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Importing QFX or OFX Transaction Files

Questions about updating prices or transactions in Fund Manager
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Postby B2B_Investing » Sat Mar 23, 2019 3:57 am

Hi Mark,

In looking for statements on the portal for my companies 401(k), I noticed a section that has downloads for transactions. It offered the following formats:

Intuit Quicken (QFX)
Microsoft Money (OFX)

Is there an easy way to import these into Fund Manager?

Jason
Last edited by B2B_Investing on Sun Mar 24, 2019 7:37 pm, edited 1 time in total.
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Postby Mark » Sat Mar 23, 2019 9:24 am

Hi Jason,

Yes, download the file to your hard drive, and then in Fund Manager using "File / Import / Transactions / Open Financial Exchange (*.OFX, *.QFX)...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby B2B_Investing » Sun Mar 24, 2019 7:37 pm

Excellent! Thanks!

Jason
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