I am having problems.
The excel file had field indicators for dividend, name of security buy
sell etc. After converting the fine it appeared in Quicken
as "deposit" or
US without any security name. In the Raw data field the correct information
When importing it kept asking to create a chequing account even though
I had selected an investment account. All of the "name" information on the
"inport to account name matched.
Not sure where I was/am going wrong. I need the information to appear
exactly as it appeared on the brokerage statement.
Any suggestions would be appreciated.