Quicken mutual fund quotes not updating

Posted by / 06-Sep-2019 12:49

Quicken mutual fund quotes not updating

Quicken downloads any income and expenses from your investments through brokerages or other financial institutions.Tracking your investments helps to meet your risk and return goals to make better informed buying and selling decisions while minimizing taxes on your investments.However, if you have holdings in accounts that do not provide transaction download, the prices for those holdings are still not updated.With the help of a book from the library, Learning Python, and a lot of Googling, I came up with a new script that gets the quotes from Yahoo!

It only updates the prices for your other accounts. You put the ticker symbols in two lists, one for stocks and one for mutual funds.

There is a small piece of unfinished business in my series for replacing Microsoft Money.

After giving my requirements and looking at Quicken, Gnu Cash, and Moneydance, I came upon two OFX scripts for downloading transactions directly from the financial institutions, outside of Microsoft Money. They will also update the prices for the securities held in the investment accounts that provide transaction download.

and writes a dummy OFX file for importing into Microsoft Money. I created a new Investment account in Money called Dummy Investment.

Being a Python newbie, I’m sure the script can be made much more elegant, but what I have now works. I ran the script, which imported a dummy statement with the current prices into the Dummy Investment account.

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Even the best products, however, have a glitch now and then. You can get support for using your investment tracking system by searching on-site questions in the support section, contacting Quicken or getting help from other users online.

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