historic stock prices update

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Have been using Quicken/ReckonAccounts Personal Plus for a number of years, unfortunately, I was on holidays over the 30th June period. When I updated stock prices, it only updated the past five days. I have over one hundred stocks which are distributed over a number of accounts. I was advised by Reckon sales team that historic prices would need to be manually entered individual. Is there a fie import facility in ReckonAccounts Personal Plus 2013.
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Joe Bus

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Posted 5 years ago

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Mirko, Alum

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Hey Joe, welcome to the community. Updating and entering historic prices cannot be automated with a file import. It would need to be done manually. To simplify the process, I would only enter the date & price (closing). Only enter High, Low & Volume if you would like extensive data. - Mirko
(Edited)
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Joe Bus

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Thank you for your response. Unfortunately, I need to manually enter prices for over a hundred stocks, otherwise, all year end reporting will be of little value for previous and future reporting.
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Peter Hart

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G'day Joe
2 years is a long time to wait for a response and I certainly hope my query which I just posted will be answered faster.
What Mirko told you is incorrect.
I have been importing prices daily in bulk for years. I use Quicken2011 and until this week have found it to be excellent..
The process I use is simple and requires that you store bulk data in a text file then import it into your portfolio.
This is all probably much too late for you, but there you go.
Peter
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Joanne Mullen

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Does the "download" historical share prices feature only work for US shares?

I have been trying to do this properly for years and it only works on some shares.
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John G, Information Support Analyst

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Hi Joanne,

Welcome to the Reckon Community.

Download historical prices is a feature for the US sharemarket.  A similar facility was never created for the Australian edition.  For Australian shares you will only get the last 5 days.  

Your US share needs to be configured properly to ensure it gets the share price history.  Here is my setup for IBM shares:



The first Share Price Update gave me daily prices for the past year.  


Hope this helps.


regards,
John.
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John G, Information Support Analyst

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Hi Peter & Joe,

Yes, you can import share prices from a CSV file.  We have a guide on correct formatting and importing of the CSV file here.

Our apologies for the incorrect information earlier.


regards,
John
(Edited)
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Joe Patuto

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Hi, I have tried this approach however not successful. I can import however will not accept high/low and volume data. Are you able to provide an example of how you currently do it. With Thanks
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John G, Information Support Analyst

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Hi Joe,

Have a look at the suggestions by a Community member here.


Hope this helps.


regards,
John

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