Select account name from the "Quicken account to import into:" pull down menu.
If you don't deselect this option all the "from" side transfers will be removed by Quicken. Also you have to deselect Special handling of transfers on the QIF Import dialog.
Transfers do not work right if you select (If your QIF file doesn't have transfers feel free to use for non cash accounts). If your QIF file is going to have any transfers in it, make sure that you have a cash or liability account you can select (even if the transactions will not be put in that account). Start Quicken and select: File -> File Import -> QIF File (please note that on some versions of Quicken you can't be in the Portfolio view to see this option)įor the QIF file name browse to your desktop and load in Converted.QIF. This is needed because the Starter Edition doesn't have a like the other editions have. It doesn't matter if you are going to import into that account or not. You have to create at least one cash account in Quicken, for the QIF import to work. The investment data has now been imported into the selected portfolio.Note all of this below is handled automatically by ImportQIF if you turn on the Auto Import QIF option on the Options tab, which saves dealing with all of these details) You can either select an existing portfolio, or create a new one.Ĭlick on the “Finish” button to complete the import. When all of the symbols have been mapped and accepted, click on the “Next” button to move to the final step.įinish the import of the investment data by selecting a portfolio into which the data will be added.
This will uncheck the symbol’s “Accepted” button and reset the StockMarketEye symbol to the symbol from import. You can reset the mapped, StockMarketEye symbol to its original, unmapped symbol using the “Reset” button. Note, however, that StockMarketEye will not be able to get historical or current quotes for these symbols which can affect performance calculations and the Portfolio’s historical value chart. obsolete or non-existent ticker symbols) are OK to include in the mapping and are often useful for including items in your portfolio which do not have a ticker symbol (ex. Note that you don’t need to have a valid ticker symbol for each entry, but you do need to accept all of the mappings before continuing. This allows you to enter and use unrecognized ticker symbols. If you click “Ok”, but have not selected one of the “”, the search query itself will be used as the mapped, StockMarketEye symbol. Clicking “Ok” in the Symbol Search search window will use the selected “Search Result” as the mapped, StockMarketEye symbol. This will open the Symbol Search window where you can search for the correct symbol. You can modify the mapped, StockMarketEye symbol by clicking on the “Modify” button. If the box is initially unchecked, there was no direct match to a StockMarketEye symbol. If the box is initially checked, it has been mapped automatically by StockMarketEye. In this step you can convert the stock symbols that were found in the import file into symbols known to StockMarketEye.īefore moving to the next step, you must accept each symbol mapping by checking its “Accepted” box. Stock (or ticker) symbols often differ between applications. Map the symbols found in the import file to symbols known to StockMarketEye. Once you have entered an existing QIF investment data file, click on the “Next” button to move to the next step. This data will be imported into a new or existing StockMarketEye portfolio that you select in Step #4. Select the QIF file containing the investment data that you want to import into StockMarketEye. Open StockMarketEye and use the menu: File -> Import Portfolio -> Import from QIF…
Former Microsoft Money Plus Users: You may be interested in reading our guide on how to export your investment data from Money Plus to a QIF file, suitable for import in StockMarketEye.