Importing from Quicken

[comnwworks]

I am trying to set up FM from Quicken. I am exporting individual mutual fund and brokerage accounts from Quicken 2010. In most cases, the transaction list is blank and no account is created in FM. What am I doing wrong?

[aviator]

I am trying to set up FM from Quicken. I am exporting individual mutual fund and brokerage accounts from Quicken 2010. In most cases, the transaction list is blank and no account is created in FM. What am I doing wrong?

I too am a former Quicken user (Quicken 2010 Home and Business). I didn't have any problems importing into FM.

I'm curious how you're exporting Quicken transactions. I did one account at a time, with the following parameters:
QIF File (not qfx)
[Appropriate account from within Quicken]
[Appropriate transaction dates]. I used 1/1/1990 to 1/1/2020 to make sure all transactions were captured.
Under "Include in Export", I left the default settings (only Transactions was checked. I did not check off any other options.

After the above is complete, locate and open your QIF file to examine its contents (I use Notepad for this). If there's nothing in there, then the problem is with the Quicken export process.

[Mark]

Hi comnwworks,

After you follow aviator's steps, and make sure your QIF files are correct, also check that when you import into Fund Manager you have on the options:

"All Securities"
"All Dates"
"Create New Sub-Portfolios as Needed"
"Create New Investments as Needed"