Re: Importing portfolio transaction from quicken 2007

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Posted by Mark on February 02, 2007 at 15:28:43:

In Reply to: Importing portfolio transaction from quicken 2007 posted by RC Power on February 02, 2007 at 14:58:22:

: I just downloaded and installed fund manager. When I try to import portfolio transactions following the help file instructions, nothing happens, i.e. no data files etc are selected in the preview screen. What am I doing wrong?

Hi RC Power,

Here are a few things to check:

1) Use Notepad to open up the .QIF file you're importing. Do you see your transaction data in there?

2) During the import, make sure you are selecting "All Dates" and "All Securities".

3) Make sure you have the "Create New Investments as Needed" option checked.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Importing portfolio transaction from quicken 2007 RC Power 15:34:07 02/05/07 (1)
  • Re: Importing portfolio transaction from quicken 2007 reginald 15:35:51 02/05/07 (0)