Import UBS investment file into Quicken 2012

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i have converted a csv file from UBS to a QIF file, however Quicken 2012,
will not accept a QIF file for investment accounts?  Is there some step
that I need to follow, something I missed?

Chris
asked Dec 30, 2013 by anonymous

1 Answer

Chris,

You can import qif for all account types.   

- in CSV2QIF, enter the account NAME exactly as you have in Quicken

- in Quicken, on the qif import screen, select "<all accounts>" from the account dropdown list (ignore that Quicken message)

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

answered Dec 30, 2013 by sergiy
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