You cannot cut and paste transactions from one account and paste under investment account (unlike bank and credit card accounts, where you can cut, paste and move transactions easily between accounts). Investment accounts are different from bank and credit card accounts. Use the following sample CSV file for investment accounts if you are entering or formatting data in Excel or would like to know how your CSV/Excel file should look like: How to convert investment transactions from CSV to Quicken Compatible formatĬSV2QIF converts CSV or Excel files with investment transactions into importable QIF files.
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