Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Vanguard Transaction Download

Comments, critical feedback, praise, or suggestions for new features.

Postby janfl133 » Sat Jan 11, 2025 11:16 am

Mark,

Thank you for your Jan. 10th post. I was able to download all my transactions since mid Dec.
janfl133
 
Posts: 41
Joined: Mon Mar 03, 2008 6:43 am

Postby Mark » Sat Jan 11, 2025 1:18 pm

Hi janfl133,

Great, glad to hear it. We'll continue working on more automated solutions... I think it is a long shot that Vanguard will allow us to continue using their OFX server. It appears they've decided against this. We will be investigating Plaid as an alternative, but paid, option.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11670
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Feedback

Who is online

Users browsing this forum: No registered users and 3 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.
cron