Importing Investment Transactions (edited)
I have a portfolio of private investments that I'd love to be able upload with a spreadsheet, but don't see an option to upload transactions to impact my manual investment account that currently represents this portfolio.
Is there a way to upload these investment transactions with a CSV? Would be nice to avoid entering / updating 150 of these manually.
Best Answers
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If you have setup a Simplifi account as Investment -
you may not be able to Import and Export - as those icons are avail - BUT are NOT supported for Investments -Here is a thread on just the CSV formatting -
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@SimplifiJSHL, thanks for posting your inquiry to the Community!
At this time, importing Investment Transactions is not currently supported, however, we are working on adding this ability. I'm not sure that importing Investment Transactions will give you what you're looking for, though. Investment Transactions are a behind-the-scenes type of scenario, so they wouldn't impact your account balances or Portfolio Value in any way. You can check out the following support articles for more details on tracking investments in Quicken Simplifi:
Let us know if you have any further questions!
-Coach Natalie
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