Broker: MB Trading    (Back to Home)  wpe7.jpg (821 bytes)

Website:
http://www.mbtrading.com

Until 10/15/2000 the margin reports have been used,
but now the clearer Quicken QIF exports are available:

First login to your account at your brokers web site:
wpeD.jpg (7144 bytes)


Once you are logged in
click on the wpeE.jpg (1732 bytes)link

Then select the Quicken Reports option from the Reports menu:
wpeF.jpg (8308 bytes)

To get all transactions of the current year leave the default:
wpe10.jpg (5565 bytes)

To generate the transaction data file:
Click on the wpe11.jpg (1453 bytes) button

After a few seconds the "File Download" window appears,
check the "Save this file to disk" option:
wpe13.jpg (3723 bytes)

Click the wpe15.jpg (971 bytes) button

The "Save As" window will appear.
Change to the StockTax main data folder by
entering "\StockTax\YourData" and clicking on the SAVE button:
wpe17.jpg (3138 bytes)

Enter the filename for the transactions you are saving to disk and click on the SAVE button:
wpe18.jpg (2937 bytes)
(The 2000MBT.qif filename is just a suggestion, but the .qif file extension is required!)

(If you have already save your transactions to this file
the Save As confirm box will appear - Click YES to replace the old file):
wpe1A.jpg (8556 bytes)


In a few seconds the download will be completed.
click on the CLOSE button:
wpe19.jpg (20130 bytes)

Start StockTax and select Quicken QIF from the broker list in Step1 and
the select the Quicken QIF file you just downloaded in Step2
wpe1B.jpg (2109 bytes)

Generate the Report in Step4