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New Quicken.com Investing and Quotes Download - READ ONLY
Aug 21, 2008 02:10 pm

[Kathryn, Quicken]
Quicken Kathryn
Arizona
Total posts: 1659
Voted helpful: 78
Number of years using Quicken: 2 to 5 years
Quicken Premier 2009
Windows XP

Hello All,


I’m happy to report that the migration to the new portfolio system is complete.  This new system applies to Quicken Windows 2006, 2007 and 2008. 


 If you want more information about this transition, or if you are experiencing any issues with the new portfolio, please post them in the thread here.  This will keep all of the issues in one place, which means we can gather and fix them a lot sooner--


 


Thanks--

Quicken Kathryn

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[gmalis1]

Total posts: 10975
Voted helpful: 849
Number of years using Quicken: 10+ years
Quicken Rental Property Manager 2009
Windows XP
This is a new post #220
of 458 		New Quicken.com Investing and Quotes Download
Sep 01, 2008 04:03 pm 
Reply to this message  
This post is about: Quicken Premier 2008

As I mentioned before on this thread, there is no need to move to another product unless you are so fed up you feel like you must.

Download the freeware software NetStock.

Set up NetStock once by adding in your stock and mutual fund symbols.

In NetStock, after it automtically updates prices, FILE > Quicken Export.

This will create a file named prices.csv.  Save this file to your C: hard drive.

In Quicken, go to Portfolio view.  Then FILE > IMPORT > Import prices.  You can only do this from the Portfolio view.

When prompted, enter C:prices.txt and Quicken will enter current day ACCURATE prices into Quicken.

The initial setup takes just a bit of time...after that I can do this in less than a minute!

When doing a One Step Update, uncheck "Download quotes, asset classes, headlines and alerts".  Continue leaving this unchecked until Quicken finds a way to download quotes that actually works.



Replies to this message
  • Jeeter (Sep 1, 2008 5:22 pm)
  • jwkde (Sep 2, 2008 5:25 am)
  • bbumbarger (Sep 2, 2008 8:09 am)



    • Completing your user profile to include the Quicken version/year and Windows operating system helps others troubleshoot your problem.

    You should only floss the teeth you want to keep!

    Currently using Quicken 2009 Rental Property Manager R5.
    9 users found this answer helpful. Did you find this answer helpful? Yes No

    [Jeeter]

    Total posts: 50
    Voted helpful: 68
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2006
    Windows XP
    This is a new post #221
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 01, 2008 04:22 pm 
    Reply to this message  
    This post is about: Quicken Premier 2008
    Will this same thing work in Quicken 6?? Please say it will.

    Replies to this message
  • gmalis1 (Sep 1, 2008 5:43 pm)



    • 2 users found this answer helpful. Did you find this answer helpful? Yes No

    [gmalis1]

    Total posts: 10975
    Voted helpful: 849
    Number of years using Quicken: 10+ years
    Quicken Rental Property Manager 2009
    Windows XP
    This is a new post #222
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 01, 2008 04:43 pm 
    Reply to this message  
    This post is about: Quicken Premier 2008

    What is Quicken 6?  An old DOS version of Quicken?

    If you are referring to Quicken 2006, it will work in that version.

    What is really interesting is that this also works for "retired" versions Quicken 2005 and earlier.

    Quicken disabled download capabilities for those versions, but NetStock will work where Quicken has an "Import prices" feature.  That just leaves transaction downloading as the only main feature that has been disabled.


    Completing your user profile to include the Quicken version/year and Windows operating system helps others troubleshoot your problem.

    You should only floss the teeth you want to keep!

    Currently using Quicken 2009 Rental Property Manager R5.
    3 users found this answer helpful. Did you find this answer helpful? Yes No

    [terrior]

    Total posts: 2
    Voted helpful: 4
    Number of years using Quicken: 10+ years
    Quicken Premier 2007
    Windows XP
    This is a new post #223
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 01, 2008 05:26 pm 
    Reply to this message  
    This post is about: Quicken Online
    I like Yahoo as well, especially the plotting features. However, you have to load everything manually. Morningstar is a good choice and you can upload info from Quicken on PC, although cumbersome for those of us who use PC versions for automatic update feature from institutions.

