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How to import older security price history into Quicken 2006?

 

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How to import older security price history into Quicken 2006? google 10-12-2006
Posted by google on October 12, 2006, 3:34 am
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Using Quicken 2006, how can I import older historical security prices
(older than the 5 year limit on Quicken's auto download)?

I've read on this forum ways to import a .csv file of such information
using the File/Import/Import Prices menu but Quicken 2006 doesn't
appear to have this menu, nor any equivalent.

Thanks in advance for any assistance you can provide.

David


Posted by John Pollard on October 12, 2006, 8:58 am
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> Using Quicken 2006, how can I import older historical security
> prices
> (older than the 5 year limit on Quicken's auto download)?
>
> I've read on this forum ways to import a .csv file of such
> information
> using the File/Import/Import Prices menu but Quicken 2006
> doesn't
> appear to have this menu, nor any equivalent.


You need to have the Portfolio tab in the Investing Center open
to see the "Import Prices" menu choice.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by google on October 14, 2006, 5:54 am
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Thanks very much, John! I found the menu.

Unfortunately, I can't seem to get my price import file into the right
.csv format for the import to work. I've tried all the combinations of
symbol,price,date I can think of, including surrounding each one with
quotes.

In case it triggers another thought for someone, what I'm really trying
to do here is shrink my .qph file (because I'm experiencing the problem
that Quicken uses 100% CPU for 10 minutes between every
transaction...which goes away when I delete the qph file). I've been
exporting a QIF security list, deleting everything but one price per
security per month, then deleting the QPH file and trying
(unsucessfully) to import the resulting manipulated file...either as a
QIF file or a .csv file (with what I think is the proper format in each
case).

David

John Pollard wrote:
> > Using Quicken 2006, how can I import older historical security
> > prices
> > (older than the 5 year limit on Quicken's auto download)?
> >
> > I've read on this forum ways to import a .csv file of such
> > information
> > using the File/Import/Import Prices menu but Quicken 2006
> > doesn't
> > appear to have this menu, nor any equivalent.
>
>
> You need to have the Portfolio tab in the Investing Center open
> to see the "Import Prices" menu choice.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup


Posted by John Pollard on October 14, 2006, 9:19 am
Please log in for more thread options
> Thanks very much, John! I found the menu.
>
> Unfortunately, I can't seem to get my price import file into
> the right
> .csv format for the import to work. I've tried all the
> combinations of
> symbol,price,date I can think of, including surrounding each
> one with
> quotes.
>
> In case it triggers another thought for someone, what I'm
> really trying
> to do here is shrink my .qph file (because I'm experiencing
> the problem
> that Quicken uses 100% CPU for 10 minutes between every
> transaction...which goes away when I delete the qph file).
> I've been
> exporting a QIF security list, deleting everything but one
> price per
> security per month, then deleting the QPH file and trying
> (unsucessfully) to import the resulting manipulated
> file...either as a
> QIF file or a .csv file (with what I think is the proper
> format in each
> case).

I don't think the QIF file export creates valid .csv file
prices; I think it creates QIF file prices. You could try
leaving the format intact and telling Quicken to import a QIF
file instead of a price file.

To see what one usable .csv format looks like, download a .csv
file from Yahoo (I think they say "download to spreadsheet").



Posted by google on October 14, 2006, 11:15 pm
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Thanks again, John. It turns out that I had the csv format correct but
ran into a new (at least for me) Quicken bug. Quicken (2006) won't
import prices after there are 1,024 symbols (not prices) loaded. After
discovering this bug, I cut a number of my infrequently traded option
symbols out of the QIF export, converted the data to .csv format, and
finally got the prices for the less than 1,024 symbols to import.

Halleljah, I'm back to a near instantaneous transactions instead of 10
minute transactions due to shrinking my qph file. I'll post a little
more detail on this process next.

David

John Pollard wrote:
> > Thanks very much, John! I found the menu.
> >
> > Unfortunately, I can't seem to get my price import file into
> > the right
> > .csv format for the import to work. I've tried all the
> > combinations of
> > symbol,price,date I can think of, including surrounding each
> > one with
> > quotes.
> >
> > In case it triggers another thought for someone, what I'm
> > really trying
> > to do here is shrink my .qph file (because I'm experiencing
> > the problem
> > that Quicken uses 100% CPU for 10 minutes between every
> > transaction...which goes away when I delete the qph file).
> > I've been
> > exporting a QIF security list, deleting everything but one
> > price per
> > security per month, then deleting the QPH file and trying
> > (unsucessfully) to import the resulting manipulated
> > file...either as a
> > QIF file or a .csv file (with what I think is the proper
> > format in each
> > case).
>
> I don't think the QIF file export creates valid .csv file
> prices; I think it creates QIF file prices. You could try
> leaving the format intact and telling Quicken to import a QIF
> file instead of a price file.
>
> To see what one usable .csv format looks like, download a .csv
> file from Yahoo (I think they say "download to spreadsheet").


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