Investment Transactions QIF Template

williamcnicholas's Avatar


23 Nov, 2018 06:58 PM

Hi, I have too many investment transactions to enter manually, and have tried to import them. I have converted my brokers CSV file to a QIF file, and even edited that QIF file so that it had the fields required by MD. However I am still not able to import complete investment transactions with prices, commissions, share amounts ,etc. I have set up the securities in advance, but it is still not working. Does anyone have a QIF template for investment transactions that works? Regards,Will

  1. System closed this discussion on 22 Feb, 2019 07:00 PM.

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