    Biggest plus to me for Quicken.com was automatic update from Quicken on desktop AND its portfolio view, all on one page! Of course, that has all changed now. The new Quicken.com does seem to have features that will be benefitial once they get them working, like memorizing custom views, incremental updates, correct portfolio value graphs, sort holdings by name option (symbols suck), just to name a few.

    My gut tells me though that the new will not be as powerfull as the old and that Intuit Management does not care.

    I too am now using broker sites for daily tracking until Quicken.com shapes up or I decide on another method.

    Bob

    4 users found this answer helpful. Did you find this answer helpful? Yes No

    [JPG]

    Total posts: 98
    Voted helpful: 29
    Number of years using Quicken: 6 to 10 years
    Quicken Premier 2009
    Windows XP
    This is a new post #224
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 01, 2008 06:16 pm 
    Reply to this message  
    This post is about: Quicken Premier 2008
    q.lurker wrote:

    after you have changed the Sec-type to Other and entered a ticker (symbol), you can change the type back to Bond, and the ticker will stay

    Yes, I did notice that.

    0 users found this answer helpful. Did you find this answer helpful? Yes No

    [jwkde]
    Delaware
    Total posts: 34
    Voted helpful: 19
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2006
    Windows XP
    This is a new post #225
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 04:25 am 
    Reply to this message  
    This post is about: Quicken Premier 2006
    The Netstock -->Quicken works fine but I think only imports the closing price - correct?

    Which is better than inaccurate Quicken download I guess :)

    Replies to this message
  • gmalis1 (Sep 2, 2008 8:06 am)



    • 3 users found this answer helpful. Did you find this answer helpful? Yes No

    [sonnyj]
    Florida
    Total posts: 26
    Voted helpful: 10
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2008
    Windows XP
    This is a new post #226
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 06:47 am 
    Reply to this message  
    This post is about: Quicken Premier 2008
    Once again Quicken quotes updating does not work, and I need it daily. Please tell me if this issue is being addressed, and when we may expect the system to be fixed.

    Thanks

    Replies to this message
  • sonnyj (Sep 2, 2008 8:06 am)



    • 2 users found this answer helpful. Did you find this answer helpful? Yes No

    [JOEBOB413]
    Pennsylvania
    Total posts: 2
    Voted helpful: 9
    Number of years using Quicken: 6 to 10 years
    Quicken Deluxe 2007
    Windows XP
    This is a new post #227
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:04 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2007
    Improvement????

    You must be kidding.You must be kidding!
    A useful tool has been totally destroyed.

    I am now busily searching other service that will give me a simple price and value for my investments.

    Replies to this message
  • dwsmit3 (Sep 2, 2008 9:24 pm)
  • johntorrington (Sep 5, 2008 8:49 am)



    • 3 users found this answer helpful. Did you find this answer helpful? Yes No

    [sonnyj]
    Florida
    Total posts: 26
    Voted helpful: 10
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2008
    Windows XP
    This is a new post #228
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:06 am 
    Reply to this message  
    This post is about: Quicken Premier 2008
    Just to be clear: NO quotes are updating. Not mutural funds, or stocks of ANY description.

    --------------------------------------
    The Quicken Help page says:
    "We are in the process of completing the upgrade to the new Quicken.com Investing Center. These current issues are being researched by our Development Team, and a resolution will be provided soon.

    Performance data is not downloading for little traded securities such as OTC stocks...."
    ------------------------------------------

    This is NOT correct. NOTHING is updating from the "UPDATE QUOTES" link.Last time this happened, it took a LOT of threats of leaving Quicken an(and many actually doing so) before adequate resources from Quicken were applied to the task.

    Please wake up, Quicken nd Intuit Management!

    Replies to this message
  • sonnyj (Sep 2, 2008 8:13 am)
  • sonnyj (Sep 2, 2008 10:41 am)
  • elfreport (Sep 2, 2008 1:49 pm)



    • 4 users found this answer helpful. Did you find this answer helpful? Yes No

    [gmalis1]

    Total posts: 10975
    Voted helpful: 849
    Number of years using Quicken: 10+ years
    Quicken Rental Property Manager 2009
    Windows XP
    This is a new post #229
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:06 am 
    Reply to this message  
    This post is about: Quicken Premier 2006

    The Netstock -->Quicken works fine but I think only imports the closing price - correct?

    That is correct.


    Completing your user profile to include the Quicken version/year and Windows operating system helps others troubleshoot your problem.

