An EXCEL to Quicken 2013 Conversion

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Yrur literature suggests there is an EXCEL to Quicken Conversion, but you try to sell me a CSV to Quicken conversion program. What is the correct thing to buy? UBS, my broker seems to have stopped supporting Quicken or only partially downloads the data. This is a brokerage account and I can download an EXCEL file.
asked Jun 18, 2014 by anonymous

1 Answer

Please use CSV2QIF at http://www.propersoft.net/CSV2QIF for investment transactions. You can load Excel file directly (close it in Excel first).

your CSV/Excel must have the following columns:

date
full security name (as you have in Quicken)
investment action (buy, sell)
amount
price
quantity
commission

answered Jun 18, 2014 by sergiy
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