I've been tracking stocks and options in spreadsheets, since Quicken is basically worthless (and I'm in the process of migrating away from it.) I was happy to find that PSM could correctly display and show updates on options -- thank you! February was somewhat tense since I could no longer get the option quotes in my Calc spreadsheet.

Now, I'm trying to populate my accounts. I tried importing from Quicken, but that was mostly useless (I did get the tickers, but it didn't import transaction date, price, dividend history, etc. -- can this be done?)

I'd prefer to simply import from my spreadsheets, but I can't find any reference to either a standard header to use, or order of data. Can this be done?

Litewriter

What method did you use to import from Quicken? PSM can import QIF format, so if you can get your Quicken data in that format, then you can import transactions as well.

As far as importing from spreadsheets, this takes a little bit of setup because you have to select the right columns before importing using the Select Fields button in the import box. You can select your own column order this way.

If you want to use a header row, you can do that if you select the "Field Names in Header". In that case the field in the header must match the column names.

For importing transactions, add the Type field for the transaction type; the transaction type names must match the transaction type names in the software.

The problem I had with a Quicken QIF import was that it tried to import a whole lot of history including old option tickers, and current ones as well. PSM didn't recognize those and I had to do an awful lot of clicking to get the rest.

I can get just what I want by generating reports in Quicken, and exporting them as .CSV files. I'll try the Select Fields -- that sounds a lot better.