Topic: Is it possible to import a file with transactions

My broker is Interactive Brokers.  I can download transactions from them in the following formats: MS Excel;  MS Money;  Quicken;  Captools;  Tradelog;  Gainskeeper.

Is it possible to import a file based upon any of these formats?

Thanks,
pahawkfan

Re: Is it possible to import a file with transactions

Hello,

Support for Quicken .qif files is planned but not available in the current version.  It will be released soon.  If one of the other formats is OFX format then you can import it using that format.

Jesse

3 (edited by richprofits 2012-03-16 21:36:44)

Re: Is it possible to import a file with transactions

Is OFX the only supported file type? 

It would be great to have Excel import format supported by a file import mapper to map fields and data types to the Icarra database tables.  That way the mapper could be configured to map the fields regardless of their names in the source file.

Re: Is it possible to import a file with transactions

I have also added support for a few other .CSV formats: Ameritrade, Options House and Fidelity formats.

QIF support has been added since the start of this thread.

Jesse