Just to summarize what people are telling you:
GnuCash doesn't have any sort of functionality to automatically create
accounts for an investment the first time it's seen, if that's what you're
after. You will need to manually set up your accounts with beginning
balances. It's not that bad, unles
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.
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 exis
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.
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 do
