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Posted by Fred Jacobowitz on August 23, 2006, 12:26 pm
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I have an investment account called STOCKS. The account contains 5
different stocks. Over the years I have recorded purchases, sales,
splits, dividend reinvestments, etc.
What I would like to do is make a separate account for each security.
I do not think there is a way to EXPORT by STOCK. If there is how can
it be done? On the QIF EXPORT Filter I do not see a filter by security.
If there is not, has any body written a program or script (cscript,
wsh, powershell, vb, etc) to break the account QIF EXPORT into
multiple files that can be imported into the newly established
ACCOUNTS?
Thank You,
Fred Jacobowitz
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Posted by John Pollard on August 23, 2006, 1:03 pm
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>I have an investment account called STOCKS. The account
>contains 5
> different stocks. Over the years I have recorded purchases,
> sales,
> splits, dividend reinvestments, etc.
What version of Quicken?
> What I would like to do is make a separate account for each
> security.
Why? Normally, I would think you'd be better off with all the
securities in one Quicken account. Do you own the five stocks
at five different brokerage firms?
> I do not think there is a way to EXPORT by STOCK. If there is
> how can
> it be done? On the QIF EXPORT Filter I do not see a filter by
> security.
You're right, it can't be done.
> If there is not, has any body written a program or script
> (cscript,
> wsh, powershell, vb, etc) to break the account QIF EXPORT into
> multiple files that can be imported into the newly established
> ACCOUNTS?
Possibly; do you have Excel?
If so, try Googling for and downloading the free Excel macro,
"xl2qif". That macro will import QIF files into Excel,
rearranging the QIF file records into Excel rows, one row per
Quicken transaction; and xl2qif will export properly formatted
Excel rows to a QIF file.
I imagine you could have xl2qif import your QIF file with the
transactions for all 5 stocks, use Excel to sort the imported
QIF data into security sequence, then select just the rows for
one security and have xl2qif export those rows to a QIF file ...
repeating the select/export process for each security.
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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Posted by klunk on August 23, 2006, 3:44 pm
Please log in for more thread options Maybe I'm missing something, but...
Isn't this all moot since the OP will not be able to IMPORT
the QIF files back into a Quicken brokerage account?
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Posted by John Pollard on August 23, 2006, 4:36 pm
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> Maybe I'm missing something, but...
> Isn't this all moot since the OP will not be able to IMPORT
> the QIF files back into a Quicken brokerage account?
Even if I believed that Intuit had totally disabled qif file
imports into newer versions of Quicken ... I don't know what
version of Quicken the op is using, so it could be a non-issue.
But, regardless of what version op is using (excluding Q2007, of
which I have no knowledge), it is possible to import qif files
into versions of Quicken up through Q2006.
So I thought I would wait and see what else op had to say; might
turn out there's be no additional response, and I would think to
myself that hopefully op did as suggested, imported to Quicken
and all was well.
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Posted by klunk on August 23, 2006, 6:00 pm
Please log in for more thread options >> Maybe I'm missing something, but...
>> Isn't this all moot since the OP will not be able to IMPORT
>> the QIF files back into a Quicken brokerage account?
>
> Even if I believed that Intuit had totally disabled qif file imports into
> newer versions of Quicken ... I don't know what version of Quicken the op
> is using, so it could be a non-issue.
>
> But, regardless of what version op is using (excluding Q2007, of which I
> have no knowledge), it is possible to import qif files into versions of
> Quicken up through Q2006.
>
> So I thought I would wait and see what else op had to say; might turn out
> there's be no additional response, and I would think to myself that
> hopefully op did as suggested, imported to Quicken and all was well.
>
The dialog for QIF imports in Q2007 H&B states:
"Don't see your account?
QIF import is not available for checking, savings,
credit card, 401(k) and all other brokerage accounts."
A "Why?" link goes to:
http://web.intuit.com/personal/quicken/qif/
Looks to me that brokerage account imports via QIF last
worked in Q2004. So if the OP is using that, maybe he can
use your solution before he's sunsetted.
I find it strange that Intuit doesn't offer full OFX import/export
option for the accounts no longer allowed to import QIF.
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