To download current security prices
Choose the Investing menu at the top > Go to Investing.
On the Portfolio tab, click the Update button (Internet access required). Alternatively, if you use One Step Update, you can download quotes as part of the update process.
To exclude a security from being updated (Optional):
On the Quicken toolbar, click the One Step Update button.
On the Download quotes and investment information option, click the Select quotes blue link.
On the Security List screen, make changes as necessary.
Notes
Quicken will not download prices for securities that do not have the correct
ticker symbols assigned to them .Quicken does not update prices for money market securities (or any security whose ticker symbol ends with XX), so don't select money market securities for updating when setting up your online quotes.
Unlike stock prices, mutual fund prices are set once a day and updated each evening after the market closes. Until then, mutual fund prices are quoted at the closing price for the previous day.
Quicken will download prices for multiple securities with the same ticker symbol, even if you've selected only one security for update. If you want to update only one security, edit the other securities to remove their ticker symbols.
To download historical security prices
Choose the Investing menu at the top.
Select the Investing Tools option > Security Detail View.
On the Security Detail View toolbar, click More.
Select Download Historical Prices.
Select the securities that you want historical data for.
Select the time string you want data for from the drop-down list. You can download data for the past month, the past year, the past two years, or the past five years.
Click Update Now.
Notes
Internet access is required; Quicken will not download prices for securities that do not have the correct
ticker symbols assigned to them .Quicken downloads daily prices of the selected securities for the most recent month, weekly prices for the 11 months prior to that, and monthly prices thereafter.
If you want to download historical data for several securities or for a long period of time, the download might take some time.
Selected securities have a green check mark beside them. Click individual securities to select or clear them.
To determine when security prices were last downloaded
Choose the Investing menu at the top> Portfolio.
At the bottom, you'll see a yellow message that displays the date and time the quotes were last updated.
To manually edit a security's price history
Select the Tools menu at the top > Security List.
Select the security you want.
Click More in the upper-right corner.
Choose Edit Price History.
You can add, delete, and edit prices from here.
To add a new price, choose New and enter the date and price. The figures for High, Low, and Volume are optional.
To change a price for a specific date, select the price and click Edit. Enter the new price. The figures for High, Low, and Volume are optional.
To delete a price, select it and click Delete.
To print the price history list, click Print.
Notes
The price history of a security comes from a variety of sources: investment transactions you enter that include a security price, prices you enter in the Portfolio window, prices you enter directly in the Price History window, prices you download from the Internet, and prices you import.
The Price History window lists the most recent price of the selected security and all previous prices recorded for it by date. When you add, change, or delete a price, the new information is added to the Portfolio and Security Detail View windows. No changes are made to transactions already entered in the transaction list.
To delete several prices at once, use the Shift key to select a continuous range of quote prices, click the first price, hold Shift, then click the last price in the range. Or use the Ctrl key to select individual quote prices, hold Ctrl while clicking each price you want to select. After selecting the desired prices using Shift or Ctrl, click Delete.
To update prices manually in the Portfolio
Choose the Investing menu at the top > Portfolio.
To record a price for a date other than today, click the pop-up calendar beside the portfolio As Of field, and select a date. You can use the date shown on your bank statement.
Select the security whose price you want to update. (If the Price column doesn't appear in the Portfolio, click the Customize button and choose "Quote/Price" from the Available Columns box, and click the Add button. Click Ok when done.)
Enter the new price in the Quote/Price column.
Notes
You can also enter high, low, and volume information if you've customized the Portfolio window to show those columns.
Quicken records up to a total of 11 digits.
Press + or - to increase or decrease the price to the next 1/16 (or 0.0625).
Hierarchy for prices entered
Manual price entry
Current Price (Quote)
Historical Price (Quote)
Price downloaded with broker data through One Step Update or Update Now
Import Price (CSV)
Transaction Price entered when manually entering a transaction in the brokerage account list.
Each entry method overrides the price(s) received by the method just below it. This means that the price displayed after entering a Buy transaction (for example) would be replaced by the price imported from a CSV downloaded from an investing site (such as Yahoo! Finance), which would be replaced by the price transmitted by the broker when performing One Step Update, and so forth.
