You may have experience from testing and supporting the QFX files which are
produced by CSV2QFX
to answer my question... (I realize this is probably a
question for Quicken
but the chances of getting a response from them on how
to properly apply the CSV2QFX
tool is nil):
Using live update in Quicken
, you create a new account and via webconnect
software grabs the past 90 days of transactions and
automatically balances the account.
My bank stores the entire past year but only supports download of csv
files. So CSV2QFX
looks like a viable tool to harvest the first nine months
of 2012 data.
So I tried an experiment:
pull and convert one csv file... Quicken
imports to a new account and
balances the account to zero. So far so good.
pull and convert a second csv file, and import that into the account I just
imports the transactions but does not balance, resulting
in weird ending balance.
So my question is: what is a viable approach to importing transactions from
prior months into an existing account without messing it up?
Do you have any recommendations on how to do this using CSV2QFX
multiple csv files?