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Strategies & Market Trends : Quicken - Problems and Answers.... -- Ignore unavailable to you. Want to Upgrade?

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



To: Dale Baker who wrote (1130)8/25/2007 6:46:24 PM
From: Sultan  Read Replies (1) | Respond to of 1539
 
Today when I fired up my Quicken XG 2007, got a message saying they have new update of the software to fix reported problems with the quote download and other fixes.. Went thru and the download and updated the woftware without any problem.. Keep in mind that this is Canadian version so I am not sure whether this applies across the board or not..

FWIW..


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