Getting the Correct Investment Data

grader01's Avatar


13 Jan, 2016 12:39 PM

Hi, I just came over from Quicken 2015, tired of that mess. I am trying to setup investments from Wells Fargo. I installed the addon and downloaded the investment info from my account. The imported data imports OK but when I do a "Download All Accounts", it never updates. Any ideas what I missed?

  1. 1 Posted by Tom Freeman on 17 Jan, 2016 09:42 PM

    Tom Freeman's Avatar

    Are you using the online banking to download transactions or update prices?

    The online banking will go to the Wells Fargo site and download any recent transactions made But it won't update the security prices. You can download an extension called Quotes and exchange which will go to Yahoo finance, retrieve and import a downloadable file made available there. Unfortunately this only works for stocks and funds supported by yahoo finance.

    You can get this extension by gong to extensions > manage extensions, select quotes and exchange from the list then click install. After installed you can access it by gong to extensions > quote and exchange extension.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 17 Apr, 2016 09:50 PM.

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