Re: Export to Quicken

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Posted by Mark on December 17, 2006 at 11:54:56:

In Reply to: Export to Quicken posted by Cliff on December 17, 2006 at 10:19:28:

: Hi Mark,

: FM is great. I have 10 years of fm data, including many funds I no longer hold. Can I really export all of these transactions to Quicken? Even if there are funds that are no longer in any of my accounts that quicken may link to? In other words, can I get all of the investment data on par with what is in my FM, such that I could see for example total 10 year return for everything?

Hi Cliff,

Yes, you can export from Fund Manager using the "File / Export / Transactions / Quicken (*.QIF)" menu command. I believe Quicken is phasing out support for importing .QIF files, but if you have an older version of Quicken, you can import this QIF file into Quicken.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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