Sample CSV file for investment transactions

I have a ton of old mutual fund purchases I would like to get into Quicken 13, but it looks like you can only enter them one at a time.  (for instance, I’ve bought HACAX monthly since 1995)  It would be easier to type it into Excel.  I heard your program can convert from Excel to QIF, but how do I know how to format the Excel file have the data in the right columns for brokerage entry?
asked Jun 17, 2015 by anonymous

1 Answer


Here is CSV sample file to help you with the template for investment transactions:

The security name must be full security name as you have in Quicken.

answered Jun 17, 2015 by sergiy
Welcome to Propersoft Q&A, where you can ask questions and receive answers from other members of the community.

Ask conversion expert:

I have:

I need to convert to or import into: