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Retrive Chase bank transactions

Questions about updating prices or transactions in Fund Manager

Postby Flijfi » Mon May 13, 2013 1:53 pm

Hi,

I would like to retrive bank transactions from Chase Bank (US), but I can't find it in the transaction module 177.

It is a pretty common bank, Am I missing something?

Thanks,

Flijfi
Flijfi
 
Posts: 24
Joined: Mon Feb 21, 2011 2:21 pm

Postby Mark » Mon May 13, 2013 2:03 pm

Hi Flijfi,

Fund Manager does not retrieve "bank" transactions from any OFX server. It only supports "investment" transactions. They are 2 different types of transaction sets. We will support any broker/bank/fund company that offers the required OFX server offering investment transactions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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