    You should only floss the teeth you want to keep!

    Currently using Quicken 2009 Rental Property Manager R5.
    1 user found this answer helpful. Did you find this answer helpful? Yes No

    [bbumbarger]
    North Carolina
    Total posts: 80
    Voted helpful: 69
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2007
    Windows XP
    This is a new post #230
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:09 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2007
    Gmalis:

    I have been experimenting a little with NetStock. Seems like a RELIABLE application. I did notice one difference in your instructions and my results:

    File>Quicken Export - It creates a prices.txt text file instead of a file with the extension .cvs. Am I doing something incorrectly?

    Thanks in advance for your assistance.

    Replies to this message
  • gmalis1 (Sep 2, 2008 8:12 am)



    • 1 user found this answer helpful. Did you find this answer helpful? Yes No

    [gmalis1]

    Total posts: 10975
    Voted helpful: 849
    Number of years using Quicken: 10+ years
    Quicken Rental Property Manager 2009
    Windows XP
    This is a new post #231
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:12 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2007

    No, Netstock Export to Quicken produces the file prices.txt

    You can then import this into Quicken from the Portfolio view.

    If I said in a previous post that the file created was prices.csv, then thanks for the correction.

    It is most definitely prices.txt.



    Replies to this message
  • bbumbarger (Sep 2, 2008 8:22 am)
  • bbumbarger (Sep 2, 2008 1:41 pm)



    • Completing your user profile to include the Quicken version/year and Windows operating system helps others troubleshoot your problem.

    You should only floss the teeth you want to keep!

    Currently using Quicken 2009 Rental Property Manager R5.
    2 users found this answer helpful. Did you find this answer helpful? Yes No

    [sonnyj]
    Florida
    Total posts: 26
    Voted helpful: 10
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2008
    Windows XP
    This is a new post #232
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:13 am 
    Reply to this message  
    This post is about: Quicken Premier 2008
    Under "Quotes" I get the message "The server is not responding properly, please try again later."

    Under "Historical prices" I get the message:
    "None of the requested securities were recognized."

    1 user found this answer helpful. Did you find this answer helpful? Yes No

    [bbumbarger]
    North Carolina
    Total posts: 80
    Voted helpful: 69
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2007
    Windows XP
    This is a new post #233
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:22 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2007
    Thank you for your help. I assume in order to maintain historical prices, you do this daily. What do you do if you happen to be out of town and miss a few days? Is there any way get old quotes?

    Replies to this message
  • gmalis1 (Sep 2, 2008 8:24 am)



    • 1 user found this answer helpful. Did you find this answer helpful? Yes No

    [IamKiva]
    Missouri
    Total posts: 10
    Voted helpful: 16
    Number of years using Quicken: 10+ years
    Quicken Premier 2006
    Windows XP
    This is a new post #234
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:22 am 
    Reply to this message  
    This post is about: Quicken Premier 2006
    Does anybody know the anticipated date of resolution. I have opted not to update my prices until it is resolved... I don't have time to download other programs, patch, etc/ I have used Quicken products since 1994.... dont want to leave, but this is the pits

    3 users found this answer helpful. Did you find this answer helpful? Yes No

    [gmalis1]

    Total posts: 10975
    Voted helpful: 849
    Number of years using Quicken: 10+ years
    Quicken Rental Property Manager 2009
    Windows XP
    This is a new post #235
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:24 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2007
    Quoted from: Quicken Kathryn (Aug 21, 2008 2:10 pm)
    Thank you for your help. I assume in order to maintain historical prices, you do this daily. What do you do if you happen to be out of town and miss a few days? Is there any way get old quotes?

    I do this daily.

    I don't travel much besides the occasional vacation...so I haven't run into that problem yet.

    I'm not sure how you would get old quotes using NetStock.



    Replies to this message
  • bbumbarger (Sep 2, 2008 12:30 pm)



    • Completing your user profile to include the Quicken version/year and Windows operating system helps others troubleshoot your problem.

    You should only floss the teeth you want to keep!

    Currently using Quicken 2009 Rental Property Manager R5.
    2 users found this answer helpful. Did you find this answer helpful? Yes No

    [pszyd]
    Ohio
    Total posts: 6
    Voted helpful: 37
    This is a new post #236
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 07:49 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2006
    ps56k wrote: How would you feel if this was your online banking application, or even your on-screen TV cable guide ?

