Quicken 2010 does not allow importing into an investment account

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Quicken 2010 does not allow importing into an investment account. "the Quicken account to import into" list does not show any investment accounts. I can export to excel and load it into your program but I don't see how to import into Quicken.
asked Dec 18, 2013 by anonymous

3 Answers

Don,

You can get the trial license with 100 transactions limit for 3 days at http://www.propersoft.net/CSV2QIF

Also regular trial without license allows to save any three selected transactions without time limit (uncheck "select all" and then select any 3 transactions you would like to test).
answered Dec 18, 2013 by sergiy
Thanks for the quick reply. I did it that way and it brought the account
over but not the transactions. The 3 allowed in the trial may have had
something to do with that as I had tried it before I wrote you. Anyway
is there a way I can "reset" the 3 and try again? Or should that matter?

Thanks,

Don
answered Dec 18, 2013 by anonymous
Don,

Quicken 2010 imports QIF files ("right" ones) for all account types:

- Enter the account NAME and select the account type as INVST in CSV2QIF before saving the QIF file.
- In Quicken, select "<All accounts>" from the account dropdown list on the QIF import screen.

See more details on http://www.propersoft.net/CSV2QIF (scroll down)

Sergiy - ProperSoft Products Support
answered Dec 18, 2013 by sergiy
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