Investment CSV File

neon45

Hello… Happy New Year

Is there a way to download our Investment accounts, via a CSV file, similar to Banking and Savings?

Thank you.

Coach Kristina

Hello @neon45,

Unfortunately, Quicken Simplifi does not currently have a way to export investment account information like you can with banking and savings accounts. There is an Idea post requesting that functionality be added:

https://community.simplifimoney.com/discussion/5964/ability-to-import-export-investment-transactions-edited

If you haven't already done so, please add your vote and a comment on the Idea post. Ideas that get enough votes may be implemented in the future!

Thank you!

neon45

Hi Coach…

Indeed, it is unfortunate. It's been voted on since November 2023, to no avail. Can you offer any timeline ? Possibly, some contact at

Aquiline Capital Partners might have an estimate, or Mr. Dunn. The article states he answers emails.

https://www.investors.com/news/management/leaders-and-success/eric-dunn-quickens-ceo-made-software-the-photoshop-of-personal-finance/

Thank you…