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Manual Stock Price Import

 

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Subject Author Date
Manual Stock Price Import Robert Brennan 12-05-2006
Posted by Robert Brennan on December 5, 2006, 8:16 pm
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I upgraded to Quicken 2005 a little less than a year ago.

Given what has been happening with the Stock Quote Server does Quicken 2005
still support the import of a CSV file?

If so what is the correct format?



Posted by dragonfly888 on December 5, 2006, 10:18 pm
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Hi Robert,

I am using Quicken XG 2006 (Canadian version) and you can import prices
from a CSV file as follows. I imagine it would be similar for Quicken
2005... The key is to have your portfolio open when you look at File
>> Import, as the "Import Prices" option appears only at that time.

Regards,
Kevin Ross...

==============================
Import security prices from an ASCII file
==============================
If you have an Internet connection, the easiest way to update security
prices is to download them. Otherwise, you can import security prices
from a standard, comma-delimited ASCII file.

1. Choose Investing menu > Portfolio.
2. Choose File menu > Import > Import Prices.
3. In the File field, enter the name of the ASCII file that contains
the price data. The data must be in an acceptable CSV format.

CSV format for security prices
--------------------------------------------
The data must be in standard ASCII format with one symbol/price/date
per line, separated by either commas or double spaces (using only one
type of separator per line).

These import formats are all acceptable. Note that Quicken can handle
quotation marks:

ABC, 123.456

ABC, 123.456, 12/31/02

ABC 123.456 12/31/02

ABC, "ABC", 123.456, "12/31/02"

"ABC", "123.456", "12/31

In the Date field, change the date information if necessary.
If the file does not contain specified dates, import the prices to the
date entered here. The currently selected date in Portfolio is the
preset display in this field.

Quicken matches prices with your securities if they have the same
symbol. If your securities don't have symbols, you'll need to edit them
first so they do.

Click OK.

=================================
===================================
===============================
Robert Brennan wrote:
> I upgraded to Quicken 2005 a little less than a year ago.
>
> Given what has been happening with the Stock Quote Server does Quicken 2005
> still support the import of a CSV file?
>
> If so what is the correct format?


Posted by Robert Brennan on December 6, 2006, 11:22 am
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Thank you. I will try it.


> Hi Robert,
>
> I am using Quicken XG 2006 (Canadian version) and you can import prices
> from a CSV file as follows. I imagine it would be similar for Quicken
> 2005... The key is to have your portfolio open when you look at File
>>> Import, as the "Import Prices" option appears only at that time.
>
> Regards,
> Kevin Ross...
>
> ==============================
> Import security prices from an ASCII file
> ==============================
> If you have an Internet connection, the easiest way to update security
> prices is to download them. Otherwise, you can import security prices
> from a standard, comma-delimited ASCII file.
>
> 1. Choose Investing menu > Portfolio.
> 2. Choose File menu > Import > Import Prices.
> 3. In the File field, enter the name of the ASCII file that contains
> the price data. The data must be in an acceptable CSV format.
>
> CSV format for security prices
> --------------------------------------------
> The data must be in standard ASCII format with one symbol/price/date
> per line, separated by either commas or double spaces (using only one
> type of separator per line).
>
> These import formats are all acceptable. Note that Quicken can handle
> quotation marks:
>
> ABC, 123.456
>
> ABC, 123.456, 12/31/02
>
> ABC 123.456 12/31/02
>
> ABC, "ABC", 123.456, "12/31/02"
>
> "ABC", "123.456", "12/31
>
> In the Date field, change the date information if necessary.
> If the file does not contain specified dates, import the prices to the
> date entered here. The currently selected date in Portfolio is the
> preset display in this field.
>
> Quicken matches prices with your securities if they have the same
> symbol. If your securities don't have symbols, you'll need to edit them
> first so they do.
>
> Click OK.
>
> =================================
> ===================================
> ===============================
> Robert Brennan wrote:
>> I upgraded to Quicken 2005 a little less than a year ago.
>>
>> Given what has been happening with the Stock Quote Server does Quicken
>> 2005
>> still support the import of a CSV file?
>>
>> If so what is the correct format?
>



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