Importing data from Quicken
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Posted by Rupert
on August 25, 2005 at 17:25:56:
Hi Mark,
I managed to import my transactions from Quicken succesfully. However I did not import the associated cash transactions.
I now find that if I attempt to adjust the portfolio for the respective cash transactions the portfolio is incorrect. For example if the initial cash subscription was £7,000 the downloaded puchase of £5,000 stock is not removed from this default cash account.
Were my initial download parameters incorrect or is there a way around this ? Thanks, Rupert
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