Joseph, Look on your financial planners website for a link to export your data. Most investment firms have some such option, often near another option to download a PDF of your monthly statement.
Since you say you used to do it with Quicken, they may have an option to download qfx or ofx format. Else there may be a options for other formats such as qif or csv. Any of those options will work with GnuCash, tho, as David T points out, it my be an arduous process. David Carlson On Mon, May 27, 2019, 7:24 AM Joseph Hymel via gnucash-user < gnucash-user@gnucash.org> wrote: > Thanks David T. > Just to clarify I am only interested in being able to import MY investment > holdings from my financial planner's website via my login/password for that > website. I have recently left Quicken software where I had that ability to > import my investment info, and thought it might exist in GNUCASH also. > There is so much similarity between the two applications that has amazed me > and thus caused me to seek this functionality out if it existed. I > appreciate your prompt response nonetheless. > Jo > On Monday, May 27, 2019, 06:55:53 AM CDT, David T. < > sunfis...@yahoo.com> wrote: > > Jo, > > Importing such information is typically a one- time process, and the time > it would take to programmatically process all possible situations makes it > expensive, from a programming perspective. The development team has focused > on other areas. I doubt any developer would take up your request. > > Having used gnucash for many years now, I have come to feel that the time > spent trying to import even a complex set of investment accounts would be > better spent creating the accounts and transactions to start up. Putting in > this investment in time (pun intended) also helps one learn how to manage > these accounts on a day to day basis. > > > David > > > On Mon, May 27, 2019 at 17:00, Joseph Hymel via gnucash-user< > gnucash-user@gnucash.org> wrote: Hello,How do I import stock/bond > mutual fund investment info from my financial planner's company website > into gnucash software? I understand that I can setup each individual > investment myself and have gnucash update the investments values daily, > etc. I am interested in being able to setup the downloads of my investments > directly from my financial planner's website (Ameriprise Financial) into my > gnucash software. > Is this functionally possible? If yes, how do I do it? If not, then is it > possible for me to suggest this functionality be incorporated at some point > in the future? > Thanks, > Jo > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
