I've been scaling back on my accounts and getting rid of the "nice to have" and just focusing on what's the bare minimum I need. In the past, because they downloaded, that was what I used to remind me, now I let Quicken do the reminding so that I know when to post something. There's no doubt that it's going to be more work, but I think I can pull it off where it won't be too bad.Īs of now, I've started to memorize and schedule a heck of a lot more transactions. I'd be more than happy to share tips to make this viable. I plan on soldiering on, and I'm already preparing. I've resigned myself to manually dealing with those accounts unless someone else posts some tips or the name of a broker that does provide a download method that will do the job. I have found nothing that works well with investment accounts. You can also use these lines for a credit card: NName of Bank Account as it appears in your Quicken file qif file, you manually edit it and add the following lines to the top of the file: qif format if your bank(s) still support it to cut down on your manual data entry.Īfter downloading the. I don't have a clue about currency rates because that's not something I have exposure to. No, BUT at least for the stocks, you can set up a CVS download that can be manually imported.
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