![]() Guess I'll have to look into that conversion program for the historical data. qfx downloads for historical data aren't available, it's. I just verified with my brokerage (TD Ameritrade) that. ![]() The inclusion of the proper account name in the actual QIF file overrides the fact that your investment account does not show up. > You are misinterpretting the instruction/note. qif appears to be ruled out since, contrary to the note in the page from the second link to ignore the dialog warning about QIF imports, my investment account doesn't show up in the list of possible import accounts." (You indicated only a csv file was available.) If QFX, by any name, is at all possible, it is the preferable path. > NotACPA's comment is for you to make sure that getting a QFX file for older periods is not possible. Will simply entering a single transaction dated sometime between the existing opening balance date and the 90-day download window prevent that adjustment? It seems that is "normal" behavior, however, I'd like to prevent that in other account downloads. The download adjusted the date and amount of the opening balance to the balance and date of the earliest available download data. Related question: I did a web download of transactions into a bank account for which I'd specified an opening balance several months in the past. qfx import process, I wanted to check to make sure I wasn't missing anything obvious. qif appears to be ruled out since, contrary to the note in the page from the second link to ignore the dialog warning about QIF imports, my investment account doesn't show up in the list of possible import accounts.īefore I move forward with the. qfx format, as discussed in these threads:Ĭonversion to. csv import is not an available service.Īfter additional research, it appears that I would need to download the. csv download of my entire account history, however, as noted elsewhere. My brokerage does offer the web connect service, but of course that only provides the most recent 90 days or so of data. To that end, I want to import investment transactions going back a couple of years. I am undertaking a rather large effort to track my investments and I want to establish a good historical basis for analysis.
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