Quicken Portfolio - Import into M* Portfolio Analyzer

Posted by BobLeavitt on August 5, 2008, 11:07 pm

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Morningstar Premium has a portfolio analyzer that permits one to do more =
analysis than the tools in Quicken. So I tried to follow the M* =
instructions to import my portfolio from Quicken to M* Portfolio =
Analyzer.

Everything went well EXCEPT that dividends received did not import. The =
dividend transaction imported but the dividend field was blank in M* =
Portfolio Analyzer. The .qif file exported from Quicken and imported to =
M* does show the dividend transactions including amount.

Strangely enough, for those securities for which I have dividends =
reinvested, the Buy Shares transaction imported correctly, but no =
dividend.amount.

This looks like an M* problem in processing the .qif file, but I thought =
I would ask if anyone has run into this problem.

Running Quicken 2006 Release QA5 in WindowsXP SP2

Quicken Portfolio - Import into M* Portfolio Analyzer - Problem