how to import csv to Personal Plus 2015?
Comments
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Hey Adam, what function are you trying to perform with the CSV file?0
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I was trying to export everything from Pocketbook to Personal Plus 2015. In Pocketbook export features only export csv.
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I find that the share price data can be downloaded from Comsec or others in a variety of .csv formats; most of which can be used.
Import this into Excel and then convert to the format that is documented elsewhere, noting:
convert the date to English format
share volume is divided by 100
make sure to include the other fields as described ( not sure why)
there is a limit on daily volume to 20 million shares ( 200,000 shares/100); if > 20 mil, make it 199,999; use sort in excel
import all the data into excel first, then do the reformatting in one go; keep your changes systematic to eliminate errors.
If you include ASX codes that are not in your company list, they will be ignored, although it is quicker to only include valid codes.
this list can be for multiple codes and multiple days (it can be 1,000's of rows)
export this revised list as a .csv file with a short name (as you have to type it in)
Open QPP and then portfolio view then go to menu : File > import > import prices
give the full tree name of the .csv file
You can then go to menu : investments > security detail view and inspect the results.
The format is:
code,close,---,dd/mm/yyyy,---,high,low,volume/100,*
Example:
NEW,6.08,---,30/07/2014,---,6.08,6.01,200000,*This approach is actually much more reliable than compared to the automatic download facility of QPP2015. You can import years of data, not just the last few days.
John
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I am using Personal Plus and I am not interested in investments at this stage.
Anyway, after many hours of search through google and I manage to find a excel vba codes to convert csv to qif by following QIF format rules from the wikipedia.
Many thanks for trying to help. Sadly I wish there is mobile platform for personal plus software instead of business Reckon one mobile apps which is more different than personal.0
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