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Posted

Quicken will "print" to a tab delimited file. That text file can be imported into Excel. The Excel file will require clean up as it often includes extra columns. If I remember correctly, Relius can import from Excel.

It's not an ideal solution, but I believe it can be done.

Posted
Quicken will "print" to a tab delimited file. That text file can be imported into Excel. The Excel file will require clean up as it often includes extra columns. If I remember correctly, Relius can import from Excel.

It's not an ideal solution, but I believe it can be done.

The desire is to go the other way, however.

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070

 

Posted

Yep, nice try Kim, but we have folks wanting to go from Relius to Quicken. I checked with Relius support and was told that it has been on the enhancement list for some time, but has never been a priority.

Posted

hmm...

It is possible to import all sorts of investment data from the Internet into Quicken. Relius will also export to Excel. Do the folks at Intuit have any suggestions about how to get it from there?

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