Download Yahoo Spreadsheet, Question


D

Dan Wenz

I have Q99, use it only for keeping track of my portfolio of mutual
funds. I see the page at Yahoo's site allowing for a download of the
data into a spreadsheet - at that point I'm not familar as to what to do
then, and before I screwup my Quicken data want to be sure what I need
to do with the downloaded data before importing it into Quicken. Will
Quicken use the downloaded file "as is", or??
 
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M

MedRxMan

John is correct.

The only thing to be aware of is that the stock symbold in the yahoo list
are the same symbols in your security list.

If you have been using the auto download feature in Quicken, the quotes from
the quicken.com sith may be different for some stocks. Example AGR.A and
AGRB are the same stock but Yahoo uses one and quicken.com uses the other.

Good luck
 
J

John Pollard

Dan said:
I have Q99, use it only for keeping track of my portfolio of mutual
funds. I see the page at Yahoo's site allowing for a download of the
data into a spreadsheet - at that point I'm not familar as to what
to do then, and before I screwup my Quicken data want to be sure
what I need to do with the downloaded data before importing it into
Quicken. Will Quicken use the downloaded file "as is", or??
I have never used Q99; started with Q2000. I am guessing that
you have a "Portfolio View"; if I am correct, open the Portfolio
View and click File > Import > Prices and import the .csv file
you downloaded from Yahoo.
 
M

MedRxMan

The so caled Quicken funtionality is no different than downloading to a csv
file. The fiinal file must still be imported into quicken manually.

The advantage of Yahoo is you can enter all your stock symbols at once in a
single block instead of entering one stock symbol at a time. My vote is for
Yahoo.
 
H

Hank Arnold

1) Right click on the "Download Spreadsheet".
2) Select "Save Target As".
3) Select where you want it stored and change the name if you want to.
Remember where the file is. You'll need the full path and file name (e.g.,
C:\CSV\PRICES.CSV)
4) Open Q
5) Open the Portfolio. Frankly, I can't remember where that is in Q99(been 5
years now..). Just get to the page where you can see your portfolio with
accounts and securities.
5) Select the menu File/Import/Import Prices.
6) Enter the file name. There's no way to search, so you'll have to enter
the name manually (the full name)
7) Set the date. Not really needed (the Yahoo CSV file has the date
imbedded), but I do it for completeness.
8) Select "OK".

That should do it. I'd strongly recommend you do a backup of the file before
you do it for the first time. You won't mess up any important data, but
undoing the price history gets messy and tedious....
 
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A

AK47

Hank said:
1) Right click on the "Download Spreadsheet".
2) Select "Save Target As".
3) Select where you want it stored and change the name if you want to.
Remember where the file is. You'll need the full path and file name (e.g.,
C:\CSV\PRICES.CSV)
4) Open Q
5) Open the Portfolio. Frankly, I can't remember where that is in Q99(been 5
years now..). Just get to the page where you can see your portfolio with
accounts and securities.
5) Select the menu File/Import/Import Prices.
6) Enter the file name. There's no way to search, so you'll have to enter
the name manually (the full name)
7) Set the date. Not really needed (the Yahoo CSV file has the date
imbedded), but I do it for completeness.
8) Select "OK".

That should do it. I'd strongly recommend you do a backup of the file before
you do it for the first time. You won't mess up any important data, but
undoing the price history gets messy and tedious....
Hint:
Keep the path name of the .csv file short and easy to remember because
you have to type in in each time.
 
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H

Hank Arnold

Very true....... Good point. I actually did that a long time ago.........
 

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