Any way to import investment data as CSV?

Derek Atkins warlord at MIT.EDU
Tue Jan 19 10:52:24 EST 2010


Adam Rosi-Kessel <adam at rosi-kessel.org> writes:

> Derek Atkins wrote, on 1/18/2010 11:27 AM:
>>> I'm trying to import financial data from Calvert Investments. When I
>>> export as a QIF, the Gnucash importer dialog is empty. When I export
>>> as CSV, I see the data, but there doesn't seem to be any way in
>>> Gnucash to match the CSV fields to shares and share price. Any
>>> solutions?
>> Could you show an example of the QIF that does not import correctly?
>
> I would prefer not to make my financial data public record, but I will
> email you a copy off-list.

I just tried it and this QIF imports just fine for me.  The dialog was
empty because there are no duplicates to match against.  Just click
"Apply" and it will insert the data into your account tree.  Make sure
you map the QIF names to GnuCash accounts properly.

> Adam

> Please remember to CC this list on all your replies.
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-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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