    Don't even get me started. It happened to my on-screen cable guide last month and I've been just as irritated with them. At least Quicken is responding. Not so with the cable company.

    To everyone out there - Please, no more new and improved!

    Replies to this message
  • aprest (Sep 2, 2008 10:25 am)



    • 2 users found this answer helpful. Did you find this answer helpful? Yes No

    [aprest]
    Maryland
    Total posts: 11
    Voted helpful: 28
    This is a new post #237
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 09:25 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2006
    Intuit seems to have gone radio silent. I would have thought that they would have worked all weekend on this and given us an update.

    I am now very afraid of using this program and possibly screwing up about 20 years of data input.

    Replies to this message
  • ps56k (Sep 2, 2008 10:47 am)
  • jwkde (Sep 2, 2008 11:26 am)



    • 2 users found this answer helpful. Did you find this answer helpful? Yes No

    [sonnyj]
    Florida
    Total posts: 26
    Voted helpful: 10
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2008
    Windows XP
    This is a new post #238
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 09:41 am 
    Reply to this message  
    This post is about: Quicken Premier 2008
    Just tried updating quotes again and it WORKED!!

    Everybody else??

    Thanks to whomever!

    Replies to this message
  • iwiw (Sep 2, 2008 10:47 am)



    • 1 user found this answer helpful. Did you find this answer helpful? Yes No

    [iwiw]
    California
    Total posts: 5
    Voted helpful: 4
    This is a new post #239
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 09:45 am 
    Reply to this message  
    This post is about: Quicken Premier 2008
    so why can't I download any quotes -
    is the server down or is there another problem??
    quicken user for over 10 yrs - getting fed up with the 'download' problems which have been happening on and off for the last 6 months.

    2 users found this answer helpful. Did you find this answer helpful? Yes No

    [ps56k]

    Total posts: 237
    Voted helpful: 41
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2006
    Windows XP
    This is a new post #240
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 09:47 am 
    Reply to this message  
    This post is about: Quicken Deluxe 2006
    afraid - heck I was really rich for a couple of days :)

    silent - yup, they laid off 7% of their workforce...
    and when I mailed letters last summer to complain about the Alerts & News going away from the Quicken program for months at a time -

    their response - handed down to "tech support" for followup

    3 users found this answer helpful. Did you find this answer helpful? Yes No

    [iwiw]
    California
    Total posts: 5
    Voted helpful: 4
    This is a new post #241
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 09:47 am 
    Reply to this message  
    This post is about: Quicken Premier 2008
    you're right - stock download works at 10:47 pst on 9/2.

    2 users found this answer helpful. Did you find this answer helpful? Yes No

    [DOC101]

    Total posts: 37
    Voted helpful: 9
    Number of years using Quicken: 10+ years
    Quicken Premier 2007
    Windows Vista
    This is a new post #242
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 09:50 am 
    Reply to this message  
    Quotes download has gone from sometimes to not at all. Is it me or is it Intuit. I would like to update my portfolio but nothing happens.

    WHY?????????????????????????

    Replies to this message
  • sonnyj (Sep 2, 2008 10:58 am)



    • 1 user found this answer helpful. Did you find this answer helpful? Yes No

    [sonnyj]
    Florida
    Total posts: 26
    Voted helpful: 10
    Number of years using Quicken: 10+ years
    Quicken Deluxe 2008
    Windows XP
    This is a new post #243
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 09:58 am 
    Reply to this message  
    Just updated quotes again, still working; checked a few of the quotes against TD Qmeritrade, looks ok.

    Replies to this message
  • Bill_G (Sep 2, 2008 12:02 pm)



    • 2 users found this answer helpful. Did you find this answer helpful? Yes No

    [raginian]
    Michigan
    Total posts: 1
    Voted helpful: 2
    This is a new post #244
    of 458         		New Quicken.com Investing and Quotes Download
    Sep 02, 2008 10:16 am 
    Reply to this message  
    This post is about: Quicken Home & Business 2008
    I am unable to update my investments. I keep getting the statement "server not responding, please try again later". This started 9/1 and is continuing today. Any suggestions? My last update was 8/22 and it was ok.

    2 users found this answer helpful. Did you find this answer helpful? Yes No
    		 
     
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