Oregon College Savings - 529's

[Kodiak73]

Hi,

Any chance you'd consider adding Oregon College Savings (529) to the supported accts? They have a setup similar to the Utah one (this worked fine). They have some settings where you confirm if you want to enable Quicken access. Which I did. I googled for the ofx settings and came up with details here: (http://microsoftmoneyoffline.wordpress. ... -settings/).

If not directly support the Oregon College Savings, maybe a generic acct where you can provide OFX settings? I don't know if that's practical or not, but just a thought.

Aaron

[Mark]

Hi Aaron,

Thanks for the idea/information. Yes, we can add support for them. I'll post back here once it is available.

[pieterse]

Hi Mark,

My apologies for jumping in, but could you also add CA ScholarShares 529? This program is managed by TIAA-CREF and can be downloaded in Quicken and therefore in Fundmanager.

Thanks

[Mark]

Hi pieterse,

I see "ScholarShare College Savings Plan" that we can add. We'll add this as well. I'll post back here once it is available.

[pieterse]

Hi Mark,

It is possible you may get additional requests to add more 529 accounts and there are quite a few of them and was thinking if you could just a one generic account name, something like "529 Collage Saving Plan", but not sure if that will work in Fundmanager.

Just a thought.

Thanks

[Mark]

Hi Aaron and pieterse,

Support for both:

ScholarShare College Savings Plan
Oregon College Savings Plan

are now available in the just released transaction module 173. Choose "Help / Fund Manager on the Web / Check for Updates..." to download this new transaction module.

pieterse: On the generic question... Each one of these plans requires separate OFX connection details, so making one generic one will probably be difficult.

[Kodiak73]

Hi Mark,

Just tested Oregon College Savings and it worked perfectly.

Thank you!

Aaron

[Mark]

Hi Aaron,

Excellent, thanks for the confirmation.