), and open the file in Excel - clean up the data real quick so only the ticker and price remain. Resave as a csv file.

Then in Quicken - with your portfolio page open - hit "File/ Import and the name of the file - then the quotes magically appear in your Quicken portfolio.

Over time I've gotten so fast at this that it takes less than a minute.

Apologies if I have made an error in this recipe - if you have any difficulty let me know.

Peter
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